DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Strategic Advisers LLC
Latest filing Mar 30, 2026
First filing on the tape Dec 1, 2011 · 97 filings
SEC status approved since Aug 11, 1977
RAUM
$1370B
reported, Item 5.F
Discretionary
96%
of RAUM
Private clients
41%
$561B individuals and HNW
Advisors
16,954
registered through the firm on IAPD
RAUM per advisor
$80.8M
derived; firm RAUM over IAPD count
Employees
17,112
17,112 advisory (5.B.1)
Offices
237
beyond the principal office
Private funds
0
reported on Schedule D
History
97 filings and snapshots on the tape
RAUM$1370B as of Mar 30, 2026
Mar 29, 2012$262B then
HNW client RAUM$397B as of Mar 30, 2026
Mar 28, 2018$78B then
State-registered IARs (5.B.3)16,847 as of Mar 30, 2026
Mar 27, 201331 then
Employees (5.A)17,112 as of Mar 30, 2026
Mar 27, 2013206 then
Private funds1 as of Mar 28, 2023
Mar 29, 20122 then
RAUM +28% over the last fiscal year+28% a year over threeIARs 16,051 to 16,847offices 240 to 237
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $80.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 141derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $538,958derivedHNW RAUM over HNW clients
- Average account
- $460,777derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 96%derivedof RAUM
- Institutional
- 16%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 71.2derived238 offices incl. principal (1.F.5)
- RAUM growth, one year
- +28%derivedbetween the last two annual amendments
- Advisor growth, one year
- +5.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +18%derived
- Compensation
- percentage of assets, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for investment companies, selection of other advisers, educational seminars, otherreportedItem 5.G
- Financial planning clients
- 936,705reportedItem 5.H
- Wrap fee program
- $1134BreportedItem 5.I
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- a related person acts as qualified custodian (9.D.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$589B43%
- High-net-worth individuals$397B29%
- Individuals$165B12%
- Pension and profit-sharing plans$162B12%
- Charitable organizations$50B3.6%
- State and municipal entities$7.3B0.5%
- Corporations and businesses$646M0.0%
- Individual clients
- 1,654,834reported
- HNW clients
- 736,141reported
- Pension plan clients
- 10,164reported
- Charitable clients
- 12reported
- Accounts
- 2,973,512reported
- Financial planning clients
- 936,705reported
- Wrap fee programs
- $33B sponsored, $0 managedreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- curated national broker-dealer listderived
Advisors registered through the firm
16,969 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Marcus Chiles Mcgraw | Boston, Ma | Oct 31, 2006 | 28 y | 2 |
| Nicholas Edward Yoo | Boston, Ma | May 4, 2007 | 26 y | 1 |
| Michelle Barbara Morgan | Boston, Ma | Aug 5, 2010 | 16 y | 0 |
| Jingying LiChartered Financial Analyst | Boston, Ma | Nov 5, 2010 | 27 y | 0 |
| Elizabeth Anne Johnson | Boston, Ma | Nov 23, 2010 | 16 y | 0 |
| Peter Edward DowChartered Financial Analyst | Boston, Ma | Jun 2, 2011 | 15 y | 0 |
| Matthew Gregory Mitsis | Boston, Ma | Oct 24, 2011 | 15 y | 0 |
