# Wealthfront Advisers LLC

> Wealthfront Advisers LLC is an SEC-registered investment advisory firm in Palo Alto, CA, registered since 2008, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 23, 2026.

- CRD: 148456
- Filed as: WEALTHFRONT ADVISERS LLC
- Also doing business as: WEALTHFRONT ADVISERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palo Alto, CA
- Filing period: October 2026
- Form ADV filing dated: July 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148456
- AdvisorCensus page: https://advisorcensus.com/firm/wealthfront-advisers-llc-palo-alto-ca-148456

## Quick answers

**How is Wealthfront Advisers LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthfront Advisers LLC reports these compensation arrangements: a percentage of assets under its management; other.

**What does Wealthfront Advisers LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated July 23, 2026 states: Asset-based fee: 0.12% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wealthfront Advisers LLC located?**
Wealthfront Advisers LLC's principal office is in Palo Alto, CA, according to its Form ADV.

**Is Wealthfront Advisers LLC registered with the SEC or a state?**
Wealthfront Advisers LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 148456.

**How much does Wealthfront Advisers LLC manage?**
Wealthfront Advisers LLC reports $47,727,850,795 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (96% discretionary).

**How have Wealthfront Advisers LLC's assets and staff changed since 2021?**
In the Form ADV data for Wealthfront Advisers LLC: Regulatory assets under management: $21,456,003,986 in the October 2021 data and $47,727,850,795 in the October 2026 data, up 122%. Total employees: 212 in October 2021 and 432 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealthfront Advisers LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (505,816); high net worth individuals (12,784); charitable organizations (21).

**Which custodians does Wealthfront Advisers LLC use?**
Wealthfront Advisers LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists RBC Capital Markets, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Wealthfront Advisers LLC report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148456

**What changed in Wealthfront Advisers LLC's recent Form ADV filings?**
In the June 2026 filing data: Employees performing advisory functions went from 25 to 24. Regulatory assets under management went from $42,948,787,664 to $47,727,850,795 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Fees and minimums (Form ADV Part 2A brochure dated July 23, 2026)

- Asset-based fee: 0.12% of assets a year

> advisory services by charging an annual fee of 0.12% on the net market value of a Client’s Account.

> Wealthfront Advisers’ fees are charged on a monthly basis and they are not charged in advance.

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

### Custodians (Schedule D, Section 5.K(3))
- RBC Capital Markets, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $47,727,850,795
- Discretionary: $46,031,854,707
- Non-discretionary: $1,695,996,088

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 505,816 | $30,246,517,513 |
| High net worth individuals | 12,784 | $17,188,718,383 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 21 | $201,320,408 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 18 | $91,294,491 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2008 (17 years)
- Employees: 432 total, 24 performing advisory functions
- Wrap fee program participation: Yes
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148456

### Websites listed on Form ADV (Item 1.I)
- reddit.com/r/wealthfront
- support.wealthfront.com
- vimeo.com/WEALTHFRONT
- wealthfront.com
- wealthfront.org
- Facebook @WEALTHFRONT
- Instagram @wealthfront
- LinkedIn @wealthfront
- Pinterest @wealthfront
- TikTok @wealthfront
- X @WEALTHFRONT
- X @WEALTHFRONTJOBS
- X @WLTHENG
- YouTube @wealthfrontvideos

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $21,456,003,986 | 212 | April 28, 2021 |
| October 2022 | $23,078,535,424 | 240 | September 15, 2022 |
| October 2023 | $25,278,321,538 | 249 | July 7, 2023 |
| October 2024 | $30,247,024,321 | 258 | May 6, 2024 |
| October 2025 | $35,915,923,641 | 324 | June 2, 2025 |
| October 2026 | $47,727,850,795 | 432 | July 23, 2026 |

Regulatory assets under management: $21,456,003,986 in the October 2021 data and $47,727,850,795 in the October 2026 data, up 122%.
Total employees: 212 in October 2021 and 432 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Employees performing advisory functions went from 25 to 24.
- Regulatory assets under management went from $42,948,787,664 to $47,727,850,795 (+11%).

### April 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 20 to 25.
- Regulatory assets under management went from $35,915,923,641 to $42,948,787,664 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthfront Advisers LLC (CRD 148456): Form ADV filing data as of October 2026.