Betterment Review

Trust Score 95%
Trust Score info_outline

Betterment, federally registered in 2009, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 8 advisors. Betterment manages $16.4 billion and provides investment advisory services for 979,562 clients (1:122446 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $100,000
Avg Account Balance $16,741
Hybrid Advisor Yes
Disciplinary History No
Total AUM $16.4 billion
Advisor / Client Ratio 1:122446
Headquarters New York, NY
SEC Filings Forms and Brochures
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY

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