| Erin Rosemarie Ortmeier | Greenwood Village, Co | Nov 10, 2014 | 12 y | 0 |
| Valeria Alexandra Lopez | Greenwood Village, Co | Mar 10, 2015 | 14 y | 1 |
| Mark David Halfhill | Greenwood Village, Co | Jul 30, 2015 | 11 y | 1 |
| Ross Gardner MoscatelliChartered Financial Analyst | Greenwood Village, Co | Jan 8, 2016 | 30 y | 1 |
| Samuel Stuart GrenningCertified Financial Planner | San Francisco, Ca | Jan 29, 2016 | 23 y | 0 |
| Aimee L. DegiovanniCertified Financial Planner | Boston, Ma | Mar 7, 2016 | 20 y | 2 |
| Oliver J PertuitChartered Financial Analyst | Greenwood Village, Co | Aug 14, 2017 | 21 y | 0 |
| Bryan C ApplequistChartered Financial Analyst | Greenwood Village, Co | Apr 3, 2019 | 10 y | 0 |
| Ying LeChartered Financial Analyst | Boston, Ma | Aug 21, 2019 | 11 y | 0 |
| Denzel Washington Paige | Greenwood Village, Co | Aug 13, 2020 | 10 y | 0 |
| John RafflesChartered Financial Analyst | Greenwood Village, Co | Aug 23, 2021 | 16 y | 0 |
| Emily Ryan DesimoneCertified Financial Planner | Moorpark, Ca | Dec 9, 2021 | 21 y | 4 |
| Joshua R Bailey | Greenwood Village, Co | Jul 7, 2022 | 19 y | 2 |
| Robert Kenneth ShapiroChartered Financial Analyst | Boston, Ma | Sep 22, 2022 | 34 y | 0 |
| Matthew Wayne KernsChartered Financial Analyst | Boston, Ma | Sep 22, 2022 | 20 y | 2 |
| Karlantoine Balan | Boston, Ma | Aug 14, 2023 | 12 y | 0 |
| Benjamin Allen | Boston, Ma | Jan 29, 2024 | 13 y | 0 |
| Kristian Oliver KnudtsonChartered Financial Analyst | Greenwood Village, Co | Feb 1, 2024 | 15 y | 0 |
| Ryann RandallChartered Financial Analyst | Greenwood Village, Co | Feb 5, 2024 | 10 y | 1 |
| Kevin WinlandChartered Financial Analyst | Greenwood Village, Co | May 10, 2024 | 13 y | 0 |
| Adil DiouriChartered Financial Analyst | Boston, Ma | May 22, 2024 | 27 y | 0 |
| Arvin T Shandiz | Greenwood Village, Co | May 31, 2024 | 12 y | 1 |
| Alexander DeikoChartered Financial Analyst | Boston, Ma | Jun 4, 2024 | 12 y | 0 |
| Daniel Yusup | Boston, Ma | Jun 10, 2024 | 19 y | 1 |
| Jay Steven SalamoneCertified Financial Planner | Winter Park, Fl | Mar 31, 2025 | 27 y | 5 |
| Brian WalkerCertified Financial Planner | Dallas, Tx | Mar 31, 2025 | 24 y | 3 |
| Jamar T Miller | Dallas, Tx | Mar 31, 2025 | 27 y | 4 |
| Peter F. Staubitz | Lafayette, Co | Mar 31, 2025 | 27 y | 3 |
| Justin Bremer | League City, Tx | Mar 31, 2025 | 23 y | 2 |
| Thomas John O'Connor | Lakeside Park, Ky | Mar 31, 2025 | 26 y | 9 |
| Chad Edward Vidovich | Avon, Oh | Mar 31, 2025 | 26 y | 2 |
| Stephen Jennings | Irvine, Ca | Mar 31, 2025 | 24 y | 2 |
| John Davidson | Dallas, Tx | Mar 31, 2025 | 20 y | 2 |
Advisor movement
716 left, 320 joined in 12 months
net -396 in 12 months138 left in 90 days64 joined in 90 daysdeparture rate 4.2% of current headcount1,124 left over 36 months
Left, latest
- Richard John Radmann to Stifel, Nicolaus & Company, IncorporatedSep 14, 2026 · Affiliated broker-dealer or bank to another
- Quinton Ranzau to Pnc Wealth ManagementSep 14, 2026 · Affiliated broker-dealer or bank to another
- Thomas M. Fox to Edelman Financial EnginesSep 14, 2026 · Affiliated broker-dealer or bank to independent RIA
