| Company Name | Features | Portfolio Review | Securities | Tax Guidance | Retirement Withdrawal Guidance | Manager of Money | Communication | Staff Qualifications | Mgmt Fees | Minimum Account Size | Average Account Size | Total Assets Under Management | Number of Clients | Algorithms | Historical Performance Figures on Site | RIA |
| Alpha Architect Advisor | global asset allocation, downside protection, & global value & momentum equity exposure | X | ETFs | X | firm | chat via app, email, phone, website messages , video-conference, in-person | masters degree (all), Ph.D. in finance (some), Series 65 (all advisers), Series 3 (some advisers) | 0.25% | $50,000 | $54,000 | entire business: $400 million; robo: $10 million | 150 | trend-following asset allocation | X | ||
| AssetBuilder | portfolio/asset mgmt | X | mutual funds | X | firm | phone, in-person, email | Series 65 | 0.20%-0.45% of AUM | $50,000 | $525,000 | NA | 1238 | none | X | X | |
| Betterment | financial advice, broker/dealer, wealth mgmt | X | ETFs | X | X | firm | email, phone, chat | CFP, CFA, or tax attorney (investment committee) | 0.15%-0.35% of AUM | none | $31,000 | $5.6 billion | 185,000 | everything | X | X |
| Covestor | wealth mgmt | X | stocks, ETFs, ADRs, smart beta, options | X | firm | website, chat, email, phone, Skype, blog, weekly newsletter, in-person | RIAs or RHFM (portfolio managers); Series 7, 63, and 66 (advisers) | 0.25%-1.50% of AUM | $10,000 | $50,000 | $13 million | 300 | dependent upon portfolio manager | X | X | |
| Hedgeable | wealth mgmt, portfolio mgmt platform | X | ETFs, stocks, MLPs, REITs, bitcoin, venture capital | firm | mobile app, email, text, social media, blog, phone, live chat | none | 0.30%-0.75% of AUM | none | $44,000 | $61 million | 1,366 | everything | X | X | ||
| Macroaxis | portfolio optimize & rebalance | X | ETFs, stocks, mutual funds | client | website, phone, email | expertise in computer science and financial engineering, graduate degrees in enginering, finance and CFA charterholder | free, $7.95/mo., $19.95/mo. or $79.95/mo. | none | $3 million | $30 billion | 70,000+ | mean-variance optimization, predicive analytics, technical analysis, hype & sentiment analyisis, fundamental analysis | X | |||
| MarketRiders | wealth mgmt | X | ETFs, mutual funds | client | website platform, email, phone, online chat | dependent upon job requirement | $14.95/mo. or $149.95/yr. | none | $450,000 | $5 billion | 11,000+ | asset allocation, rebalancing | X | X | ||
| Personal Capital | wealth mgmt | X | ETFs, individual securities | X | X | firm | phone, email, text, video-conference, online chat | wealth/investment management expertise; Series 65 (most advisers) | 0.49%-0.89% of AUM | $25,000 | $300,000 | $2.5 billion | 8,000 | asset allocation | X | X |
| Rebalance IRA | retirement investment advice | X | ETFs | X | firm | website, phone, email | Series 65 (all advisers), CFP (some) | 0.50% of AUM, $250 one-time set-up charge | $100,000 | $325,000 | $350 million | 600 | rebalancing | X | X | |
| Schwab Intelligent Portfolios | investment mgmt | X | ETFs | X | X | firm | phone, email, chat | N/A | none | $5,000 | $85,000+ | $8.2 billion | N/A | asset allocation, rebalancing, portfolio management (tax-loss harvesting) | X | |
| TradeKing Advisors | investment advice, portfolio mgmt, IRAs, portfolio optimize, rebalance, trading | X | ETFs | firm | email, phone, online chat | Series 7 and 63 or 65/66 | 0.25% of AUM | $500 | $11,000 | $15 million | 2,000 | asset allocation | X | X | ||
| Vanguard Personal Advisor | portfolio mgmt, investment advice | X | ETFs, mutual funds, active funds, individual securities | X | X | firm | website messages, email, phone | CFP or working toward CFP (all advisers) | 0.30% of AUM annually | $50,000 | N/A | $3.8 trillion; $41 billion (personal adviser services) | N/A | asset allocation | X | |
| WiseBanyan | investment mgmt, financial planning, broker/dealer | X | ETFs | X | firm | dashboard messages, email, phone | RIA, Series 7, 24, 63 or 65 (advisers) | none | $1 | $5,153 | $67 million | 13,000+ | asset allocation, tax-optimized rebalancing & reinvesting, financial planning, tax-loss harvesting | X | ||
| Company Name | Features | Portfolio Review | Securities | Tax Guidance | Retirement Withdrawal Guidance | Manager of Money | Communication | Staff Qualifications | Mgmt Fees | Minimum Account Size | Average Account Size | Total Assets Under Management | Number of Clients | Algorithms | Historical Performance Figures on Site | RIA |