About Fidelity

Who we serve

We help over 42 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.

Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

*Specifically serviced by our Clearing & Custody team within FI

individual investors

We provide the financial planning, advice, and educational resources that investors and emerging investors need, including retirement planning, wealth management, brokerage services, college savings and more. Our straightforward pricing delivers value with no account fees, no minimums to open a retail brokerage account, commission-free trades and more.


We work closely with employers to create dynamic benefit programs for their employees, including employee retirement savings, health and welfare, stock plan services and more.

advisors & institutions

We help wealth management firms and institutions grow their businesses and navigate the changing industry landscape. In addition to our insights, expertise and exceptional client experience, we provide investment and technology products and solutions, clearing and custody services, and institutional trading products, services and execution to thousands of firms.

charitable donors

Charitable giving made accessible, simple and effective. Fidelity Charitable, an independent public charity with a donor-advised fund program, can help you support the charitable causes you care about and fulfill your philanthropic goals.


We believe the possibilities for our customers are endless. Always challenging the status quo means exploring new technologies to harness innovation, fostering a culture that encourages new ideas and embracing agile approaches to move faster for our customers.

Our Presence

With 70,000+ associates, our global presence spans nine other countries across North America, Europe, Asia, and Australia who are working tirelessly to meet the needs of our customers.

Investor center and regional office locations map in United States

Headquartered in Boston, Fidelity serves its customers through 13 regional sites across the globe and more than 200 Investor Centers.

Find an investor center

our history

"Take intelligent risks rather than follow the crowd." This was the inspiration with which Edward C. Johnson 2d founded the company and it continues to guide us forward as a pioneer in the world of investing. As the financial industry evolves and customer needs become more complex, Fidelity has and continues to reinvent, innovate, and transform itself to be ready for the financial landscape of tomorrow.

by the numbers

When you do well, we do well. As a privately held company, we use our investor mindset to make sound judgments for the long term for our customers and our business.

customer in a magnifying glass icon

over 42 million

individual investors

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$11.1 trillion

assets under administration**

Discretionary Assets icon

$4.2 trillion

total discretionary assets***

As of March 31, 2023

Learn how Fidelity made significant investments in talent and technology, despite market volatility and uncertainty in first quarter 2023.

Asset Management
Find financial information about Asset Management, including its equity, fixed income, high income and alternatives, and global asset allocation divisions.

*Fidelity now offers the Fidelity ZERO Total Market Index Fund (FZROX), Fidelity ZERO International Index Fund (FZILX), Fidelity ZERO Large Cap Index Fund (FNILX), and Fidelity ZERO Extended Market Index Fund (FZIPX) available to individual retail investors who purchase their shares through a Fidelity brokerage account.
**Fidelity Internal Information as of March 31, 2023.
***Includes all Fidelity investment products, such as mutual funds and managed accounts.
****Daily Average Trades include Total Fidelity (retail brokerage and institutional brokerage).