The mission of The Robo Report™ and The Robo Ranking™ is to bring transparency to the robo advice industry. We opened accounts at the largest providers and publish The Robo Report™ quarterly and The Robo Ranking™ semiannually to help investors make better choices with respect to their robo advisors.

Robo Report:
3rd Quarter 2020 Robo Report™ was released November 3rd.
4th Quarter 2020 Robo Report™ will be released in early Februrary, 2021.

Robo Ranking:
Summer 2020 Robo Ranking™ was released August 10th.
Winter 2021 Robo Ranking™ will be released in early February, 2021.

Subscribe now to receive a free copy of the latest Robo Report™ and Robo Ranking™ and to receive future copies when they are released.

Report Archives

To receive the most recent Robo Report™ and Robo Ranking™, please subscribe for free below.

Our archive links to our previously published quarterly Robo Reports™ and semiannual Robo Rankings™, but our most recent two quarters are only available to subscribers. Before using our research in any published materials, please review our Use Guidelines.

2019

Fourth Quarter Robo Report and Winter 2020 Robo Ranking
Third Quarter Robo Report
Second Quarter Robo Report and Summer 2019 Robo Ranking
First Quarter Robo Report

Winter 2019 Robo Ranking

2018

First Quarter Robo Report
Second Quarter Robo Report
Third Quarter Robo Report
Fourth Quarter Robo Report

Summer 2018 Robo Ranking

2017

First Quarter Robo Report
Second Quarter Robo Report
Third Quarter Robo Report
Fourth Quarter Robo Report

Additional Documents

White Paper: The Rise of Digital Advice (Second Quarter 2019)
Historical Performance Table (2015-2017)