FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC
Legal name: FIDELITY PERSONAL AND WORKPLACE ADVISORS
CRD #288590 SEC #801-112027 BOSTON, MA 617-563-7000
SEC Registered Disclosures
Total AUM
$818.8B
Discretionary
$818.8B
Employees
15,424
Clients
--
Accounts
1,991,043
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $818.8B | $818.8B | $0 | 15,424 | 13,624 |
| Feb 2025 | $818.8B | $818.8B | $0 | 15,424 | 13,624 |
| Nov 2024 | $818.8B | $818.8B | $0 | 15,424 | 13,624 |
| Oct 2024 | $818.8B | $818.8B | $0 | 15,424 | 13,624 |
| Jul 2024 | $818.8B | $818.8B | $0 | 15,424 | 13,624 |
| Mar 2024 | $818.8B | $818.8B | $0 | 15,424 | 13,624 |
| Feb 2024 | $652.5B | $652.5B | $0 | 13,507 | 14,845 |
| Oct 2023 | $652.5B | $652.5B | $0 | 13,507 | 14,845 |
| Sep 2023 | $652.5B | $652.5B | $0 | 13,507 | 14,845 |
| Jun 2023 | $652.5B | $652.5B | $0 | 13,507 | 14,845 |
| May 2023 | $652.5B | $652.5B | $0 | 13,507 | 14,845 |
| Apr 2023 | $652.5B | $652.5B | $0 | 13,507 | 14,845 |
| Mar 2023 | $652.5B | $652.5B | $0 | 13,507 | 14,845 |
| Feb 2023 | $726.7B | $726.7B | $0 | 11,220 | 12,449 |
| Jan 2023 | $726.7B | $726.7B | $0 | 11,220 | 12,449 |
| Nov 2022 | $726.7B | $726.7B | $0 | 11,220 | 12,449 |
| Nov 2022 | $726.7B | $726.7B | $0 | 11,220 | 12,449 |
| Sep 2022 | $726.7B | $726.7B | $0 | 11,220 | 12,449 |
| Jul 2022 | $726.7B | $726.7B | $0 | 11,220 | 12,449 |
| Jun 2022 | $726.7B | $726.7B | $0 | 11,220 | 12,449 |
| Apr 2022 | $726.7B | $726.7B | $0 | 11,220 | 12,449 |
| Mar 2022 | $726.7B | $726.7B | $0 | 11,220 | 12,449 |
| Jan 2022 | $566.2B | $566.2B | $0 | 9,422 | 11,012 |
| Jan 2022 | $566.2B | $566.2B | $0 | 9,422 | 11,012 |
| Dec 2021 | $566.2B | $566.2B | $0 | 9,422 | 11,012 |
| Dec 2021 | $566.2B | $566.2B | $0 | 9,422 | 11,012 |
| Dec 2021 | $566.2B | $566.2B | $0 | 9,422 | 11,012 |
| Dec 2021 | $566.2B | $566.2B | $0 | 9,422 | 11,012 |
| Nov 2021 | $566.2B | $566.2B | $0 | 9,422 | 11,012 |
| Aug 2021 | $566.2B | $566.2B | $0 | 9,422 | 11,012 |
| Jun 2021 | $566.2B | $566.2B | $0 | 9,422 | 11,012 |
| Mar 2021 | $566.2B | $566.2B | $0 | 9,422 | 11,012 |
| Jan 2021 | $453.3B | $453.3B | $0 | 8,158 | 7,582 |
| Dec 2020 | $453.3B | $453.3B | $0 | 8,158 | 7,582 |
| Dec 2020 | $453.3B | $453.3B | $0 | 8,158 | 7,582 |
| Nov 2020 | $453.3B | $453.3B | $0 | 8,158 | 7,582 |
| Oct 2020 | $453.3B | $453.3B | $0 | 8,158 | 7,582 |
| Sep 2020 | $453.3B | $453.3B | $0 | 8,158 | 7,582 |
| Aug 2020 | $453.3B | $453.3B | $0 | 8,158 | 7,582 |
| Aug 2020 | $453.3B | $453.3B | $0 | 8,158 | 7,582 |
| Jul 2020 | $453.3B | $453.3B | $0 | 8,158 | 7,582 |
| Jun 2020 | $453.3B | $453.3B | $0 | 8,158 | 7,582 |
| Jun 2020 | $453.3B | $453.3B | $0 | 8,158 | 7,582 |
| May 2020 | $453.3B | $453.3B | $0 | 8,158 | 7,582 |
| Mar 2020 | $453.3B | $453.3B | $0 | 8,158 | 7,582 |
| Feb 2020 | $338B | $338B | $0 | 6,722 | 6,266 |
| Jan 2020 | $338B | $338B | $0 | 6,722 | 6,266 |
| Dec 2019 | $338B | $338B | $0 | 6,722 | 6,266 |
| Nov 2019 | $338B | $338B | $0 | 6,722 | 6,266 |
| Oct 2019 | $338B | $338B | $0 | 6,722 | 6,266 |
| Sep 2019 | $338B | $338B | $0 | 6,722 | 6,266 |
| Aug 2019 | $338B | $338B | $0 | 6,722 | 6,266 |
