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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.

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

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. (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. (2) RIA charges fee-based, asset-based, or flat rate investment advisory service fees (which may include hourly fees);
  3. (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. (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. (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. (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.
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