Naperville, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Integrated Wealth Concepts LLC
Enterprise
Firm-wide stats for Integrated Wealth Concepts LLC
About
Integrated serves individuals, high‑net‑worth clients, families, trusts, estates, businesses and retirement plans through a network of independent financial advisors who operate under firm d/b/a names. It offers discretionary investment management, financial planning and consulting, family office and retirement plan advisory services, and sponsors wrap-fee programs including the firm’s Integrated Models.
The firm constructs customized portfolios primarily using mutual funds, ETFs, individual equities and fixed income, and typically employs a long‑term approach while implementing shorter-term trades for rebalancing or cash needs. Integrated implements strategies through its internal management and by recommending or overseeing third‑party asset managers and sub‑advisers, and its policies specify that assets remain custodied with third‑party custodians (with Integrated not holding client custody except for fee deductions or standing transfer authorizations).
Compared with many large enterprises, Integrated combines an enterprise operating scale (over $23.5 billion in AUM and hundreds of advisors) with a menu of model and wrap options it directly sponsors — including a Custom Series managed by the firm and model minimums ranging from a $2,500 Socially Aware (SAMS) sleeve up to $1,000,000 for Custom accounts. The brochure also discloses several notable operational practices: a formal AI policy governing limited use of AI tools with human review, an explicit framework for advising on cryptocurrency exposure (via ETFs, separate managers or private funds), and a family office service set that covers lifestyle, philanthropy and governance.
Based on Integrated Wealth Concepts LLC
Expertise
Based on Integrated Wealth Concepts LLC
Location
2323 Naperville Road, Suite 210
Naperville IL 60563
Advisors at this office
3
Advisors at this office
Joe H
Series 63, Series 66
Naperville, IL
Integrated Wealth Concepts LLC
Joe Hall is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at LPL Financial, Level Four Advisory Services, and Integrated Wealth Concepts, where he has been since 2021. He also engages in entrepreneurial activities related to investment advisory through entities such as Totemic Enterprises, LLC. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with both long-term and tactical approaches.
Lindsay B
CFP®, Series 66
Naperville, IL
Integrated Wealth Concepts LLC
Lindsay Blaney is a CFP® and Series 66 professional with nine years of experience in the financial services industry. She is currently with Integrated Wealth Concepts LLC and previously worked at Level Four Advisory Services and LPL Financial, where she has been affiliated since 2007. Integrated Wealth Concepts LLC serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, emphasizing customized portfolios with a long-term investment approach and incorporating both internally managed strategies and third-party asset managers.
Garrett H
Series 63, Series 65
Naperville, IL
Integrated Wealth Concepts LLC
Garrett Hall is a financial advisor at Integrated Wealth Concepts LLC in Naperville, IL, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at LPL Financial, CCO Staffing, CCO Capital, Cole Capital Corporation, and Equity Fund Advisors. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, using customized portfolios primarily comprised of mutual funds, ETFs, equities, and fixed income with a long-term approach complemented by shorter-term trading for rebalancing and cash needs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)