| Jul 2019 | $338B | $338B | $0 | 6,722 | 6,266 |
| Jul 2019 | $338B | $338B | $0 | 6,722 | 6,266 |
| Jun 2019 | $338B | $338B | $0 | 6,722 | 6,266 |
| May 2019 | $338B | $338B | $0 | 6,722 | 6,266 |
| Mar 2019 | $338B | $338B | $0 | 6,722 | 6,266 |
| Mar 2019 | $344.9B | $344.9B | $0 | 6,485 | 0 |
| Feb 2019 | $344.9B | $344.9B | $0 | 6,485 | 0 |
| Nov 2018 | $344.9B | $344.9B | $0 | 6,485 | 0 |
| Oct 2018 | $344.9B | $344.9B | $0 | 6,485 | 0 |
| Aug 2018 | $344.9B | $344.9B | $0 | 6,485 | 0 |
| Aug 2018 | $344.9B | $344.9B | $0 | 6,485 | 0 |
DateMar 2025
Total AUM$818.8B
Discretionary$818.8B
Non-Disc.$0
Employees15,424
Clients13,624
DateFeb 2025
Total AUM$818.8B
Discretionary$818.8B
Non-Disc.$0
Employees15,424
Clients13,624
DateNov 2024
Total AUM$818.8B
Discretionary$818.8B
Non-Disc.$0
Employees15,424
Clients13,624
DateOct 2024
Total AUM$818.8B
Discretionary$818.8B
Non-Disc.$0
Employees15,424
Clients13,624
DateJul 2024
Total AUM$818.8B
Discretionary$818.8B
Non-Disc.$0
Employees15,424
Clients13,624
DateMar 2024
Total AUM$818.8B
Discretionary$818.8B
Non-Disc.$0
Employees15,424
Clients13,624
DateFeb 2024
Total AUM$652.5B
Discretionary$652.5B
Non-Disc.$0
Employees13,507
Clients14,845
DateOct 2023
Total AUM$652.5B
Discretionary$652.5B
Non-Disc.$0
Employees13,507
Clients14,845
DateSep 2023
Total AUM$652.5B
Discretionary$652.5B
Non-Disc.$0
Employees13,507
Clients14,845
DateJun 2023
Total AUM$652.5B
Discretionary$652.5B
Non-Disc.$0
Employees13,507
Clients14,845
DateMay 2023
Total AUM$652.5B
Discretionary$652.5B
Non-Disc.$0
Employees13,507
Clients14,845
DateApr 2023
Total AUM$652.5B
Discretionary$652.5B
Non-Disc.$0
Employees13,507
Clients14,845
DateMar 2023
Total AUM$652.5B
Discretionary$652.5B
Non-Disc.$0
Employees13,507
Clients14,845
DateFeb 2023
Total AUM$726.7B
Discretionary$726.7B
Non-Disc.$0
Employees11,220
Clients12,449
DateJan 2023
Total AUM$726.7B
Discretionary$726.7B
Non-Disc.$0
Employees11,220
Clients12,449
DateNov 2022
Total AUM$726.7B
Discretionary$726.7B
Non-Disc.$0
Employees11,220
Clients12,449
DateNov 2022
Total AUM$726.7B
Discretionary$726.7B
Non-Disc.$0
Employees11,220
Clients12,449
DateSep 2022
Total AUM$726.7B
Discretionary$726.7B
Non-Disc.$0
Employees11,220
Clients12,449
DateJul 2022
Total AUM$726.7B
Discretionary$726.7B
Non-Disc.$0
Employees11,220
Clients12,449
DateJun 2022
Total AUM$726.7B
Discretionary$726.7B
Non-Disc.$0
Employees11,220
Clients12,449
DateApr 2022
Total AUM$726.7B
Discretionary$726.7B
Non-Disc.$0
Employees11,220
Clients12,449
DateMar 2022
Total AUM$726.7B
Discretionary$726.7B
Non-Disc.$0
Employees11,220
Clients12,449
DateJan 2022
Total AUM$566.2B
Discretionary$566.2B
Non-Disc.$0
Employees9,422
Clients11,012
DateJan 2022
Total AUM$566.2B
Discretionary$566.2B
Non-Disc.$0
Employees9,422
Clients11,012
DateDec 2021
Total AUM$566.2B
Discretionary$566.2B
Non-Disc.$0
Employees9,422
Clients11,012
DateDec 2021
Total AUM$566.2B
Discretionary$566.2B
Non-Disc.$0
Employees9,422
Clients11,012
DateDec 2021
Total AUM$566.2B
Discretionary$566.2B
Non-Disc.$0
Employees9,422
Clients11,012
DateDec 2021
Total AUM$566.2B
Discretionary$566.2B
Non-Disc.$0
