SMARTASSET
SMARTASSET ADVISORS LLC
CRD 307375 · SEC 801-118374
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
122 EAST 42ND ST, SUITE 4300, NEW YORK, NY, 10168, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
—
Discretionary AUM
—
Team
250 total employees; 0 advisory reps; 650000 broker-dealer reps
Clients
—
Fees
REFERRAL FEES FROM OTHER RIAS
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Verify reputation
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- SEC IAPD →
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Services
States served
AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, CT, VT, SD, HI, FL
All web addresses on file
- https://www.linkedin.com/company/smartasset-com/
- https://www.youtube.com/channel/UCJLISK-cypk7_GSMOAy-q8A
- https://www.tiktok.com/@smartasset?lang=en
- https://bsky.app/profile/smartasset.bsky.social
- http://www.smartasset.com
- https://x.com/smartasset
- https://facebook.com/smartasset
- http://smartadvisormatch.com
- https://www.instagram.com/smartasset/
- http://www.deftsales.com
- http://www.reddit.com/r/SmartAssetAMP
Official SEC filing: View on IAPD