SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Strategic Advisers LLC
Boston, MA
CRD 104555
Firm filing updated March 30, 2026 ·
- $1370.1BAssets
- 17,112Advisory staff
- 2,973,512Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals1,654,834
- High net worth individuals736,141
- Pension and profit sharing plans10,164
- Corporations or other businesses505
- State or municipal government entities (including government pension plans)92
- and 2 more27
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 1,654,834 | $164.6 billion |
| High net worth individuals | 736,141 | $396.7 billion |
| Investment companies | 15 | $589.4 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10,164 | $161.5 billion |
| Charitable organizations | 12 | $49.8 billion |
| State or municipal government entities (including government pension plans) | 92 | $7.3 billion |
| Corporations or other businesses not listed above | 505 | $646.2 million |
| Other: "PROPRIETARY TEST ACCOUNTS" | Fewer than 5 clients | $8.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
See all 7 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Other: "PROVIDER OF MODEL PORTFOLIOS"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Other: "PROVIDER OF MODEL PORTFOLIOS"
Assets and accounts
- Regulatory assets$1370.1 billion
- Accounts2,973,512
- Discretionary$1321.1 billion · 2,973,485 accounts
- Non-discretionary$49.1 billion · 27 accounts
People
- Employees17,112
- Advisory staff17,112
- Broker-dealer reps16,817
- Licensed insurance agents9,711
- Planning clients936,705
Advisors
10,424 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 104555, SEC file 801-13243.
- Registered with the SEC as an investment advisor (status date on record: August 11, 1977).
Is Strategic Advisers LLC a fiduciary?
Short answer: Strategic Advisers LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 16,817 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
9,711 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.