Smartleaf Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 18, 2026, reports $6.9B in regulatory assets under management, 18 employees, and 18,475 accounts.
Assets Under Management
$6.9B
Employees
18
Offices
--
Total Clients
26
Primary office
BOSTON, MA
ONE BOWDOIN SQUARE, SUITE 1000, 10TH FLOOR, BOSTON, MA, United States
Top client segmentOther Advisers represent 96.2% of total clients.
Top client categories% of clientsClients
1
Other Advisers
96.2%
25
2
HOUSE ACCOUNT
3.8%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.9Bas of March 18, 2026
Discretionary100.0%
$6.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$6.9B
Total Accounts18,475
10Y AUM Change+$6.9B (+1869714.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee1:1
10Y Employee Change+9 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.