Strategic Advisers LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 30, 2026, reports $1.4T in regulatory assets under management, 17,112 employees, 237 offices, and 2,973,512 accounts.
Top client segmentIndividuals represent 68.9% of total clients.
Top client categories% of clientsClients
1
Individuals
68.9%
1,654,834
2
HNWI
30.7%
736,141
3
Pension Plans
0.4%
10,164
Additional categories (<0.1%)
Corporations505 clients
Government92 clients
Investment Cos.15 clients
Charitable12 clients
Categories with <5 clients
PROPRIETARY TEST ACCOUNTS<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Tas of March 30, 2026
Discretionary96.4%
$1.3T
96% of total RAUM96.4%
Non-discretionary3.6%
$49.1B
4% of total RAUM3.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.4T
Total Accounts2,973,512
10Y AUM Change+$1.1T (+439.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17,112
Clients per Employee140:1
10Y Employee Change+16,926 (+9100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.