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The Robo Report

Bringing Transparency to Robo Investing

The Best Robo Advisors

The Robo Ranking® is the industry's only comprehensive assessment of robo advisors. Our ranking evaluates key features, services, and real portfolio performance, based on data from the Robo Report®. The Robo Ranking® scores each provider across over 45 metrics, including financial planning, costs, and customer experience, offering investors an in-depth look at the best digital advice solutions.

SoFi Automated Investing

Best Overall Winner

SoFi takes the top spot combining strong performance with a $50 minimum, 0.25% fee, and a feature-rich platform with unlimited CFP consultations for SoFi Plus members.

Fidelity Go

Best for Performance at Low Cost

Low fees of 0.35% and no minimum investment, making it an excellent choice for cost-conscious investors.

Wealthfront

Best for First-Time Investors

Ideal for beginners with a $500 minimum, transparent 0.25% fee, and one of the most advanced digital platforms with free in-depth planning tools.

Empower

Best for Digital Planning

Comprehensive digital tools for financial planning, perfect for tech-savvy investors.

Vanguard

Best for Complex Planning

Access to live advisors and hybrid financial planning at a low 0.30% fee.

Access Performance Content

Get comprehensive analysis and detailed data on robo advisor performance. Access our quarterly performance commentary and explore comprehensive portfolio return data.

Performance Commentary

2025 Market Reversal The 2025 robo-advisor account performance shows a reversal of the investment themes that drove success over the past decade. Strategies that dominated...

Portfolio Data

Access detailed reports on total portfolio returns, AUM statistics, equity and fixed income returns, fees, risk/return statistics, and international allocations.

Learn About Robo Investing

How to Pick a Robo Advisor

Discover how to select the best robo-advisor for your unique financial goals.

Robo vs. Traditional Advisors

Compare the benefits and drawbacks of robo-advisors versus traditional human advisors.

What is a Robo Advisor?

Learn the basics of robo-advisors and how they manage your investments using technology.

The Robo Industry

The Future of Robo Advisors

The robo-advisory industry is evolving, with a focus on scaling, profitability, and navigating regulatory challenges.

2024 AUM Growth

2023 marked a significant rebound for the robo-advice industry, with assets under management (AUM) surpassing $1 trillion.

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