Fidelity Investments
About
Fidelity Investments is one of the world’s largest privately held financial services companies, headquartered in Boston. It offers brokerage accounts, Roth IRAs, health savings accounts and 529 college savings accounts, along with wealth management built with a dedicated advisor around each client’s goals. It also provides workplace retirement and benefits services to employers, and it credits objective insights and a disciplined approach with helping generations of customers through all kinds of markets.
As of late 2025, Fidelity reported about $17.5 trillion in assets under administration and $6.8 trillion in discretionary assets. The firm serves more than 50 million individual customers and about 30,000 businesses. Founded in Boston in 1946, it has long been led by the Johnson family. Its stated priorities for customers include a clear, straightforward experience, guidance as life changes, a wide range of integrated tools and products, and value and transparency at every step.
What to Know
- An online questionnaire suggests account options based on a customer’s goals.
- Fidelity Brokerage Services is listed on FINRA’s BrokerCheck.
- The company is a member of the Greater Boston Chamber of Commerce.
- It is also a Meet Boston partner.
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