Fidelity Personal and Workplace Advisors LLC
✚
|
|
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CRD # | 288590 |
SEC # | 801-112027 |
CIK # | |
AUM | $338.0 BB (100% Disc, 100% US) |
Employees | 6,722 (100% Investors, 100% Brokers) |
Phone | 617-563-7000 |
Address | 245 Summer Street, V2A Boston, MA 02210 |
Source |
IAPD![]() ![]() ![]() ![]() |
Total AUM ($BB) |
---|
Related Firms | State | AUM ($BB) |
---|---|---|
FMR Co Inc
✚
|
MA | 918.9 |
Fidelity Investments Money Management Inc
✚
|
MA | 868.5 |
Strategic Advisers LLC
✚
|
MA | 344.1 |
Fidelity Management & Research Company
✚
|
MA | 339.0 |
Fidelity Personal and Workplace Advisors LLC
✚
|
MA | 338.0 |
FIAM LLC
✚
|
RI | 84.6 |
FMR Investment Management UK Limited
✚
|
20.3 |
|
Fidelity Management & Research Hong Kong Limited
✚
|
15.3 |
|
Fidelity Management & Research Japan Limited
✚
|
4.0 |
|
Ballyrock Investment Advisors LLC
✚
|
MA | 0.8 |
Fidelity Institutional Wealth Adviser LLC
✚
|
MA | 0.0 |
Fidelity Selectco LLC
✚
|
CO | 0.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
UBS Financial Services Inc
✚
|
NJ | 496.0 |
Mitsubishi UFJ Trust and Banking Corporation
✚
|
395.6 |
|
Ameriprise Financial Services Inc
✚
|
MN | 248.3 |
Financial Engines Advisors LLC
✚
|
CA | 181.3 |
LPL Financial LLC
✚
|
MA | 159.1 |
Robert W Baird & Co Incorporated
✚
|
WI | 140.3 |
Invesco Asset Management Ltd
✚
|
139.9 |
|
Banc One Investment Advisors Corp
✚
|
OH | 131.2 |
Standish Mellon Asset Management Company LLC
✚
|
MA | 130.2 |
Envestnet Asset Management Inc
✚
|
IL | 126.5 |