BETTERMENT LLC
DBA: BETTERMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $69.52B |
| Discretionary | $69.40B100% of AUM |
| Non-Discretionary | $123.2M |
| Client Accounts | 1,344,483 |
| Avg Account Size | $52K |
| Employees | 794 |
| Peak AUM | $69.52BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $69.5B | +23.3% | +23.8% | +19.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $69.52B |
| Discretionary | $69.40B |
| Employees | 794 |
| Client Accounts | 1344483 |
| Client Range | More than 500 |
Contact & Location
Address
450 WEST 33RD STREET
NEW YORK NY 10001
Phone
212-228-1328
Filing History
182 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$69.4B
99.8% of AUM
Non-Discretionary
$123M
0.2% of AUM
Disc. mix ▼ 0.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted May 2023
•SRO proceeding/bar
Custody
Bank CustodyBroker-Dealer CustodyAudited Financials
Related Entities (Item 7)
Broker-Dealer