How to Invest in Fidelity Investments in 2026: A Realistic Guide
No, Fidelity Investments is not publicly traded. Retail investors usually have to look at public peers like Charles Schwab, Morgan Stanley, and BlackRock, or wait for a rare private-market opportunity.
Fidelity Investments is one of the biggest names in finance, but it still sits outside the public markets. That makes it a natural question for retail investors: if the firm is this large, this profitable, and this central to retirement and wealth management, how do you actually invest in it?
The timing is understandable. Fidelity says it has more than 80,000 associates across 11 countries, generated $37.7 billion in revenue in its 2025 annual report, and continues to push into digital assets, advisor tools, and retirement products. Here’s the practical answer on whether you can buy Fidelity stock, what the IPO outlook looks like, and the closest public alternatives investors use instead.
What is Fidelity Investments?
Fidelity Investments is a diversified financial services company founded in 1946 by Edward C. Johnson II and headquartered in Boston, Massachusetts. Its business spans asset management, brokerage, retirement and workplace plans, wealth management, custody and clearing, and digital asset services. Fidelity says it serves individuals, employers, wealth management firms, and institutions.
The scale is huge. Fidelity’s 2025 Annual Report says it produced $37.7 billion in revenue, $12.7 billion in operating income, $18.0 trillion in assets under administration, and $7.1 trillion in managed assets. The company also says it has more than 80,000 associates, operates in 11 countries, and has 215 Investor Centers.
