A commitment to service, security, and innovation

To help you grow your business and your clients' portfolios, Fidelity delivers unparalleled service, state-of-the-art security, and innovative investment solutions and strategies.

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Who we serve

We're proud to work with a diverse list of clients, delivering the exceptional service, technology, and insights they deserve.

Registered investment advisors

With custody at our core, we provide RIAs innovative solutions and support to help them grow their business and their clients' wealth.

Family offices

We offer multifamily offices, single family offices, wealthy families, and the advisors who serve them access to the full breadth of our institutional solutions and industry experts.


We support broker-dealers by providing their clients access to a flexible, open technology environment, extensive practice management resources, wealth management investments, and related execution and clearing services.

A culture built around service

Our long tenured associates will get to know you and your business so we can provide unparalleled 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.

Receive prompt answers and new insights

Leverage dedicated support backed by the breadth of Fidelity's ecosystem.

Advisors considering independence

Wondering about making a move? We can support you when you first start exploring independence and every step along the way, to help you turn your vision and unique needs into reality. Ready to get started?

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Technology that provides choice

Three advisors discuss how Fidelity's technology provides the choice and flexibility to run their businesses more efficiently.

Your firm's security is our top priority

With over 900+ dedicated cybersecurity professionals and a culture of control and risk oversight, we strive to provide you with peace of mind.

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.

A balanced approach

Our team balances security needs with business innovation, customer experience, and cost.

Global protocols

We adhere to international Organization for Standardization (ISO) standards for information security, cloud security, and data privacy.

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®, or FCATSM, is a catalyst for breakthrough achievements in research and tech. We assess, test, and scale concepts and ideas that advance Fidelity's market leadership and enhance every customer's experience.

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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.

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