Strategic Advisers LLC

RIASEC RegisteredEst. 1977

Total AUM

$1.4T

Discretionary

$1.3T

96% of AUM

Avg account

$461K

Accounts

2,973,512

Employees

17,112

Advisory reps

16,989

Firm details

Headquarters: Boston, Massachusetts
CRD number: 104555
Registered since: August 11, 1977
Website: www.fidelity.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Investment Companies43.02%
HNWI28.96%
Individuals12.02%
Pension & Profit Sharing Plans11.79%
Charitable Organizations3.63%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Strategic Advisers LLC is a long-established limited liability company that operates as a non-independent retail RIA and has been SEC-registered since 1977. The firm serves both individual and family clients as well as institutional accounts. Its advisory services span financial planning, portfolio management for individuals, small businesses, institutions and investment companies, selection of other advisers, and educational seminars. The firm also engages in commodity pool/CTA activities and is affiliated with a range of financial-service entities including broker-dealers, trust companies, banks, insurers, and sponsor/GP roles in pooled vehicles. Fees are charged via a mix of assets-under-management percentages, fixed fees and other arrangements. Strategic Advisers describes itself as an active ESG investor and is not structured as a capital allocator; it is not a multi-state adviser in the sense reported and is not newly formed.