Vestwell Advisors LLC
New York, NY·SEC-registered · CRD #284173
Vestwell Advisors LLC is an SEC-registered investment advisory firm in New York, NY managing $1.0B across 167k client accounts, with 30 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.0B
Client accounts
167k
Advisory staff
30
Fee model
Fee-based
How Vestwell Advisors LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Vestwell Advisors LLC
How much does Vestwell Advisors LLC manage?
Per its most recent SEC Form ADV filing (04/27/2026), Vestwell Advisors LLC reports $1.0B in regulatory assets under management across roughly 167k client accounts.
How does Vestwell Advisors LLC charge?
Vestwell Advisors LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Vestwell Advisors LLC a fiduciary?
Yes. Vestwell Advisors LLC is registered with the U.S. Securities and Exchange Commission (CRD #284173), 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 Vestwell Advisors 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 Vestwell Advisors LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Vestwell Advisors LLC's public SEC Form ADV filing (CRD #284173, filed 04/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Vestwell Advisors 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 Vestwell Advisors LLC? Claim this profile.