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Wealthfront, federally registered in 2008, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 17 advisors. Wealthfront manages $13.6 billion and provides investment advisory services for 247,041 clients (1:14532 advisor/client ratio). This firm or an advisory affiliate has a disciplinary history (see below).

Last updated: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Top Advisor Christopher Worthington Hutchins
Avg Advisor Trust Score 87
Avg Advisor Years Registered 2
Minimum Investment $0
Average Client Balance $55,003
Total AUM $13.6 billion
Advisor / Client Ratio 1:14532
Headquarters Palo Alto, CA
SEC Filings Forms and Brochures    (CRD # 148456)
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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