|
Fidelity Personal and Workplace Advisors LLC
✚
|
|
|---|---|
| CRD # | 288590 |
| SEC # | 801-112027 |
| CIK # | |
| AUM | $338.0 BB (100% Disc, 100% US) |
| Employees | 6,722 (100% Investors, 100% Brokers) |
| Phone | 617-563-7000 |
| Address | 245 Summer Street, V2A Boston, MA 02210 |
| Source |
IAPD
Website
Twitter
LinkedIn
|
| Total AUM ($BB) |
|---|
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
FMR Co Inc
✚
|
MA | 918.9 |
|
Fidelity Investments Money Management Inc
✚
|
MA | 868.5 |
|
Strategic Advisers LLC
✚
|
MA | 344.1 |
|
Fidelity Management & Research Company
✚
|
MA | 339.0 |
|
Fidelity Personal and Workplace Advisors LLC
✚
|
MA | 338.0 |
|
FIAM LLC
✚
|
RI | 84.6 |
|
FMR Investment Management UK Limited
✚
|
20.3 |
|
|
Fidelity Management & Research Hong Kong Limited
✚
|
15.3 |
|
|
Fidelity Management & Research Japan Limited
✚
|
4.0 |
|
|
Ballyrock Investment Advisors LLC
✚
|
MA | 0.8 |
|
Fidelity Institutional Wealth Adviser LLC
✚
|
MA | 0.0 |
|
Fidelity Selectco LLC
✚
|
CO | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
UBS Financial Services Inc
✚
|
NJ | 496.0 |
|
Mitsubishi UFJ Trust and Banking Corporation
✚
|
395.6 |
|
|
Ameriprise Financial Services Inc
✚
|
MN | 248.3 |
|
Financial Engines Advisors LLC
✚
|
CA | 181.3 |
|
LPL Financial LLC
✚
|
MA | 159.1 |
|
Robert W Baird & Co Incorporated
✚
|
WI | 140.3 |
|
Invesco Asset Management Ltd
✚
|
139.9 |
|
|
Banc One Investment Advisors Corp
✚
|
OH | 131.2 |
|
Standish Mellon Asset Management Company LLC
✚
|
MA | 130.2 |
|
Envestnet Asset Management Inc
✚
|
IL | 126.5 |