Strategic Advisers LLC
Boston, MA·SEC-registered · CRD #104555
Strategic Advisers LLC is an SEC-registered investment advisory firm in Boston, MA managing $1.4T across 3.0M client accounts, with 17k advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.4T
Client accounts
3.0M
Advisory staff
17k
Fee model
Fee-based
How Strategic Advisers LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Strategic Advisers LLC
How much does Strategic Advisers LLC manage?
Per its most recent SEC Form ADV filing (03/30/2026), Strategic Advisers LLC reports $1.4T in regulatory assets under management across roughly 3.0M client accounts.
How does Strategic Advisers LLC charge?
Strategic Advisers LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Strategic Advisers LLC a fiduciary?
Yes. Strategic Advisers LLC is registered with the U.S. Securities and Exchange Commission (CRD #104555), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Strategic Advisers LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Strategic Advisers LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Strategic Advisers LLC's public SEC Form ADV filing (CRD #104555, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Strategic Advisers LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Strategic Advisers LLC? Claim this profile.