Fidelity Investments
$104B reported client assets across 72 advisory firms in FY2025 annual amendments
Reported client assets over time
$11.8B
$95.1B
2017
2025
Same-firm comparison: 57 firms that reported Fidelity Investments in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021, 2022, 2023 are shown but partial — only FY2017: 15 cohort firms, FY2018: 18 cohort firms, FY2019: 18 cohort firms, FY2020: 25 cohort firms, FY2021: 28 cohort firms, FY2022: 35 cohort firms, FY2023: 41 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Aon Investments Usa Inc. | $45.3B | $151B | 30.0% | 03/25/2026 |
| Mercer Investments Llc | $31.0B | $226B | 13.7% | 03/31/2026 |
| Fiducient Advisors Llc | $7.3B | $97.5B | 7.5% | 03/30/2026 |
| Foster Dykema Cabot & Partners, Llc | $1.8B | $2.2B | 79.3% | 03/27/2026 |
| Beck, Mack & Oliver Llc | $1.5B | $6.2B | 24.8% | 03/25/2026 |
| Abundance Wealth Counselors, Llc | $1.1B | $1.6B | 67.7% | 02/23/2026 |
| Csenge Advisory Group, Llc | $954M | $3.2B | 30.1% | 03/25/2026 |
| Lmcg Investments, Llc | $772M | $6.8B | 11.3% | 03/26/2026 |
| Trevian Wealth Management, Llc | $597M | $616M | 96.9% | 03/31/2026 |
| Ddfg, Inc | $568M | $568M | 100.0% | 02/12/2026 |
| Axia Advisory, Llc | $540M | $1.9B | 28.8% | 03/04/2026 |
| Financial Directions Llc | $535M | $738M | 72.5% | 03/24/2026 |
| Wilkins Investment Counsel Inc | $515M | $1.1B | 46.1% | 03/16/2026 |
| Greater Midwest Financial Group, Llc | $508M | $589M | 86.2% | 03/26/2026 |
| Florek Financial, Llc | $486M | $511M | 95.0% | 02/10/2026 |
| Vestor Capital, Llc | $456M | $2.3B | 20.0% | 03/27/2026 |
| Hobbs Group Advisors Llc | $454M | $584M | 77.6% | 03/17/2026 |
| Pennington Partners & Co., Llc | $440M | $5.1B | 8.6% | 03/31/2026 |
| Quattro Advisors L.L.C. | $401M | $662M | 60.7% | 03/25/2026 |
| Fi3 Financial Advisors, Llc | $399M | $1.1B | 35.1% | 03/24/2026 |
| Resolute Wealth Strategies, Llc | $388M | $388M | 100.0% | 03/20/2026 |
| Cascade Financial Partners, Llc | $377M | $1.4B | 27.3% | 03/27/2026 |
| Regimen Wealth, Llc | $362M | $365M | 99.1% | 03/03/2026 |
| Cox Capital Management Llc | $361M | $361M | 100.0% | 02/25/2026 |
| Thomas Wright Asset Management, Inc. | $345M | $341M | 101.0% | 03/30/2026 |
| Avalan, Llc | $337M | $622M | 54.2% | 03/17/2026 |
| Fiduciary Alliance Llc | $306M | $2.5B | 12.1% | 02/09/2026 |
| Pathways Wealth Management, Inc. | $287M | $287M | 100.0% | 03/17/2026 |
| Zimmerman Wealth Management, Llc | $283M | $472M | 59.9% | 03/25/2026 |
| Spectrum Strategic Capital Management, Llc | $269M | $275M | 97.7% | 03/27/2026 |
| Lester Financial Group, Llc | $268M | $399M | 67.1% | 02/27/2026 |
| Verity Asset Management, Inc. | $267M | $1.2B | 23.2% | 03/31/2026 |
| Straightline Group, Llc | $267M | $1.2B | 22.8% | 03/17/2026 |
| Van Hulzen Asset Management, Llc | $262M | $2.1B | 12.2% | 03/19/2026 |
