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Fidelity Wealth Advisor Solutions®

For customers interested in complementing Fidelity's services with a more specialized, one-on-one approach, Fidelity offers Wealth Advisor Solutions®. Your dedicated account executive will refer you to a registered investment advisor experienced in your area of need.

Your Fidelity account executive will work with you each step of the way.

  • Identify preferences – Based on information you provide regarding your needs and preferences, your account executive will identify three to five network advisors who may meet the criteria you have specified for your personal situation.*
  • Select an advisor – Your account executive will make the introductions for you and provide guidance about how to select an advisor who can help meet your unique investment needs.
  • View assets in one place – If you do work with a network advisor, you'll be able to view those assets and all of your accounts in one place on Fidelity.com.
  • Continued support – Your account executive can continue to help you with guidance and planning as part of your overall Fidelity relationship.

Once you have identified your preferences, your account executive can refer you to an investment advisor to help meet the particular financial planning needs of you and your family, such as:

  • Comprehensive tax planning for individuals, families, and small businesses.
  • Trust and estate planning, including legacy plans and charitable giving.
  • Executive compensation planning, including stock option management and deferred compensation plans.
  • Small-business advisory services, including capital growth strategies and succession planning.

Managing the complexity of large portfolios and multiple financial goals can be a challenge even for seasoned investors. The experience of a registered investment advisor can help with:

  • Professional investment recommendations, including buy and sell decisions on stocks, bonds, and other securities.
  • Access to emerging markets, commodities, and alternative investments, such as private equity, hedge funds, and limited partnerships.
  • Custom portfolio construction based on your personal tax situation and liquidity needs.
  • Individual portfolio management, including domestic and individual equity, and fixed income securities.

The advisors in Fidelity's Wealth Advisor Solutions program have been carefully selected and evaluated considering a number of factors, including:

  • Professional standards – Advisors have been selected to be part of Wealth Advisor Solutions based on their industry and wealth management experience as well as customer service.
  • Range of services – Some advisors offer comprehensive wealth management services; others may specialize in a specific area of financial management and work with outside professionals, such as attorneys and tax specialists.
  • Innovative technology – Each advisor has access to Fidelity's proprietary trading tools for deep analysis and research.

View a complete list of independent, registered investment advisors in Fidelity's network.

To learn more

Talk to your Fidelity account executive or call a Fidelity representative.

*The Fidelity Wealth Advisor Solutions® program ("the Program") is provided without charge as a convenience to you by Strategic Advisers, Inc. (SAI), a Fidelity Investments company. In no event shall SAI providing the names of one or more registered investment advisers (RIAs) constitute an endorsement, recommendation, or opinion as to the quality or appropriateness of the RIA or the related advisory services. SAI acts as solicitor to the RIAs in the Program, and receives solicitation fees from the RIAs as a result of their participation. RIAs are not affiliated with or agents of SAI or any other Fidelity Investments company, but they are Fidelity Investments customers and their clients compensate Fidelity Investments for custody, clearing, or other brokerage services. You must conduct the evaluation and due diligence you deem necessary to determine whether an RIA and any related advisory services are suitable for your needs. You are under no obligation to contact or engage any RIA. RIAs are eligible to participate in the Program if they represent to Fidelity Investments that they meet the following criteria:

  1. RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and/or any applicable state securities regulatory authorities or is exempt from such registration;
  2. RIA charges fee-based, asset-based, or flat rate investment advisory service fees (which may include hourly fees);
  3. RIA will maintain a minimum of $200,000,000 in assets under management, as reported on RIA's Form ADV 2A, throughout the duration of RIA's participation in the Program;
  4. RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage;
  5. RIA offers one or more of the following services: financial planning, investment management, performance reporting, trust and estate planning, retirement income planning, tax planning, small business services, corporate executive services, and/or wealth management; and
  6. RIA maintains a minimum of two principals or officers as well as a minimum of five employees.
SAI may, in its sole discretion, waive these criteria in whole or in part with respect to any RIA at any time. Fidelity has relied on the representations of the RIA's in determining whether the criteria have been met, and cannot guarantee the accuracy, completeness, or timeliness of the information provided by the RIAs. RIAs retain the right to accept or reject new advisory accounts. Please see SAI's Form ADV Part 2A brochure for additional information about the Program.
The registered trademarks and service marks appearing herein are the property of FMR LLC.
Clearing, custody, or other brokerage services may be provided separately by National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. Both are Fidelity Investments companies.
Fidelity Brokerage Services LLC, Member NYSE and SIPC, 900 Salem Street, Smithfield, RI 02917
© 2014 FMR LLC. All rights reserved.

