Data / Investment advisers / Massachusetts / Strategic Advisers LLC
Strategic Advisers LLC, Boston, MA: $1.4 trillion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Strategic Advisers LLC is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $1.4 trillion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include investment companies, high net worth individuals and individuals. It is paid through a percentage of assets under management, fixed fees and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 104555
- SEC file number
- 801-13243
- SEC status
- Approved, effective August 11, 1977
- Main office
- 155 Seaport Blvd, Boston, MA 02210
- Phone
- (617) 563-7000
- Regulatory AUM
- $1,370,125,325,211 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $1,321,075,214,792
- Non discretionary AUM
- $49,050,110,419
- Accounts
- 2,973,512
- Employees
- 17,112, of which 17,112 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Other offices
- 237
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 15 | $589.44 billion |
| High net worth individuals | 736,141 | $396.75 billion |
| Individuals (other than high net worth individuals) | 1,654,834 | $164.64 billion |
| Pension and profit sharing plans | 10,164 | $161.53 billion |
| Charitable organizations | 12 | $49.77 billion |
| State or municipal government entities | 92 | $7.35 billion |
| Corporations or other businesses | 505 | $646.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.37 trillion | March 30, 2026 |
| December 1, 2025 | $1.07 trillion | November 10, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fidelity Management & Research Company LLC | Boston | $5.69 trillion | 1 | adviserinfo.sec.gov |
| Geode Capital Management, LLC | Boston | $1.74 trillion | Not listed | adviserinfo.sec.gov |
| Wellington Management Company LLP | Boston | $1.43 trillion | 77 | adviserinfo.sec.gov |
| Ssga Funds Management, Inc. | Boston | $1.42 trillion | 21 | adviserinfo.sec.gov |
| MFS Investment Management | Boston | $514.05 billion | Not listed | adviserinfo.sec.gov |
| Columbia Management Investment Advisers, LLC | Boston | $502.40 billion | 12 | adviserinfo.sec.gov |
| Loomis, Sayles & Company, L.P. | Boston | $386.88 billion | 5 | adviserinfo.sec.gov |
| Arrowstreet Capital, Limited Partnership | Boston | $351.32 billion | 39 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with Over $100 billion in AUM
- Advisers serving investment companies
- Advisers serving high net worth individuals
- Strategic Advisers LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.