DBA: FIDELITY PERSONAL AND WORKPLACE ADVISORS
| Total AUM | $818.78B |
| Discretionary | $818.78B100% of AUM |
| Client Accounts | 1,991,043 |
| Avg Account Size | $411K |
| Employees | 15,424 |
| Peak AUM | $818.78BMar 2024 |
| AUM CAGR | +12.4% /yrover 7 yrs · 69 filings |
Total AUM
$818.8B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $818.8B | 0.0% | +4.1% | +12.6% | |
| Discretionary AUM | $818.8B | 0.0% | +4.1% | +12.6% | |
| Total Accounts | 2.0M | 0.0% | +9.7% | +13.9% | |
| Avg Account Size | $411,229.692 | 0.0% | 5.1% | 1.2% | |
| Employees | 15k | 0.0% | +11.2% | +13.6% | |
| AUM / Employee | $53M | 0.0% | 6.4% | 0.9% | |
Client AUM Segments | |||||
| Wealth AUM | $704.0B | 0.0% | +3.7% | +13.0% | |
| Institutional AUM | $114.8B | +0.0% | +6.2% | +10.2% | |
Client Count Segments | |||||
| HNW Clients | 1.1M | 0.0% | +10.5% | +11.8% | |
| Institutional | 9k | 0.0% | +5.9% | 8.7% | |
| Individuals | 550k | 0.0% | +8.2% | +15.9% | |
| Total AUM | $818.78B |
| Discretionary | $818.78B |
| Employees | 15424 |
| Client Accounts | 1991043 |
| Client Range | More than 500 |
Address
245 SUMMER STREET, V2A
BOSTON MA 02210
Phone
617-563-7000
Filing History
69 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$818.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody