Financial ADVSR advisor directory · SEC adviser records
Betterment financial advisors
Every SEC-registered investment adviser representative at Betterment, by the state and city of the office they work from.
25 registered advisors work at Betterment, in 6 states and 7 cities; the most are in New York, NY (19). 8 list the CFP designation and 0 are also registered broker representatives.
Search every Betterment advisor by name →Who joined and left Betterment →Betterment: assets, clients and custodians →
Cities with the most Betterment advisors
New York, NY 19Algonquin, IL 1Boynton Beach, FL 1Brooklyn, NY 1Longmont, CO 1Scottsdale, AZ 1Washington, UT 1
Betterment advisors by state
Questions
How many financial advisors does Betterment have?
25 investment adviser representatives are registered with Betterment, according to the SEC's Investment Adviser Public Disclosure records, in 6 states and 7 cities. 8 list the CFP designation and 0 are also registered as broker representatives.
Where does Betterment have the most advisors?
New York, NY, with 19 registered advisors, then Algonquin, IL (1). By state, New York has the most, with 20.
How do I find a Betterment financial advisor near me?
Pick your state below, then your city, to see every Betterment advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Betterment offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →