S
$1067.7B Total AUM
$1027.3B Disc. AUM
13.5% 3Y CAGR
16,291 Employees
2,046,420 ADV. Clients
48 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Prime meridianWave fusion +more
- Established Date
- 08-11-1977
- Office Locations
- 1,546
Office Locations
1 Skokie Valley Road Highland Park IL
10 Memorial Boulevard Providence RI
100 California ST Suite 1200 SAN Francisco CA
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.
Team overview
35 AVG AGE
$66.0M AVG AUM / ADVISOR
$521.7K AVG AUM / CLIENT
0.9 yrs AVG TENURE
16,291 Employees
16,178 Advisory Reps
16,051 RIA Reps
48yrs Firm Age
Insights
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Asset Classes
Legacy pioneer Bridge Alpha Momentum vertex Meridian vector Catalyst Matrix unison Pathway signal Foundation capital Glacier peak Peak
Client Personas
Quantum element
Custodian
Harbor timber Meridian alpha Quantum Vertex pioneer Momentum Zenith foundation Radial atlas Optima Summit fusion Oak Ember harbor Crest Vector Capital Vector optima Quantum Summit Vector
Fund Managers
Crest Crest optima
Investment Themes
Atlas legacy Catalyst Foundation optima Pathway quantum Element delta Legacy crest Radial zenith
Investment Vehicles
Vector Pathway insight
Platform
Eagle glacier
Services
Legacy north Frontier delta Optima momentum Fusion prime Timber focus Harbor Glacier focus Value glacier Beacon Atlas Delta Pathway bridge Unison wave
Technology
Harbor legacy Unison prime Beacon
Owner & Executives
S
STEPHANIE JEAN BROWN
Chief Compliance Officer, Managing Director
- CRD
- --
- Ownership
- Less than 5%
(816) 559-4282
delta.north@horizoncapital.com
in linkedin.com/in/capital-alpha
K
KERI S DOGAN
CHIEF OPERATING OFFICER
- CRD
- #5228110
- Ownership
- Less than 5%
(311) 756-3042
alpha.radial@frontiercapital.com
in linkedin.com/in/focus-vertex
S
Signal legacy
Meridian meridian quantum
- CRD
- #28303
- Ownership
- 3.9%
(800) 320-9560
horizon.matrix@timbercapital.com
in linkedin.com/in/focus-focus
Showing 2 of 8 owners & executives
Unlock allContacts
NANCY ANN AADALEN
Financial Consultant
- CRD
- #2086353
(299) 938-5006
vertex.bridge@momentumcapital.com
in linkedin.com/in/fusion-catalyst
N
NATHAN P AAGARD
--
- CRD
- #5472794
(529) 620-1542
value.fusion@capitalcapital.com
in linkedin.com/in/matrix-vector
O
Oak atlas
North vertex glacier
- CRD
- #86533
(444) 333-8005
horizon.prime@matrixcapital.com
in linkedin.com/in/zenith-element
Showing 2 of 17065 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,027,285,106,259 | $413,128 |
| Non-Discretionary | $40,379,499,331 | $1,553,057,667 |
| Total | $1,067,664,605,590 | $429,362 |
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Separately Managed Accounts
Total SMA Asset: $616,104,718,184
Public Funds:
23.8% Equity - Exchange:
19.3% Municipal Bonds:
36.6% Corporate - Investment Grade:
10.1% U.S. Government/Agency:
10.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,637,782,264 | 23.8% |
| Equity - Exchange | $1,328,117,551 | 19.3% |
| Municipal Bonds | $2,518,606,339 | 36.6% |
| Corporate - Investment Grade | $695,025,247 | 10.1% |
| U.S. Government/Agency | $701,906,685 | 10.2% |
| Total | $6,881,438,086 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER VERTEX | PEAK OAK | P00UJ9D4Y | MWLK | 3.41% | $56,197,365 |
| CAPITAL MERIDIAN VITAL | EAGLE ATLAS | DLQY2FPXB | EGLUY | 4.72% | $67,977,707 |
| WAVE ATLAS | PATHWAY UNISON | DRJIXAAP3 | ZBLD | 5.30% | $74,216,777 |
| ZENITH FUSION | MATRIX MERIDIAN | RWAQOVE38 | HRGR | 9.43% | $23,122,025 |
| ELEMENT SIGNAL PIONEER | FUSION EMBER | N7XKP5K6W | UHXT | 5.09% | $11,163,798 |
| VECTOR MATRIX INSIGHT | FUSION CAPITAL | 91HSCSZAE | JNF | 2.39% | $46,461,779 |
| MATRIX CATALYST BRIDGE | VERTEX FUSION | 91HB7KMKL | BWR | 7.13% | $103,127,141 |
| FOCUS PIONEER TIMBER | INSIGHT PEAK | ZLOHEYGMX | XBKKX | 4.62% | $113,416,801 |