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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

1919 Investment Counsel, LLC vs Integrated Wealth Concepts LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

1919 Investment Counsel, LLC is the larger of the two, with $26B in regulatory assets to $24B at Integrated Wealth Concepts LLC, 10% more than its rival, by their latest Form ADV filings. Integrated Wealth Concepts LLC reports more individual clients (29,187 vs 4,866), while 1919 Investment Counsel, LLC’s clients hold more on average (about $4.1 million each against $780,000). 1919 Investment Counsel, LLC is based in Baltimore, Maryland and Integrated Wealth Concepts LLC in Waltham, Massachusetts.

Figure1919 Investment Counsel, LLCIntegrated Wealth Concepts LLC
Regulatory AUM$26B$24B
National rank#40#42
HeadquartersBaltimore, MarylandWaltham, Massachusetts
Individual clients4,86629,187
High-net-worth clients2,65310,429
Average client assets$4.1 million$780,000
Accounts5,16965,563
Discretionary100% of AUM100% of AUM
Employees131493
Advisory staff52491
Clients per advisory employee9459
Offices9121
Form ADV filed2026-08-272026-08-03

1919 Investment Counsel, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Other

Integrated Wealth Concepts LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Pension consulting
  • Selecting other advisers
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Questions

Which is bigger, 1919 Investment Counsel, LLC or Integrated Wealth Concepts LLC?

1919 Investment Counsel, LLC, with $26B in regulatory assets under management against $24B at Integrated Wealth Concepts LLC. Nationally they rank #40 and #42 among 5,657 independent wealth management RIAs.

How many clients do 1919 Investment Counsel, LLC and Integrated Wealth Concepts LLC have?

1919 Investment Counsel, LLC reports 4,866 individual clients (2,653 high-net-worth) with 52 advisory employees; Integrated Wealth Concepts LLC reports 29,187 (10,429 high-net-worth) with 491 advisory employees.

How do 1919 Investment Counsel, LLC and Integrated Wealth Concepts LLC charge clients?

Only 1919 Investment Counsel, LLC lists other forms of compensation on Form ADV. Only Integrated Wealth Concepts LLC lists hourly charges. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do 1919 Investment Counsel, LLC and Integrated Wealth Concepts LLC offer?

1919 Investment Counsel, LLC lists portfolio management for investment companies; portfolio management for businesses and institutions; other services, which Integrated Wealth Concepts LLC does not. Integrated Wealth Concepts LLC lists educational seminars and workshops, which 1919 Investment Counsel, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; pension consulting; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: 1919 Investment Counsel, LLC ↗, Integrated Wealth Concepts LLC ↗. How to check a financial advisor →