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Who we serve
A commitment to service, security, and innovation
To help you grow your business and your clients' portfolios, Fidelity delivers exceptional service, state-of-the-art security, and innovative solutions—backed by deep expertise, powerful technology, and unmatched scale.
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Built to support firms of all types
Across a diverse range of clients, we focus on helping firms run more smoothly, adapt to change, and keep their clients at the center of everything they do.
Registered investment advisors
Access the solutions, support, and custody expertise needed to grow your business with confidence.
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Broker-dealers
We support broker-dealers with flexible technology, investment capabilities, and clearing services—helping them operate, scale, and move forward faster.
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Family offices
We provide family offices and advisors serving high-net-worth and ultra-high-net-worth clients with access to a broad range of institutional solutions and deep expertise to help address complex client needs.
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A culture built around service
Our long tenured associates will get to know you and your business so we can provide exceptional support and service aligned with your business needs.
Grow your firm
Access Fidelity subject matter experts focused on uncovering new opportunities for your firm.
Operate more efficiently
Immediately benefit from responsive service, fast processing, and digital workflows.
Support backed by scale
Benefit from the extensive resources, expertise, support, and insights available across Fidelity, helping you address complex needs and pursue growth with confidence.
INDEPENDENCE HUB
Thinking about taking the next step toward independence?
Whether you're looking for greater flexibility, more control over your business, or new opportunities for growth, we can help you explore your options with confidence. Our unbiased guidance is centered on your vision, goals, and client needs—helping you find the path that's right for you, every step of the way.
Your firm's security is our top priority
With 900+ cybersecurity professionals and a strong culture of risk oversight, we help safeguard your business so you can move forward with confidence.
Asset protection
We leverage the National Institute of Standards and Technology Cybersecurity Framework (NIST CSF), a data-driven, risk-based approach to protecting assets based on criticality.
Security you can trust
Gain confidence in your technology provider with cybersecurity protections backed by significant investment, 200+ controls, and deep security expertise.1
Cybersecurity strength
Help protect your business and clients from evolving cyber threats through advanced monitoring, detection, and response capabilities.
Always innovating to help you grow
We believe in taking intelligent risks to deliver you the latest in wealth management. We invest significantly in our innovation and research labs and enterprise technology to make sure we are on the forefront of innovation that benefits you.
Fidelity Center for Applied Technology
The Fidelity Center for Applied Technology serves as a catalyst for innovation, turning emerging technologies into real-world solutions. By evaluating, testing, and scaling new ideas, it helps enhance client experiences and advance the future of financial services.
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Fidelity Labs
Fidelity Labs is a software incubator and digital venture studio. Our teams build new software businesses and leading capabilities to enter new markets and better serve customers.
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Want to know more?
Connect with us to discuss how we can help you grow your firm and your clients' wealth.
1. Fidelity data as of April 2026. Custody WAO 99% IGO in 2025.
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