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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 financial consultant will refer you to a registered investment advisor experienced in your area of need.

Your Fidelity financial consultant will work with you each step of the way.

  • Identify preferences – Based on information you provide regarding your needs and preferences, your financial consultant will identify three to five network advisors who may meet the criteria you have specified for your personal situation.*
  • Select an advisor – Your financial consultant 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 financial consultant can continue to help you with guidance and planning as part of your overall Fidelity relationship.

Once you have identified your preferences, your financial consultant 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 financial consultant 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.
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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.

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