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| Wealthfront Advisers LLC
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|---|---|
| CRD # | 148456 |
| SEC # | 801-69766 |
| CIK # | 0001763921 |
| AUM | 47.7 B (2026-05-01) |
| Employees | 432 (6% Investors, 15% Brokers) |
| Phone | 855-695-8437 |
| Address | 261 Hamilton Ave Palo Alto, CA 94301 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.8 | ||
| Apple Inc | 0.4 | ||
| Microsoft Corp | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| Alphabet Inc | 0.2 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 505,816 | 30.2 |
| (b) Individuals (high net worth individuals) | 12,784 | 17.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 21 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 687,493 | 47.7 |
| By Discretionary | ||
| Discretionary | 618,466 | 46.0 |
| Non-Discretionary | 69,027 | 1.7 |
| Total | 687,493 | 47.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 47.7 | |
| Total | 687,493 | 47.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001763921] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Wealthfront Advisers LLC
✚
|
CA | 47.7 B |
|
Wealthfront Strategies LLC
✚
|
CA | 100.0 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Vest Financial LLC
✚
|
VA | 51.8 B |
|
CWM LLC
✚
|
NE | 50.6 B |
|
Mondrian Investment Partners Limited
✚
|
49.3 B | |
|
Tidal Investments LLC
✚
|
WI | 45.8 B |
|
Canso Investment Counsel Ltd
✚
|
44.4 B | |
|
Sands Capital Management LLC
✚
|
VA | 44.3 B |
|
Jasper Ridge Partners LP
✚
|
TX | 43.0 B |
|
Capital Group Private Client Services Inc
✚
|
CA | 42.7 B |
|
Earnest Partners LLC
✚
|
GA | 42.6 B |
|
TRowe Price Hong Kong Limited
✚
|
42.3 B |