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Stephanie Horan, CEPF®  | Smart Asset | MAR 11, 2021
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1. Integrated Wealth Concepts LLC – Waltham, MA

Integrated Wealth Concepts LLC, also known as Integrated Partners, ranks first in our study, growing both its client base and assets managed significantly over the past several years. Integrated Wealth Concepts has the 10th-largest 2017-2020 increase in number of client accounts and greatest increase in AUM of all advisory firms in our study. According to its Form ADV filings with the SEC, the number of client accounts grew from 3,500 to almost 16,400 during that three-year interval, and total AUM increased from $550 million to almost $3.5 billion. In the past year alone, the number of accounts and AUM grew by about 87% and 158%, respectively.