STRATEGIC ADVISERS LLC
BOSTON, MA · CIK 1026420 · 13F filing filed 2026-08-13
SEC-registered investment adviser since 1977 · limited liability company
- Assets managed$1.4tn
- Staff17,112 · 17,112 in investment roles
- Main clients (by assets)Mutual funds and ETFs 43%, High net worth individuals 29%, Individuals 12%
- Form ADV · 2026-03-30SEC adviser record
- Legal entitySTRATEGIC ADVISERS LLC (US)
- Part of FMR LLC (US)
Other 13F filers in this group: FMR LLC $2.3tn, FMR Investment Management (UK) Ltd files a notice, Fidelity Diversifying Solutions LLC files a notice
For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.