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Best Investment Advisor Reviews & Comparison

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Investment Advisors
Highlights
Score
bizname-betterment
monetized-1
static-1
fee-based-536
registered-investment-advisor-538
software-managed-290

Est. 2008

  • Independent/Registered Investment Advisor
  • Software Managed
Management Fee 0.25% - 0.4%
Minimum Account $0
154.1
bizname-vanguard
monetized-0
static-0
fee-based-536
full-service-brokerage-537
registered-investment-advisor-538
software-managed-290

Est. 1975

  • Full-service Brokerage
  • Independent/Registered Investment Advisor
  • Software Managed
Management Fee Starting at 0.3%
Minimum Account $50,000
049.1
bizname-mass-mutual
monetized-0
static-0
fee-based-536
full-service-brokerage-537
registered-investment-advisor-538
software-managed-290

Est. 1851

  • Full-service Brokerage
  • Independent/Registered Investment Advisor
  • Software Managed
Management Fee Starting at 0.15%
Minimum Account $500,000
010.1
bizname-personal-capital
monetized-1
static-1
fee-based-536
registered-investment-advisor-538
software-managed-290

Est. 2009

  • Independent/Registered Investment Advisor
  • Software Managed
Management Fee 0.49% - 0.89%
Minimum Account $25,000
138.1
bizname-hedgeable
monetized-0
static-0
fee-based-536
registered-investment-advisor-538
software-managed-290

Est. 2009

  • Independent/Registered Investment Advisor
  • Software Managed
Management Fee Starting at 0.75%
Minimum Account $0
038.1
bizname-blooom
monetized-1
static-1
fee-based-536
registered-investment-advisor-538
software-managed-290

Est. 2013

  • Independent/Registered Investment Advisor
  • Software Managed
Minimum Account $0
Monthly Fee $10
138.1
bizname-usaa
monetized-0
static-0

Est. 1922

Management Fee 0.25% - 0.60%
000.1
bizname-sigfig
monetized-0
static-0
fee-based-536
registered-investment-advisor-538

Est. 2007

  • Independent/Registered Investment Advisor
Management Fee 0.25% - 0.50%
Minimum Account $2,000
000.1
bizname-goldman-sachs
monetized-0
static-0
fee-based-536
full-service-brokerage-537
registered-investment-advisor-538
software-managed-290

  • Full-service Brokerage
  • Independent/Registered Investment Advisor
  • Software Managed
Management Fee Starting at 1.65%
Minimum Account $10,000,000
000.1
bizname-jp-morgan
monetized-0
static-0
commission-based-289
fee-based-536
full-service-brokerage-537
registered-investment-advisor-538
software-managed-290

Est. 1824

  • Full-service Brokerage
  • Independent/Registered Investment Advisor
  • Software Managed
Management Fee Starting at 1.5%
Minimum Account $5,000,000
000.1
bizname-ubs-wealth-management
monetized-0
static-0
commission-based-289
full-service-brokerage-537
registered-investment-advisor-538

Est. 1998

  • Full-service Brokerage
  • Independent/Registered Investment Advisor
Management Fee Starting at 1%
Minimum Account $500,000
000.1
bizname-morgan-stanley-smith-barney
monetized-0
static-0
commission-based-289
fee-based-536
full-service-brokerage-537
registered-investment-advisor-538
software-managed-290

Est. 1923

  • Full-service Brokerage
  • Independent/Registered Investment Advisor
  • Software Managed
Management Fee Starting at 0%
Minimum Account $5,000
000.1
bizname-wells-fargo-and-co
monetized-0
static-0
commission-based-289
fee-based-536
registered-investment-advisor-538
software-managed-290

Est. 1852

  • Independent/Registered Investment Advisor
  • Software Managed
Management Fee Starting at 0%
Minimum Account $25,000
000.1
bizname-bny-mellon-wealth-management
monetized-0
static-0
fee-based-536
full-service-brokerage-537
registered-investment-advisor-538
software-managed-290

