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| Happy Holidays!! thanks for using AUM13F!! |
| Fidelity Institutional Wealth Adviser LLC
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|---|---|
| CRD # | 301896 |
| SEC # | 801-116860 |
| CIK # | |
| AUM | $6.5 B (2025-06-23) |
| Employees | 194 (48% Investors, 78% Brokers) |
| Phone | 617-563-7000 |
| Address | 245 Summer Street Boston, MA 02210 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49,046 | 0.2 |
| (b) Individuals (high net worth individuals) | 2,276 | 2.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 339 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,027 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 829 | 6.5 |
| By Discretionary | ||
| Discretionary | 829 | 6.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 829 | 6.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.5 | |
| Total | 829 | 6.5 |
| Related Firms | State | AUM ($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 |