| Waterstone Financial Advisory Llc | $241M | $262M | 91.8% | 01/22/2026 |
| Anchor Wealth Management Group Llc | $226M | $233M | 97.1% | 03/05/2026 |
| Kevin M. Gibney And Company, Llc | $215M | $307M | 70.1% | 03/30/2026 |
| Ipsen Advisor Group Llc | $215M | $236M | 90.9% | 03/16/2026 |
| Cauble & Harre Wealth Management, Inc. | $213M | $301M | 71.0% | 03/20/2026 |
| Capital Consulting & Asset Management, Inc. | $210M | $219M | 96.2% | 03/24/2026 |
| Quest 10 Wealth Builders, Inc. | $208M | $238M | 87.5% | 03/16/2026 |
| Heisten Wrenn Private Wealth, Llc | $197M | $232M | 85.1% | 01/12/2026 |
| The Baldwin Group Wealth Advisors, Llc | $195M | $27.3B | 0.7% | 03/25/2026 |
| Foundation Resource Management, Inc. | $184M | $1.1B | 16.1% | 03/30/2026 |
| Strong Retirement Solutions Llc | $165M | $166M | 99.3% | 03/20/2026 |
| Towercrest Capital Management, Llc | $165M | $718M | 23.0% | 03/06/2026 |
| Avail Investment Partners, Llc | $161M | $184M | 87.3% | 03/11/2026 |
| Navigate 401 K, Llc | $151M | $318M | 47.4% | 03/02/2026 |
| The Partners Wealth Management, Llc | $144M | $1.2B | 12.1% | 03/23/2026 |
| Macd Advisors Llc | $139M | $1.0B | 13.4% | 03/31/2026 |
| Collaborative Portfolio Management, Llc | $137M | $179M | 76.6% | 03/30/2026 |
| Townsend Financial Planning, Llc | $133M | $148M | 89.4% | 03/13/2026 |
| Scharf Investments, Llc | $123M | $4.2B | 2.9% | 03/19/2026 |
| Blum Financial, Lp | $103M | $209M | 49.3% | 03/10/2026 |
| Retire Ready Wealth Management, Llc | $100M | $100M | 100.0% | 03/27/2026 |
| Wealth Compass Financial, Inc. | $97.0M | $115M | 84.0% | 03/20/2026 |
| Heckman Financial & Insurance Services, Inc. | $96.5M | $116M | 82.9% | 02/21/2026 |
| The Lam Group, Inc. | $88.0M | $507M | 17.3% | 02/23/2026 |
| Allison Investment Management, Llc | $81.0M | $170M | 47.5% | 03/06/2026 |
| Tumolo Wealth Management Llc | $63.1M | $134M | 47.1% | 01/26/2026 |
| Park Lane Advisors, Llc | $55.8M | $624M | 9.0% | 02/19/2026 |
| Federal Prep Advisors, Inc. | $34.4M | $80.1M | 43.0% | 03/12/2026 |
| Pacific Ridge Capital Partners, Llc | $33.5M | $495M | 6.8% | 03/31/2026 |
| Cambridge Financial Group, Inc. | $32.4M | $331M | 9.8% | 03/19/2026 |
| Kingdom Legacy Advisors Corporation | $26.5M | $197M | 13.5% | 01/09/2026 |
| West Ridge Advisors, Llc | $25.6M | $396M | 6.5% | 04/01/2026 |
| Highland Consulting Associates International, Inc. | $16.5M | $76.6M | 21.6% | 03/18/2026 |
| Sachem Investment Counsel Llc | $13.1M | $231M | 5.7% | 03/30/2026 |
| Wealthkare.Com, Inc. | $9.3M | $126M | 7.4% | 01/02/2026 |
| Firstmetric, Llc | $2.7M | $272M | 1.0% | 03/31/2026 |
| Grp Financial Services, Llc | $760K | $155M | 0.5% | 01/26/2026 |
| Watts Gwilliam & Company, Llc | $360K | $1.0B | 0.0% | 03/23/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.