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Betterment Assets Under Management (AUM) in 2026
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Betterment Assets Under Management (AUM)
Betterment provides an easy online investing service for people who want to invest without spending much time or effort. How many customers does Betterment have, and how much money does it manage? Here are the details:
| Betterment assets under management |
$56 billion |
| Betterment number of customers |
900,000 |
| Years in business |
17 |
| Review |
Betterment review |
Betterment is one of the top robo-advisors with $56 billion in assets under management.
However, it is extremely small when comparing total assets under management to
Charles Schwab, who has
$10.8 trillion in AUM and over 37 million customers.
Charles Schwab Website
Visit Schwab Website
Betterment Pros
Betterment rebalances your portfolio automatically. Every deposit—dividends, monthly contributions, and so on—is used to keep your investments close to your target mix. You can see how much your allocations have shifted and even add funds to correct the drift before the next scheduled deposit.
Once you have $50,000 or more, you get Tax Loss Harvesting+. This feature sells investments at a loss to reduce your taxes on gains, running automatically at no extra cost.
Betterment lets you buy fractional shares—down to one-millionth of a share—so every dollar you invest goes to work instead of waiting for a whole share to become affordable.
You can set up multiple goals or “buckets” in one account. This helps you save for different purposes—like college funds for each child—while tracking everything in one place. It also makes it less tempting to dip into money meant for a specific goal.
Betterment Cons
If you want ETFs beyond Betterment’s 29 options, or if you prefer individual stocks, bonds, or mutual funds, Betterment won’t work. It currently offers only a limited set of broad-market ETFs.
Because it’s so easy to check your account, you might get caught up in daily market swings instead of following a set-it-and-forget-it plan.
As a “robo-advisor,” Betterment doesn’t include a full financial plan with services like insurance advice or in-depth tax strategy that you’d get from a human advisor.
Some users find Betterment’s tax reports confusing if they prepare taxes on their own. Still, you can export your tax data directly into popular software like TurboTax or H&R Block.
Helpful Features
Betterment offers free live support by email, phone, or chat for account setup and managing your investments.
You can link Betterment with services like Mint.com to see all your finances in one place.
Competitors
Betterment’s 5-star rival, Charles Schwab, charges no commissions or fees for investing.
Betterment AUM Summary
In short, Betterment is ideal if you want a hands-off, easy investing solution with automated features. If you need more control or wider investment choices, you may want to explore other options.
Betterment has one of the largest total assets under management among robo-advisors and that number is growing
steadily over time.
Updated on 5/12/2025.
Chad Morris is a financial writer with more than 20 years experience
as both an English teacher and an avid trader. When he isn’t writing
expert content for Brokerage-Review.com, Chad can usually be found
managing his portfolio or building a new home computer.
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