Smartleaf Asset Management LLC
Boston, MA·SEC-registered · CRD #172273
Smartleaf Asset Management LLC is an SEC-registered investment advisory firm in Boston, MA managing $6.9B across 18k client accounts, with 4 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.9B
Client accounts
18k
Advisory staff
4
Fee model
Fee-only
How Smartleaf Asset Management LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL SMARTLEAF ASSET MANAGEMENT LLC
See how Smartleaf compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Smartleaf Asset Management LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Smartleaf Asset Management LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Smartleaf Asset Management LLC
How much does Smartleaf Asset Management LLC manage?
Per its most recent SEC Form ADV filing (03/18/2026), Smartleaf Asset Management LLC reports $6.9B in regulatory assets under management across roughly 18k client accounts.
How does Smartleaf Asset Management LLC charge?
Smartleaf Asset Management LLC 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 Smartleaf Asset Management LLC a fiduciary?
Yes. Smartleaf Asset Management LLC is registered with the U.S. Securities and Exchange Commission (CRD #172273), 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 Smartleaf Asset Management LLC 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 Smartleaf Asset Management LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Boston, MA
Profile compiled from Smartleaf Asset Management LLC's public SEC Form ADV filing (CRD #172273, filed 03/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Smartleaf Asset Management LLC. 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 Smartleaf Asset Management LLC? Claim this profile.