About the firm
A registered investment advisory firm based in New York, New York. It manages about $69.5 billion for roughly 1,016,879 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ? A percentage of the assets they manage
Typical client size ? $62,692
Assets under management ? $69.5 billion
Individual clients 1,016,879
Median years of experience 6
Founded Not stated
Services
Advisors at Betterment
28 Advisors
6 Median years of experience
6 States with offices
– Offices
Betterment
Top advisor by experience at Betterment
Fiduciary
Betterment
13 yrs
Mindy Yu Financial advisor
450 West 33rd Street Floor 11
Top 7% by experience at Betterment
Fiduciary
Betterment
12 yrs
Nicholas Holeman Financial advisor
450 West 33rd Street Floor 11
Top 11% by experience at Betterment
CFP® Fiduciary
Betterment
12 yrs
Corbin Donahue Financial advisor
450 West 33rd Street Floor 11
Top 14% by experience at Betterment
CFP® Fiduciary
Betterment
12 yrs
Sara Kalsman Financial advisor
450 West 33rd Street Floor 11
Top 18% by experience at Betterment
CFP® Fiduciary
Betterment
10 yrs
Jonathan Wittig Financial advisor
450 West 33rd Street Floor 11
Top 21% by experience at Betterment
Fiduciary
Betterment
9 yrs
Brian McGillin Financial advisor
450 West 33rd Street Floor 11
Top 25% by experience at Betterment
Fiduciary
Betterment
9 yrs
Eli Savelle Financial advisor
450 West 33rd Street Floor 11
More experience than 71% of advisors at Betterment
Betterment
More experience than 68% of advisors at Betterment
CFP® Fiduciary
Betterment
8 yrs
Dana Trentalange Financial advisor
450 West 33rd Street Floor 11
More experience than 64% of advisors at Betterment
Betterment
8 yrs
Robert Glotfelty Financial advisor
450 West 33rd Street Floor 11
More experience than 57% of advisors at Betterment
Betterment
8 yrs
Alec Pupo Financial advisor
450 West 33rd Street Floor 11
More experience than 57% of advisors at Betterment
Betterment
8 yrs
Mario Landeros Financial advisor
450 West 33rd Street Floor 11
More experience than 54% of advisors at Betterment
CFP® ChFC Fiduciary
Betterment
More experience than 50% of advisors at Betterment
CFP® Fiduciary
Betterment
6 years in the industry
Betterment
5 yrs
Hannah Kaufman Financial advisor
450 West 33rd Street Floor 11
5 years in the industry
Betterment
4 years in the industry
CFP® Fiduciary
Betterment
4 years in the industry
Betterment
4 years in the industry
Betterment
4 years in the industry
Betterment
3 yrs
Joshua Garza Financial advisor
450 West 33rd Street Floor 11
3 years in the industry
Betterment
3 yrs
Natisha Runyan Financial advisor
450 West 33rd Street Floor 11
3 years in the industry
Betterment
3 yrs
Conner Thompson Financial advisor
450 West 33rd Street Floor 11
3 years in the industry
Betterment
2 yrs
David Calderon Financial advisor
450 West 33rd Street Floor 11
2 years in the industry
Results follow your filters. Featured advisors pay to be highlighted near their office and are always labeled. Distances are measured to each advisor’s office.
Also known as Betterment LLC (new Legal Name) · Betterment LLC · Betterment Adivsors LLC
About Betterment How do I contact Betterment? Call the main office at (212) 228-1328 . The main office is at 450 West 33rd Street Floor 11, New York, NY 10001.
How is Betterment paid? The firm reports being paid by a percentage of the assets they manage. Ask for your total yearly cost in dollars.
What services does Betterment offer? Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Educational seminars and workshops.
How many advisors work at Betterment? We list 28 advisors currently registered with the firm.
Official record as of October 3, 2026. Report an error or request removal
This profile is for information only and is not financial advice or a recommendation.