Fidelity Distributors Company Llc
$211B reported client assets across 151 advisory firms in FY2025 annual amendments
Reported client assets over time
$20.6B
$167B
2019
2025
Same-firm comparison: 129 firms that reported Fidelity Distributors Company Llc 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. 2019, 2020, 2021, 2022 are shown but partial — only FY2019: 68 cohort firms, FY2020: 76 cohort firms, FY2021: 90 cohort firms, FY2022: 97 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | $85.3B | $326B | 26.1% | 03/31/2026 |
| Cerity Partners Llc | $32.1B | $162B | 19.8% | 03/31/2026 |
| Ep Wealth Advisors, Llc. | $10.3B | $45.1B | 22.7% | 03/31/2026 |
| Investment Research & Advisory Group, Inc. | $7.0B | $15.4B | 45.2% | 03/11/2026 |
| Fayez Sarofim & Co., Llc | $5.9B | $35.1B | 16.7% | 03/20/2026 |
| Cerity Partners Retirement Plan Advisors Llc | $4.3B | $20.8B | 20.6% | 03/31/2026 |
| Douglas Lane & Associates, Llc | $3.8B | $8.4B | 45.1% | 03/30/2026 |
| Avidian Wealth Enterprises, Llc | $3.1B | $4.8B | 66.1% | 03/30/2026 |
| Private Wealth Asset Management, Llc | $2.5B | $2.5B | 100.0% | 03/30/2026 |
| Pacific Financial Group Inc | $2.5B | $5.1B | 49.2% | 03/31/2026 |
| Regal Investment Advisors Llc | $1.9B | $2.9B | 65.7% | 03/30/2026 |
| Alesco Advisors, Llc, An Esl Company | $1.8B | $5.6B | 32.4% | 03/30/2026 |
| Strategic Investment Advisors, Llc | $1.8B | $1.8B | 100.0% | 03/31/2026 |
| Cahaba Wealth Management, Inc. | $1.8B | $2.1B | 85.5% | 03/31/2026 |
| West Financial Services, Inc. | $1.7B | $2.8B | 61.1% | 03/30/2026 |
| Wescott Financial Advisory Group Llc | $1.6B | $4.2B | 37.9% | 03/29/2026 |
| Cra Financial Services, L.L.C. | $1.3B | $1.7B | 74.4% | 03/12/2026 |
| Veris Wealth Partners, Llc | $1.2B | $2.9B | 41.7% | 03/17/2026 |
| Woodard & Co Asset Management Group Inc | $1.2B | $1.2B | 100.0% | 03/31/2026 |
| Independent Solutions Wealth Management, Llc | $1.2B | $1.5B | 75.8% | 03/24/2026 |
| Mckinley Carter Wealth Services, Inc. | $1.1B | $2.3B | 48.4% | 03/23/2026 |
| Drive Wealth Management, Llc | $1.1B | $1.5B | 71.9% | 03/19/2026 |
| Neville, Rodie & Shaw Inc | $1.0B | $2.0B | 52.0% | 01/07/2026 |
| Anchor Capital Advisors Llc | $1.0B | $2.4B | 42.5% | 03/16/2026 |
| Lasalle St. Investment Advisors, L.L.C. | $991M | $5.7B | 17.3% | 03/30/2026 |
| Eagle Global Advisors Llc | $945M | $3.1B | 30.5% | 03/28/2026 |
| Old Mission Investment Company, Llc | $929M | $929M | 100.0% | 03/27/2026 |
| Ellis Investment Partners, Llc | $919M | $987M | 93.1% | 03/12/2026 |
| Satovsky Asset Management Llc | $894M | $975M | 91.7% | 03/31/2026 |
| C2 P Capital Advisory Group, Llc | $888M | $4.4B | 20.3% | 03/23/2026 |
| Mgo One Seven Llc | $857M | $7.7B | 11.1% | 04/01/2026 |
| Hbk Sorce Advisory Llc | $826M | $7.7B | 10.8% | 11/12/2025 |
| Waterloo Capital, L.P. | $793M | $2.3B | 35.1% | 03/12/2026 |
| Bruton Chisnell Advisors, Llc | $772M | $772M | 100.0% | 03/26/2026 |
| Schwarz Dygos Wheeler Investment Advisors Llc | $712M | $730M | 97.5% | 03/18/2026 |
| Talon Llc | $712M | $1.1B | 67.1% | 03/29/2026 |
| Carlson & Company Financial Services, Llc | $632M | $632M | 100.0% | 03/31/2026 |
| Intelligent Wealth Solutions Llc | $625M | $961M | 65.0% | 03/12/2026 |
| Resources Management Corp | $624M | $1.1B | 58.4% | 03/12/2026 |
| Freedom Day Solutions, Llc | $615M | $615M | 100.0% | 03/30/2026 |
| Alliance Advisory & Securities, Llc | $588M | $687M | 85.6% | 03/31/2026 |
| Mascoma Wealth Management Llc | $568M | $568M | 100.0% | 02/28/2026 |
| Sfmg, Llc. | $563M | $3.0B | 19.1% | 03/13/2026 |
| Abner Herrman & Brock, Llc | $547M | $2.7B | 20.0% | 03/06/2026 |
| Carl P. Sherr & Co., Llc | $494M | $505M | 97.8% | 03/11/2026 |
| Hoxton Planning & Management, Llc | $465M | $592M | 78.6% | 03/16/2026 |
| Baron Wealth Management, Llc | $460M | $847M | 54.3% | 03/20/2026 |
