← Directory
STRATEGIC ADVISERS LLC
CRD 104555File 801-13243
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.37T
Top 10% of cohort (national)
Discretionary AUM
$1.32T
Non-discretionary $49.05B
Clients
2,401,763
2,973,512 accounts
Employees
17,112
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 11, 1977
- Principal office
- 155 SEAPORT BLVD, BOSTON, MA, 02210-2698
- Phone
- 617-563-7000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.37T
- Discretionary AUM
- $1.32T
- Non-discretionary AUM
- $49.05B
- Discretionary accounts
- 2,973,485
- Non-discretionary accounts
- 27
- Total accounts
- 2,973,512
- AUM per client
- $570K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 505 | $646.2M |
| Investment companies | 15 | $589.44B |
| Charitable organizations | 12 | $49.77B |
| High net worth individuals | 736,141 | $396.75B |
| Pension and profit sharing plans | 10,164 | $161.53B |
| State or municipal government entities | 92 | $7.35B |
| Individuals (other than high net worth individuals) | 1,654,834 | $164.64B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — PERCENTAGE OF REVENUE FROM AFFILIATES
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.