Fidelity Institutional Wealth Adviser LLC
● SEC registered since 2019CRD 301896SEC# 801-116860Boston, MA
Reg. AUM
$9.38B
Employees
209
Accounts
1,435
Location
Boston, MA
Fidelity Institutional Wealth Adviser LLC assets under management
Fidelity Institutional Wealth Adviser LLC is an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2019. It reports $9.4 billion in regulatory assets under management and employs 209 people.
Fidelity Institutional Wealth Adviser LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda Nicole Robinson Control | Head Of Specialist Distribution, Director | Under 5% | 2025 |
| Charles Allan Ackerman Control | Chief Financial Officer | Under 5% | 2025 |
| Fmr LLC Control | Member | Over 75% | 2016 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Fidelity Institutional Wealth Adviser LLC manage?
Fidelity Institutional Wealth Adviser LLC reports $9.4 billion in regulatory assets under management on its Form ADV.
How many employees does Fidelity Institutional Wealth Adviser LLC have?
Fidelity Institutional Wealth Adviser LLC reports 209 employees.
Where is Fidelity Institutional Wealth Adviser LLC located?
Fidelity Institutional Wealth Adviser LLC is based in Boston, MA and has been SEC-registered since 2019.
Does Fidelity Institutional Wealth Adviser LLC disclose fund performance?
Fidelity Institutional Wealth Adviser LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 245 Summer Street, Boston, MA 02210 |
| Phone | 617-563-7000 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$9.38B▲ 45%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$9.38Bregulatory AUM
Discretionary $9.38B