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- Custodian
- Betterment ยท Broadridge
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-21-2009
- Office Locations
- 6
Office Locations
About Betterment
Betterment is a digital investment platform offering managed investing and self-directed trading for retail investors and institutional partners. Clients can trade thousands of stocks and ETFs (including fractional shares) with tools like pre-trade tax impact and options such as a climate change portfolio. It also offers a high-yield cash account, and waives its wrap fee on self-directed investing assets.
Reported data analysis
What the numbers show
Between November 25, 2025 and July 31, 2026, reported AUM increased 23.3%, from $56.4B to $69.5B.
Across 5 reported observations, AUM increased 105.5% between November 14, 2022 and July 31, 2026, from $33.8B to $69.5B.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 34 advisory representatives and 1,022,734 clients, or 30,080.4 clients per representative. That equates to $68.0K in reported AUM per client.
The profile lists 6 reported office locations and 17 years in operation. The source data was last updated on July 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Betterment record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SARAH KIRSHBAUM LEVY
Chief Executive Officer, Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
PETER BRAILLER LORIMER
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Joshua John Baldwin
--
- CRD
- #8013855
Samantha Louise Beauvais
--
- CRD
- #7532487
Showing 2 of 32 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,401,339,525 | $52,017 |
| Non-Discretionary | $123,153,461 | $11,989 |
| Total | $69,524,492,986 | $51,711 |
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Separately Managed Accounts
SMA allocation detail is available
Betterment has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Betterment's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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