Category: Ranking

Posted on March 23, 2020

Best Robo Advisor for 2020

Winner: Fidelity Go
Runner-Up: Vanguard Personal Advisor Services
Honorable Mention: TD Ameritrade

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Posted on March 22, 2020

Best Robo for Complex Financial Planning 2020

Winner: Vanguard Personal Advisor Services
Runner-Up: Personal Capital
Honorable Mentions: Ellevest & Wealthsimple

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Posted on February 14, 2020

Best Robo for Performance at a Low Cost

Winner: Fidelity Go
Runner-Up: Axos Invest

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Posted on February 14, 2020

Best Robo Advisor For First-Time Investors

Winner: Betterment
Runner-Up: SoFi

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Posted on February 13, 2020

Best Robo Advisor for Digital Financial Planning

Winner: Wealthfront
Runner-Up: Personal Capital
Honorable Mention: Schwab

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Posted on October 1, 2019

Winner: Vanguard Personal Advisor Services
Runner-Up: Personal Capital
Honorable Mentions: Ellevest & Wealthsimple

Digital-only platforms currently lack the high degree of sophistication and customization needed for complex financial planning.  Therefore, investors looking for more personalized advice and tailored portfolio allocations still need to work with live advisors.  In order to justify the level of customization being offered, such services typically have higher investment minimums than digital-only products.

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