RIA Intel›Advisers›California›WEALTHFRONT ADVISERS LLC

WEALTHFRONT ADVISERS LLC

Advisory

N·PALO ALTO, CA

Data as of Jul 23, 2026 · Source: SEC Form ADV

Total AUM

$47.7B

1-Year AUM Growth

+36.1%

3-Year CAGR

+12.4%

Employees

24

Assets Under Management

Total AUM$47.7B

Discretionary AUM$46.0B

Non-Discretionary AUM$1.7B

Discretionary %96.4%

Total Clients491,179

Team

Total Employees24

Investment Advisers432

Employee Growth (1Y)+81.8%

Filing History

Total Filings on Record95

First FilingMar 31, 2010

Latest FilingJul 23, 2026

🔒 Full AUM trend chart and 95 historical filings spanning 16+ 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 WEALTHFRONT ADVISERS LLC

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