A history of powering growth

As a private company, we are laser focused on making long-term investments in service, security, and innovation so that we can deliver better outcomes for you.

Contact Us

Use our scale to your advantage

Across the Fidelity enterprise, we help over 42 million people feel more confident in their most important financial goals, and manage employee benefit programs for nearly 23,000 businesses. At Fidelity Institutional Wealth Management Services, we support more than 3,700 advisory firms* with innovative investment and technology solutions to grow their businesses. Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity Institutional Wealth Management Services

8.2 million

Brokerage accounts across clients


Advisory firms served by our team

$100+ billion

Net new assets averaged over the past 7 years

$3.1 trillion

Assets under administration representing nearly 30% of Fidelity Investments' total assets under administation

About Fidelity

Our history

With a heritage of investment expertise and a long-term view of success, Fidelity always has—and always will—put the needs of our clients first. Learn more about our 75+ years of unwavering focus on strengthening and securing our clients' financial well-being.

Learn more

Meet our leadership team

Ron DePoalo

Head of Fund and Brokerage Operations & Technology


Rohit Mahna

Head of Client Growth


Al Riviezzo

Head of Client Experience


Tobias Donath

Head of Go-To-Market and Strategy


Ed O'Brien

Head of Fidelity Institutional Technology


David Wakefield

CFO, Head of Fund and Brokerage Operations & Technology Finance, Strategy and Planning


Jess Liberi

Domain Leader, Head of Fidelity Institutional Platform Technology


Erica Birke

Head of Marketing for FI and Asset Management


Rashmi Venkatesh

Head of Fidelity Institutional Analytics and Commercialization


Kurt Kreh

Head of HR for Fidelity Institutional and Fund and Brokerage Operations Technology


Want to know more?

Connect with us to learn more about how we can help you grow your firm and your clients' wealth.

Contact Us

There was an issue with your input


Please confirm