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
Over 13,000 Fidelity Institutional clients serviced
More than 7.5 million
end investor accounts serviced
Source: Fidelity business data as of June 30, 2021.
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.
Investment for the long term
Commitment to innovation
Financial Strength and Scale
Breadth of businesses to meet your needs
Commitment to Clients
Providing the best client experience
We have established regional offices throughout the country to better serve you. See where we are located, and contact us using the form below to get connected to a local business development representative.
Information provided in this document is for informational and educational purposes only. To the extent any investment information in this material is deemed to be a recommendation, it is not meant to be impartial investment advice or advice in a fiduciary capacity and is not intended to be used as a primary basis for you or your clients' investment decisions. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.
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