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- Custodian
- Ascensus · BNY Mellon · RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-21-2008
- Office Locations
- 15
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.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Services
Technology
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 44 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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