- Nicholas S Souza to Voya Financial Advisors, Inc.Sep 11, 2026 · Affiliated broker-dealer or bank to another
- Conner J. Pendley to Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 9, 2026 · Affiliated broker-dealer or bank to wirehouse
- Cole Niederhauser to Morgan StanleySep 8, 2026 · Affiliated broker-dealer or bank to wirehouse
- Christopher Roehrkasse to Cetera Investment Advisers LLCSep 8, 2026 · Affiliated broker-dealer or bank to another
- Kaitlin Zeek Robinson to UBS Financial Services Inc.Sep 8, 2026 · Affiliated broker-dealer or bank to wirehouse
- Tyler Krushensky to Ameriprise Financial Services, LLCSep 8, 2026 · Affiliated broker-dealer or bank to another
- Brendon Joseph Sailer to Voya Financial Advisors, Inc.Sep 5, 2026 · Affiliated broker-dealer or bank to another
- Jeffery Wyble to Neuberger Berman Bd LLCSep 5, 2026 · Other
- Grace Magdalen Clark to Voya Financial Advisors, Inc.Sep 1, 2026 · Affiliated broker-dealer or bank to another
- Marsella Burboa to U.S. Bancorp Advisors, LLCSep 1, 2026 · Affiliated broker-dealer or bank to another
- Narcisse Dargenson to FacetSep 1, 2026 · Affiliated broker-dealer or bank to independent RIA
- Joseph Robert White to Morgan StanleySep 1, 2026 · Affiliated broker-dealer or bank to wirehouse
Joined, latest
- Fiorella Requeno Solorzano from First Command Advisory ServicesSep 16, 2026 · Affiliated broker-dealer or bank to another
- Jake Steslicki from LPL Enterprise, LLCSep 16, 2026 · Affiliated broker-dealer or bank to another
- Michael V Lewis from LPL Financial LLCSep 16, 2026 · Affiliated broker-dealer or bank to another
- Robert Torres from MML Investors Services, LLCSep 16, 2026 · Affiliated broker-dealer or bank to another
- Tyler Mcallister from Umb Financial Services, Inc.Sep 14, 2026 · RIA to affiliated broker-dealer or bank
- Daniel C. Rave from Wells Fargo AdvisorsSep 14, 2026 · Wirehouse to affiliated broker-dealer or bank
- Cameron Slicker from LPL Financial LLCSep 11, 2026 · Affiliated broker-dealer or bank to another
- Orianna Cool from Empower Advisory Group, LLCSep 11, 2026 · Affiliated broker-dealer or bank to another
- Robert Garland from Edward JonesSep 11, 2026 · Affiliated broker-dealer or bank to another
- Chaz Newton from MML Investors Services, LLCSep 11, 2026 · Affiliated broker-dealer or bank to another
- Christopher Noel Fisher from Morgan StanleySep 11, 2026 · Wirehouse to affiliated broker-dealer or bank
- Jonathan Wolanyk from Northstar Financial Planning, LLCSep 3, 2026 · RIA to affiliated broker-dealer or bank
- Bryant Moritz from Charles Schwab & Co., Inc.Sep 1, 2026 · Affiliated broker-dealer or bank to another
- Elias Morales from Equitable Advisors, LLCSep 1, 2026 · Affiliated broker-dealer or bank to another
- Sabrina Connolly from Vanguard Advisers, Inc.Aug 31, 2026 · Affiliated broker-dealer or bank to another
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Voya Financial Advisors, Inc.Sep 5, 2026 · Boston, Ma
- 2 left for Pnc Wealth ManagementAug 31, 2026 · Boston, Ma
- 3 left for Voya Financial Advisors, Inc.Aug 25, 2026 · Stratham, Nh
- 4 left for Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 12, 2026 · Boston, Ma
- 2 left for Wells Fargo AdvisorsAug 4, 2026 · Boston, Ma
