Who We Serve
We serve more than 24 million people looking to us to help them invest for their most important goals or seeking access to sophisticated trading tools. They either invest with us directly or through a workplace savings plan, such as a 401(k).
We manage and service employee benefit programs for more than 20,000 employers. We share insights and best practices developed through serving a wide variety of organizations—from more than one-third of the Fortune 500 to over 8,000 small businesses with fewer than 50 employees.
Advisors and Institutions
We work with nearly 10,000 advisory firms and brokers by providing them with the innovative technology, platforms, and investment solutions to help them grow their businesses. Those advisors and brokers are serving 4 million people today.
Fidelity by the Numbers
Financial advisory firms who serve more than 4 million people
Numbers as of 6/30/2016
At Fidelity, one of the ways we inspire better futures and deliver better outcomes for our customers is to engage with policymakers and leaders to inform and encourage sound public policies.