Betterment

Firm record

As recorded in SEC IAPD

Firm CRD

149117

SEC number

801-70171

Firm type

RIA

Assets under management

$69.5B as of Jun 30, 2026

Website

www.twitter.com/bettermentatwrk ↗

Phone

212-228-1328

Address

450 West 33rd Street, New York, NY, 10001

Advisors at this firm

28 in our index · page 1 of 1

• Joshua John BaldwinCRD 8013855 · New York, NY
  IA Registered
• Samantha Louise BeauvaisCRD 7532487 · Boynton Beach, FL
  IA Registered
• David Axell CalderonCRD 8018567 · New York, NY
  IA Registered
• Corbin Blackwell DonahueCRD 6263725 · New York, NY
  IA RegisteredRegistration inactive
• Ross Azzolina FloranceCRD 6496455 · Roque Bluffs, ME
  IA Registered
• Joshua GarzaCRD 7720362 · New York, NY
  IA RegisteredRegistration inactive
• Robert John GlotfeltyCRD 6370314 · New York, NY
  IA RegisteredRegistration inactive
• Rachel Jenee HartendorpCRD 7631842 · New York, NY
  IA Registered
• Christian Heredia-BauerCRD 7487514 · New York, NY
  IA RegisteredRegistration inactive
• Nicholas HolemanCRD 6116390 · New York, NY
  IA Registered
• Chase Alan HullCRD 7857006 · New York, NY
  IA Registered
• Sara KalsmanCRD 6094442 · New York, NY
  IA Registered
• Hannah Marie KaufmanCRD 7455219 · New York, NY
  IA Registered
• Mario LanderosCRD 6458665 · New York, NY
  IA Registered
• Kyle McbrienCRD 6937811 · Algonquin, IL
  IA Registered
• Brian McgillinCRD 6725199 · New York, NY
  IA RegisteredRegistration inactive
• Lucia Emilia MihalekCRD 8012035 · New York, NY
  IA Registered
• Tyler James MooreCRD 7631707 · New York, NY
  IA Registered
• Andrew Linwood NottinghamCRD 7357263 · New York, NY
  IA Registered
• Norman Andrew PerkinsCRD 6925726 · New York, NY
  IA RegisteredRegistration inactive
• Alec Daniel PupoCRD 7014213 · New York, NY
  IA RegisteredRegistration inactive
• Matthew Terrence RiopelleCRD 6005650 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Natisha Kay RunyanCRD 6830300 · New York, NY
  IA Registered
• Eli Gold SavelleCRD 6808060 · New York, NY
  IA RegisteredRegistration inactive
• Conner Joseph ThompsonCRD 7894202 · New York, NY
  IA Registered
• Dana Concetta TrentalangeCRD 6982884 · New York, NY
  IA Registered
• Jonathan WittigCRD 6617218 · New York, NY
  IA RegisteredRegistration inactive
• Mindy YuCRD 5275860 · New York, NY
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.