Est. 1784

  • Full-service Brokerage
  • Independent/Registered Investment Advisor
  • Software Managed
Management Fee Starting at 0%
Minimum Account $2,000,000
000.1
bizname-credit-suisse
monetized-0
static-0
fee-based-536
full-service-brokerage-537
registered-investment-advisor-538
software-managed-290

Est. 1856

  • Full-service Brokerage
  • Independent/Registered Investment Advisor
  • Software Managed
Management Fee Starting at 0%
Minimum Account $3,000,000
000.1
bizname-fidelity-investments
monetized-0
static-0
fee-based-536
registered-investment-advisor-538
software-managed-290

Est. 1977

  • Independent/Registered Investment Advisor
  • Software Managed
Management Fee Starting at 1.7%
Minimum Account $50,000
000.1
bizname-deutsche-bank-private-wealth-management
monetized-0
static-0
fee-based-536
registered-investment-advisor-538
software-managed-290

Est. 1870

  • Independent/Registered Investment Advisor
  • Software Managed
Management Fee Starting at 0.9%
Minimum Account $100,000
000.1
bizname-fidelity
monetized-0
static-0

Est. 1946

000.1
bizname-us-bank
monetized-0
static-0
fee-based-536
full-service-brokerage-537
registered-investment-advisor-538
software-managed-290

Est. 1863

  • Full-service Brokerage
  • Independent/Registered Investment Advisor
  • Software Managed
Management Fee Starting at 0%
Minimum Account $100,000
000.1
bizname-suntrust-bank
monetized-0
static-0

Est. 1865

000.1
bizname-charles-schwab-bank
monetized-0
static-0
fee-based-536
full-service-brokerage-537
registered-investment-advisor-538
software-managed-290

Est. 1971

  • Full-service Brokerage
  • Independent/Registered Investment Advisor
  • Software Managed
Management Fee Starting at 0.9%
Minimum Account $25,000
000.1
bizname-ever-bank
monetized-0
static-0
fee-based-536
full-service-brokerage-537
registered-investment-advisor-538
software-managed-290

Est. 1918

  • Full-service Brokerage
  • Independent/Registered Investment Advisor
  • Software Managed
Management Fee Starting at 1%
Minimum Account $500,000
000.1
bizname-acorns
monetized-0
static-0
fee-based-536
software-managed-290

Est. 2012

  • Software Managed
Management Fee Starting at 0.25%
Minimum Account $5,000
000.1
bizname-earthfolio
monetized-0
static-0
commission-based-289
registered-investment-advisor-538

Est. 2000

  • Independent/Registered Investment Advisor
Management Fee Starting at 0.5%
Minimum Account $25,000
000.1
bizname-openinvest
monetized-0
static-0
fee-based-536
full-service-brokerage-537

  • Full-service Brokerage
Management Fee Starting at 0.5%
Minimum Account $3,000
000.1
bizname-stash-invest
monetized-1
static-1
commission-based-289
fee-based-536
full-service-brokerage-537
registered-investment-advisor-538
software-managed-290

  • Full-service Brokerage
  • Independent/Registered Investment Advisor
  • Software Managed
Management Fee Starting at 0.25%
Minimum Account $0
100.1
bizname-swell-investing
monetized-1
static-1
fee-based-536
software-managed-290

Est. 2015

  • Software Managed
Management Fee Up to 0.75%
Minimum Account $50
100.1
bizname-wealthsimple
monetized-1
static-0
fee-based-536
full-service-brokerage-537
registered-investment-advisor-538
software-managed-290

Est. 2014

  • Full-service Brokerage
  • Independent/Registered Investment Advisor
  • Software Managed
Management Fee 0.4% - 0.5%
Minimum Account $0
100.1
bizname-rbc-wealth-management
monetized-0
static-0
fee-based-536
full-service-brokerage-537
registered-investment-advisor-538
software-managed-290

Est. 1909

  • Full-service Brokerage
  • Independent/Registered Investment Advisor
  • Software Managed
Management Fee Starting at 0%
Minimum Account $150,000
000.1
Investment Advisors
Highlights
Score


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