Fidelity Investments benefits from massive scale with 7 trillion dollars in discretionary assets under management and 18 trillion dollars in assets under administration as of 2025. The company is privately held which allows long-term strategic focus without quarterly earnings pressure from public markets.
Fidelity offers an integrated ecosystem spanning brokerage retirement plans wealth management and institutional services serving individuals employers and financial advisors. Its ownership structure with roughly 40 percent held by the Johnson family and 60 percent by employees aligns interests with long-term client outcomes.
Product Overview
Fidelity Investments operates one of the largest brokerage firms in the United States and manages mutual funds index funds and exchange-traded funds. The company provides retirement services including 401k plans and IRAs for more than 28000 businesses. It offers wealth management financial planning and advice through both digital robo-advisor platforms and human advisors.
The firm also provides institutional clearing and custody services life insurance annuities and college savings plans. Fidelity has expanded into cryptocurrency with spot Bitcoin and Ethereum ETFs and plans to launch the Fidelity Digital Dollar stablecoin. Additional offerings include the eMoney Pro financial planning platform and Fidelity Personalized Planning and Advice for workplace participants.
