STRATEGIC ADVISERS LLC
SEC Form ADV registration profile.
Total regulatory AUM
$1,370,125,325,211
Discretionary
$1,321,075,214,792
Non-discretionary
$49,050,110,419
Firm details
- CRD number
- 104555
- SEC file number
- 801-13243
- Main office
- BOSTON, MA, United States
- Employees
- 17,112
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Other
As of May 2026.