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| Fidelity Institutional Wealth Adviser LLC
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|---|---|
| CRD # | 301896 |
| SEC # | 801-116860 |
| CIK # | |
| AUM | 9,384.1 M (2026-03-30) |
| Employees | 209 (48% Investors, 81% Brokers) |
| Phone | 617-563-7000 |
| Address | 245 Summer Street Boston, MA 02210 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59,902 | 0.3 |
| (b) Individuals (high net worth individuals) | 4,169 | 4.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 451 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,335 | 4.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,435 | 9.4 |
| By Discretionary | ||
| Discretionary | 1,435 | 9.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,435 | 9.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.4 | |
| Total | 1,435 | 9.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 64,306 (1 non-US) |
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
Fidelity Management & Research Company LLC
✚
|
MA | 5,685.04 B |
|
Strategic Advisers LLC
✚
|
MA | 1,370.13 B |
|
FIAM LLC
✚
|
RI | 347.73 B |
|
Fidelity Management & Research Hong Kong Limited
✚
|
32.55 B | |
|
FMR Investment Management UK Limited
✚
|
25.82 B | |
|
Ballyrock Investment Advisors LLC
✚
|
MA | 10.99 B |
|
Fidelity Institutional Wealth Adviser LLC
✚
|
MA | 9,384.1 M |
|
Fidelity Management & Research Japan Limited
✚
|
2,361.3 M | |
|
Fidelity Personal and Workplace Advisors LLC
✚
|
MA | |
|
Fidelity SelectCo LLC
✚
|
CO | |
|
FMR Co Inc
✚
|
MA | |
|
Fidelity Investments Money Management Inc
✚
|
MA |
| Comparable Firms | State | AUM |
|---|---|---|
|
Choate Investment Advisors LLC
✚
|
MA | 10.05 B |
|
Intellicents Investment Solutions Inc
✚
|
MN | 9,916.7 M |
|
Forvis Mazars Wealth Advisors LLC
✚
|
MO | 9,752.0 M |
|
The Ameriflex Group Inc
✚
|
NV | 9,658.3 M |
|
Seven Post Investment Office LP
✚
|
CA | 9,605.7 M |
|
Geneos Wealth Management Inc
✚
|
CO | 9,217.2 M |
|
Axxcess Wealth Management LLC
✚
|
CA | 8,878.8 M |
|
Snowden Capital Advisors LLC
✚
|
NY | 8,869.6 M |
|
Robertson Stephens Wealth Management LLC
✚
|
CA | 8,764.0 M |
|
US Capital Wealth Advisors LLC
✚
|
TX | 8,763.6 M |