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STRATEGIC ADVISERS LLC

245 Summer Street
Boston, Massachusetts 2210
Tel: 617-563-7000

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About STRATEGIC ADVISERS LLC

STRATEGIC ADVISERS LLC, formally registered with the SEC as STRATEGIC ADVISERS LLC. The firm was established in 08/11/1977. They have over 2 offices throughout the country.

STRATEGIC ADVISERS LLC is a Boston, Massachusetts based Financial Planning firm with nearly $659,550,224,982 assets under management, offering retirement planning & investment advisory services to 1712300 clients. The firm is staffed with 219 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#104555
SEC#801-13243
Assets Managed by Firm$659,550,224,982
No. of Clients1712300
No. of Advisors219

Fee Structure

  • A Percentage of AUM
  • Other(PERCENTAGE OF REVENUE FROM AFFILIATES)

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total1712300$659,550,224,982
Individuals (other than high net worth individuals)978618$106,132,208,158
High net worth individuals433897$202,403,450,598
Pension and profit sharing plans8059$82,134,660,094
Charitable organizations11$27,358,275,455
Corporations or other businesses382$351,805,561

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