STRATEGIC ADVISERS LLC is a Boston, Massachusetts based financial advisory firm with nearly $824,740,096,815 in assets under management and provides investment advisory services for 1965880 clients. There are currently 269 financial advisors at the firm.
General Information |
| Firm CRD#: | 104555 | |
| SEC#: | 801-13243 | |
| Assets under Management: | $824,740,096,815 | |
| No. of Clients: | 1965880 | |
| No. of Advisors: | 269 | |
| Advisory Services Provided: | Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection for other advisors, Other (PROVIDER OF MODEL PORTFOLIOS) | |
| Fee Structure: | A percentage of AUM, Other (PERCENTAGE OF REVENUE FROM AFFILIATES) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| MML INVESTORS SERVICES, LLC | 10409 | 801-44264 | 351645 | 7130 | $72,827,710,537 |
| MFS INSTITUTIONAL ADVISORS INC. | 107144 | 801-46433 | 8586 | 1300 | $128,519,177,590 |
| BOSTON PARTNERS | 124982 | 801-61786 | 5317 | 167 | $89,687,813,267 |
| INCOME RESEARCH + MANAGEMENT | 104863 | 801-29482 | 922 | 201 | $96,989,577,589 |
| RHUMBLINE ADVISERS | 107151 | 801-40535 | 689 | 30 | $107,610,831,949 |
| SLC MANAGEMENT | 109684 | 801-39938 | 666 | 220 | $69,470,041,414 |
| PUTNAM INVESTMENT MANAGEMENT, LLC | 106629 | 801-7974 | 559 | 197 | $85,208,444,537 |
| MERCER INVESTMENTS LLC | 133449 | 801-63730 | 390 | 657 | $129,785,696,503 |
| ACADIAN ASSET MANAGEMENT | 106609 | 801-28078 | 292 | 364 | $101,657,441,852 |
| HARBOURVEST PARTNERS, LLC | 109846 | 801-53287 | 281 | 1103 | $151,348,655,160 |
| AMUNDI ASSET MANAGEMENT US, INC. | 107719 | 801-8255 | 257 | 373 | $119,879,781,261 |
| ADVENT INTERNATIONAL, L.P. | 105673 | 801-29357 | 143 | 247 | $86,970,336,521 |
| NEPC, LLC | 110562 | 801-37227 | 110 | 358 | $95,392,808,194 |
| BOSTON MANAGEMENT AND RESEARCH | 104853 | 801-43127 | 70 | 225 | $111,002,081,270 |
| BAIN CAPITAL PRIVATE EQUITY, LP | 145653 | 801-69069 | 26 | 856 | $78,679,705,000 |