RIA Intel›Advisers›New York›BETTERMENT LLC

BETTERMENT LLC

Advisory

N·NEW YORK, NY

Data as of Jul 31, 2026 · Source: SEC Form ADV

Total AUM

$69.5B

1-Year AUM Growth

+22.7%

3-Year CAGR

+18.5%

Employees

34

Assets Under Management

Total AUM$69.5B

Discretionary AUM$69.4B

Non-Discretionary AUM$123M

Discretionary %99.8%

Total Clients923,777

Team

Total Employees34

Investment Advisers794

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record152

First FilingApr 24, 2009

Latest FilingJul 31, 2026

🔒 Full AUM trend chart and 152 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BETTERMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.