List of Independent, Registered Investment Advisors

Below is a list of independent, registered investment advisors in Fidelity's network. Advisors have been listed alphabetically. Your Fidelity account executive will work with you on selecting an advisor based on your needs.

A. Montag & Associates Inc. Edgemoor Investment Advisors, Inc. Parsec Financial Management, Inc.
Adams Hall Wealth Advisors, LLC Farr Miller & Washington LLC Patriot Wealth Management
Adell, Harriman, Carpenter First American Trust Pillar Pacific Capital Management LLC
Adviser Investments Fort Pitt Capital Group Inc. Pinnacle Advisory Group, Inc.
All Star Financial Inc. Franklin Street Advisors Pinnacle Associates, Ltd.
Anchor/Russell Capital Advisors, Inc. Galvin, Gaustad & Stein, LLC Punch & Associates
Arbor Capital Management Corp. Gamble Jones Investment Counsel RMB Capital Management, LLC
Argent Wealth Management, LLC Geneva Investment Management of Chicago, LLC Rand & Associates
Atlantic Trust Private Wealth Management Green Square Capital Management LLC Rather & Kittrell, Inc.
Aureus Asset Management, LLC Grimes & Co. Rehmann Financial
Baker Avenue Asset Management Halbert Hargrove Global Advisors, LLC SNW Asset Management
Baker Ellis Asset Management LLC Harvest Investment Consultants Sapient Private Wealth Management, LLC
 Boston Private Wealth LLC. Harvey Capital Management Inc. Schiavi + Dattani
Beaumont Financial Partners Heck Capital Advisors, LLC Shamrock Asset Management, LLC
Biegel & Waller, LLC Homrich Berg Sigma Investment Counselors
Boston Advisors, LLC Horizon Kinetics LLC Signature Estate & Investments Advisors, LLC
Boys, Arnold & Co. Inc. Housen Financial Group, Inc. Smith Salley & Associates, LLC
Bradley, Foster & Sargent, Inc. Howe & Rusling, Inc. South Texas Money Management, Ltd.
Braver Wealth Management, LLC Johnson Investment Counsel, Inc. Spire Wealth Management, LLC
Brighton Jones LLC Kayne Anderson Rudnick Investment Management Strategic Wealth Partners, LLC
Brinton Eaton Wealth Advisors Lee Danner & Bass Inc. The Ayco Company, LP
Calamos Advisors, LLC Legacy Financial Advisors The Colony Group, LLC
Capital Investment Advisors Lido Advisors, Inc. The MDE Group, Inc.
Capital Management Corp., The Linscomb & Williams Inc. Waldron Wealth Management
Century Management MAI Wealth Advisors, LLC Wasmer, Schroeder & Company, Inc.
Check Capital Management Inc. Mariner Wealth Advisors, LLC Water Oak Advisors, LLC
Coldstream Capital Management, Inc. Mission Wealth Management, LLC Weatherly Asset Management, Inc.
Compak Asset Management Neuberger Berman, LLC Wescott Financial Advisory Group LLC
Congress Wealth Management LLC Norris, Perne & French West Capital Management, LLC
Covenant Multi-Family Offices, LLC Northcoast Asset Management LLC West Financial Services, Inc.
Crawford Investment Counsel, Inc. Oakwood Capital Management LLC Willingdon Wealth Management
Crestwood Advisors LLC PJS Investment Management, Inc Winslow Asset Management, Inc.
Douglas C. Lane & Associates, Inc.