Betterment Review


Trust Score 95%
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Last updated: June 26th, 2019. Data source: SEC filings.

Betterment, federally registered in 2009, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 8 advisors. Betterment manages $16.4 billion and provides investment advisory services for 419,543 clients (1:52443 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $100,000
Average Client Balance $39,087
Hybrid Advisor Yes
Disciplinary History No
Total AUM $16.4 billion
Advisor / Client Ratio 1:52443
Headquarters New York, NY
SEC Filings Forms and Brochures    (CRD # 149117)
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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