Robo-advisors that lean heavily into large-cap, growth-oriented U.S. equities have been rewarded in a year dominated by mega-caps and resilient consumer spending despite a softer macro backdrop, according the third quarter Robo Report released this week by Condor Capital Wealth Management.
Growth stocks have easily outperformed value stocks, benefiting from enthusiasm around artificial intelligence and other technology themes. U.S. stocks maintained their edge over developed peers even as emerging markets held their own.
Within fixed income, corporate bonds have outpaced municipals. Still, some top-performing robos relied on high-grade municipals to complement the big equity returns that bolstered their portfolios.
To arrive at the 2025 Robo Ranking, analysts evaluated key features, services and real portfolio performance 34 accounts on 24 digital advice platforms, based on data from the Robo Report. They scored each provider across some 45 metrics, including financial planning, costs and customer experience.
See the gallery for the top 10 robo-advisors ranked by year-to-date returns in 60–40 portfolios, fees included, as of Sept. 30.
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