Company Description

How the "largest independent online financial advisor" is determined. Updated April 1, 2021

Determination of largest independent online financial advisor reflects Betterment LLC’s distinction of having highest number of assets under management, based on Betterment’s review of assets self-reported in the SEC’s Form ADV, across Betterment’s survey of independent robo-advisor investing services as of April 1, 2021. As used here, “independent” means that an online financial advisor has no affiliation with the financial products it recommends to its clients.

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