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.
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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.
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Broker-dealers
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.
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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
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?
Technology that provides choice
Three advisors discuss how Fidelity's technology provides the choice and flexibility to run their businesses more efficiently.
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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
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.
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 between Fidelity and the firms mentioned herein, nor is such a relationship created or implied by the information herein.