Employees9,422
Clients11,012
DateNov 2021
Total AUM$566.2B
Discretionary$566.2B
Non-Disc.$0
Employees9,422
Clients11,012
DateAug 2021
Total AUM$566.2B
Discretionary$566.2B
Non-Disc.$0
Employees9,422
Clients11,012
DateJun 2021
Total AUM$566.2B
Discretionary$566.2B
Non-Disc.$0
Employees9,422
Clients11,012
DateMar 2021
Total AUM$566.2B
Discretionary$566.2B
Non-Disc.$0
Employees9,422
Clients11,012
DateJan 2021
Total AUM$453.3B
Discretionary$453.3B
Non-Disc.$0
Employees8,158
Clients7,582
DateDec 2020
Total AUM$453.3B
Discretionary$453.3B
Non-Disc.$0
Employees8,158
Clients7,582
DateDec 2020
Total AUM$453.3B
Discretionary$453.3B
Non-Disc.$0
Employees8,158
Clients7,582
DateNov 2020
Total AUM$453.3B
Discretionary$453.3B
Non-Disc.$0
Employees8,158
Clients7,582
DateOct 2020
Total AUM$453.3B
Discretionary$453.3B
Non-Disc.$0
Employees8,158
Clients7,582
DateSep 2020
Total AUM$453.3B
Discretionary$453.3B
Non-Disc.$0
Employees8,158
Clients7,582
DateAug 2020
Total AUM$453.3B
Discretionary$453.3B
Non-Disc.$0
Employees8,158
Clients7,582
DateAug 2020
Total AUM$453.3B
Discretionary$453.3B
Non-Disc.$0
Employees8,158
Clients7,582
DateJul 2020
Total AUM$453.3B
Discretionary$453.3B
Non-Disc.$0
Employees8,158
Clients7,582
DateJun 2020
Total AUM$453.3B
Discretionary$453.3B
Non-Disc.$0
Employees8,158
Clients7,582
DateJun 2020
Total AUM$453.3B
Discretionary$453.3B
Non-Disc.$0
Employees8,158
Clients7,582
DateMay 2020
Total AUM$453.3B
Discretionary$453.3B
Non-Disc.$0
Employees8,158
Clients7,582
DateMar 2020
Total AUM$453.3B
Discretionary$453.3B
Non-Disc.$0
Employees8,158
Clients7,582
DateFeb 2020
Total AUM$338B
Discretionary$338B
Non-Disc.$0
Employees6,722
Clients6,266
DateJan 2020
Total AUM$338B
Discretionary$338B
Non-Disc.$0
Employees6,722
Clients6,266
DateDec 2019
Total AUM$338B
Discretionary$338B
Non-Disc.$0
Employees6,722
Clients6,266
DateNov 2019
Total AUM$338B
Discretionary$338B
Non-Disc.$0
Employees6,722
Clients6,266
DateOct 2019
Total AUM$338B
Discretionary$338B
Non-Disc.$0
Employees6,722
Clients6,266
DateSep 2019
Total AUM$338B
Discretionary$338B
Non-Disc.$0
Employees6,722
Clients6,266
DateAug 2019
Total AUM$338B
Discretionary$338B
Non-Disc.$0
Employees6,722
Clients6,266
DateJul 2019
Total AUM$338B
Discretionary$338B
Non-Disc.$0
Employees6,722
Clients6,266
DateJul 2019
Total AUM$338B
Discretionary$338B
Non-Disc.$0
Employees6,722
Clients6,266
DateJun 2019
Total AUM$338B
Discretionary$338B
Non-Disc.$0
Employees6,722
Clients6,266
DateMay 2019
Total AUM$338B
Discretionary$338B
Non-Disc.$0
Employees6,722
Clients6,266
DateMar 2019
Total AUM$338B
Discretionary$338B
Non-Disc.$0
Employees6,722
Clients6,266
DateMar 2019
Total AUM$344.9B
Discretionary$344.9B
Non-Disc.$0
Employees6,485
Clients0
DateFeb 2019
Total AUM$344.9B
Discretionary$344.9B
Non-Disc.$0
Employees6,485
Clients0
DateNov 2018
Total AUM$344.9B
Discretionary$344.9B
Non-Disc.$0
Employees6,485
Clients0
DateOct 2018
Total AUM$344.9B
Discretionary$344.9B
Non-Disc.$0
Employees6,485
Clients0
DateAug 2018
Total AUM$344.9B
Discretionary$344.9B
Non-Disc.$0
Employees6,485
Clients0
DateAug 2018
Total AUM$344.9B
Discretionary$344.9B
Non-Disc.$0
Employees6,485
Clients0