CRD: 284656
Integrated Wealth Concepts LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-1998
- Office Locations
- 177
Office Locations
About Integrated Wealth Concepts LLC
Integrated Partners is an independent advisor partnership platform founded in 1996, providing customizable open-architecture support to financial advisors, including technology, investment management, advanced planning, marketing/PR, M&A and succession. Known for its CPA/attorney partner program that matches advisors with professional partners, it supports a national network of 200+ advisors across 70+ offices and offers custody options such as Schwab and Fidelity/NFS. Named to Barron’s 2024 Top 100 RIA list.
Reported data analysis
What the numbers show
Between December 17, 2025 and August 3, 2026, reported AUM increased 43.4%, from $16.4B to $23.6B.
Across 5 reported observations, AUM increased 201.3% between November 2, 2022 and August 3, 2026, from $7.8B to $23.6B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 491 advisory representatives and 30,723 clients, or 62.6 clients per representative. That equates to $767.4K in reported AUM per client.
The profile lists 177 reported office locations and 28 years in operation. The source data was last updated on August 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Integrated Wealth Concepts LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KRISTI LEE CARLSON
Chief Finance Officer, Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Kathleen Lee Donnelly
Director, DIRECTOR OF FINANCE
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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MICHAEL DAVID AARONSON
--
- CRD
- #4318531
Danya Abrams
--
- CRD
- #6371217
Showing 2 of 478 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,576,950,000 | $359,608 |
| Non-Discretionary | $0 | -- |
| Total | $23,576,950,000 | $359,608 |
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Separately Managed Accounts
SMA allocation detail is available
Integrated Wealth Concepts LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Integrated Wealth Concepts LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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