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About us
Fidelity InstitutionalSM provides banks, broker-dealers, RIAs, family offices, and wealthy families the technology, thinking, and collaboration to help them achieve their unique goals.
By the numbers
We help firms deliver greater value to clients, manage operations more efficiently, and drive meaningful results.
$3.2T
in AUA
13,500
Fidelity Institutional clients serviced
More than 7.5 million
end investor accounts serviced
Source: Fidelity business data as of 12/31/19.
The Fidelity difference
As a client of one of the most diversified financial companies in the U. S., you'll have access to our entire suite of innovative resources and capabilities — so you can spend more time deepening client relationships and growing your business.
- Privately Owned
Investment for the long term - Forward Thinking
Commitment to innovation - Financial Strength and Scale
Breadth of businesses to meet your needs - Commitment to Clients
Providing the best client experience
Management team
Offices across the country
We have established regional offices throughout the country to best serve you. See where we are located, and contact us using the form below to get connected to a local business development representative.
- All data as of December 31, 2019.