Fidelity Institutional Wealth Adviser LLC

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Assets, Funds, Holdings

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Fidelity Institutional Wealth Adviser LLC
CRD #301896
SEC #801-116860
CIK #
AUM $6.5 B (2025-06-23)
Employees 194 (48% Investors, 78% Brokers)
Phone617-563-7000
Address245 Summer Street
Boston, MA 02210
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($B)
7.56.04.53.01.50.02011201620212026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 49,046 0.2
(b) Individuals (high net worth individuals) 2,276 2.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 339 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1,027 3.9
(n) Other 0 0.0
Total 829 6.5
By Discretionary
Discretionary 829 6.5
Non-Discretionary 0 0.0
Total 829 6.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 6.5
Total 829 6.5
Related Firms State AUM ($B)
Fidelity Management & Research Company LLC
MA 4,730.7
Strategic Advisers LLC
MA 1,067.7
Fidelity Personal and Workplace Advisors LLC
MA 818.8
FIAM LLC
RI 270.7
Fidelity Management & Research Hong Kong Limited
29.2
FMR Investment Management UK Limited
15.1
Ballyrock Investment Advisors LLC
MA 8.4
Fidelity Institutional Wealth Adviser LLC
MA 6.5
Fidelity Management & Research Japan Limited
2.8
Fidelity SelectCo LLC
CO 0.0
FMR Co Inc
MA 0.0
Fidelity Investments Money Management Inc
MA 0.0
Comparable Firms State AUM ($B)
Marcuard Family Office Ltd
6.8
FNB Investment Advisors Inc
PA 6.7
Thrivent Advisor Network LLC
MN 6.6
NorthRock Partners LLC
MN 6.6
Zhang Financial LLC
MI 6.5
HBK Sorce Advisory LLC
PA 6.5
TD Private Client Wealth LLC
NY 6.5
Axxcess Wealth Management LLC
CA 6.3
Richmond Capital Management Inc
VA 6.1
Andersen Tax LLC
VA 6.1
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