Fee-only adviser · Waltham, MA
Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Waltham, Massachusetts. On its latest Form ADV, filed August 3, 2026, it reports $23.6B in regulatory assets under management, 29,187 individual clients and 491 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 284656 · SEC file 801-108179 |
| Office | 200 5th Avenue 4th Floor Waltham, MA 02451 |
| Phone | (781) 890-3045 |
| Website | www.integratedwp.com |
| Regulatory assets under management | $23.6B |
| Individual clients | 18,758 non-high-net-worth, 10,429 high-net-worth |
| Financial planning clients | More than 500 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 493 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 3, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Waltham
- Montis Financial, LLC $1.3B
- Pension & Wealth Management Advisors $530M
- Ballentine Partners $15.3B
- Savvi Financial LLC $45M
- Windrose Advisors LLC $2.7B
- JSK Capital Advisors, LLC $11M
See all 10 fee-only advisers in Waltham →
Nearby
- Lexington 4 firms
- Belmont 2 firms
- West Newton 1 firm
- Weston 2 firms
- Auburndale 1 firm
- Arlington 3 firms
- Newton 11 firms
- Newton Lower Falls 1 firm
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