Wealth Management Reviews

Best Wealth Management Firms & Apps Reviews & Comparison

Find the best wealth management firms & apps from user reviews & ratings at SuperMoney. Read Full Expert Guide

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Wealth Management
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Score
bizname-betterment
monetized-1
static-1
fee-based-536
independent/registered-investment-adviser-538
software-managed-290

Est. 2008

  • Independent/Registered Investment Adviser
  • Software Managed
Asset Mgmt Fee 0.35%
Minimum Account 10
Total AUM (in millions) $2,600
US Branch 50
154
bizname-mass-mutual
monetized-0
static-0
fee-based-536
full-service-brokerage-537
independent/registered-investment-adviser-538
software-managed-290

Est. 1851

  • Full-service Brokerage
  • Independent/Registered Investment Adviser
  • Software Managed
Asset Mgmt Fee 0.15%
Minimum Account 500000
Total AUM (in millions) $651,000
US Branch 1800
043
bizname-vanguard
monetized-0
static-0
fee-based-536
full-service-brokerage-537
independent/registered-investment-adviser-538
software-managed-290

Est. 1975

  • Full-service Brokerage
  • Independent/Registered Investment Adviser
  • Software Managed
Asset Mgmt Fee 0.3%
Minimum Account 50000
Total AUM (in millions) $3,000,000
US Branch 3
049
bizname-personal-capital
monetized-1
static-1
fee-based-536
independent/registered-investment-adviser-538
software-managed-290

Est. 2009

  • Independent/Registered Investment Adviser
  • Software Managed
Asset Mgmt Fee 0.89%
Minimum Account 25000
Total AUM (in millions) $1,500
US Branch 3
138
bizname-wealthfront
monetized-0
static-0
fee-based-536
full-service-brokerage-537
independent/registered-investment-adviser-538
software-managed-290

  • Full-service Brokerage
  • Independent/Registered Investment Adviser
  • Software Managed
Asset Mgmt Fee 0.25%
Minimum Account 5000
Total AUM (in millions) $2,600
US Branch 50
019
bizname-hedgeable
monetized-0
static-0
fee-based-536
independent/registered-investment-adviser-538
software-managed-290

Est. 2009

  • Independent/Registered Investment Adviser
  • Software Managed
Asset Mgmt Fee 0.75%
Minimum Account 0
Total AUM (in millions) $35
US Branch 50
038
bizname-sigfig
monetized-0
static-0

Est. 2007

000
bizname-goldman-sachs
monetized-0
static-0
fee-based-536
full-service-brokerage-537
independent/registered-investment-adviser-538
software-managed-290

  • Full-service Brokerage
  • Independent/Registered Investment Adviser
  • Software Managed
Asset Mgmt Fee 1.65%
Minimum Account 10000000
Total AUM (in millions) $235,200
US Branch 13
000
bizname-jp-morgan
monetized-0
static-0
commission-based-289
fee-based-536
full-service-brokerage-537
independent/registered-investment-adviser-538
software-managed-290

Est. 1824

  • Full-service Brokerage
  • Independent/Registered Investment Adviser
  • Software Managed
Asset Mgmt Fee 1.5%
Minimum Account 5000000
Total AUM (in millions) $625,000
US Branch 75
000
bizname-ubs-wealth-management
monetized-0
static-0
commission-based-289
full-service-brokerage-537
independent/registered-investment-adviser-538

Est. 1998

  • Full-service Brokerage
  • Independent/Registered Investment Adviser
Asset Mgmt Fee 1%
Minimum Account 500000
Total AUM (in millions) $403,000
US Branch 395
000
bizname-morgan-stanley-smith-barney
monetized-0
static-0
commission-based-289
fee-based-536
full-service-brokerage-537
independent/registered-investment-adviser-538
software-managed-290

Est. 1923

  • Full-service Brokerage
  • Independent/Registered Investment Adviser
  • Software Managed
Asset Mgmt Fee 0%
Minimum Account 5000
Total AUM (in millions) $2,050,000
US Branch 80
000
bizname-wells-fargo-and-co
monetized-0
static-0
commission-based-289
fee-based-536
independent/registered-investment-adviser-538
software-managed-290

Est. 1852

  • Independent/Registered Investment Adviser
  • Software Managed
Asset Mgmt Fee 0%
Minimum Account 25000
Total AUM (in millions) $1,690,000
US Branch 8700
000
bizname-bny-mellon-wealth-management
monetized-0
static-0
fee-based-536
full-service-brokerage-537
independent/registered-investment-adviser-538
software-managed-290

Est. 1784

  • Full-service Brokerage
  • Independent/Registered Investment Adviser
  • Software Managed
Asset Mgmt Fee 0%
Minimum Account 2000000
Total AUM (in millions) $1,720,000
US Branch 37
000
bizname-credit-suisse
monetized-0
static-0
fee-based-536
full-service-brokerage-537
independent/registered-investment-adviser-538
software-managed-290

