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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-11-1977
- Office Locations
- 1,701
Office Locations
About Strategic Advisers LLC
Strategic Advisers LLC (Fidelity) supports retail and institutional clients with comprehensive wealth planning, including access to Roth IRAs, HSAs, and 529 education accounts. Clients can invest across individual stocks, bonds, mutual funds, and ETFs; Fidelity’s HSA is positioned with no account fees or minimums and $0 commissions for US stock and ETF trades.
Reported data analysis
What the numbers show
Between December 5, 2025 and March 30, 2026, reported AUM increased 28.3%, from $1.1T to $1.4T.
Across 5 reported observations, AUM increased 85.8% between December 7, 2022 and March 30, 2026, from $737.3B to $1.4T.
Of the latest reported AUM, 96.4% is discretionary and 3.6% is non-discretionary.
The firm reports 17,112 advisory representatives and 2,419,281 clients, or 141.4 clients per representative. That equates to $566.3K in reported AUM per client.
The profile lists 1,701 reported office locations and 49 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
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Strategic Advisers LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEPHANIE JEAN BROWN
Chief Compliance Officer, Managing Director
- CRD
- --
- Ownership
- Less than 5%
KERI S DOGAN
CHIEF OPERATING OFFICER
- CRD
- #5228110
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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NANCY ANN AADALEN
Financial Consultant
- CRD
- #2086353
NATHAN P AAGARD
--
- CRD
- #5472794
Showing 2 of 16995 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,321,075,214,792 | $444,285 |
| Non-Discretionary | $49,050,110,419 | $1,816,670,756 |
| Total | $1,370,125,325,211 | $460,777 |
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Separately Managed Accounts
SMA allocation detail is available
Strategic Advisers LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Strategic Advisers LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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