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Thursday, October 8, 2026Family Office Daily Briefing →Sign in
ria

Betterment

NEW YORK, NY
CRD: 149117
In network coverage since August 25, 2026 · 12 stories
$69.5BRegulatory AUMSEC Form ADV · Oct 3
794EmployeesForm ADV
Regulatory AUM · Aug 29 – Oct 3
Network coverage
move

Fidelity says a few hundred advisory firms face its $100 million custody cutoff

Affected firms hold less than 1% of the $5.8 trillion Fidelity administers across 3,300 RIAs, family offices and broker/dealers.
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
practice · Sep 28Betterment Advisor Solutions sets custody platform fees at 0.20% under $10 million
RIA · Sep 25Betterment automates the switch; WealthReach monetizes the leads RIAs turn away
Moves · Sep 22Mercer buys integration capacity and calls it a platform hire
move · Sep 17Osaic's rebuild starts with the advisors it still has
RIA · Sep 10Gen Z advisor churn is an onboarding problem a fee cut cannot solve
book · Aug 25Gen Z saves for retirement, with a sportsbook in the plan
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