Best Robo-Advisor for Portfolio Options

How we picked the companies to evaluate:

NerdWallet reviewed 17 robo-advisors in 2023, which together constitute the majority of that market based on their assets under management. Some of the providers are NerdWallet partners, but this did not influence our selection of the winner.

How we chose the winner:

NerdWallet evaluated each provider across the weighted criteria below to determine the winner for portfolio options:
  • Portfolio mix, including level of diversification, customization and specialty portfolio offerings (80%).
  • Expense ratios on available investments (10%).
  • Socially responsible portfolio options (10%).

How we verified our data:

NerdWallet writers sent detailed questions to all reviewed companies. NerdWallet writers and editors also confirmed fees, rates, policies and other key features on each company's website.

Explore the List

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