Betterment
New York, NY·SEC-registered · CRD #149117
Betterment is an SEC-registered investment advisory firm in New York, NY managing $70B across 1.4M client accounts, with 34 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$70B
Client accounts
1.4M
Advisory staff
34
Fee model
Fee-only
How Betterment is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Betterment
How much does Betterment manage?
Per its most recent SEC Form ADV filing (06/30/2026), Betterment reports $70B in regulatory assets under management across roughly 1.4M client accounts.
How does Betterment charge?
Betterment is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Betterment a fiduciary?
Yes. Betterment is registered with the U.S. Securities and Exchange Commission (CRD #149117), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Betterment taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Betterment and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Betterment's public SEC Form ADV filing (CRD #149117, filed 06/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Betterment. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Betterment? Claim this profile.