Wealth Manager
    SEC Registered
    Manages Private Funds

    Strategic Advisers LLC

    Registered investment advisor · Boston, Massachusetts · CRD #104555

    Assets Under Management
    $1.4T
    Client Accounts
    2,973,512
    Employees
    17,112
    CRD Number
    104555
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Strategic Advisers LLC

    Strategic Advisers LLC is a SEC-registered investment advisory firm headquartered in Boston, Massachusetts, managing approximately $1.4T in regulatory assets across 2,973,512 client accounts. The firm's full regulatory record is filed with the SEC under CRD #104555.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

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    Frequently Asked Questions

    What is Strategic Advisers LLC's AUM?

    Strategic Advisers LLC reports approximately $1.4T in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Strategic Advisers LLC headquartered?

    Strategic Advisers LLC is headquartered in Boston, Massachusetts.

    What is Strategic Advisers LLC's CRD number?

    Strategic Advisers LLC's CRD number is 104555. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Strategic Advisers LLC manage?

    Strategic Advisers LLC manages approximately 2,973,512 client accounts according to its latest SEC filing.

    Is Strategic Advisers LLC SEC registered?

    Yes, Strategic Advisers LLC is registered with the SEC as an investment adviser with an approved registration status.

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