- 2 left for Sum Zero WealthAug 3, 2026 · Boston, Ma
- 5 left for J.P. Morgan Securities LLCAug 1, 2026 · Boston, Ma
- 2 left for Voya Financial Advisors, Inc.Jul 30, 2026 · Boston, Ma
- 2 joined from Equitable Advisors, LLCApr 17, 2026 · Boca Raton, Fl
- 2 joined from Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 23, 2026 · New York, Ny
- 2 joined from Gwn Securities Inc.Mar 19, 2026 · Palm Beach Gardens, Fl
- 2 joined from LPL Financial LLCFeb 4, 2026 · Daly City, Ca
- 2 joined from Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 8, 2025 · Glendale, Ca
- 2 joined from Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 20, 2025 · Pennington, Nj
- 2 joined from Equitable Advisors, LLCOct 9, 2025 · San Jose, Ca
- 2 joined from Edward JonesOct 7, 2025 · Fairfax, Va
Private funds
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Pandanus Partners, L.P.no longer reported | Other Private Fund | $2.6B | 0 | Mar 27, 2013 |
| Abel Advisors LLCno longer reported | Other Private Fund | $435M | 0 | Mar 27, 2013 |
| Leba Capital Limitedno longer reported | Other Private Fund | $119M | 0 | Mar 27, 2013 |
| Crosby Growth And Income Fund, LLCno longer reported | Other Private Fund | $51.4M | 51 | Mar 29, 2012 |
| Crosby Institutional Investment Fund LLCno longer reported | Other Private Fund | $45.6M | 9 | Mar 29, 2012 |
| Anura LLCno longer reported | Other Private Fund | $32.8M | 0 | Mar 27, 2013 |
| Strategic Advisers Alternatives Fund Cayman Ltd. | Hedge Fund | $11.3M | 1 | Mar 28, 2023 |
| Sag LP Holdings, LLCno longer reported | Other Private Fund | $6.1M | 1 | Mar 27, 2013 |
Owners and control persons
Schedule A and B, latest filing
- Jean Stephanie Brown · Chief Compliance Officercontrolsince 01/2023 · owns less than 5%
- Gray Richard Compson · Directorcontrolsince 02/2023 · owns less than 5%
- S Keri Dogan · Chief Operating Officercontrolsince 11/2024 · owns less than 5%
- Brian Peter Enyeart · President, Directorcontrolsince 07/2013 · owns less than 5%
- Alexander Bart Grenier · Directorcontrolsince 10/2024 · owns less than 5%
- Louise Catherine Pena · Chief Investment Officercontrolsince 01/2023 · owns less than 5%
- John Christopher Rimmer · Head Of Asset Management Finance, Treasurercontrolsince 09/2018 · owns less than 5%
- Andrew John Stone · Chief Investment Officercontrolsince 01/2022 · owns less than 5%
- Crosby Edward Johnson IV · Elected Managercontrolsince 04/2006 · owns F of Fmr LLC
- Pierrepont Abigail Johnson · Elected Managercontrolsince 05/1994 · owns F of Fmr LLC
- John Gerard Mcgraw · Elected Managercontrolsince 10/2014 · owns F of Fmr LLC
- Charles Stephen Neff · Elected Managercontrolsince 04/2023 · owns F of Fmr LLC
- Engber Michael Wilens · Elected Managercontrolsince 10/2014 · owns F of Fmr LLC
- David James Gryglewicz · Compliance Officersince 09/2015 · owns less than 5%
Entity owners
- Fidelity Advisory Holdings LLC · Memberdirect · owns 75% or more
- Fmr LLC · Memberindirect · owns 75% or more of Fidelity Advisory Holdings LLC
Related persons
Schedule D 7.A
- 42 North Resource Partners Advisors II LPpooled vehicle sponsorn
- 42 North Resource Partners Advisors LPpooled vehicle sponsorn
- Agilus Ventures Advisors IV Limited Partnershippooled vehicle sponsorn
