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FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

BOSTON, MA · CRD 301896 · IAPD ↗ · 617-563-7000

$9.38BRegulatory AUM
101Advisory reps
209Employees
64306Clients
n/aPlanning clients
0Private funds
53States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — FIDELITY INSTITUTIONAL WEALTH ADVISER LLC added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
69
April 2026 — FIDELITY INSTITUTIONAL WEALTH ADVISER LLC reported RAUM up 45% ($6.47B -> $9.38B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
April 2026 — FIDELITY INSTITUTIONAL WEALTH ADVISER LLC grew from 93 to 101 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
72
April 2025 — FIDELITY INSTITUTIONAL WEALTH ADVISER LLC reported RAUM up 65% ($3.93B -> $6.47B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
79
April 2025 — FIDELITY INSTITUTIONAL WEALTH ADVISER LLC grew from 84 to 93 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — FIDELITY INSTITUTIONAL WEALTH ADVISER LLC added office(s): 20 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
69
April 2024 — FIDELITY INSTITUTIONAL WEALTH ADVISER LLC reported RAUM up 50% ($2.62B -> $3.93B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
April 2024 — FIDELITY INSTITUTIONAL WEALTH ADVISER LLC grew from 74 to 84 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.