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Fidelity

Fidelity Investments has a few recognized names like Fidelity, or earlier in history as Fidelity Management & Research or FMR. They are based in Boston, established in 1946 and are one of the largest asset managers in the world with $4.9 trillion in assets under management. In addition to their brokerage firm they manage mutual funds and provides fund distribution and investment advice, retirement serivces, wealth management and life insurance. Fidelity Investments employs over 50K employees and has $18.2 billion in revenue. Fidelity Investments was recognized for Wealthmanagement.com's industry awards in several product areas including HSA for Advisors, Convergence and Consolidation Trends, Wealthscape Onboarding Experience and the Fidelity Family Office Investment Study. To learn more about these programs and the Wealthies click here, https://wealthiescircle.com/member/fidelity-investments/. Fidelity Investments major competitors are Edward Jones, BlackRock, TIAA, Charles Schwab and UBS.

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