Fidelity Investments Net Worth (Updated 2026).

Fidelity Investments, a name that has become synonymous with financial services, was founded in 1946 by Edward C. Johnson II. Starting with just $7,000 and a single office, Johnson began his career as an investment manager, focusing on long-term investing strategies. He believed in the power of compounding and the importance of a diversified portfolio, principles that would later become the cornerstone of Fidelity’s approach.

In the early years, Fidelity grew steadily, attracting clients with its innovative strategies and Johnson’s charismatic leadership. However, it was in the 1960s that Fidelity truly began to gain fame. The company introduced the first no-load mutual fund, which allowed investors to buy and sell shares without paying a commission. This democratized investing, making it more accessible to the average American. The success of this fund, and the subsequent ones that followed, propelled Fidelity to national prominence.

**Fidelity Investments’ Current Net Worth (as of 2025)**

Fidelity Investments, as of 2025, has an estimated net worth of approximately $350 billion. This significant figure reflects the company’s robust financial performance and growth over the years.

**Career**

Founded in 1946 by Edward C. Johnson II, Fidelity Investments began as a small mutual fund company. Today, it’s a global leader in financial services, with over 40,000 employees serving clients in more than 135 countries.

**Other Ventures**

Fidelity’s diverse business portfolio includes Fidelity Management & Research Company, Fidelity Charitable, and Fidelity International. These ventures span asset management, retirement services, and charitable giving.

**Assets**

Fidelity’s assets under administration reached $11.5 trillion as of December 31, 2021. This substantial figure underscores the company’s success in managing client assets across various investment vehicles and platforms.

**Annual Income**

In 2021, Fidelity Investments reported an annual revenue of $20.5 billion. This impressive figure demonstrates the company’s strong financial health and growth trajectory.

Frequently Asked Questions about  Fidelity Investments

Frequently Asked Questions: Fidelity Investments Net Worth

1. What is Fidelity Investments’ net worth?

Fidelity Investments’ net worth is estimated to be over $300 billion.

2. When was Fidelity Investments founded?

Fidelity Investments was founded in 1946 by Edward C. Johnson II.

3. Who is the current CEO of Fidelity Investments?

Abigail Johnson, the daughter of Edward C. “Ned” Johnson III, is the current CEO of Fidelity Investments.

4. How many employees does Fidelity Investments have?

Fidelity Investments employs over 40,000 people worldwide.

5. What are the main services provided by Fidelity Investments?

Fidelity Investments offers a wide range of services including investment management, retirement services, wealth management, and brokerage services.

6. How does Fidelity Investments compare to other investment firms in terms of size?

Fidelity Investments is one of the largest investment firms in the world, ranking among the top five asset managers globally.

7. What is the total assets under management (AUM) for Fidelity Investments?

Fidelity Investments has over $3.3 trillion in assets under management.

8. Does Fidelity Investments offer robo-advisory services?

Yes, Fidelity Investments offers robo-advisory services through its Fidelity Go platform.

9. How many mutual funds does Fidelity Investments manage?

Fidelity Investments manages over 400 mutual funds.

10. Where is the headquarters of Fidelity Investments located?

The headquarters of Fidelity Investments is located in Boston, Massachusetts, USA.