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| Happy Holidays!! thanks for using AUM13F!! |
| Fidelity Personal and Workplace Advisors LLC
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|---|---|
| CRD # | 288590 |
| SEC # | 801-112027 |
| CIK # | |
| AUM | $818.8 B (2025-03-17) |
| Employees | 15,424 (100% Investors, 99% Brokers) |
| Phone | 617-563-7000 |
| Address | 245 Summer Street, V2A Boston, MA 02210 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,103,013 | 247.4 |
| (b) Individuals (high net worth individuals) | 549,755 | 456.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8,817 | 108.7 |
| (h) Charitable organizations | 11 | 0.0 |
| (i) State or municipal government entities | 102 | 5.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 375 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,991,043 | 818.8 |
| By Discretionary | ||
| Discretionary | 1,991,043 | 818.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,991,043 | 818.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 818.8 | |
| Total | 1,991,043 | 818.8 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Fidelity Management & Research Company LLC
✚
|
MA | 4,730.7 |
|
Strategic Advisers LLC
✚
|
MA | 1,067.7 |
|
Fidelity Personal and Workplace Advisors LLC
✚
|
MA | 818.8 |
|
FIAM LLC
✚
|
RI | 270.7 |
|
Fidelity Management & Research Hong Kong Limited
✚
|
29.2 | |
|
FMR Investment Management UK Limited
✚
|
15.1 | |
|
Ballyrock Investment Advisors LLC
✚
|
MA | 8.4 |
|
Fidelity Institutional Wealth Adviser LLC
✚
|
MA | 6.5 |
|
Fidelity Management & Research Japan Limited
✚
|
2.8 | |
|
Fidelity SelectCo LLC
✚
|
CO | 0.0 |
|
FMR Co Inc
✚
|
MA | 0.0 |
|
Fidelity Investments Money Management Inc
✚
|
MA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
UBS Financial Services Inc
✚
|
NJ | 808.8 |
|
LPL Financial LLC
✚
|
SC | 618.9 |
|
Ameriprise Financial Services LLC
✚
|
MN | 564.6 |
|
Envestnet Asset Management Inc
✚
|
IL | 532.2 |
|
Mitsubishi UFJ Trust and Banking Corporation
✚
|
384.0 | |
|
Raymond James Financial Services Advisors Inc
✚
|
FL | 344.9 |
|
Financial Engines Advisors LLC
✚
|
CA | 292.9 |
|
RBC Capital Markets LLC
✚
|
NY | 260.0 |
|
Voya Investment Management Co LLC
✚
|
NY | 253.8 |
|
SageView Advisory Group LLC
✚
|
CA | 238.6 |