Fidelity Personal and Workplace Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Fidelity Personal and Workplace Advisors LLC
CRD #288590
SEC #801-112027
CIK #
AUM $338.0 BB (100% Disc, 100% US)
Employees6,722 (100% Investors, 100% Brokers)
Phone617-563-7000
Address245 Summer Street, V2A
Boston, MA 02210
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
3452762071386902010201320172021
Related Firms State AUM ($BB)
FMR Co Inc
MA 918.9
Fidelity Investments Money Management Inc
MA 868.5
Strategic Advisers LLC
MA 344.1
Fidelity Management & Research Company
MA 339.0
Fidelity Personal and Workplace Advisors LLC
MA 338.0
FIAM LLC
RI 84.6
FMR Investment Management UK Limited
20.3
Fidelity Management & Research Hong Kong Limited
15.3
Fidelity Management & Research Japan Limited
4.0
Ballyrock Investment Advisors LLC
MA 0.8
Fidelity Selectco LLC
CO 0.0
Fidelity Institutional Wealth Adviser LLC
MA 0.0
Comparable Firms State AUM ($BB)
UBS Financial Services Inc
NJ 496.0
Mitsubishi UFJ Trust and Banking Corporation
395.6
Ameriprise Financial Services Inc
MN 248.3
Banc One Investment Advisors Corp
OH 186.1
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
Standish Mellon Asset Management Company LLC
MA 130.2
Envestnet Asset Management Inc
IL 126.5
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com