Fidelity Institutional
$1.7B reported client assets across 9 advisory firms in FY2023 annual amendments
Reported client assets over time
Same-firm comparison: 9 firms that reported Fidelity Institutional in both FY2022 and FY2023 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2018, 2019, 2020, 2021 are shown but partial — only FY2018: 2 cohort firms, FY2019: 2 cohort firms, FY2020: 4 cohort firms, FY2021: 4 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Foundations Investment Advisors Llc | $890M | $5.4B | 16.4% | 03/29/2024 |
| Aspect Partners, Llc | $279M | $302M | 92.5% | 03/26/2024 |
| Peachtree Wealth Advisors, Inc | $276M | $276M | 100.0% | 03/14/2024 |
| Coury Firm Asset Management Llc | $93.0M | $1.1B | 8.1% | 03/29/2024 |
| Moneywise Inc | $66.8M | $358M | 18.7% | 01/23/2024 |
| Hazard & Siegel Advisory Services Llc | $31.2M | $342M | 9.1% | 03/27/2024 |
| Highland Investment Advisors Llc | $26.4M | $239M | 11.0% | 02/29/2024 |
| Dcm Advisors, Llc | $16.7M | $350M | 4.8% | 03/29/2024 |
| Munn Wealth Management, Llc | $7.8M | $197M | 4.0% | 03/20/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.