Choose a custodian that will help drive your growth

With Fidelity, custody is just the starting point. Our consultative approach, innovative technology, and broad business capabilities help RIAs grow, evolve, and serve clients more effectively.

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Proven to help RIAs grow faster and outperform their peers

Proven to help RIAs grow faster, and outperform their peers A vertical bar chart comparing assets under administration growth. The industry average shows 11.7% growth, while the Fidelity platform shows 15.7% growth. The Fidelity bar is taller, indicating higher growth compared to the industry average. Average industry AUA growth AUA growth on Fidelity platform 15.7% 11.7%

Source: 5‑year compound annual growth rate (CAGR) from 2020 to 2024. Cerulli U.S. RIA Marketplace Reports (2025); Fidelity data (2025)

Why RIAs choose Fidelity

Explore how we can create more possibilities for you and your clients.

More ways to serve clients

Help meet a wider range of client needs through Fidelity’s broad capabilities, from investments and retirement to HSAs and charitable solutions.

Guidance aligned to your goals

Work with a dedicated team that helps you evaluate opportunities and bring your strategic vision to life.

Tech that helps you scale

Improve efficiency with secure, scalable technology that supports your firm as it grows.

Insights and expertise to help 
you stand out

Access investment products, sophisticated strategies, and innovative solutions that can help differentiate your firm.

CLIENT STORIES
Having a good fit is key

See why Chicory Wealth transitioned to Fidelity just three years after going independent.

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Accelerate your growth

Helping your differentiate your firm and position it for longevity.

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10 reasons advisors choose to work with Fidelity

An overview of the top reasons advisors choose Fidelity, showcasing the firm’s scale, financial strength, innovation, and commitment to helping advisors better serve clients and grow their business.

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Want to know more?

Let's talk about ways to power growth for your business.

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