Integrated Wealth Concepts LLC, based out of Waltham, MA, is a well-established regional investment advisory firm with an impressive track record. With over 10,390 individual clients and a staggering $7,465,968,000 in assets under management, they have earned a reputation for excellence in the industry. Integrated Wealth Concepts LLC operates from 58 offices strategically located to serve their extensive client base. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and resources to effectively manage employer funds. Notably, all the assets they manage are ...