Fidelity Institutional Wealth Services
$4.7B reported client assets across 9 advisory firms in FY2024 annual amendments
Reported client assets over time
Same-firm comparison: 7 firms that reported Fidelity Institutional Wealth Services in both FY2023 and FY2024 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 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms, FY2019: 2 cohort firms, FY2020: 4 cohort firms, FY2021: 4 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Qrg Capital Management, Inc. | $1.5B | $11.4B | 13.3% | 03/31/2025 |
| Rmr Wealth Builders, Inc. | $1.3B | $2.2B | 59.6% | 03/31/2025 |
| N | $666M | $666M | 100.0% | 03/28/2025 |
| Richard W. Paul & Associates, Llc | $323M | $323M | 100.0% | 03/13/2025 |
| Compass Financial Management Llc | $284M | $519M | 54.7% | 03/21/2025 |
| Cosner Financial Group, Llc | $238M | $324M | 73.5% | 02/26/2025 |
| Kristen E. Coombs Llc | $180M | $226M | 79.8% | 03/03/2025 |
| Mws Capital Consultants Llc | $150M | $157M | 95.6% | 02/14/2025 |
| Yardley Wealth Management Llc | $38.2M | $192M | 19.9% | 02/28/2025 |
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.