Integrated Wealth Concepts LLC

Integrated Wealth Concepts LLC (CRD# 284656) is a financial advisory firm headquartered in Waltham, MA. They manage $7,465,967,800 in 17,089 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,466
    MILLION
  • Total Number of Accounts
    17,089
    ACCOUNTS
  • Average Account Value
    $436,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Integrated Wealth Concepts LLC
Showing 1 - 10 of 327 top financial advisors.
1
Michael D. Aaronson
CRD#: 4318531
1000 Chapel View Blvd., Suite#200, Cranston, RI 02920

Michael Aaronson (CRD# 4318531) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Cranston, RI and has over 24 years of experience in the finance industry.

2
Danya Abrams
CRD#: 6371217
200 5th Ave, Suite 4010, Waltham, MA 02451

Danya Abrams (CRD# 6371217) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has 1 year of experience in the finance industry.

3
Andrew S. Adil
CRD#: 2093525
1340 Sullivan Avenue, South Windsor, CT 06074

Andrew Adil (CRD# 2093525) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in South Windsor, CT and has over 19 years of experience in the finance industry.

4
Susan M. Ahern-Wiercinski
CRD#: 1075391
200 5th Ave, Suite 4010, Waltham, MA 02451

Susan Ahern-Wiercinski (CRD# 1075391) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 41 years of experience in the finance industry.

5
Christopher P. Aldrich
CRD#: 6439918
567 Vauxhall Street Extension, Suite 323, Waterford, CT 06385

Christopher Aldrich (CRD# 6439918) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waterford, CT and has over 8 years of experience in the finance industry.

6
Leslie E. Archambault
CRD#: 2864622
153 Birch Mountain Rd, Glastonbury, CT 06033

Leslie Archambault (CRD# 2864622) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Glastonbury, CT and has over 26 years of experience in the finance industry.

7
Terrance W. Arges
CRD#: 5494713
12555 High Bluff Drive, Suite 210, San Diego, CA 92130

Terrance Arges (CRD# 5494713) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in San Diego, CA and has over 15 years of experience in the finance industry.

8
Jeffrey M. Armstrong
CRD#: 2808264
4000 Legato Rd, Suite 410, Fairfax, VA 22033

Jeffrey Armstrong (CRD# 2808264) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Fairfax, VA and has over 21 years of experience in the finance industry.

9
Arthur T. Arsenault
CRD#: 6571526
200 5th Ave, Suite 4010, Waltham, MA 02451

Arthur Arsenault (CRD# 6571526) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 7 years of experience in the finance industry.

10
Robert A. Barger
CRD#: 6877360
1415 E Marlton Pike, Suite 300, Cherry Hill, NJ 08034

Robert Barger (CRD# 6877360) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Cherry Hill, NJ and has over 6 years of experience in the finance industry.

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