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Whatever growth means to you, Fidelity is here to help you achieve it.
No matter how your firm defines growth, we help you get there faster—with the insights, strategies, and resources to move forward on your terms.
Move forward, faster
See how we bring together everything you need to help your firm stay ahead and achieve meaningful growth.
Deep expertise
A hands-on, consultative approach that helps you achieve your goals—faster and over time.
Powerful technology
Deliver a more seamless client experience and simplify onboarding with intuitive technology and forward-thinking solutions.
Diversified business capabilities
Expand what you can deliver with a broad range of solutions that help you solve complex needs, uncover opportunities, and drive better outcomes.
Is independence your next big move?
Discover the freedom and potential of going independent—with Fidelity by your side every step of the way.
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Join the 3,400+ wealth management firms that have grown with Fidelity
Growth takes more than ambition. It requires the right capabilities, scale, and support, and Fidelity delivers all three through our custody and clearing platform, helping wealth management firms reduce complexity, improve the client experience, and pursue new growth opportunities with confidence.
Breakaway advisors
Want the freedom to build your business your way—on your terms, for your clients? With more ways to become an independent advisor today than ever, our unbiased expertise can help you make a move that's right for you.
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Registered investment advisors
We understand what it takes to run and grow an RIA. Fidelity brings together the solutions, support, and capabilities you need combining deep expertise with an integrated approach across people, tools, and resources.
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Broker-dealers
Broker-dealers are equipped to grow with flexible technology, integrated investment capabilities, and execution and clearing services all designed to support their business and their clients.
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Family offices
We bring together everything multifamily offices, single family offices, and their advisors need connecting you to the full breadth of our institutional capabilities and expertise to help you grow and evolve
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Hear why firms choose Fidelity
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.
Hear why firms choose Fidelity
Fidelity has the best group on the street. Our team doesn’t try to steer us one way or another. They just give us the facts and their view.
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Explore our latest research & insights
View allThe right information to help you work smarter, stand out from the competition, and stay focused on the future.
Perspective
Gaining the freedom to focus on clients, not back-office tasks
How Matt Kilgroe and his wealth management team broke away from a large institution to launch an advisor-owned RIA with outsourced operational support.
Perspective
Stay ahead of rising cybersecurity risks
A glimpse into the current threat landscape and what firm leaders can do to stay safe
Research
The current state of AI in wealth management
A data-driven view into how wealth managers are using generative AI today and the impact it’s having on their businesses
Investing involves risk, including risk of loss.
Fidelity lnvestments 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.
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