RIA Intel›Advisers›Massachusetts›STRATEGIC ADVISERS LLC

STRATEGIC ADVISERS LLC

Advisory

N·BOSTON, MA

Data as of Feb 6, 2026 · Source: SEC Form ADV

Total AUM

$1.1T

1-Year AUM Growth

+25.1%

3-Year CAGR

+13.2%

Employees

16,178

Assets Under Management

Total AUM$1.1T

Discretionary AUM$1.0T

Non-Discretionary AUM$40.4B

Discretionary %96.2%

Total Clients2,031,770

Team

Total Employees16,178

Investment Advisers16,291

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record143

First FilingJan 31, 2001

Latest FilingFeb 6, 2026

🔒 Full AUM trend chart and 143 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on STRATEGIC ADVISERS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.