![]() Fidelity Investments Fidelity Investments (also known as FMR, formerly Fidelity Management & Research) is a company that provides financial services, including investment management, brokerage, retirement planning, wealth management, and insurance. | ![]() Berkshire Hathaway Berkshire Hathaway is a conglomerate company that specializes in the insurance, freight rail transportation, and utility businesses. | ![]() Charles Schwab Charles Schwab Corporation (CSC, formerly known as First Commander) is a company that provides brokerage and banking services. | ![]() Edward Jones Edward Jones is a financial services firm dedicated to serving the needs of individual investors. | ![]() State Street State Street (formerly known as State Street Boston) is a company that provides financial services to institutional investors. | ||||
Founding Date | Founding Date 1988 | Founding Date 1946 | Founding Date 1998 | Founding Date 1971 | Founding Date 1941 | Founding Date 1975 | Founding Date 1792 | Founding Date 1889 |
Type | Type Public | Type Private | Type Public | Type Public | Type Subsidiary | Type Private | Type Public | Type Public |
Tags | ||||||||
Locations | Locations New York, US HQ Brisbane, AU Melbourne, AU Sydney, AU Vienna, AT Brussels, BE Sao Paulo, BR see more | Locations Boston, US HQ Akron, US Albany, US Albuquerque, US Alexandria, US Alpharetta, US Altamonte Springs, US see more | Locations Omaha, US HQ Köln, DE Dublin, IE London, GB Des Moines, US Irving, US Phoenix, US | Locations Westlake, US HQ Hong Kong, HK London, GB El Paso, US Lone Tree, US Orlando, US San Francisco, US | Locations Des Peres, US HQ Mississauga, CA Tempe, US | Locations Malvern, US HQ Charlotte, US Scottsdale, US | Locations Boston, US HQ Brisbane, AU Melbourne, AU Sydney, AU Vienna, AT Brussels, BE Sao Paulo, BR see more | Locations Chicago, US HQ Melbourne, AU Sydney, AU Toronto, CA Beijing, CN Guernsey, GG Hong Kong, HK see more |
Employees | Employees 24,9001% increase | Employees 83,5912% decrease | Employees 387,8001% decrease | Employees 32,1003% decrease | Employees 44,2521% increase | Employees 25,2111% increase | Employees 51,5031% decrease | Employees 23,3001% increase |
Valuation ($) | Valuation ($) 145.6 b | Valuation ($) N/A | Valuation ($) 980.3 b | Valuation ($) 114.7 b | Valuation ($) N/A | Valuation ($) N/A | Valuation ($) 27.3 b | Valuation ($) 20.3 b |
Financial | ||||||||
Revenue (est.) | Revenue (est.) $24.2b (FY, 2025) | Revenue (est.) $37.7b (FY, 2025) | Revenue (est.) $371.4b (FY, 2025) | Revenue (est.) $23.9b (FY, 2025) | Revenue (est.) $10.2b (Y, 2021) | Revenue (est.) N/A | Revenue (est.) $13.9b (FY, 2025) | Revenue (est.) $8.1b (FY, 2025) |
Net income | Net income $5.9b (FY, 2025) | Net income N/A | Net income $67.3b (FY, 2025) | Net income $8.9b (FY, 2025) | Net income $1.3b (Y, 2021) | Net income N/A | Net income $2.9b (FY, 2025) | Net income $1.7b (FY, 2025) |
Operating ⚠ | ||||||||
Assets Under Custody | Assets Under Custody N/A | Assets Under Custody N/A | Assets Under Custody N/A | Assets Under Custody N/A | Assets Under Custody N/A | Assets Under Custody N/A | Assets Under Custody $49t (Q2, 2025) | Assets Under Custody $12.2t (Q3, 2021) |
Assets Under Management | Assets Under Management $10t (FY, 2023) | Assets Under Management $2.5t (Q1, 2018) | Assets Under Management N/A | Assets Under Management N/A | Assets Under Management N/A | Assets Under Management N/A | Assets Under Management $5.1t (Q2, 2025) | Assets Under Management $1.5t (Q3, 2021) |
Total Loans | Total Loans N/A | Total Loans N/A | Total Loans N/A | Total Loans $40.2b (FY, 2023) | Total Loans N/A | Total Loans N/A | Total Loans N/A | Total Loans $39.5b (Q3, 2021) |
Funding | ||||||||
Total funding raised | Total funding raised N/A | Total funding raised N/A | Total funding raised $ 352.9m | Total funding raised N/A | Total funding raised $ 59.9m | Total funding raised N/A | Total funding raised $ 4.1b | Total funding raised N/A |

Fidelity Investments (also known as FMR, formerly Fidelity Management & Research) is a company that provides financial services, including investment management, brokerage, retirement planning, wealth management, and insurance.
View company
Berkshire Hathaway is a conglomerate company that specializes in the insurance, freight rail transportation, and utility businesses.
View company
Charles Schwab Corporation (CSC, formerly known as First Commander) is a company that provides brokerage and banking services.
View company
Edward Jones is a financial services firm dedicated to serving the needs of individual investors.
View company