Wealthfront Advisers LLC

Wealthfront Advisers LLC (CRD# 148456) is a financial advisory firm headquartered in Palo Alto, CA. They manage $21,456,003,986 in 394,559 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    21,456
    MILLION
  • Total Number of Accounts
    394,559
    ACCOUNTS
  • Average Account Value
    $54,380
Compensation Options
  • A percentage of assets under your management
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 22 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 20 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 10 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 5 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 1 year of experience in the finance industry. Leotie Fukawa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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 3 years of experience in the finance industry.

6
Elisa M. Garibay
CRD#: 5154488
261 Hamilton Ave., Palo Alto, CA 94301

Elisa Garibay (CRD# 5154488) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 15 years of experience in the finance industry.

7
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 4 years of experience in the finance industry.

8
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 8 years of experience in the finance industry.

9
Eric N. Harris
CRD#: 6279577
261 Hamilton Ave., Palo Alto, CA 94301

Eric Harris (CRD# 6279577) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 7 years of experience in the finance industry.

10
Christopher W. Hutchins
CRD#: 5363512
261 Hamilton Ave., Palo Alto, CA 94301

Christopher Hutchins (CRD# 5363512) 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.

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