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Type	Result	AUM

Fidelity Institutional Wealth Adviser LLC ✚
CRD #	301896
SEC #	801-116860
CIK #
AUM	9,384.1 M (2026-03-30)
Employees	209 (48% Investors, 81% Brokers)
Fees
Minimum
Phone	617-563-7000
Address	245 Summer Street Boston, MA 02210
Source	[IAPD] [Website] [Twitter] [LinkedIn]

Total AUM ($B) Copy

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

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