SEC-registered wealth management firm Broker-dealer affiliated
Fiduciary Trust International, LLC
As of its Form ADV filed December 22, 2025, Fiduciary Trust International, LLC, an SEC-registered, broker-dealer affiliated wealth management firm in Lincoln, Massachusetts, reported $7.7 billion in regulatory assets under management across 483 accounts, ranking #16 among all wealth firms in Massachusetts by assets.
Registration
- Registration
- SEC-registered, Approved
- CRD number
- 124062
- SEC file number
- 801-62001
- Registered since
- April 17, 2003
- Latest Form ADV filing
- December 22, 2025
- Organized as
- Limited Liability Company
- Fiscal year ends
- September
- Other offices
- 3
Key figures
- Regulatory assets under management
- $7.7 billion
- Discretionary
- $7.1 billion (92.8%)
- Non-discretionary
- $549.9 million
- Accounts
- 483 (470 discretionary)
- Clients
- 77, approximate as reported
- Employees
- 50
- Advisory staff
- 23 performing investment advisory functions
- Average account
- $15.9 million
- Asset growth, 1 year
- 21.3% (from $6.3 billion a year earlier)
- Asset growth, 3-year annual rate
- 13.7% (from $5.2 billion three years earlier)
- Asset growth, 5-year annual rate
- 3.3% (from $6.5 billion five years earlier)
- Client growth, 1 year
- 4.1% (from 74)
Broker-dealer affiliated. The firm is controlled by a public company (Schedule D, Item 10.A) and affiliated with a broker-dealer (Item 7.A(1)) whose registered representatives are among its advisory staff (Item 5.B(2)). It is ranked among all wealth firms, the directory's view that includes wirehouses and broker-dealer firms, not in the main lists of independent RIAs. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among all wealth firms, including wirehouses and broker-dealer firms.
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 1, 2010 | $3.1 billion |
| October 3, 2011 | $3.5 billion |
| October 1, 2012 | $4.1 billion |
| October 1, 2013 | $4.3 billion |
| October 1, 2014 | $5.1 billion |
| October 1, 2015 | $6.0 billion |
| October 3, 2016 | $6.0 billion |
| October 2, 2017 | $5.5 billion |
| October 1, 2018 | $5.5 billion |
| October 1, 2019 | $5.8 billion |
| October 1, 2020 | $6.3 billion |
| October 4, 2021 | $6.5 billion |
| October 3, 2022 | $5.8 billion |
| October 5, 2023 | $5.2 billion |
| October 1, 2024 | $5.5 billion |
| September 2, 2025 | $6.3 billion |
| October 2, 2026 | $7.7 billion |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| High net worth individuals 62 clients | $6.0 billion | |
| Other 7 clients | $955.3 million | |
| Pooled investment vehicles 7 clients | $695.7 million |
How the firm is paid
- A percentage of assets under management
- Fixed fees
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Financial planning clients (Item 5.H): 26-50.
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
- Commodity pool operator or commodity trading advisor
Financial industry affiliations (Item 7.A)
- Broker-dealer
- Other investment adviser
- Commodity pool operator or commodity trading advisor
- Trust company
- Sponsor, general partner or managing member of pooled investment vehicles
Advises 7 private funds (Item 7.B).
Custody (Item 9)
The firm reported custody of client cash or securities, $5.0 billion in total.
Investment adviser representatives
- IARs registered with the firm
- 14
- Also registered through a broker-dealer
- 5
- Employees who are IARs (Form ADV 5.B(3))
- 14
Designations held by the firm's IARs: CFA 6.
0 of the firm's 14 IARs are registered in jurisdictions that require IAR CE. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 0 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Massachusetts
| Firm | City | RAUM |
|---|---|---|
| Battery Global Advisors, LLC | Boston | $8.4 billion |
| Bolton Global Asset Management | Bolton | $8.3 billion |
| Cambridge Associates Limited, LLC | Boston | $8.2 billion |
| Crestwood Advisors | Boston | $8.0 billion |
| The Bollard Group LLC | Boston | $6.7 billion |
The five wealth firms, broker-dealer affiliated firms included, nearest in regulatory assets with a main office in the same state.
Elsewhere
- Fiduciary Trust International, LLC on IAPD: Form ADV, brochures and disclosure detail.
- Wealth management firms in Massachusetts
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.