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RIA comparison · SEC Form ADV

Integrated Wealth Concepts LLC vs Jordan Park Group LLC

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

The short answer

Integrated Wealth Concepts LLC is the larger of the two, with $24B in regulatory assets to $23B at Jordan Park Group LLC, 1% more than its rival, by their latest Form ADV filings. Integrated Wealth Concepts LLC reports more individual clients (29,187 vs 163), while Jordan Park Group LLC’s clients hold more on average (about $95 million each against $780,000). Integrated Wealth Concepts LLC is based in Waltham, Massachusetts and Jordan Park Group LLC in SAN Francisco, California.

FigureIntegrated Wealth Concepts LLCJordan Park Group LLC
Regulatory AUM$24B$23B
National rank#42#44
HeadquartersWaltham, MassachusettsSAN Francisco, California
Individual clients29,187163
High-net-worth clients10,429163
Average client assets$780,000$95 million
Accounts65,5634,487
Discretionary100% of AUM100% of AUM
Employees493153
Advisory staff49199
Clients per advisory employee592
Offices1214
Form ADV filed2026-08-032026-07-08

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

Jordan Park Group LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Performance-based fees

Questions

Which is bigger, Integrated Wealth Concepts LLC or Jordan Park Group LLC?

Integrated Wealth Concepts LLC, with $24B in regulatory assets under management against $23B at Jordan Park Group LLC. Nationally they rank #42 and #44 among 5,657 independent wealth management RIAs.

How many clients do Integrated Wealth Concepts LLC and Jordan Park Group LLC have?

Integrated Wealth Concepts LLC reports 29,187 individual clients (10,429 high-net-worth) with 491 advisory employees; Jordan Park Group LLC reports 163 (163 high-net-worth) with 99 advisory employees.

How do Integrated Wealth Concepts LLC and Jordan Park Group LLC charge clients?

Only Jordan Park Group LLC lists performance-based fees on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Integrated Wealth Concepts LLC and Jordan Park Group LLC offer?

Integrated Wealth Concepts LLC lists pension consulting; educational seminars and workshops, which Jordan Park Group LLC does not. Jordan Park Group LLC lists portfolio management for pooled investment vehicles; portfolio management for businesses and institutions, which Integrated Wealth Concepts LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; 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: Integrated Wealth Concepts LLC ↗, Jordan Park Group LLC ↗. How to check a financial advisor →