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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

Integrated Wealth Concepts LLC vs Oxford Financial Group, LTD

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 Oxford Financial Group, LTD, 1% more than its rival, by their latest Form ADV filings. Integrated Wealth Concepts LLC reports more individual clients (29,187 vs 589), while Oxford Financial Group, LTD’s clients hold more on average (about $24 million each against $780,000). Integrated Wealth Concepts LLC is based in Waltham, Massachusetts and Oxford Financial Group, LTD in Carmel, Indiana.

FigureIntegrated Wealth Concepts LLCOxford Financial Group, LTD
Regulatory AUM$24B$23B
National rank#42#43
HeadquartersWaltham, MassachusettsCarmel, Indiana
Individual clients29,187589
High-net-worth clients10,429551
Average client assets$780,000$24 million
Accounts65,5636,593
Discretionary100% of AUM49% of AUM
Employees493156
Advisory staff49136
Clients per advisory employee5916
Offices1217
Form ADV filed2026-08-032026-07-09

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

Oxford Financial Group, LTD

Full profile →

Services

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

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Questions

Which is bigger, Integrated Wealth Concepts LLC or Oxford Financial Group, LTD?

Integrated Wealth Concepts LLC, with $24B in regulatory assets under management against $23B at Oxford Financial Group, LTD. Nationally they rank #42 and #43 among 5,657 independent wealth management RIAs.

How many clients do Integrated Wealth Concepts LLC and Oxford Financial Group, LTD have?

Integrated Wealth Concepts LLC reports 29,187 individual clients (10,429 high-net-worth) with 491 advisory employees; Oxford Financial Group, LTD reports 589 (551 high-net-worth) with 36 advisory employees.

How do Integrated Wealth Concepts LLC and Oxford Financial Group, LTD charge clients?

Only Integrated Wealth Concepts LLC lists hourly charges 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 Oxford Financial Group, LTD offer?

Integrated Wealth Concepts LLC lists educational seminars and workshops, which Oxford Financial Group, LTD does not. Oxford Financial Group, LTD 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; 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: Integrated Wealth Concepts LLC ↗, Oxford Financial Group, LTD ↗. How to check a financial advisor →