Wealth manager, public-company owned · Lincoln, MA
Fiduciary Trust International, LLC
SEC-registered investment adviser · CRD 124062 · SEC 801-62001
At a glance
Fiduciary Trust International, LLC is an SEC-registered investment adviser based in Lincoln, Massachusetts, with $7.7B in regulatory assets under management as of its Form ADV filed December 22, 2025. It reports 62 individual clients, 62 of them high-net-worth, holding an average of about $97 million each, and 50 employees. That ranks it 137th among the nation’s 5,657 independent wealth management RIAs and 13th of 202 in Massachusetts. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 781-274-9300As filed on Form ADV
- Regulatory AUM
- $7.7B
- Rank among independent wealth managers
- #137 of 5,657
- Rank among all SEC RIAs
- #1,608 of 17,210
- Rank in Massachusetts
- #13 of 202
- Individual clients
- 62
- High-net-worth clients
- 62
- Accounts
- 483
- Discretionary
- 93% of AUM
- Employees
- 50
- Advisory staff
- 23
- Offices
- 4
Owners and executives on its Form ADV
- Anne Marie TowleRegional Managing Director
- Katharine M. HuntingtonManaging Director
- Amy C. SpectorManaging Director
- Rebecca E. GompperChief Compliance Officer
- Adam B. SpectorChief Executive Officer of Fiduciary Trust Company International
Custody and brokerage
Broker-dealer
Hybrid RIA
Fiduciary Trust International, LLC is a hybrid RIA: 7 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Clarion Partners, LLC and Franklin Distributors, LLC.
- Clarion Partners, LLC ↗CRD 108803
- Franklin Distributors, LLC ↗CRD 109064
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, December 2025
Its Form ADV brochure (filed December 2025) names Franklin Distributors as the broker-dealer its advisers are registered with.
In connection with this activity, certain employees of FTI serve as registered representatives of FD.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 62 | $6.0B | 78% |
| Other | 7 | $955M | 12% |
| Pooled investment vehicles | 7 | $696M | 9% |
Private funds
Fiduciary Trust International, LLC reports 7 private funds with $696M in gross assets: hedge funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Fiduciary Trust International, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Rank against 536 peers of its type and size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Massachusetts
All of Massachusetts →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Battery Global Advisors, LLCBoston | $8.4B | 65 |
| Cambridge Associates Limited, LLCBoston | $8.2B | 20 |
| Crestwood AdvisorsBoston | $8.0B | 1,106 |
| The Bollard Group LLCBoston | $6.7B | 14 |
| Grimes & CompanyWestborough | $6.3B | 3,660 |
| GC Wealth Management RIA, LLCCambridge | $5.8B | 247 |
Background
Questions
How much does Fiduciary Trust International, LLC manage?
Fiduciary Trust International, LLC reports $7.7B in regulatory assets under management across 483 accounts, 93% of it on a discretionary basis, on its Form ADV filed December 22, 2025.
How many clients does Fiduciary Trust International, LLC have?
It reports 62 individual clients: 62 high-net-worth individuals and 0 other individuals. Individuals account for about 78% of its regulatory assets.
Where is Fiduciary Trust International, LLC headquartered?
Its main office is in Lincoln, Massachusetts. It reports 4 offices in total and 50 employees, 23 of whom perform investment advisory functions.
How does Fiduciary Trust International, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Fiduciary Trust International, LLC use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed December 22, 2025, it reports these amounts held: Fidelity ($4.4B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Fiduciary Trust International, LLC a hybrid RIA with a broker-dealer?
Fiduciary Trust International, LLC is a hybrid RIA: 7 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Clarion Partners, LLC and Franklin Distributors, LLC. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Fiduciary Trust International, LLC a fiduciary?
As an SEC-registered investment adviser, Fiduciary Trust International, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 7 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Fiduciary Trust International, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2025-12-22), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →