Powering the growth of RIAs

Discover why Fidelity's industry-leading insights, innovative technology, and award-winning solutions have made us the custodial choice for independent registered investment advisors (RIAs) seeking long-term value.

Why more RIAs choose Fidelity for their custodial needs

With more than 30 years of experience working with RIAs, we can get you up and running quickly while helping you navigate present challenges. Plus, our distinct focus on long-term value ensures your business is ready for whatever the future may bring, with an emphasis on:

Supporting you at every stage of your business's growth

Our unparalleled RIA experience, tailored service, and dedicated team align with your goals to support your daily operations and long-term priorities.

Delivering an edge with sophisticated investment strategies and technology

Our innovative investment solutions and technology platforms are designed for seamless advisor and investor experiences—allowing you to foster lifelong relationships.

Ensuring the safety and security of your clients' assets

Our enhanced cybersecurity measures—combined with our future-forward strategic initiatives and diverse practice management solutions—help keep clients' assets secure.

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.

We understand your business model

With over 30 years of consistent growth, the RIA model continues to evolve and become more complex. As a result, 27% of advisor-managed assets are now managed by RIAs, up from 20% in 2011.*

Fidelity is at the forefront of understanding what each type of firm needs to continue this growth, including:

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

Consider us an extension of your team and leverage our experience in servicing wealthy clients. Our dedicated team supports advisors so they can best deliver on their clients' specific goals while helping them grow.

Strategic RIA ecosystems

A growing number of clients we serve have extremely unique business models and needs as they expand well beyond financial advice, including TAMPs and aggregators. We're ready to support these models at every step of the process.

What our clients are saying

"I was really impressed with the culture, the people, and everything about the firm from start to finish. It also helped that Fidelity is a private company. We felt like we would have more direct access, and perhaps less bureaucracy, than we would working with a public company." —Amir Monsefi | CEO, Co-founder, Aire Advisors

"Fidelity is always there. Whatever decision we're making within the business, they're alongside us every step of the way. They've been extremely knowledgeable about the changing landscape of the business and helping us implement new technology as well as a new service model for our clients." —Shannon Eusey | CEO, Beacon Pointe Advisors

Want to know more?

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

Technology & Products

Technology and solutions designed for RIAs

When it comes to evolving and driving your business forward, Fidelity's technology solutions can help you efficiently provide the best advice and support you can get at every stage of your clients' wealth management journey. See how our technology and solutions can help you increase and scale the value you deliver.

Learn more

Practice Management

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 constantly evaluate the market to see what's coming next—and where your business is headed.

Learn more

Explore our latest research & insights

The right information to help you work smarter, stand out from the competition, and stay focused on the future.

* Cerulli Report | U.S. Advisor Metrics 2022, Trends in Advisor Compensation

There was an issue with your input

Please confirm

Cancel