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The Robo Report
Get free access to the industry's most comprehensive analysis and see who topped the charts.
Are you curious about which robo advisors are delivering the best performance? We've analyzed over 45 metrics across the industry to bring you the most detailed rankings and insights.
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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.
In this edition, we’ve introduced a few changes to reflect the evolving robo-advice landscape. First, we’ve excluded SoFi from this release of the ranking because their recent fee adjustments mean the service we previously tracked no longer exists—we plan to include SoFi again for the next ranking. SoFi is still included in the performance commentary. Second, we’ve shifted our performance assessment from three-year to five-year Sharpe ratios. By expanding the time horizon and adding these risk-adjusted metrics, we aim to provide a more stable, robust, and accurate evaluation of each provider’s long-term performance.
Fidelity Go
Best Robo for Performance at a Low Cost
Fidelity Go stands out for its low fees of 0.35% and no minimum investment, making it an excellent choice for cost-conscious investors.
Fidelity Go
Best for First-Time Investors
Fidelity Go is ideal for beginners with no management fees on balances below $25,000, strong returns, and user-friendly tools that simplify financial planning.
Empower
Best for Digital Planning
Empower offers comprehensive digital tools for financial planning, perfect for tech-savvy investors.
Vanguard
Best for Complex Financial Planning
Vanguard offers access to live advisors and hybrid financial planning at an industry-low fee of 0.30%, perfect for complex financial planning needs.
Performance Commentary
Highlights Portfolios overweight large cap U.S. stocks topped one-year results. A large cap U.S. tilt paired with municipal bonds propelled three-year leaders Fidelity Go, SoFi, and Wealthfront. The same mix kept Fidelity Go, Wealthfront, and Zacks Advantage ahead over seven years. International developed equities outpaced U.S. stocks in Q1, yet a domestic focus remains a performance driver longer term. Backdrop […]
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.
2023 AUM Growth
2023 marked a significant rebound for the robo-advice industry, with assets under management (AUM) surpassing $1 trillion.
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Access detailed reports on total portfolio returns, AUM statistics, equity and fixed income returns, and more. Analyze key metrics like fees, risk/return statistics, and international allocations.
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