who we serve

Powering the growth of RIAs

Move forward faster with a custodian that combines deep industry expertise, innovative technology, and comprehensive solutions to help your firm grow and evolve.

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Why more RIAs choose Fidelity for their custody needs

No matter how your firm defines growth, Fidelity provides the expertise, technology, and scale to help you get there faster. By bringing together powerful capabilities and dedicated support in one place, we help you operate more efficiently, serve clients more effectively, and evolve with confidence as your business grows.

Growth for what's next

Our unparalleled RIA experience, tailored service, and dedicated team align with your goals to help you navigate change, seize opportunities, and grow with confidence.

Technology that delivers

Leverage innovative technology, sophisticated investment solutions, and trading expertise designed to help you uncover opportunities, deliver differentiated client experiences, and foster lifelong relationships.

Protection you can trust

Help safeguard client assets with the backing of specialized risk and security teams, robust financial protections, and a comprehensive cybersecurity program.

We help RIA firms connect the dots

Fidelity can help you build an enduring and differentiated firm—while maximizing enterprise value—with an emphasis in four key areas of growth:

  • Your impact, with technology that drives efficiency and better experiences.
  • Your clients' portfolios, with sophisticated investment strategies and robust integrations.
  • Your business, with strategic insights and practical guidance.
  • Your brand, with a dedicated team focused on your future success.

RIA

We understand your business model

Our mission is to understand your opportunities and challenges so we can help you strengthen your business, navigate change, and position your firm for what's next.

RIA

RIAs

Working with Fidelity means plugging into an ecosystem of outside specialists and solutions that can help chart your path forward for success, whether your firm could benefit from bundled offerings designed to create more efficiency and scale, or more customized solutions to meet your distinct needs.

Multi-Family Offices

As the needs of wealthy clients evolve across generations, Fidelity provides dedicated support to help you deliver a highly personalized experience.

Strategic RIA ecosystems

We understand that not every firm fits a traditional model. That's why we provide support tailored to the distinct needs of TAMPs, aggregators, and other evolving wealth management businesses.

Want to know more?

Let's talk about how Fidelity can partner with you to grow your RIA business.

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solutions

Technology and solutions designed for RIAs

Powered by ongoing investments in technology and innovation, Fidelity's solutions help you grow faster, work smarter, and deliver better client experiences through every stage of the wealth management journey.

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consulting

Practice management & consulting

At Fidelity, our goal is simple: to help you build a successful, future-ready business. By staying on top of trends and industry changes, we continuously evaluate what's next—helping you make informed decisions and move your business forward, faster.

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Explore our latest research & insights

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The right information to help you work smarter, stand out from the competition, and stay focused on the future.
SPOTLIGHT
Insights to help you serve young investors
Our latest content can show you how Generations Y and Z can help your firm grow, and what you can do to win their business.
PERSPECTIVE
Five Steps to Stand Out in Every Environment
Steps to help advisors build a holistic, relationship-based business to deliver across all levels of the Advice Value Stack.

Fidelity lnvestments is an independent company, unaffiliated with the firms on this page. There is no form of legal partnership, agency affiliation, or similar relationship between Fidelity and the firms mentioned herein, nor is such a relationship created or implied by the information herein.

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