Fidelity Institutional Wealth Adviser 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 $9.4B in regulatory assets under management, 209 employees, 11 offices, and 1,435 accounts.
Top client segmentIndividuals represent 91.0% of total clients.
Top client categories% of clientsClients
1
Individuals
91.0%
59,902
2
HNWI
6.3%
4,169
3
Corporations
2.0%
1,335
4
Other Advisers
0.7%
451
Additional categories (<0.1%)
Charitable5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9.4Bas of March 30, 2026
Discretionary100.0%
$9.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$9.4B
Total Accounts1,435
10Y AUM Change+$9.4B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees209
Clients per Employee315:1
10Y Employee Change+209
* 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.