Investment adviser · CRD 307375
SMARTASSET
Investment adviser filing (IA)
SMARTASSET ADVISORS LLC
NEW YORK, NY, United States · Form ADV filed Sep 30, 2026
- Employees
- 250 Reported in this filing
- Advisory professionals
- 0 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | Fewer than 5 | Not reported | Not reported |
| High-net-worth individuals | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2135835 · Sep 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 30, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
122 EAST 42ND ST, SUITE 4300NEW YORK, NY, 10168, United States
CRD 307375
Filing source
Form ADV 2135835 · Sep 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.