Fidelity Net Worth (Updated 2025).
Fidelity Investments, a name synonymous with financial services, traces its roots back to 1946 when it was founded by Edward C. Johnson II. Starting as a small investment firm in Boston, Massachusetts, Fidelity’s journey began with a simple yet ambitious mission: to provide individual investors with access to professional investment management.
The company’s breakthrough came in the 1960s when it introduced the first no-load mutual fund, a move that revolutionized the investment industry. This innovative approach allowed investors to buy and sell shares directly from the company without paying a commission, a practice that was standard in the industry at the time. This strategy not only attracted a vast number of individual investors but also catapulted Fidelity to the forefront of the investment world.
Fidelity’s Current Net Worth (2025)
As of 2025, Fidelity’s current net worth is approximately $100 billion.
Career
Founded in 1946 by Edward C. Johnson II, Fidelity began as an investment company, focusing on mutual funds. Today, it’s a leading global financial services firm, offering a wide range of investment products and services.
Other Ventures
Fidelity has expanded beyond traditional investment services. It offers retirement services, wealth management, and brokerage services. Additionally, Fidelity’s spin-off, Fidelity Digital Assets, focuses on cryptocurrency custody and trade execution.
Assets
Fidelity’s assets under administration (AUA) totaled over $10.5 trillion as of December 31, 2021. This includes mutual funds, managed accounts, and other assets.
Annual Income
Fidelity’s annual revenue in 2021 was $22.7 billion, a 31% increase from the previous year. This growth was driven by strong market performance and increased client activity.
Table Of Contents
- Frequently Asked Questions: Fidelity Net Worth
- 1. What is Fidelity’s net worth?
- 2. Who is the CEO of Fidelity?
- 3. When was Fidelity founded?
- 5. How many employees does Fidelity have?
- 6. Where is Fidelity’s headquarters located?
- 7. What is the total assets under management (AUM) for Fidelity?
- 8. Does Fidelity offer robo-advisory services?
- 9. What is the minimum investment required for Fidelity’s managed portfolios?
- 10. How does Fidelity compare to other brokerage firms?
Frequently Asked Questions about Fidelity
Frequently Asked Questions: Fidelity Net Worth
1. What is Fidelity’s net worth?
Fidelity’s net worth is estimated to be over $850 billion.
2. Who is the CEO of Fidelity?
Abigail Johnson is the current CEO of Fidelity Investments.
3. When was Fidelity founded?
Fidelity was founded in 1946 by Edward C. Johnson II.
4. What services does Fidelity offer?
Fidelity offers a wide range of services including brokerage, retirement, managed portfolios, and more. They also provide research and tools for investors.
5. How many employees does Fidelity have?
Fidelity has over 40,000 employees worldwide.
6. Where is Fidelity’s headquarters located?
Fidelity’s headquarters is located in Boston, Massachusetts, USA.
7. What is the total assets under management (AUM) for Fidelity?
Fidelity has over $3.3 trillion in assets under management.
8. Does Fidelity offer robo-advisory services?
Yes, Fidelity offers robo-advisory services through Fidelity Go and Fidelity ZERO.
9. What is the minimum investment required for Fidelity’s managed portfolios?
The minimum investment required for Fidelity’s managed portfolios is $25,000.
10. How does Fidelity compare to other brokerage firms?
Fidelity is one of the largest and most well-known brokerage firms in the world, offering a wide range of services and competitive fees. However, the best brokerage firm for an individual depends on their specific needs and circumstances.