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- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-21-2008
- Office Locations
- 16
Office Locations
About Wealthfront Advisers LLC
Wealthfront Advisers is a digital-first RIA and investing platform serving retail investors (and some institutional channels) with automated, globally diversified index-fund portfolios plus self-directed stock and ETF trading. The lineup includes retirement accounts, 529 plans, direct-indexing options (S&P 500 Direct/Nasdaq-100 Direct), and automated bond ladders and bond ETF portfolios. A distribution-relevant differentiator: commission-free trading with no payment for order flow, alongside cash management with up to $8M FDIC insurance via program banks.
Reported data analysis
What the numbers show
Between October 22, 2025 and May 1, 2026, reported AUM increased 11.1%, from $42.9B to $47.7B.
Across 5 reported observations, AUM increased 106.8% between November 7, 2022 and May 1, 2026, from $23.1B to $47.7B.
Of the latest reported AUM, 96.4% is discretionary and 3.6% is non-discretionary.
The firm reports 24 advisory representatives and 518,639 clients, or 21,610 clients per representative. That equates to $92.0K in reported AUM per client.
The profile lists 16 reported office locations and 17 years in operation. The source data was last updated on July 23, 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
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
David Fortunato
Chief Executive Officer, President
- CRD
- --
- Ownership
- Less than 5%
ALAN DEAN IMBERMAN
Chief Financial Officer
- CRD
- #5576870
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Brandon Ardwan
--
- CRD
- #8178496
Ryan Bishop
--
- CRD
- #7718823
Showing 2 of 45 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,031,854,707 | $74,429 |
| Non-Discretionary | $1,695,996,088 | $24,570 |
| Total | $47,727,850,795 | $69,423 |
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Separately Managed Accounts
SMA allocation detail is available
Wealthfront Advisers LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Wealthfront Advisers LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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