Fidelity Personal and Workplace Advisors LLC

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CAFR Data
Fidelity Personal and Workplace Advisors LLC
CRD #288590
SEC #801-112027
CIK #
AUM $453.3 BB (75% Disc, 100% US, 2020-03-27)
Employees6,722 (100% Investors, 100% Brokers)
Phone617-563-7000
Address245 Summer Street, V2A
Boston, MA 02210
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
4553642731829102010201320172021
Comparable Firms State AUM ($BB)
UBS Financial Services Inc
NJ 591.4
Mitsubishi UFJ Trust and Banking Corporation
395.6
Ameriprise Financial Services LLC
MN 313.3
Financial Engines Advisors LLC
CA 229.0
LPL Financial LLC
MA 207.8
Robert W Baird & Co Incorporated
WI 188.3
Banc One Investment Advisors Corp
OH 186.1
First Trust Advisors LP
IL 145.5
RBC Capital Markets LLC
NY 141.7
Invesco Asset Management Ltd
130.4
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