| Meridian Investment Advisors, Inc. | $457M | $628M | 72.8% | 03/03/2026 |
| Old North State Wealth Management, Llc | $446M | $453M | 98.7% | 03/17/2026 |
| Mowery & Schoenfeld Wealth Management, Llc | $444M | $524M | 84.7% | 01/14/2026 |
| Crewe Advisors Llc | $424M | $3.1B | 13.9% | 03/25/2026 |
| Cloud Investments, Llc | $404M | $404M | 100.0% | 02/12/2026 |
| Legacy Investment Partners, Llc | $402M | $403M | 99.8% | 02/06/2026 |
| Mighty Oak Strong America Investment Company | $398M | $398M | 100.0% | 03/19/2026 |
| Decker Retirement Planning Inc. | $394M | $360M | 109.4% | 03/26/2026 |
| Exchange Place Advisors, Llc | $379M | $380M | 99.8% | 03/25/2026 |
| Fpl Capital Management, Llc | $372M | $1.1B | 34.3% | 01/15/2026 |
| Modell Capital Management Llc | $358M | $1.9B | 19.0% | 02/12/2026 |
| Premia Global Advisors, Llc | $333M | $341M | 97.7% | 03/27/2026 |
| Wespac Advisors Socal, Llc | $333M | $610M | 54.6% | 03/17/2026 |
| Good Harbor Advisors, Inc. | $331M | $334M | 99.1% | 03/24/2026 |
| North Star Investment Management Corporation | $324M | $2.5B | 12.9% | 03/18/2026 |
| Gallacher Capital Management Llc | $306M | $539M | 56.8% | 03/30/2026 |
| Ferguson Johnson Wealth Management, Inc. | $306M | $316M | 96.6% | 03/16/2026 |
| Lynx Investment Advisory, Llc | $297M | $1.1B | 26.6% | 03/26/2026 |
| Keeler Thomas Management Llc | $291M | $306M | 95.3% | 03/20/2026 |
| Skyview Financial Group, Llc | $286M | $287M | 99.7% | 03/10/2026 |
| Advisornet Financial, Inc. | $280M | $3.1B | 8.9% | 03/25/2026 |
| Avion Wealth, Llc | $272M | $985M | 27.6% | 03/12/2026 |
| Epg Wealth Management Llc | $264M | $579M | 45.6% | 03/05/2026 |
| Magnate Advisory Services, Llc | $264M | $314M | 84.0% | 03/30/2026 |
| Family Fiduciary Services, Inc. | $254M | $254M | 99.9% | 03/26/2026 |
| Trunorth Financial Services, Inc. | $253M | $309M | 81.7% | 03/23/2026 |
| Beckerman Institutional, Llc | $252M | $303M | 83.0% | 03/18/2026 |
| Albion Management Group | $245M | $2.0B | 12.2% | 03/25/2026 |
| Tabr Capital Management, Llc | $241M | $241M | 100.0% | 03/26/2026 |
| Stonebridge Wealth Systems Llc | $230M | $369M | 62.4% | 03/23/2026 |
| Pursell Management Co. Llc | $227M | $354M | 64.0% | 03/26/2026 |
| Hudson Advisor Services, Inc. | $221M | $310M | 71.4% | 03/31/2026 |
| Madden Funds Management Ltd. | $218M | $218M | 100.0% | 02/25/2026 |
| Martin & Company, Inc | $214M | $1.7B | 13.0% | 03/27/2026 |
| Plan Group Financial, Inc. | $203M | $690M | 29.3% | 03/24/2026 |
| Sound Stewardship, Llc | $201M | $285M | 70.8% | 03/12/2026 |
| Madison Park Capital Advisors, Llc | $200M | $295M | 68.0% | 01/29/2026 |
| D & P Investment Advisors, Ltd. | $198M | $198M | 100.0% | 03/06/2026 |
| N | $196M | $216M | 90.6% | 02/22/2026 |
| Level Four Advisory Services, Llc | $194M | $6.5B | 3.0% | 03/30/2026 |
| The Archer Consulting Group, Llc | $192M | $192M | 100.0% | 03/17/2026 |
| Elm3 Financial Group, Llc | $189M | $189M | 100.0% | 02/19/2026 |
| The Leuthold Group, Llc | $186M | $1.2B | 15.9% | 03/31/2026 |
| Retirement Financial Group, Llc | $186M | $186M | 100.0% | 03/30/2026 |
| First Mason Financial, Llc | $185M | $186M | 99.5% | 03/31/2026 |
| Investment Advisory Services Group Llc | $179M | $179M | 100.0% | 02/18/2026 |
| Lakeshore Capital Group, Inc. | $178M | $181M | 98.1% | 01/21/2026 |
| Zinnia Wealth Advisory, Llc | $169M | $169M | 100.0% | 03/19/2026 |
| Financial Designs Wealth Management Llc | $161M | $261M | 61.5% | 03/26/2026 |
| Miramar Capital Llc | $158M | $550M | 28.8% | 03/27/2026 |
| Meridian Management Co | $156M | $862M | 18.1% | 03/09/2026 |
| Assured Retirement Financial Group, Inc. | $155M | $241M | 64.2% | 03/29/2026 |
| Hoover Private Wealth, Llc | $152M | $171M | 88.8% | 03/31/2026 |
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.