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Betterment

NEW YORK, NY

CRD: 149117

In network coverage since September 28, 2026 · 16+ stories

$69.5BRegulatory AUMSEC Form ADV · Oct 17

794EmployeesForm ADV

2Deals on our tracker

Regulatory AUM · Aug 29 – Oct 17

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Oct 19, 26Fund launch — coverage

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investments

Ascensus launches referral platform routing 401(k) savers to plan advisers

The recordkeeper, which administers more than $1.3 trillion for more than 16 million savers, expects 18 to 20 partner firms live on the platform within a year.

plans · Oct 20Betterment adds mega-backdoor Roth to solo 401(k) plans

book · Oct 20Betterment adds mega-backdoor Roth to its solo 401(k) platform

The Close · Oct 19Fidelity's $100M custody minimum leaves 706 of 986 RIAs below it, PWD reports

The Close · Oct 19Fidelity's $100M custody minimum applies to 986 RIA relationships; 706 fall short

Data · Oct 14Fidelity extends $100M custody minimum to 986 RIA relationships

Data · Oct 10Betterment waives full wrap fee for RIAs at Fidelity

practice · Oct 9Nearly 40% of retirement investors want a detailed income plan, Cerulli finds

move · Oct 7Fidelity says a few hundred advisory firms face its $100 million custody cutoff

The Close · Oct 7Fidelity extends $100 million custody minimum to 986 existing RIA relationships

move · Oct 7Betterment waives custody fees through Dec. 31, 2028 for RIAs transferring from Fidelity

The Close · Oct 6Fidelity's $100 million custody minimum draws Betterment, Axos and Schwab

RIA · Oct 6Betterment, Axos and Schwab court Fidelity clients hit by $100 million minimum

RIA · Oct 6Fidelity sets $100 million custody minimum; Betterment waives fees through 2028

move · Oct 1Fidelity gives sub-$100M RIAs until June 2027 to find a custodian

practice · Sep 28Betterment Advisor Solutions sets custody platform fees at 0.20% under $10 million

Betterment

Ascensus launches referral platform routing 401(k) savers to plan advisers

The Morning Brief