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STRATEGIC ADVISERS LLC
BOSTON, MA
617-563-7000
SEC #801-13243Total AUM
$1.4T
Employees
17,112Clients
2,401,764Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
155 SEAPORT BLVD
BOSTON
MA 02210-2698
United States
BOSTON
MA 02210-2698
United States
Operating Hours
9AM - 5PM EST
Monday - Friday
Monday - Friday
Phone
617-563-7000
Other Offices
237
Financials
Total AUM
$1.4T
Accounts
2,973,512Discretionary
$1.3T
Accounts
2,973,485Non-Discretionary
$49.1B
Accounts
27
Clients
Individual Clients
1,654,834AUM
$164.6B
HNW Individual Clients
736,141AUM
$396.7B
Investment Company Clients
15AUM
$589.4B
Pension/Profit Sharing Plan Clients
10,164AUM
$161.5B
Charitable Organization Clients
12AUM
$49.8B
Government Entity Clients
92AUM
$7.3B
Corporation or Business Clients
505AUM
$646.2M
Other Clients
1AUM
$8.2M
Description of Other Clients
PROPRIETARY TEST ACCOUNTS
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PROVIDER OF MODEL PORTFOLIOS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF REVENUE FROM AFFILIATES
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 68 business affiliates.
Claimed Affiliates
Reported as an affiliate by 20 other businesses.