M1 ADVISORY
SEC RegisteredSophisticated wealth building, simplified
About the firm
M1 is a money management platform founded in 2015 with over 1,000,000 users and $12B+ in client assets as of September 2025. M1 offers automated investing, high-yield cash accounts, and margin lending, aiming to make portfolio management simple and accessible.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Automated investing with dynamic rebalancing, high-yield cash accounts earning 3.10% APY on uninvested cash, and margin loans allowing users to borrow up to 50% of their portfolio's value at 5.65%.
Who they serve
Sophisticated investors seeking automated, customizable portfolio management
Leadership
Office locations
Advisors at this firm
14 advisors in the directory
Regulatory & compliance
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. M1 ADVISORY has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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