Fidelity Institutional Asset Management (FIAM) combines extensive research capabilities and a collaborative approach to offer advisors and institutions choice of products and solutions across asset classes to best fit their clients’ needs. Our portfolio construction offerings were built to help financial advisors stand out.
Click here to learn more about Fidelity’s asset management capabilities.
Who we serve
We help millions of individuals feel confident in their most important financial goals, manage employee benefit programs that help more than 28,200 businesses support their employees’ total well-being, and support more than 16,200 wealth management firms and institutions with innovative investment and technology solutions to grow their businesses.
We continue to challenge the status quo and harness innovation to move faster and create value for our customers and clients, developing new products and services to stay ahead of their distinct and evolving financial needs.
Our diverse businesses and independence give us insight into the entire market and the stability and scale needed to think and act for the long term as we deliver value to our customers and clients.
individual investors
We provide financial planning, advice, and educational resources to help investors—including young and first-time investors—make their goals a reality. Our straightforward pricing delivers value—with no account fees, no minimums to open a retail brokerage account, commission-free trades and more.
employers
We work closely with employers to create dynamic, integrated benefit programs for their employees, including retirement savings, health and welfare, stock plan services, emergency savings, charitable giving and student loan repayment programs.
advisors & institutions
We help wealth management firms and institutions navigate the changing industry landscape to grow their businesses and meet their clients’ financial needs. In addition to our insights, expertise and exceptional client experience, we provide investment and technology products and solutions, clearing and custody services, and institutional trading products, services and execution to thousands of firms.
charitable donors
Fidelity Charitable, an independent public charity with a donor-advised fund program, makes charitable giving accessible, simple and effective for more than 300,000 donors and counting.
innovators
We are constantly innovating to serve our customers’ evolving needs. Always challenging the status quo means exploring new technologies to enhance the customer experience and deliver even more value.
Our Presence
With more than 76,000 associates working tirelessly to meet the needs of our customers, Fidelity’s global presence spans 11 countries across North America, Europe, Asia and Australia.
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Boston Headquarters
Regional Office
Investor Center
Headquartered in Boston, Fidelity serves its customers through 216 Investor Centers in the U.S. and 14 regional sites across the globe, including India and Ireland.
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our history
"Take intelligent risks rather than follow the crowd." This was the inspiration with which Edward C. Johnson 2d founded the company, and it continues to guide us forward as a pioneer in the world of investing. As the financial industry evolves and customer needs become more complex, Fidelity has and continues to innovate, and transform itself to be ready for the financial landscape of tomorrow, while ensuring we are meeting the needs of our customers today.
by the numbers
When our customers do well, we do well. As a privately held company, we use our investor mindset to make sound judgments for the long term on behalf of our customers and our business.
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$15.0 trillion
assets under administration**
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$5.8 trillion
total discretionary assets***
As of September 30, 2024
Q3 2024 BUSINESS UPDATES
Learn how Fidelity is helping customers and business clients achieve their financial, investment and employee benefit goals.
Asset Management
Find financial information about Asset Management, including its equity, fixed income, high income and alternatives and global asset allocation divisions.
*Fidelity now offers the Fidelity ZERO Total Market Index Fund (FZROX), Fidelity ZERO International Index Fund (FZILX), Fidelity ZERO Large Cap Index Fund (FNILX), and Fidelity ZERO Extended Market Index Fund (FZIPX) available to individual retail investors who purchase their shares through a Fidelity brokerage account.
**Fidelity Internal Information as of September 30, 2024.
***Includes all Fidelity investment products, such as mutual funds and managed accounts.