# Smartasset

> Smartasset is an SEC-registered investment advisory firm in New York, NY, registered since 2020, with no regulatory assets under management reported in its Form ADV filing dated September 30, 2026.

- CRD: 307375
- Filed as: SMARTASSET
- Legal name: Smartasset Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307375
- AdvisorCensus page: https://advisorcensus.com/firm/smartasset-new-york-ny-307375

## Quick answers

**How is Smartasset compensated?**
On its Form ADV (Item 5.E, October 2026), Smartasset reports these compensation arrangements: other.

**Where is Smartasset located?**
Smartasset's principal office is in New York, NY, according to its Form ADV.

**Is Smartasset registered with the SEC or a state?**
Smartasset is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307375.

**How have Smartasset's assets and staff changed since 2021?**
In the Form ADV data for Smartasset: Total employees: 59 in October 2021 and 250 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Smartasset report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307375

**Does Smartasset state an account minimum?**
Its Form ADV Part 2A brochure dated March 20, 2026 says: "There is no fee or minimum level of wealth to use the SmartAsset platform."

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Account minimum: None

> There is no fee or minimum level of wealth to use the SmartAsset platform.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 250 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bsky.app/profile/smartasset.bsky.social
- deftsales.com
- reddit.com/r/SmartAssetAMP
- smartadvisormatch.com
- smartasset.com
- Facebook @smartasset
- Instagram @smartasset
- LinkedIn @smartasset-com
- TikTok @smartasset
- X @smartasset
- YouTube @UCJLISK-cypk7_GSMOAy-q8A

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 59 | September 27, 2021 |
| October 2022 | Not reported | 71 | March 22, 2022 |
| October 2023 | Not reported | 230 | March 22, 2023 |
| October 2024 | Not reported | 212 | March 21, 2024 |
| October 2025 | Not reported | 212 | March 20, 2025 |
| October 2026 | Not reported | 250 | September 30, 2026 |

Total employees: 59 in October 2021 and 250 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Smartasset (CRD 307375): Form ADV filing data as of October 2026.