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STRATEGIC ADVISERS LLC
CRD 104555File 801-13243
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.4T
Top 10% of cohort (national)
Discretionary AUM
$1.3T
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
- Website
- https://www.fidelity.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.4T
- Discretionary AUM
- $1.3T
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 16,291 | 17,112 | increased by821 |
| Apr 1, 2026 | Clients | 2,031,770 | 2,401,763 | increased by369,993 |
| Apr 1, 2026 | AUM | $1,067,664,605,590 | $1,370,125,325,211 | increased by$302,460,719,621 |
| Apr 1, 2026 | Accounts | 2,486,631 | 2,973,512 | increased by486,881 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 235 | 16,291 | increased by16,056 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,231,471 | 2,031,770 | increased by800,299 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $737,260,972,902 | $1,067,664,605,590 | increased by$330,403,632,688 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,483,231 | 2,486,631 | increased by1,003,400 |
| Apr 1, 2022 | Employees | 207 | 235 | increased by28 |
| Apr 1, 2022 | Clients | 984,211 | 1,231,471 | increased by247,260 |
| Apr 1, 2022 | AUM | $568,281,770,108 | $737,260,972,902 | increased by$168,979,202,794 |
| Apr 1, 2022 | Accounts | 1,190,593 | 1,483,231 | increased by292,638 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STRATEGIC ADVISERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STRATEGIC ADVISERS” may also match similarly-named firms). Confirm identity against each filing.
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.