Company Description
How the "largest independent digital financial advisor" is determined.
Updated July 9, 2024
Determination of largest independent digital 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 July 9, 2024. As used here, “independent” means that an online financial advisor has no affiliation with the financial products it recommends to its clients.