Fidelity Investments

Fidelity Investments, established in 1946 as Fidelity Management & Research Company, is a privately held financial services firm headquartered in Boston, Massachusetts.

Over the decades, it has evolved into one of the world's largest and most influential financial institutions, managing approximately $5.8 trillion in discretionary assets under management and $15.1 trillion in total assets under administration as of December 2024.

Core Services and Offerings

Fidelity provides a comprehensive suite of financial services designed to cater to a diverse clientele, including individual investors, institutions, and businesses.

• Investment Management and Mutual Funds: As one of the largest mutual fund companies globally, Fidelity offers a wide array of investment options, from actively managed funds to index funds.
• The Fidelity Contrafund, managed by William Danoff since 1990, has grown to become the largest non-index fund in the U.S., boasting assets exceeding $145 billion.
• Brokerage Services: Fidelity's brokerage platform provides clients with access to stocks, ETFs, mutual funds, options, and fixed-income securities.
• The company processes an average of 3.5 million trades daily, underscoring its significant presence in the brokerage industry.
• Retirement Planning and 401(k) Services: Recognized as one of the largest providers of 401(k) plans in the U.S., Fidelity offers comprehensive retirement plan administration for corporations, government entities, universities, and nonprofit organizations.
• Since introducing 401(k) products in 1982, Fidelity has been at the forefront of workplace retirement planning.
• Wealth Management and Financial Planning: Through personalized wealth management services, Fidelity delivers customized financial planning solutions aimed at helping clients grow and protect their wealth across various life stages, from early career through retirement and estate planning.
• Digital Asset Services: Pioneering in cryptocurrency adoption, Fidelity launched Fidelity Digital Asset Services in 2018, offering institutional cryptocurrency custody and trading services.
• The company was an early Bitcoin miner and continues to lead traditional financial institutions in digital asset innovation.

Global Presence and Locations

Fidelity's operations span multiple locations across the United States and internationally.

Within the U.S., Fidelity maintains offices or Investor Centers in cities such as:

• Boston, Massachusetts (headquarters)
• San Francisco, California
• New York, New York
• Jersey City, New Jersey
• Merrimack, New Hampshire
• Smithfield, Rhode Island
• Denver, Colorado
• Jacksonville, Florida
• Covington, Kentucky
• Raleigh-Durham, North Carolina
• Westlake, Texas
• Salt Lake City, Utah
• Manchester, New Hampshire
• Rio Rancho, New Mexico
• Lincoln, Nebraska
• Providence, Rhode Island
• Bayonne, New Jersey
• Philadelphia, Pennsylvania
• Phoenix, Arizona

Internationally, Fidelity also has a presence in:

• Dublin and Galway, Ireland
• Bangalore and Chennai, India
• Kronberg, Hessen, Germany

Fidelity's expansive network of offices and Investor Centers underscores its commitment to providing accessible and comprehensive financial services to clients worldwide.