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| Fidelity Personal and Workplace Advisors LLC
✚
|
|
|---|---|
| CRD # | 288590 |
| SEC # | 801-112027 |
| CIK # | |
| AUM | $566.2 BB (100% Disc, 100% US, 2021-03-26) |
| Employees | 9,422 (98% Investors, 98% Brokers) |
| Phone | 617-563-7000 |
| Address | 245 Summer Street, V2A Boston, MA 02210 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($BB) |
|---|
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Fidelity Management & Research Company LLC
✚
|
MA | 3,089.0 |
|
Strategic Advisers LLC
✚
|
MA | 568.3 |
|
Fidelity Personal and Workplace Advisors LLC
✚
|
MA | 566.2 |
|
FIAM LLC
✚
|
RI | 140.1 |
|
FMR Investment Management UK Limited
✚
|
25.5 | |
|
Fidelity Management & Research Hong Kong Limited
✚
|
22.3 | |
|
Fidelity Management & Research Japan Limited
✚
|
4.2 | |
|
Ballyrock Investment Advisors LLC
✚
|
MA | 2.4 |
|
Fidelity SelectCo LLC
✚
|
CO | 0.0 |
|
FMR Co Inc
✚
|
MA | 0.0 |
|
Fidelity Investments Money Management Inc
✚
|
MA | 0.0 |
|
Fidelity Institutional Wealth Adviser LLC
✚
|
MA | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
UBS Financial Services Inc
✚
|
NJ | 572.5 |
|
Mitsubishi UFJ Trust and Banking Corporation
✚
|
378.9 | |
|
Ameriprise Financial Services LLC
✚
|
MN | 374.3 |
|
LPL Financial LLC
✚
|
SC | 268.8 |
|
Financial Engines Advisors LLC
✚
|
CA | 260.1 |
|
Envestnet Asset Management Inc
✚
|
IL | 224.7 |
|
Raymond James Financial Services Advisors Inc
✚
|
FL | 191.9 |
|
First Trust Advisors LP
✚
|
IL | 171.6 |
|
RBC Capital Markets LLC
✚
|
NY | 146.6 |
|
Voya Investment Management Co LLC
✚
|
NY | 143.5 |