Data / Investment advisers / California / Wealthfront Advisers LLC
Wealthfront Advisers LLC, Palo Alto, CA: $55.2 billion AUM, SEC registered investment adviser
Wealthfront Advisers LLC is an SEC registered investment adviser with its main office in Palo Alto, California and reports $55.2 billion in regulatory assets under management in its Form ADV filed October 15, 2026. Its clients include individuals, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 148456
- SEC file number
- 801-69766
- SEC status
- Approved, effective November 21, 2008
- Main office
- 261 Hamilton Ave., Palo Alto, CA 94301
- Phone
- (855) 695-8437
- Regulatory AUM
- $55,187,590,029 in the Form ADV filed October 15, 2026
- Discretionary AUM
- $52,873,475,900
- Non discretionary AUM
- $2,314,114,129
- Accounts
- 726,127
- Employees
- 427, of which 25 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, other fees
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- October 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 529,863 | $33.66 billion |
| High net worth individuals | 14,979 | $21.21 billion |
| Charitable organizations | 21 | $211 million |
| Corporations or other businesses | 19 | $103.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| November 2, 2026 | $55.19 billion | October 15, 2026 |
| June 1, 2026 | $47.73 billion | May 1, 2026 |
| December 1, 2025 | $42.95 billion | October 22, 2025 |
Other advisers in Palo Alto
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Accel Management Co. L.L.C | Palo Alto | $38.03 billion | 83 | adviserinfo.sec.gov |
| H&H International Investment, LLC | Palo Alto | $25.50 billion | Not listed | adviserinfo.sec.gov |
| Ribbit Capital | Palo Alto | $20.78 billion | 67 | adviserinfo.sec.gov |
| HGGC, LLC | Palo Alto | $10.84 billion | 26 | adviserinfo.sec.gov |
| Frazier Life Sciences Management, LP | Palo Alto | $6.97 billion | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Palo Alto, CA
- Investment advisers in California
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Wealthfront Advisers LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.