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The Top Robo Advisors: An Exclusive Ranking

By Alex Eule

Jon Stein, Betterment’s founder and CEO, all but started the robo movement with a presentation at TechCrunch Disrupt in 2010, when he was a 30-year-old entrepreneur. Today, the service is the largest of the independent robos, with $14.5 billion in assets under management across 375,000 customers. The service has no account minimum and charges a 0.25% fee on assets for its first tier of service. It places highest in our ranking in the “features” category, thanks to a robust offering of automatic deposits, rebalancing, tax-loss harvesting, and tax efficiency through municipal bonds.

Betterment and the other independent advisors have yet to face a bear market, but this year’s volatility has provided the best test, yet, of their staying power.

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This article originally published July 28th, 2018 on Barron's


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