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RIA comparison · SEC Form ADV

Integrated Wealth Concepts LLC vs RWA Wealth Partners

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 $20B at RWA Wealth Partners, 19% more than its rival, by their latest Form ADV filings. Integrated Wealth Concepts LLC reports more individual clients (29,187 vs 5,951), while RWA Wealth Partners’ clients hold more on average (about $3.1 million each against $780,000). Both are based in Massachusetts: Integrated Wealth Concepts LLC in Waltham and RWA Wealth Partners in Boston.

FigureIntegrated Wealth Concepts LLCRWA Wealth Partners
Regulatory AUM$24B$20B
National rank#42#49
HeadquartersWaltham, MassachusettsBoston, Massachusetts
Individual clients29,1875,951
High-net-worth clients10,4293,545
Average client assets$780,000$3.1 million
Accounts65,56319,649
Discretionary100% of AUM98% of AUM
Employees493178
Advisory staff49163
Clients per advisory employee5994
Offices1216
Form ADV filed2026-08-032026-05-27

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

RWA Wealth Partners

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Other services

How it’s paid

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

Questions

Which is bigger, Integrated Wealth Concepts LLC or RWA Wealth Partners?

Integrated Wealth Concepts LLC, with $24B in regulatory assets under management against $20B at RWA Wealth Partners. Nationally they rank #42 and #49 among 5,657 independent wealth management RIAs.

How many clients do Integrated Wealth Concepts LLC and RWA Wealth Partners have?

Integrated Wealth Concepts LLC reports 29,187 individual clients (10,429 high-net-worth) with 491 advisory employees; RWA Wealth Partners reports 5,951 (3,545 high-net-worth) with 63 advisory employees.

How do Integrated Wealth Concepts LLC and RWA Wealth Partners charge clients?

They list the same forms of compensation on Form ADV: a percentage of assets under management; hourly charges; fixed fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Integrated Wealth Concepts LLC and RWA Wealth Partners offer?

Integrated Wealth Concepts LLC lists pension consulting; selecting other advisers; educational seminars and workshops, which RWA Wealth Partners does not. RWA Wealth Partners lists other services, which Integrated Wealth Concepts LLC does not. Both offer financial planning; portfolio management for individuals and small businesses.

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 ↗, RWA Wealth Partners ↗. How to check a financial advisor →