There was an issue with your input
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.Contact Us
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:
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:
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 & 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