Move forward, faster

From our deep expertise and powerful technology to our unmatched
scale across a wide range of businesses—we have everything you need, all in one place.

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Proven, scalable growth to meet your clients’ needs

No matter how your firm defines growth, we're proven to help you get there faster. Fidelity offers
both clearing and custody services, so wealth management firms of all types can operate, scale
and evolve on their own terms.

Firms of all types grow 36% faster with Fidelity

Source: 5‑year compound annual growth rate (CAGR) from 2020–2024. Cerulli U.S. RIA and BD Marketplace Reports (2025); 2025 Fidelity data (2025)

How we may accelerate growth for your wealth management business

See all the ways we can help your wealth management firm stay ahead of the competition and grow your business.

Deep expertise

Taking a hands-on, consultative approach is
the way we make sure we understand your
goals and objectives—and help you meet
them now and in the future.

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Powerful technology

Drive more efficient onboarding and
improve client experiences with our
intuitive technology platform and
innovative solutions.

Get tech that fits

The strength and scale of a diversified company

Our breadth of businesses and resources enables you to address complex client needs, uncover new opportunities, and deliver more well‑rounded outcomes.

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Wealth management trends for 2026: Six questions driven by a wave of change

Take a look at what may impact wealth managers and their clients in the coming year, from AI, asset classes, and M&A activity, to the way high-net-worth investors will be measuring success.

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Whatever growth means to you, Fidelity is here to help you achieve it.

Discover the Fidelity Growth Hub—your destination for expert insights, actionable strategies, and resources tailored for growth-minded advisors.

Explore the Growth Hub
Tapping into the time-value equation

Find out how advisors can optimize their time to unlock growth and deepen client relationships.

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CLIENT STORIES
Supporting the distinct needs of clients

Learn how NewEdge Wealth partnered with Fidelity to build a platform to support ultra-high net worth clients.

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CLIENT STORIES

Powering Growth for Clients

GenTrust senior leaders discuss the importance of providing holistic, differentiated solutions and how Fidelity helps them grow, drive efficiencies and deliver a better client experience.

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CLIENT STORIES
Powering growth through technology

Fidelity's Head of Platform Technology Jess Liberi explains how we deliver impactful technology that creates a better experience for your clients and spurs growth.

Want to know more?

Let's talk about ways to power growth for your business.

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