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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.
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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
3,700+
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
Source: Fidelity Investments. Data as of June 30, 2023.
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 moreMeet our leadership team
Kurt Kreh
Head of HR for Fidelity Institutional and Fund and Brokerage Operations Technology
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Connect with us to learn more about how we can help you grow your firm and your clients' wealth.
Contact Us- Fidelity Investments is an independent company, unaffiliated with the firms on this page. There is no form of legal partnership, agency affiliation, or similar relationship betl.-veen Fidelity and the firms mentioned herein, nor is such a relationship created or implied by the information herein.
- Before making any investment decisions, you should consult with your own professional advisers and take into account all of the particular facts and circumstances of your individual situation. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in these materials because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and /or seivicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.
- The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker-dealers as a collective term.