Wealthfront

Wealthfront (CRD# 148456) is a financial advisory firm headquartered in Redwood City, CA. They manage $10,003,953,349 in 225,821 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,004
    MILLION
  • Total Number of Accounts
    225,821
    ACCOUNTS
  • Average Account Value
    $44,300
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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
Showing 1 - 10 of 16 top financial advisors.
1
Paul Knodel
CRD#: 4934044
900 Middlefield Rd, Second Floor, Redwood City, CA 94063
96
Wealthminder
score

Paul Knodel (CRD# 4934044) is an Investment Advisor Representative working at Wealthfront in Redwood City, CA and has over 13 years of experience in the finance industry. Paul Knodel 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.

2
Iori Y. Omura
CRD#: 5778160
900 Middlefield Rd, Second Floor, Redwood City, CA 94063
96
Wealthminder
score

Iori Omura (CRD# 5778160) is an Investment Advisor Representative working at Wealthfront in Redwood City, CA and has over 9 years of experience in the finance industry. Iori Omura 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.

3
Jed T. Broce
CRD#: 4172018
900 Middlefield Rd, Second Floor, Redwood City, CA 94063
93
Wealthminder
score

Jed Broce (CRD# 4172018) is an Investment Advisor Representative working at Wealthfront in Redwood City, CA and has over 17 years of experience in the finance industry.

4
David R. Burgess
CRD#: 5126265
900 Middlefield Rd, Second Floor, Redwood City, CA 94063
93
Wealthminder
score

David Burgess (CRD# 5126265) is an Investment Advisor Representative working at Wealthfront in Redwood City, CA and has over 6 years of experience in the finance industry.

5
Elisa M. Garibay
CRD#: 5154488
900 Middlefield Rd, Second Floor, Redwood City, CA 94063
93
Wealthminder
score

Elisa Garibay (CRD# 5154488) is an Investment Advisor Representative working at Wealthfront in Redwood City, CA and has over 11 years of experience in the finance industry.

6
Emiliano Rios
CRD#: 5501141
900 Middlefield Rd, Second Floor, Redwood City, CA 94063
93
Wealthminder
score

Emiliano Rios (CRD# 5501141) is an Investment Advisor Representative working at Wealthfront in Redwood City, CA and has over 7 years of experience in the finance industry.

7
Kevin H. Teague
CRD#: 5974765
900 Middlefield Rd, Second Floor, Redwood City, CA 94063
93
Wealthminder
score

Kevin Teague (CRD# 5974765) is an Investment Advisor Representative working at Wealthfront in Redwood City, CA and has over 6 years of experience in the finance industry.

8
Anton J. Tkachenko
CRD#: 5458634
900 Middlefield Rd, Second Floor, Redwood City, CA 94063
93
Wealthminder
score

Anton Tkachenko (CRD# 5458634) is an Investment Advisor Representative working at Wealthfront in Redwood City, CA and has over 9 years of experience in the finance industry.

9
Daniel Vega
CRD#: 5365379
900 Middlefield Rd, Second Floor, Redwood City, CA 94063
93
Wealthminder
score

Daniel Vega (CRD# 5365379) is an Investment Advisor Representative working at Wealthfront in Redwood City, CA and has over 8 years of experience in the finance industry.

10
Tammy H. Cao
CRD#: 6113272
900 Middlefield Rd, Second Floor, Redwood City, CA 94063
90
Wealthminder
score

Tammy Cao (CRD# 6113272) is an Investment Advisor Representative working at Wealthfront in Redwood City, CA and has over 3 years of experience in the finance industry.

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