Assets Under Management
$35.9B
Number of Clients
386,244
Number of Advisors
37
Average Client AUM
$93K
AUM per Advisor
$970.7M
Compensation
Fee-Only (AUM)
Wealthfront Advisers offers software-based investment advisory and portfolio management services through brokerage accounts at Wealthfront Brokerage LLC. Services include Automated Investing Accounts (taxable, IRA, 529), Automated Bond Portfolios, Automated Bond Ladders, Stock Investing Accounts, S&P 500 Direct, and Nasdaq-100 Direct. They also offer a Securities Lending Program and Automated Savings. Financial planning tools are provided by Wealthfront Software LLC.
261 Hamilton Ave., Palo Alto, CA, 94301