A complete list of active advisors currently associated with Robo Advisor, Inc.

Warmer can help you find a great advisor at Robo Advisor, Inc. or one who fits your needs even better.

Robo Advisor, Inc. operates an internet-based WealthTech advisory platform that serves individual investors, financial intermediaries, and plan sponsors. The firm provides automated portfolio management, financial planning, and pension/401(k) consulting, and it recommends and oversees third‑party money managers for plan implementations. The digital platform uses software-driven asset allocation, tax management, portfolio rebalancing, and security selection across a range of securities including ETFs, mutual funds, individual equities, fixed income, and insurance products, and the firm applies fundamental, technical, and cyclical analysis in its models. Robo Advisor offers multiple billing options — including wrap fee programs, subscription pricing, and hourly consulting — and does not accept custody of client assets except for authorized fee deductions. Noteworthy aspects disclosed in the brochure include the firm’s internet-first delivery together with affiliated brokerage and insurance activities: investment adviser representatives may act as registered representatives of a broker‑dealer in which the firm’s principal has an ownership interest, and those representatives may be licensed to sell annuities and other insurance products through related insurance agencies. The filing also discloses a past temporary regulatory suspension of the firm’s principal (now resolved), the firm’s role as a wrap‑fee sponsor, an hourly pension consulting rate of $1,000, and that it reported zero assets under management as of the brochure date.

To learn more about the advisors currently working at Robo Advisor, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.