STRATEGIC ADVISERS LLC

CRD 104555 · SEC 801-13243

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155 SEAPORT BLVD, BOSTON, MA, 02210-2698, United States

Phone

617-563-7000

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.37T

Discretionary AUM

$1.32T

Team

17112 total employees; 17112 advisory reps; 17518 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Fixed fees; PERCENTAGE OF REVENUE FROM AFFILIATES

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Selection of other advisersEducational seminarsPROVIDER OF MODEL PORTFOLIOS

Client types

Type	Clients	AUM
Individuals	1654834	$164.64B
High net worth individuals	736141	$396.75B
Investment companies	15	$589.44B
Pension/profit sharing plans	10164	$161.53B
Charitable organizations	12	$49.77B
State/municipal entities	92	$7.35B
Corporations/business entities	505	$646.2M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD