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®. 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. The winners for the third quarter of 2024 are featured below.
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.
SoFi
Best for First-Time Investors
SoFi combines low fees with a range of financial tools, providing a holistic approach for new investors.
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 with higher allocations to domestic, large-cap, and growth equities significantly outperformed their peers over the past year. A strategic focus on domestic large-cap equities and municipal bonds drove superior performance over the past three years. Strong U.S. market performance led portfolios emphasizing domestic large-cap equities to consistently outperform over the past seven years. […]
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
2023 AUM Growth
2023 marked a significant rebound for the robo-advice industry, with assets under management (AUM) surpassing $1 trillion.
The Future of Robo Advisors
The robo-advisory industry is evolving, with a focus on scaling, profitability, and navigating regulatory challenges.
Discover the Full Robo Report Data
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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Ranking Methodology
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Normalized Benchmarking
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