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Is independence your next big move?
Discover the freedom and potential of going independent—with Fidelity by your side every step of the way.
Let’s grow together
As a private company, we are laser-focused on making long-term investments in service, security, and innovation to deliver better outcomes for you.
Purpose-built technology and investment solutions to drive growth
Enhance your productivity and client experience through advanced technology, while delivering investment strategies designed to build lasting wealth.
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Expert consulting to set you apart
Gain a competitive edge with personalized guidance from industry specialists.
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Timely insights to keep you ahead
Stay informed and ready with the latest market trends and strategic updates.
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Fidelity UHNW Hub
UHNW Hub: Finding success in ultra-wealth management
Considering a move into the ultra-high-net-worth (UHNW) market? Explore our white paper and hub to learn what it takes to attract and serve the ultra-wealthy—and how Fidelity can help.
Insights
An advisor's guide to alternative investments
Find out more about alternatives and how allocating to these investments may help strengthen your clients' portfolios.
Spotlight
The Time-Value Equation: Strategic time management for financial advisors
Advisors report “lack of time” as their No. 1 barrier to growth. See how our Time-Value Equation can help you reallocate your time to foster organic growth and provide additional value to clients.
Join the 3,400+ advisory firms that trust Fidelity
Working with Fidelity means you can benefit from the expertise of our entire organization. Across our enterprise, we help over 55 million people move closer to achieving their most important financial goals, and manage employee benefit programs for nearly 27,000 businesses.
When it comes to the advisory space, Fidelity Institutional Wealth Management Services supports more than 3,300 firms with innovative investment and tech solutions to grow their businesses. Our diverse focus areas and independence give us insight into every market—and the stability needed to think and act for the long term as we deliver value to you.
Breakaway advisors
Want the freedom to build your business your way—on your terms, for your clients? With more ways to become an independent advisor today than ever, our unbiased expertise can help you make a move that's right for you.
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Registered investment advisors
With custody at our core, we provide RIAs innovative solutions and support to help them grow their business and their clients' wealth.
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Family offices
We offer multifamily offices, single family offices, wealthy families, and the advisors who serve them access to the full breadth of our institutional solutions and industry experts.
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Broker-dealers
We support broker-dealers by providing their clients access to a flexible, open technology environment, extensive practice management resources, wealth management investments, and related execution and clearing services.
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Hear why firms choose Fidelity
I was really impressed with the culture, the people, and everything about the firm from start to finish. It also helped that Fidelity is a private company. We felt like we would have more direct access, and perhaps less bureaucracy, than we would working with a public company.
Hear why firms choose Fidelity
Fidelity has the best group on the street. Our team doesn’t try to steer us one way or another. They just give us the facts and their view.
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Connect with us to discuss how we can help you grow your firm and your clients' wealth.
Fidelity lnvestments is an independent company, unaffiliated with the firms on this page. There is no form of legal partnership, agency affiliation, or similar relationship between Fidelity and the firms mentioned herein, nor is such a relationship created or implied by the information herein.
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