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STRATEGIC ADVISERS LLC

BOSTON, MA · CRD 104555 · IAPD ↗ · 617-563-7000

$1370.13BRegulatory AUM
17112Advisory reps
17112Employees
17518Clients
More than 500Planning clients
0Private funds
52States
12Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — STRATEGIC ADVISERS LLC reported RAUM up 28% ($1067.66B -> $1370.13B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — STRATEGIC ADVISERS LLC grew from 16178 to 17112 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — STRATEGIC ADVISERS LLC's Item 11 disclosure-reporting entries rose by 7 (6 -> 13).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2025 — STRATEGIC ADVISERS LLC added office(s): 2 -> 240 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — STRATEGIC ADVISERS LLC reported RAUM up 29% ($824.74B -> $1067.66B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
April 2025 — STRATEGIC ADVISERS LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
85
April 2025 — STRATEGIC ADVISERS LLC grew from 158 to 16178 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
July 2024 — STRATEGIC ADVISERS LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2024 — STRATEGIC ADVISERS LLC reported RAUM up 25% ($659.55B -> $824.74B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
82
April 2024 — STRATEGIC ADVISERS LLC grew from 146 to 158 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.