- Alimont Ventures Advisors V Limited Partnershippooled vehicle sponsorn
- Avon Venture Advisors Fund I LPpooled vehicle sponsorn
- Avon Venture Advisors Fund II LPpooled vehicle sponsorn
- Ballyrock Investment Advisors LLCinvestment advisernRAUM $11B
- Di Consumer Advisors Fund I LPpooled vehicle sponsorn
- Di Opportunity Advisors Fund LPpooled vehicle sponsorn
- Digital Brokerage Services LLCbroker-dealern
- Empire Fidelity Investments Life Insurance Companyreal estaten
- F-Prime Capital Partners Healthcare Advisors Fund II LPpooled vehicle sponsorn
- F-Prime Capital Partners Healthcare Advisors Fund III LPpooled vehicle sponsorn
- F-Prime Capital Partners Healthcare Advisors Fund IV LPpooled vehicle sponsorn
- F-Prime Capital Partners Healthcare Advisors Fund IV-A LPpooled vehicle sponsorn
- F-Prime Capital Partners Healthcare Advisors Fund LPpooled vehicle sponsorn
- F-Prime Capital Partners Healthcare Advisors Fund V LPpooled vehicle sponsorn
- F-Prime Capital Partners Hits Advisors Fund II LPpooled vehicle sponsorn
- F-Prime Capital Partners Hits Advisors Fund III LPpooled vehicle sponsorn
- F-Prime Capital Partners Hits Advisors Fund LPpooled vehicle sponsorn
- F-Prime Capital Partners Life Sciences Advisors Fund Vi LPpooled vehicle sponsorn
- F-Prime Capital Partners Life Sciences Advisors Fund Vii LPpooled vehicle sponsorn
- F-Prime Capital Partners Life Sciences Advisors Fund Viii LPpooled vehicle sponsorn
- F-Prime Capital Partners Tech Advisors Fund 2021 LPpooled vehicle sponsorn
- F-Prime Capital Partners Tech Advisors Fund II LPpooled vehicle sponsorn
- F-Prime Capital Partners Tech Advisors Fund LPpooled vehicle sponsorn
- Fiam Index Fund Gp, LLCbankpooled vehicle sponsorn
- Fiam Institutional Funds Manager, LLCbankpooled vehicle sponsorn
- Fiam LLCinvestment adviserbankLP sponsornRAUM $348B
- Fidelity Brokerage Services LLCbroker-dealern
Advisers that list Strategic Advisers LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Salt Lake City, Ut | 1,109 | 149 | 8 | ||
| Covington, Ky | 1,090 | 131 | 3 | ||
| Westlake, Tx | 966 | 141 | 8 | ||
| Merrimack, Nh | 923 | 132 | 6 | ||
| Jacksonville, Fl | 870 | 107 | 10 | 1 | |
| Greenwood Village, Co | 739 | 114 | 6 | ||
| Smithfield, Ri | 448 | 107 | 9 | 1 | |
| Durham, Nc | 406 | 39 | 0 | ||
| Cincinnati, Oh | 397 | 45 | 0 | ||
| Denver, Co | 366 | 55 | 0 | ||
| Boston, Ma · principal | 282 | 28 | 540 | 66 | |
| Fort Worth, Tx | 256 | 33 | 3 | ||
| New York, Ny | 218 | 14 | 6 | ||
| Houston, Tx | 204 | 20 | 4 | ||
| Raleigh, Nc | 178 | 19 | 1 | ||
| Dallas, Tx | 156 | 14 | 0 | ||
| Nashua, Nh | 152 | 11 | 0 | ||
| San Diego, Ca | 143 | 14 | 2 | ||
| Chicago, Il | 139 | 9 | 1 | ||
| San Francisco, Ca | 113 | 13 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Boston, MA130 employees
- Greenwood Village, CO28 employees
What changed
consecutive filings, newest first
- Accounts · 2,486,631 to 2,973,512Feb 6, 2026 to Mar 30, 2026
- Advisory employees · 16,178 to 17,112Feb 6, 2026 to Mar 30, 2026
- BD registered reps · 16,025 to 16,817Feb 6, 2026 to Mar 30, 2026
- Charity clients · 10 to 12Feb 6, 2026 to Mar 30, 2026
- Corporate clients · 390 to 505Feb 6, 2026 to Mar 30, 2026
