Betterment

Betterment (CRD# 149117) is a financial advisory firm headquartered in New York, NY. They manage $45,932,816,617 in 1,103,630 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
27 West 23rd Street, 6th Floor, New York, NY 10010
https://www.betterment.com/401k/
By the Numbers
  • Total Assets Under Management
    45,933
    MILLION
  • Total Number of Accounts
    1,103,630
    ACCOUNTS
  • Average Account Value
    $41,620
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Betterment
Showing 1 - 10 of 12 top financial advisors.
1
Anne Blackwell, financial advisor New York NY
Anne C. Blackwell
CRD#: 6263725
27 West 23rd Street, 6th Floor, New York, NY 10010

Anne Blackwell (CRD# 6263725) is an Investment Advisor Representative working at Betterment in New York, NY and has over 9 years of experience in the finance industry.

2
Christine Celaya, financial advisor New York NY
Christine A. Celaya
CRD#: 5689694
27 West 23rd Street, 6th Floor, New York, NY 10010

Christine Celaya (CRD# 5689694) is an Investment Advisor Representative working at Betterment in New York, NY and has over 12 years of experience in the finance industry.

3
Robert Glotfelty, financial advisor New York NY
Robert J. Glotfelty
CRD#: 6370314
27 West 23rd Street, 6th Floor, New York, NY 10010

Robert Glotfelty (CRD# 6370314) is an Investment Advisor Representative working at Betterment in New York, NY and has over 5 years of experience in the finance industry.

4
Nicholas Holeman, financial advisor New York NY
Nicholas Holeman
CRD#: 6116390
27 West 23rd Street, 6th Floor, New York, NY 10010

Nicholas Holeman (CRD# 6116390) is an Investment Advisor Representative working at Betterment in New York, NY and has over 9 years of experience in the finance industry.

5
Sara Kalsman, financial advisor New York NY
Sara Kalsman
CRD#: 6094442
27 West 23rd Street, 6th Floor, New York, NY 10010

Sara Kalsman (CRD# 6094442) is an Investment Advisor Representative working at Betterment in New York, NY and has over 9 years of experience in the finance industry.

6
Kyle McBrien, financial advisor New York NY
Kyle McBrien
CRD#: 6937811
27 West 23rd Street, 6th Floor, New York, NY 10010

Kyle McBrien (CRD# 6937811) is an Investment Advisor Representative working at Betterment in New York, NY and has over 6 years of experience in the finance industry.

7
Jonathan Wittig, financial advisor New York NY
Jonathan Wittig
CRD#: 6617218
27 West 23rd Street, 6th Floor, New York, NY 10010

Jonathan Wittig (CRD# 6617218) is an Investment Advisor Representative working at Betterment in New York, NY and has over 7 years of experience in the finance industry.

8
Rachel Hartendorp, financial advisor New York NY
Rachel J. Hartendorp
CRD#: 7631842
27 West 23rd Street, 6th Floor, New York, NY 10010

Rachel Hartendorp (CRD# 7631842) is an Investment Advisor Representative working at Betterment in New York, NY and has 1 year of experience in the finance industry.

9
Tyler Moore, financial advisor New York NY
Tyler J. Moore
CRD#: 7631707
27 West 23rd Street, 6th Floor, New York, NY 10010

Tyler Moore (CRD# 7631707) is an Investment Advisor Representative working at Betterment in New York, NY and has 1 year of experience in the finance industry.

10
Andrew Nottingham, financial advisor New York NY
Andrew L. Nottingham
CRD#: 7357263
27 West 23rd Street, 6th Floor, New York, NY 10010

Andrew Nottingham (CRD# 7357263) is an Investment Advisor Representative working at Betterment in New York, NY and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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