Built on decades of experience

The Vanguard story

In 1975, we transformed the financial industry by offering low-cost mutual funds and making investing accessible to everyone. Now we’re doing the same with our advice services. But we’re not new to the advice game. We’ve been providing financial advice for nearly 3 decades.

30 years

We've been providing low-cost, expert advice for almost 30 years.

$300 billion

Our advice services manage about $300 billion.¹

#1 robo-advisor

We're rated the top robo-advisor for low-cost investing.²

Vanguard advice through the years

With our new advice and money management services, we’re delivering the best of our past with an eye toward changing the future.

Learn more about our history

1996: Vanguard launches our first advice service for individual investors.

2006: Vanguard’s new financial planning service provides 42,900 consultations in its first year.

2009: Vanguard rolls out situational guidance and advice to investors with onetime questions.

2015: Vanguard Personal Advisor Services® allows investors to partner with advisors for expert advice and money management.

2020: Vanguard Digital Advisor® gives investors an all-digital solution for advice and money management.

2021: Vanguard Situational Advisor™ makes it easier to get expert advice for any financial situation that pops up.

Today: Vanguard advice services are managing about $300 billion and helping hundreds of thousands of investors reach their goals.¹

You deserve financial advice that’s as unique as you are

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Whenever you invest, there's a chance you could lose the money.

¹Source: Vanguard. As of June 28, 2024. Includes assets under management for both retail and institutional accounts.

²Vanguard Digital Advisor received the top rating for "Best Robo-Advisor for Low-Cost Investing" for 2024 among 14 other robo-advisors selected by NerdWallet. NerdWallet evaluated each provider across the following weighted criteria as of October 1, 2023, to determine the winner for low costs: management fees (50%), expense ratios on investments (40%), and account fees (10%). NerdWallet also selected Vanguard Digital Advisor for the 2021 award based on November 16, 2020, data; the 2022 award based on October 1, 2021, data; and the 2023 award based on October 1, 2022, data. Additional details about NerdWallet's methodology are available on their . Current fees may vary for Digital Advisor and the other robo-advisors considered. Although Vanguard compensates NerdWallet for marketing services, NerdWallet's opinions and evaluations are independent and unrelated to the selection of Digital Advisor for this award. © 2017-2024 and TM, NerdWallet, Inc. All Rights Reserved.

Vanguard Digital Advisor's and Vanguard Personal Advisor’s services are provided solely by Vanguard Advisers, Inc. (VAI), a registered investment advisor. Please review the Vanguard Digital Advisor and Personal Advisor brochure for important details about these services. Vanguard Digital Advisor’s and Personal Advisor's financial planning tools provide projections and goal forecasts, which are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results.

Vanguard Situational Advisor is provided by Vanguard Advisers, Inc. (VAI), a registered investment advisor. Eligibility restrictions may apply.