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AUM Statistics

Data table last updated: 6/30/2026

InstitutionCurrent AUM Estimates (millions)
Betterment$69,524
Wealthfront$47,728
Edelman Financial Engines$326,285
Morningstar Retirement Advice$190,400
Fidelity Investments PPA$168,910
Guided Choice$8,729
Vanguard$411,528
Schwab$101,600
Acorns$13,259
Axos Invest$150
Ellevest$1,131
SigFig$3,580
SoFi Invest$2,047
Stash$251
Titan Invest$1,081
Personal Capital$41,138

Produced by Condor Capital Wealth Management

All clients, accounts, and AUM figures are estimates
Unless otherwise noted, AUM figures include discretionarily managed assets only
*AUM figure may include cash assets held in savings account products and assets on self-directed trading platform