Est. 1856

  • Full-service Brokerage
  • Independent/Registered Investment Adviser
  • Software Managed
Asset Mgmt Fee 0%
Minimum Account 3000000
Total AUM (in millions) $421,400
US Branch 16
000
bizname-fidelity-investments
monetized-0
static-0
fee-based-536
independent/registered-investment-adviser-538
software-managed-290

Est. 1977

  • Independent/Registered Investment Adviser
  • Software Managed
Asset Mgmt Fee 1.7%
Minimum Account 50000
Total AUM (in millions) $187,000
US Branch 180
000
bizname-deutsche-bank-private-wealth-management
monetized-0
static-0
fee-based-536
independent/registered-investment-adviser-538
software-managed-290

Est. 1870

  • Independent/Registered Investment Adviser
  • Software Managed
Asset Mgmt Fee 0.9%
Minimum Account 100000
Total AUM (in millions) $384,100
US Branch 26
000
bizname-rbc-wealth-management
monetized-0
static-0
fee-based-536
full-service-brokerage-537
independent/registered-investment-adviser-538
software-managed-290

Est. 1909

  • Full-service Brokerage
  • Independent/Registered Investment Adviser
  • Software Managed
Asset Mgmt Fee 0%
Minimum Account 150000
Total AUM (in millions) $300,000
US Branch 213
000
bizname-us-bank
monetized-0
static-0
fee-based-536
full-service-brokerage-537
independent/registered-investment-adviser-538
software-managed-290

Est. 1891

  • Full-service Brokerage
  • Independent/Registered Investment Adviser
  • Software Managed
Asset Mgmt Fee 0%
Minimum Account 100000
Total AUM (in millions) $402,530
US Branch 3086
000
bizname-suntrust-bank
monetized-0
static-0

Est. 1865

000
bizname-charles-schwab-bank
monetized-0
static-0
fee-based-536
full-service-brokerage-537
independent/registered-investment-adviser-538
software-managed-290

Est. 1972

  • Full-service Brokerage
  • Independent/Registered Investment Adviser
  • Software Managed
Asset Mgmt Fee 0.9%
Minimum Account 25000
Total AUM (in millions) $2,000,000
US Branch 325
000
bizname-ever-bank
monetized-0
static-0
fee-based-536
full-service-brokerage-537
independent/registered-investment-adviser-538
software-managed-290

Est. 1961

  • Full-service Brokerage
  • Independent/Registered Investment Adviser
  • Software Managed
Asset Mgmt Fee 1%
Minimum Account 500000
Total AUM (in millions) $24,100
US Branch 13
000
bizname-acorns
monetized-0
static-0
fee-based-536
software-managed-290

Est. 2012

  • Software Managed
Asset Mgmt Fee 0.25%
Minimum Account 5000
Total AUM (in millions) $2,000
US Branch 50
000
bizname-blooom
monetized-1
static-1
fee-based-536
independent/registered-investment-adviser-538
software-managed-290

Est. 2013

  • Independent/Registered Investment Adviser
  • Software Managed
Minimum Account 0
Monthly Fee $10
Total AUM (in millions) $500
US Branch 50
100
bizname-ewise
monetized-0
static-0

Est. 2000

000
bizname-earthfolio
monetized-0
static-0
commission-based-289
independent/registered-investment-adviser-538

Est. 2000

  • Independent/Registered Investment Adviser
Asset Mgmt Fee 0.5%
Minimum Account 25000
000
bizname-openinvest
monetized-0
static-0
fee-based-536
full-service-brokerage-537

  • Full-service Brokerage
Asset Mgmt Fee 0.5%
Minimum Account 3000
000
bizname-stash-invest
monetized-1
static-1
commission-based-289
fee-based-536
full-service-brokerage-537
independent/registered-investment-adviser-538
software-managed-290

  • Full-service Brokerage
  • Independent/Registered Investment Adviser
  • Software Managed
Asset Mgmt Fee 0.25%
Minimum Account 0
000
bizname-swell-investing
monetized-1
static-1
fee-based-536
software-managed-290

Est. 2015

  • Software Managed
Asset Mgmt Fee 0.75%
Minimum Account 50
100
bizname-wealthsimple
monetized-0
static-0
fee-based-536
full-service-brokerage-537
independent/registered-investment-adviser-538
software-managed-290

Est. 2014

  • Full-service Brokerage
  • Independent/Registered Investment Adviser
  • Software Managed
Asset Mgmt Fee 0.5%
Minimum Account 0
Total AUM (in millions) $14,000
000
Wealth Management
Highlights
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