Wealthfront Advisers LLC

Wealthfront Advisers LLC (CRD# 148456) is a financial advisory firm headquartered in Palo Alto, CA. They manage $26,392,760,132 in 478,733 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    26,393
    MILLION
  • Total Number of Accounts
    478,733
    ACCOUNTS
  • Average Account Value
    $55,130
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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 Wealthfront Advisers LLC
Showing 1 - 10 of 25 top financial advisors.
1
Jed T. Broce
CRD#: 4172018
261 Hamilton Ave., Palo Alto, CA 94301

Jed Broce (CRD# 4172018) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 23 years of experience in the finance industry.

2
David R. Burgess
CRD#: 5126265
261 Hamilton Ave., Palo Alto, CA 94301

David Burgess (CRD# 5126265) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 12 years of experience in the finance industry.

3
Parker N. Coelho
CRD#: 6506941
261 Hamilton Ave., Palo Alto, CA 94301

Parker Coelho (CRD# 6506941) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 8 years of experience in the finance industry.

4
Leotie Fukawa
CRD#: 7037694
261 Hamilton Ave., Palo Alto, CA 94301

Leotie Fukawa (CRD# 7037694) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 4 years of experience in the finance industry.

5
Nathaniel J. Gandy
CRD#: 6931680
261 Hamilton Ave., Palo Alto, CA 94301

Nathaniel Gandy (CRD# 6931680) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 5 years of experience in the finance industry.

6
Tyler A. Grupe
CRD#: 6263295
261 Hamilton Ave., Palo Alto, CA 94301

Tyler Grupe (CRD# 6263295) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 6 years of experience in the finance industry.

7
Amber G. Guerrero
CRD#: 5983205
261 Hamilton Ave., Palo Alto, CA 94301

Amber Guerrero (CRD# 5983205) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 10 years of experience in the finance industry.

8
Elizabeth A. Lazor
CRD#: 6603601
261 Hamilton Ave., Palo Alto, CA 94301

Elizabeth Lazor (CRD# 6603601) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 4 years of experience in the finance industry.

9
Anthony L. Molina
CRD#: 6262462
261 Hamilton Ave., Palo Alto, CA 94301

Anthony Molina (CRD# 6262462) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 6 years of experience in the finance industry.

10
Shane L. Moore
CRD#: 6103403
261 Hamilton Ave., Palo Alto, CA 94301

Shane Moore (CRD# 6103403) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 9 years of experience in the finance industry.

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