Assets Under Management
$56.4B
Number of Clients
923,777
Number of Advisors
26
Average Client AUM
$61K
AUM per Advisor
$2.2B
Compensation
Fee-Only (AUM)
Betterment LLC is an SEC-registered investment adviser offering services primarily online. They provide discretionary asset management for portfolios of ETFs, mutual funds, and stocks, plus limited discretionary services for self-directed investing (SDI). Services are offered through a wrap fee program. They serve retail clients, third-party advised clients, and retirement plan clients.
450 West 33rd Street, Floor 11, New York, NY, 10001