AdvisorCensus / Custodians / Fidelity Investments
Investment advisory firms using Fidelity Investments as a custodian
2,475 SEC-registered investment advisory firms name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV. Metro areas with at least 3 of them are below.
How this list is built
| Metro area | Advisory firms |
|---|
| New York, NY | 168 |
| Boston, MA | 156 |
| Los Angeles, CA | 97 |
| Chicago, IL | 82 |
| San Francisco, CA | 79 |
| Dallas, TX | 73 |
| Philadelphia, PA | 65 |
| Washington, DC | 63 |
| Houston, TX | 61 |
| Atlanta, GA | 60 |
| Miami, FL | 58 |
| Minneapolis, MN | 54 |
| Denver, CO | 45 |
| Phoenix, AZ | 40 |
| Kansas City, MO | 38 |
| Seattle, WA | 38 |
| Austin, TX | 35 |
| Detroit, MI | 35 |
| Cleveland, OH | 32 |
| Tampa, FL | 30 |
| Bridgeport, CT | 29 |
| St. Louis, MO | 29 |
| Portland, OR | 26 |
| San Diego, CA | 25 |
| Salt Lake City, UT | 24 |
| Baltimore, MD | 23 |
| Charlotte, NC | 22 |
| San Jose, CA | 22 |
| Cincinnati, OH | 21 |
| Grand Rapids, MI | 21 |
| Nashville, TN | 21 |
| Pittsburgh, PA | 21 |
| Columbus, OH | 19 |
| Providence, RI | 19 |
| Indianapolis, IN | 18 |
| Birmingham, AL | 17 |
| Orlando, FL | 17 |
| Buffalo, NY | 15 |
| Albany, NY | 14 |
| Hartford, CT | 14 |
| Jacksonville, FL | 13 |
| Memphis, TN | 12 |
| Richmond, VA | 12 |
| Dayton, OH | 11 |
| Oxnard, CA | 11 |
| Rochester, NY | 11 |
| Louisville, KY | 10 |
| San Antonio, TX | 10 |
| Burlington, VT | 9 |
| Omaha, NE | 9 |
| Provo, UT | 9 |
| Raleigh, NC | 9 |
| Tulsa, OK | 9 |
| Durham, NC | 8 |
| Knoxville, TN | 8 |
| Las Vegas, NV | 8 |
| Naples, FL | 8 |
| Little Rock, AR | 7 |
| Madison, WI | 7 |
| Milwaukee, WI | 7 |
| North Port, FL | 7 |
| Santa Maria, CA | 7 |
| Traverse City, MI | 7 |
| Winston-Salem, NC | 7 |
| Akron, OH | 6 |
| Appleton, WI | 6 |
| Fort Collins, CO | 6 |
| Fort Wayne, IN | 6 |
| Greensboro, NC | 6 |
| New Haven, CT | 6 |
| New Orleans, LA | 6 |
| Oklahoma City, OK | 6 |
| Sacramento, CA | 6 |
| State College, PA | 6 |
| Toledo, OH | 6 |
| Tucson, AZ | 6 |
| Waterbury, CT | 6 |
| Worcester, MA | 6 |
| Charleston, SC | 5 |
| Jackson, MS | 5 |
| Kiryas Joel, NY | 5 |
| Lancaster, PA | 5 |
| Manchester, NH | 5 |
| Reno, NV | 5 |
| Virginia Beach, VA | 5 |
| Ann Arbor, MI | 4 |
| Boulder, CO | 4 |
| Cape Coral, FL | 4 |
| Colorado Springs, CO | 4 |
| Des Moines, IA | 4 |
| Harrisburg, PA | 4 |
| Huntsville, AL | 4 |
| Lexington, KY | 4 |
| Lincoln, NE | 4 |
| Portland, ME | 4 |
| Riverside, CA | 4 |
| Rockford, IL | 4 |
| Savannah, GA | 4 |
| Spokane, WA | 4 |
| Syracuse, NY | 4 |
| Trenton, NJ | 4 |
| Wilmington, NC | 4 |
| Allentown, PA | 3 |
| Asheville, NC | 3 |
| Barnstable Town, MA | 3 |
| Boise City, ID | 3 |
| Bremerton, WA | 3 |
| Chattanooga, TN | 3 |
| Columbia, SC | 3 |
| Duluth, MN | 3 |
| Eugene, OR | 3 |
| Kalamazoo, MI | 3 |
| Lakeland, FL | 3 |
| Lubbock, TX | 3 |
| Lynchburg, VA | 3 |
| Norwich, CT | 3 |
| Pittsfield, MA | 3 |
| Port St. Lucie, FL | 3 |
| Roanoke, VA | 3 |
| San Luis Obispo, CA | 3 |
| Springfield, IL | 3 |
| Springfield, MO | 3 |
| Topeka, KS | 3 |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian.
Cite this page
AdvisorCensus. Investment advisory firms using Fidelity Investments as a custodian. https://advisorcensus.com/custodians/fidelity
https://advisorcensus.com/custodians/fidelity
