Free for 90 days: Sign up now and get 90 days managed free after your first deposit. See offer details

What We Offer

Betterment Is the Fastest-Growing Advisor on the FT 300 List

For the second year in a row, Betterment makes the Financial Times 300 List of top Registered Investment Advisors, this time as the fastest-growing RIA on the list.

Articles by Eli Broverman

By Eli Broverman
President and Co-Founder, Betterment
Published: June 30, 2016 | Updated: March 1, 2018

The FT 300 List recognizes the top RIAs in the country.

Betterment was acknowledged as the fastest-growing RIA on the list.

Our assets under management, compliance record, online accessibility, and executives’ technical and industry knowledge were among the list’s key criteria.

betterment-ft300The Financial Times recently announced its 2016 list of the top 300 Registered Investment Advisors (RIAs) in the country, and we’re honored that Betterment made the list for a second year in a row.

We’re thrilled to appear alongside so many of our respected peers in the industry, and especially with four firms currently using Betterment’s advisor platform, Betterment for Advisors.

The list was produced independently by The Financial Times, in collaboration with Ignites Research, a Financial Times subsidiary that provides business intelligence on the investment management industry.

In a Class of Our Own

Not only did Betterment make the list, but we were acknowledged as the fastest-growing firm among those listed.

Betterment manages $4.8 billion for its more than 170,000 customers, compared to the average FT 300 firm, which has been in existence for 22 years and manages $2.6 billion in assets.

We had a tremendous year of growth in 2015, securing well over $2 billion in additional assets under management, from both new customers and existing customers who increased their investments with us.

What’s apparent is that the appetite for low-cost, transparent, and customer-aligned advice is growing.

Checking All the Boxes

The list featured an elite group (not a competitive ranking) of companies from states nationwide, while accounting for each firms’ various specializations.

According to The Financial Times, the key criteria for an RIA to be named was based on a formula comprising six broad factors and definitions, which are:

  • Assets under management (AUM): Signals experience managing money and client trust.
  • Asset growth: A proxy for performance, as well as for asset retention and the ability to generate new business. (The Financial Times assessed companies on both one-year and two-year growth rates.)
  • Company age: Indicates reliability and experience of managing assets through different market environments.
  • Industry certifications of key employees: Certifications (e.g., CFA, CFP distinctions) show technical and industry knowledge, and signal a professional commitment to investment skills.
  • SEC compliance record: Provides evidence of past client disputes; a string of complaints can signal potential problems, and,
  • Online accessibility: Demonstrates a desire to provide easy access and transparent contact information.

Betterment consistently measures up to this criteria by offering our platform and award-winning customer service to three distinct business lines: Betterment retail, Betterment for Business (our 401(k) business), and Betterment for Advisors (for wealth advisors).

Get Started with Betterment

To get started with a Betterment account, customers can sign up today. We make it easy to automate deposits, create new Individual Retirement Accounts (IRAs), or roll over existing retirement accounts.

We handle investments so customers don’t have to, and we offer a globally diversified portfolio of index-tracking exchange-traded funds (ETFs), with personalized advice in a goal-based investing framework.

Customers can also easily sync all of their outside accounts with Betterment so they can view all their finances in one place. We can then offer better advice around their entire financial picture. Then, they can use RetireGuide, our retirement planning tool, to help achieve a more comfortable retirement based on when and where they plan on retiring, as well as their current and anticipated income. Finally, everything we do is designed to help customers save money on taxes.

Our customer support team is available seven days a week to answer any questions. Get started today.

FT_300_Advisers_Logo_2016

The 2016 Financial Times 300 Top Registered Investment Advisors is an independent listing produced by The Financial Times (June, 2016). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and The Financial Time’s research. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

When deciding whether to roll over a retirement account, you should carefully consider your personal situation and preferences. The information on this page is being provided for general informational purposes and is not intended to be an individualized recommendation that you take any particular action.

Factors that you should consider in evaluating a potential rollover include: available investment options, fees and expenses, services, withdrawal penalties, protections from creditors and legal judgments, required minimum distributions, and treatment of employer stock. Before deciding to roll over, you should research the details of your current retirement account and consult tax and other advisors with any questions about your personal situation.

Recommended Content

View All Resources
Personal Investing Strategies Tailored For You

Personal Investing Strategies Tailored For You

We’ve long tailored customer portfolios based on factors like goal type, and risk tolerance. Now, we’re further personalizing our advice at the level of the portfolio strategy itself.

Acceptable Reasons for Holding Unused Cash in Smart Saver

Acceptable Reasons for Holding Unused Cash in Smart Saver

When you aren't yet sure when or how to spend or invest your unused cash, we offer Smart Saver, a managed account designed to handle your extra cash.

ETF Selection for Portfolio Construction: A Methodology

ETF Selection for Portfolio Construction: A Methodology

Betterment seeks to maximize investor take-home returns, which drives our investment selection criteria and process.

Start your investment plan

I am

years old and

  • Not Retired
  • Retired

.

My annual income is

.

Experience the new way of investing. Sign up today.

Start investing smarter

Get started

Refer a friend or family member and get up to 1 year managed free

Refer a friend

How would you like to get started?

Your first step toward a smarter investing future starts here.

Create a Betterment account

Go ahead and join the smart, modern way to invest.

See what we can do for you

Tell us a bit about yourself, and we'll show you the benefits of investing with us.

Get a free investing checkup

Help us get a sense of your investing approach and see how you could improve.

Transfer a 401(k) or an IRA

Move an existing retirement account into a Betterment IRA.

Download the mobile app

Enjoy the Betterment experience anywhere on the go.

Search our site

For more information and disclosures about the Betterment Resource Center, click here. | See our contributors.