Fidelity Personal and Workplace Advisors LLC

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Assets, Funds, Holdings

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Fidelity Personal and Workplace Advisors LLC
CRD #288590
SEC #801-112027
CIK #
AUM $338.0 BB (100% Disc, 100% US)
Employees6,722 (100% Investors, 100% Brokers)
Phone617-563-7000
Address245 Summer Street, V2A
Boston, MA 02210
Source IAPDexternal Websiteexternal Twitterexternal LinkedInexternal
Total AUM ($BB)
Related Firms State AUM ($BB)
FMR Co Inc
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918.9
Fidelity Investments Money Management Inc
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868.5
Strategic Advisers LLC
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344.1
Fidelity Management & Research Company
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Fidelity Personal and Workplace Advisors LLC
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338.0
FIAM LLC
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84.6
FMR Investment Management UK Limited
20.3
Fidelity Management & Research Hong Kong Limited
15.3
Fidelity Management & Research Japan Limited
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Ballyrock Investment Advisors LLC
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0.8
Fidelity Institutional Wealth Adviser LLC
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0.0
Fidelity Selectco LLC
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0.0
Comparable Firms State AUM ($BB)
UBS Financial Services Inc
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496.0
Mitsubishi UFJ Trust and Banking Corporation
395.6
Ameriprise Financial Services Inc
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Financial Engines Advisors LLC
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181.3
LPL Financial LLC
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159.1
Robert W Baird & Co Incorporated
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140.3
Invesco Asset Management Ltd
139.9
Banc One Investment Advisors Corp
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131.2
Standish Mellon Asset Management Company LLC
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130.2
Envestnet Asset Management Inc
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126.5