CRD: 301896
Fidelity Institutional Wealth Adviser LLC
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-01-2019
- Office Locations
- 24
Office Locations
About Fidelity Institutional Wealth Adviser LLC
Fidelity Institutional Wealth Adviser LLC is a Boston-based RIA with 24 offices. The firm has been operating for 7 years. Managing $9.4B in total assets under management, with 101 advisory representatives. They custody assets with Fidelity/NFS.
Reported data analysis
What the numbers show
Between December 19, 2025 and March 30, 2026, reported AUM increased 45.1%, from $6.5B to $9.4B.
Across 5 reported observations, AUM increased 230.0% between September 30, 2022 and March 30, 2026, from $2.8B to $9.4B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 101 advisory representatives and 130,168 clients, or 1,288.8 clients per representative. That equates to $72.1K in reported AUM per client.
The profile lists 24 reported office locations and 7 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Fund Managers
- Investment Themes
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The full Fidelity Institutional Wealth Adviser LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHARLES ACKERMAN
Chief Financial Officer
- CRD
- #2168517
- Ownership
- Less than 5%
JORDAN J BURGESS JR.
DIRECTOR, President
- CRD
- #2276739
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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KEITH ANDERSON
Director
- CRD
- #6457780
MATTHEW DYLAN AROESTY
--
- CRD
- #6976232
Showing 2 of 42 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,384,114,700 | $6,539,453 |
| Non-Discretionary | $0 | -- |
| Total | $9,384,114,700 | $6,539,453 |
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Separately Managed Accounts
SMA allocation detail is available
Fidelity Institutional Wealth Adviser LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Fidelity Institutional Wealth Adviser LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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