Fiduciary Trust International, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lincoln, MA. Its latest Form ADV filing, dated December 22, 2025, reports $7.7B in regulatory assets under management, 50 employees, 3 offices, and 483 accounts.
Assets Under Management
$7.7B
Employees
50
Offices
3 offices
Total Clients
76
Primary office
LINCOLN, MA
55 OLD BEDFORD RD, SUITE 302, LINCOLN, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 81.6% of total clients.
Top client categories% of clientsClients
1
HNWI
81.6%
62
2
Pooled Investment Vehicles
9.2%
7
3
INSTITUTIONAL CLIENTS
9.2%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.7Bas of December 22, 2025
Discretionary92.8%
$7.1B
93% of total RAUM92.8%
Non-discretionary7.2%
$550M
7% of total RAUM7.2%
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.
Total AUM$7.7B
Total Accounts483
10Y AUM Change+$1.7B (+27.9%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees50
Clients per Employee2:1
10Y Employee Change+3 (+6.4%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.