- HNW clients · 624,388 to 736,141Feb 6, 2026 to Mar 30, 2026
- Individual clients · 1,397,399 to 1,654,834Feb 6, 2026 to Mar 30, 2026
- Pension plan clients · 9,481 to 10,164Feb 6, 2026 to Mar 30, 2026
- Employees · 16,291 to 17,112Feb 6, 2026 to Mar 30, 2026
- State-registered IARs · 16,051 to 16,847Feb 6, 2026 to Mar 30, 2026
- Other offices · 240 to 237Feb 6, 2026 to Mar 30, 2026
- Discretionary RAUM · $1027B to $1321BFeb 6, 2026 to Mar 30, 2026
- HNW RAUM · $308B to $397BFeb 6, 2026 to Mar 30, 2026
- Individual RAUM · $131B to $165BFeb 6, 2026 to Mar 30, 2026
- Non-discretionary RAUM · $40B to $49BFeb 6, 2026 to Mar 30, 2026
- Pension RAUM · $130B to $162BFeb 6, 2026 to Mar 30, 2026
- RAUM · $1068B to $1370BFeb 6, 2026 to Mar 30, 2026
- Wrap assets (sponsor) · $30B to $33BFeb 6, 2026 to Mar 30, 2026
- Financial planning clients · More than 500 to More than 500Apr 16, 2025 to May 21, 2025
- Accounts · 1,965,880 to 2,486,631Dec 10, 2024 to Apr 16, 2025
- Advisory employees · 158 to 16,178Dec 10, 2024 to Apr 16, 2025
- Advisory activities · 6 to 7Dec 10, 2024 to Apr 16, 2025
- BD registered reps · 7 to 16,025Dec 10, 2024 to Apr 16, 2025
- Charity clients · 12 to 10Dec 10, 2024 to Apr 16, 2025
- Corporate clients · 375 to 390Dec 10, 2024 to Apr 16, 2025
- HNW clients · 520,846 to 624,388Dec 10, 2024 to Apr 16, 2025
- Individual clients · 1,097,961 to 1,397,399Dec 10, 2024 to Apr 16, 2025
- Pension plan clients · 8,817 to 9,481Dec 10, 2024 to Apr 16, 2025
- Employees · 269 to 16,291Dec 10, 2024 to Apr 16, 2025
- Financial planning clients · unset to More than 500Dec 10, 2024 to Apr 16, 2025
- State-registered IARs · 33 to 16,051Dec 10, 2024 to Apr 16, 2025
- Other offices · 2 to 240Dec 10, 2024 to Apr 16, 2025
- Discretionary RAUM · $793B to $1027BDec 10, 2024 to Apr 16, 2025
- HNW RAUM · $225B to $308BDec 10, 2024 to Apr 16, 2025
- Individual RAUM · $89B to $131BDec 10, 2024 to Apr 16, 2025
- Non-discretionary RAUM · $32B to $40BDec 10, 2024 to Apr 16, 2025
- Pension RAUM · $109B to $130BDec 10, 2024 to Apr 16, 2025
- RAUM · $825B to $1068BDec 10, 2024 to Apr 16, 2025
- Wrap assets (manager) · $669B to $0Dec 10, 2024 to Apr 16, 2025
- Wrap assets (sponsor) · $0 to $30BDec 10, 2024 to Apr 16, 2025
Signals
60 dated events
- Charles P. Last added a MA registration at Strategic Advisers LlcSep 16, 2026 · New state registration · fact
- Jake Steslicki registered as an investment adviser representative at Strategic Advisers LlcSep 16, 2026 · Advisor registered · fact
- Fiorella Requeno Solorzano registered as an investment adviser representative at Strategic Advisers LlcSep 16, 2026 · Advisor registered · fact
- Robert Torres registered as an investment adviser representative at Strategic Advisers LlcSep 16, 2026 · Advisor registered · fact
- Zachary John Mccarthy registered as an investment adviser representative at Strategic Advisers LlcSep 16, 2026 · Advisor registered · fact
- Joshua De Sousa registered as an investment adviser representative at Strategic Advisers LlcSep 16, 2026 · Advisor registered · fact
- Jordan Ibrahimi registered as an investment adviser representative at Strategic Advisers LlcSep 16, 2026 · Advisor registered · fact
