Built on decades of experience
The Vanguard story
30 years
$300 billion
#1 robo-advisor
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.
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 more than $300 billion and helping hundreds of thousands of investors reach their goals.1
Join the growing number of investors who are already using Vanguard advice
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.
1Source: Vanguard. As of March 31, 2023. Includes assets ... Read more
The legal details
1Source: Vanguard. As of March 31, 2023. Includes assets under management for both retail and institutional accounts.
2Vanguard received the first overall ranking in Morningstar’s 2023 Robo-Advisor Landscape report among 17 other robo-advisors selected by Morningstar. Morningstar evaluated each provider across the following weighted criteria as of December 2022, to determine their rankings: total price (30%); the process used to select investments, construct portfolios, and match portfolios with investors (30%); the parent organization behind the digital platform (20%); and breadth of services (20%). Morningstar also selected Vanguard Digital Advisor for the 2022 award based on December 2021 data. For more on Morningstar’s methodology, go to The Best Robo-Advisors of 2023. Current fees may vary for Digital Advisor and the other robo-advisors considered. Although Vanguard compensates Morningstar for marketing services, Morningstar’s opinions and evaluations are independent and unrelated to the selection of Vanguard for this ranking. Following the independent announcement of this ranking, Vanguard purchased a license from Morningstar for the right to include this rating in Vanguard marketing. Source: “2023 Robo-Advisor Landscape” by Amy C. Arnott, et al. © 2023 Morningstar, Inc. All rights reserved.