# Fidelity Personal And Workplace Advisors
Source: https://planprovider.pro/provider/fidelity-personal-and-workplace-advisors

> With 15,424 employees and deep ties to Fidelity Investments, Fidelity Personal and Workplace Advisors, LLC works with both individuals and organizations on i…

Retirement Plan Advisor

Boston, MA

## About Fidelity Personal And Workplace Advisors

<p>With 15,424 employees and deep ties to Fidelity Investments, Fidelity Personal and Workplace Advisors, LLC works with both individuals and organizations on investment advice and retirement plan needs.</p>

<p>Headquartered in Boston, with multiple offices across the New York City metro area (including Manhattan, White Plains, and Garden City), the firm supports clients throughout the Northeast and beyond. It provides 3(21) fiduciary investment advice for retirement plans, where plan sponsors keep final decision-making authority while receiving guidance on fund selection and monitoring.</p>

<p>The practice includes portfolio management for individuals and high net worth individuals, as well as advisory work for pension and profit-sharing plans and corporate clients. Services cover financial planning, investment management, and wealth management, with support for retirement planning and 401(k) rollovers.</p>

<p>What sets this team apart is its ability to pair a large advisor footprint with plan-level 3(21) support, which can be useful for sponsors who want documented investment guidance without outsourcing discretion.</p>

<ul>
<li>Registered investment advisor offering workplace and personal planning</li>
<li>3(21) fiduciary investment advice for employer retirement plans</li>
<li>Portfolio management for individuals and high net worth individuals</li>
<li>Advisory services for pension and profit-sharing plans and corporations</li>
<li>$5,900.0B in AUM (2026)</li>
</ul>

Website: [https://www.fidelity.com/go/advisory-services](https://www.fidelity.com/go/advisory-services)

Employees: 15424

## Office Locations

- New York, NY

- White Plains, NY

- New York, NY

- New York, NY

- New York, NY

- Garden City, NY

- Boston, MA (Headquarters)

- New York, NY

- New York, NY

- Boston, MA

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $5900.0B

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