Digital / Retirement / North America / 2026 Rank #27
Vanguard Personal Advisor Wealth Management
Profile updated · Provider data retains its stated source date
Vanguard Personal Advisor Wealth Management is covered as a digital / retirement with North America coverage. The current profile maps 5 service categories, including Advisory, ETFs/Funds, Fixed Income, Retirement, Digital. Use the official provider link to verify current eligibility, service availability, product terms and jurisdiction-specific access.
Standardized profile provenance
| Profile element | Source / status | Notes |
|---|---|---|
| Institution positioning | Editorial profile summary | Based on current service map and provider access points. |
| Client focus | Profile data | Mapped from institution type, market positioning and current coverage. |
| Geographic coverage | Profile data | North America |
| Client minimum / threshold | Provider/profile data | USD 5m qualifying assets |
| Products & capabilities | Editorial capability map | 5 of 14 categories mapped. |
| Rankings & awards | BLOOMBERG WEALTH editorial | Overall rank #27 |
| Client reviews | Published Sanity reviews | 4.5/5 across 43 published reviews |
| Official website | Provider source | https://investor.vanguard.com/wealth-management/personal-advisor-wealth-management |
| Awards | BLOOMBERG WEALTH editorial | Finalist: Best Retirement Advisor · Finalist: Best Next-Gen Digital Wealth Platform · Finalist: Best ETF / Model Portfolio Platform |
Profile focus
Advice platform built around low-cost diversified portfolios, index investing and retirement planning. Goals-based advice centered on diversified Vanguard portfolios, rebalancing and retirement-income planning.
Official links
Official provider website ↗investor.vanguard.com/wealth-management/personal-advisor-wealth-managementSEC adviser lookup ↗For U.S. adviser records where applicableFINRA BrokerCheck ↗For broker/dealer records where applicableSubmit a correctionSend updated public-source information to the editorial team