firm profile
Strategic Advisers LLC
Overview
Strategic Advisers LLC is an SEC registered investment adviser based in Boston, MA, registered since 1977. It reports $1.4T in assets under management across 2,973,512 accounts, with 17,112 employees. It has 16,985 investment adviser representatives.
- Reported AUM
- $1.4T
- Discretionary
- 96%
- Accounts
- 2,973,512
- Average account
- $461K
- Employees
- 17,112
- Advisory reps
- 16,985
- Registered since
- 1977
- Jurisdictions
- 52
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Other Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 8
- William Wood Irving President, Director CRD 6558831
- Catherine Louise Pena Chief Investment Officer CRD 7837650
- John Andrew Stone Chief Investment Officer CRD 2158881
5 more executive officers, with direct contact details
Advisory reps 3 of 16,985
- Nancy Walstrom Aadalen Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2086353
- Nathan P Aagard Registered Rep · Investment Adviser Rep CRD 5472794
- Richard Abarca Registered Rep · Investment Adviser Rep CRD 6828753
16,982 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 155 Seaport Blvd
Boston, MA 02210 - County
- Suffolk
- Metro area
- Boston-Cambridge-Newton, MA-NH
- Region
- Northeast
Registrations
- SEC registered
- Registered in 52 jurisdictions
Every state, with registration dates
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