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AI-generated summary · updated August 22, 2026 · verify details before purchase.

1. 1 Best for Bank of America customers

   Merrill Edge Guided Investing

   ★★★★☆4.4/5 0.30%-0.85% AUM

   Low-cost robo-advisor with access to human advisors, integrates well with Bank of America accounts.

   • Low fees for larger accounts
   • Access to financial advisors
   • Integrated with Bank of America

   • High fees for small balances

   View on Amazon manufacturer site
2. 

   2 Best for Vanguard investors Matt Holt Books

   Vanguard Personal Advisor Services

   ★★★★☆4.5/5 $15.23 Only 3 left

   Hybrid robo-advisor with human advisors, known for low costs and strong investment philosophy.

   • Low expense ratios
   • Access to CFP professionals
   • Tax-loss harvesting

   • $50,000 minimum

   View on Amazon manufacturer site
3. 

   3 Best robo-advisor overall Majosta

   Betterment

   ★★★★☆4.5/5 $25.00

   Automated investing with personalized portfolios, tax optimization, and easy goal setting.

   • Auto rebalancing
   • Tax-loss harvesting
   • Goal-based planning

   • No human advisors on basic plan

   View on Amazon manufacturer site
4. 4 Best free robo-advisor

   Schwab Intelligent Portfolios

   ★★★★☆4.3/5 Free (no advisory fee)

   Automated investing with no advisory fees, uses low-cost ETFs and offers cash allocation.

   • No advisory fees
   • Low-cost ETFs
   • Automatic rebalancing

   • Requires $5,000 minimum
   • Cash drag of up to 6%

   View on Amazon manufacturer site
5. 

   5 Best for tax optimization

   Wealthfront

   ★★★★☆4.4/5 $1.29

   Robo-advisor with advanced tax-loss harvesting, direct indexing, and financial planning tools.

   • Direct indexing
   • Tax-loss harvesting
   • Financial planning tools

   • No human advisors

   View on Amazon manufacturer site
6. 

   6 Best for Fidelity customers

   Fidelity Go

   ★★★★☆4.3/5 $7.00

   Simple robo-advisor with low fees and no minimum, integrates with Fidelity accounts.

   • No minimum investment
   • Low fees for small balances
   • Integrated with Fidelity

   • Basic features
   • Limited customization

   View on Amazon manufacturer site
7. 

   7 Best for SoFi members

   SoFi Automated Investing

   ★★★★☆4.2/5 $3.99

   Commission-free automated investing with no management fees, good for small investors.

   • No management fees
   • No account minimum
   • Access to human advisors

   • Basic portfolios
   • Limited tax strategies

   View on Amazon manufacturer site
8. 8 Best for unlimited human advice

   Charles Schwab Intelligent Portfolios Premium

   ★★★★☆4.4/5 $300 setup fee + $30/month

   Hybrid service with dedicated financial planner and automated investing, includes unlimited calls.

   • Unlimited advisor access
   • Comprehensive plan
   • Low cost for advice

   • $25,000 minimum
   • Flat fee not AUM-based

   View on Amazon manufacturer site
9. 

   9 Best for spare change investing Onwon

   Acorns

   ★★★★☆4.1/5 $12.98

   Micro-investing app that rounds up purchases and invests the difference, good for beginners.

   • Round-up feature
   • Easy to use
   • Educational content

   • Monthly fees for small accounts
   • Limited control

   View on Amazon manufacturer site

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