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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Fidelity Personal and Workplace Advisors LLC
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| CRD # | 288590 |
| SEC # | 801-112027 |
| CIK # | |
| AUM | $453.3 BB (75% Disc, 100% US, 2020-03-27) |
| Employees | 6,722 (100% Investors, 100% Brokers) |
| Phone | 617-563-7000 |
| Address | 245 Summer Street, V2A Boston, MA 02210 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
UBS Financial Services Inc
✚
|
NJ | 591.4 |
|
Mitsubishi UFJ Trust and Banking Corporation
✚
|
395.6 | |
|
Ameriprise Financial Services LLC
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|
MN | 313.3 |
|
Financial Engines Advisors LLC
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|
CA | 229.0 |
|
LPL Financial LLC
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|
MA | 207.8 |
|
Robert W Baird & Co Incorporated
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|
WI | 188.3 |
|
Banc One Investment Advisors Corp
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|
OH | 186.1 |
|
First Trust Advisors LP
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|
IL | 145.5 |
|
RBC Capital Markets LLC
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|
NY | 141.7 |
|
Invesco Asset Management Ltd
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|
130.4 |