WEALTHFRONT ADVISERS LLC

261 Hamilton Ave.
Palo Alto, California 94301
Tel: 855-695-8437

About WEALTHFRONT ADVISERS LLC

WEALTHFRONT ADVISERS LLC, formally registered with the SEC as WEALTHFRONT ADVISERS LLC. The firm was established in 11/21/2008. They have over 1 offices throughout the country.

WEALTHFRONT ADVISERS LLC is a Palo Alto, California based Financial Planning firm with nearly $35,915,923,641 assets under management, offering retirement planning & investment advisory services to 536340 clients. The firm is staffed with 324 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148456
SEC#	801-69766
Assets Managed by Firm	$35,915,923,641
No. of Clients	536340
No. of Advisors	324

Fee Structure

A percentage of AUM
Other (REVENUE SHARE WITH AFFILIATE - BD)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	536340	$35,915,923,641
Individuals (other than high net worth individuals)	381348	$25,614,722,343
High net worth individuals	4864	$10,218,699,599
Charitable organizations	20	$32,358,237
Corporations or other businesses	12	$50,143,462

More Retirement Planning firms in Palo Alto, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

Explore More Retirement Advisors in Palo Alto, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.