Broker profile · US
Fidelity Investments
US financial services and brokerage company. Factual profile only: no rankings, no ratings, no advice. Verify current details on the official site.
Last updated Oct 2, 2026
What it is
Fidelity Investments is one of the largest financial services companies in the United States, headquartered in Boston, Massachusetts. It was founded in 1946 and remains privately held, with the Johnson family as its controlling owners. Fidelity operates as both a brokerage firm for individual investors and one of the world's largest asset managers, running a wide lineup of mutual funds and ETFs.
The company is a major player in workplace retirement services, administering 401(k) and other employer-sponsored plans for companies across the country. It also serves institutional clients, including pensions, endowments, and other large investors, alongside its retail business. Its research and thought-leadership operation publishes regularly on markets, retirement, and personal finance.
Fidelity maintains a network of physical investor centers in the US, where clients can meet with representatives in person. The combination of brokerage, asset management, retirement recordkeeping, and in-person branches makes it one of the broadest full-service financial firms available to American retail investors.
Who it serves
Fidelity's retail business serves individual investors across the experience spectrum, from people opening their first IRA to experienced traders managing large taxable accounts. The firm's retirement planning tools, calculators, and managed-account options are aimed at investors who want professional help with asset allocation and long-term planning without hiring a separate adviser, and its Active Trader Pro desktop platform serves the frequent-trading end of the retail spectrum.
A large portion of Fidelity's client base reaches the firm through work. Millions of Americans hold their employer-sponsored retirement accounts at Fidelity because their company chose the firm as its plan provider. That workplace relationship often extends into individual brokerage and IRA accounts when employees consolidate their finances in one place, making Fidelity a one-stop shop for both employer-plan and personal investing.
The firm also works with institutional clients and financial advisers. Its clearing and custody services support independent advisory firms, while its capital markets and asset management arms serve pensions, insurers, and other large pools of capital. The firm's Viewpoints articles and research reports target everyone from beginners to advanced investors.
Accounts and platforms
Fidelity offers individual and joint taxable brokerage accounts, Traditional and Roth IRAs, SEP and SIMPLE IRAs, solo 401(k)s for the self-employed, health savings accounts, custodial accounts, and 529 education savings plans. Managed account programs pair clients with professional management, aimed at investors who prefer a hands-off approach.
Trading and account management happen through the Fidelity website, a mobile app, and Active Trader Pro, the firm's desktop platform for frequent traders, which includes advanced charting, options analytics, and customizable layouts. The company publishes its own market research plus third-party research, and offers screeners covering stocks, ETFs, mutual funds, options, and bonds, along with learning centers organized by topic and experience level.
Account holders can trade stocks, ETFs, mutual funds, options, and bonds, and can set up features such as automatic dividend reinvestment, recurring transfers, and consolidated portfolio views across workplace and retail accounts. Branch offices, called investor centers, provide in-person service for clients who prefer face-to-face help with account setup, rollovers, and planning conversations.
Questions
Is Fidelity a publicly traded company?
No. Fidelity Investments is privately held, controlled by the Johnson family. It is one of the largest privately held financial services firms in the world, which sets it apart from publicly traded US brokerage competitors.
What is a Fidelity investor center?
Investor centers are Fidelity's physical branch offices in the US. Clients can visit them to open accounts, discuss retirement planning, or get in-person help with their investments, complementing the firm's website and mobile app.
Does Fidelity only serve individual investors?
No. Fidelity also administers workplace retirement plans for employers, provides custody and clearing services to advisers and institutions, and runs a large asset management business serving pensions, endowments, and other institutional clients.
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