- Matthew Francis Carpenter registered as an investment adviser representative at Strategic Advisers LlcSep 16, 2026 · Advisor registered · fact
- Michael Do registered as an investment adviser representative at Strategic Advisers LlcSep 16, 2026 · Advisor registered · fact
- Meenakshi Kaushik registered as an investment adviser representative at Strategic Advisers LlcSep 16, 2026 · Advisor registered · fact
- Michael V Lewis registered as an investment adviser representative at Strategic Advisers LlcSep 16, 2026 · Advisor registered · fact
- Jared Peter Mcintosh added a MA registration at Strategic Advisers LlcSep 16, 2026 · New state registration · fact
- Preston Dawson added a TX registration at Strategic Advisers LlcSep 16, 2026 · New state registration · fact
- William Joseph Robert Nolan added a TX registration at Strategic Advisers LlcSep 16, 2026 · New state registration · fact
- Andrew Jen added a TX registration at Strategic Advisers LlcSep 16, 2026 · New state registration · fact
- Kelly A Olson added a MA registration at Strategic Advisers LlcSep 16, 2026 · New state registration · fact
- Cooper Swift added a MA registration at Strategic Advisers LlcSep 16, 2026 · New state registration · fact
- Patrick Burns added a MA registration at Strategic Advisers LlcSep 16, 2026 · New state registration · fact
- Peter Darling added a MA registration at Strategic Advisers LlcSep 16, 2026 · New state registration · fact
- Antonio Dallaris added a TX registration at Strategic Advisers LlcSep 16, 2026 · New state registration · fact
- Justin Lee Martin added a PA registration at Strategic Advisers LlcSep 16, 2026 · New state registration · fact
- Jacob L. Wilson added a MA registration at Strategic Advisers LlcSep 16, 2026 · New state registration · fact
- Trey Harrison no longer holds an investment adviser registration (last listed at Strategic Advisers Llc on the 2026-09-15 feed)Sep 15, 2026 · Advisor registration ended · derived
- Nathan James Friedman no longer holds an investment adviser registration (last listed at Strategic Advisers Llc on the 2026-09-15 feed)Sep 15, 2026 · Advisor registration ended · derived
- Ralph Jordan Marmolejo registered as an investment adviser representative at Strategic Advisers LlcSep 15, 2026 · Advisor registered · fact
- Peter Darling registered as an investment adviser representative at Strategic Advisers LlcSep 15, 2026 · Advisor registered · fact
- Riley Ellis registered as an investment adviser representative at Strategic Advisers LlcSep 15, 2026 · Advisor registered · fact
- Mark Kirkham Gines added a NV registration at Strategic Advisers LlcSep 15, 2026 · New state registration · fact
- Matthew Cohen added a TX registration at Strategic Advisers LlcSep 15, 2026 · New state registration · fact
- Fadila Hamidat added a TX registration at Strategic Advisers LlcSep 15, 2026 · New state registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/fidelity-investmentsreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 617-563-7000reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- National broker-dealer RIAderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $80.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026