Wealth Management Reviews

Best Wealth Management Firms & Apps Reviews & Comparison

Find the best wealth management firms & apps from user reviews & ratings at SuperMoney.

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Wealth Management
Highlights
Score
bizname-betterment
monetized-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%
Min Account 10
Total AUM (in millions) $2,600
US Branch 50
193
bizname-mass-mutual
monetized-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%
Min Account 500000
Total AUM (in millions) $651,000
US Branch 1800
081
bizname-vanguard
monetized-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%
Min Account 50000
Total AUM (in millions) $3,000,000
US Branch 3
082
bizname-wealthfront
monetized-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%
Min Account 5000
Total AUM (in millions) $2,600
US Branch 50
053
bizname-hedgeable
monetized-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%
Min Account 0
Total AUM (in millions) $35
US Branch 50
063
bizname-personal-capital
monetized-1
fee-based-536
independent/registered-investment-adviser-538
software-managed-290

  • Independent/Registered Investment Adviser
  • Software Managed
Asset Mgmt Fee 0.89%
Min Account 25000
Total AUM (in millions) $1,500
US Branch 3
106
bizname-goldman-sachs
monetized-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%
Min Account 10000000
Total AUM (in millions) $235,200
US Branch 13
006
bizname-jp-morgan
monetized-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%
Min Account 5000000
Total AUM (in millions) $625,000
US Branch 75
006
bizname-ubs-wealth-management
monetized-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%
Min Account 500000
Total AUM (in millions) $403,000
US Branch 395
006
bizname-morgan-stanley-smith-barney
monetized-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%
Min Account 5000
Total AUM (in millions) $2,050,000
US Branch 80
006
bizname-wells-fargo-and-co
monetized-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%
Min Account 25000
Total AUM (in millions) $1,690,000
US Branch 8700
006
bizname-bny-mellon-wealth-management
monetized-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%
Min Account 2000000
Total AUM (in millions) $1,720,000
US Branch 37
006
bizname-credit-suisse
monetized-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%
Min Account 3000000
Total AUM (in millions) $421,400
US Branch 16
006
bizname-fidelity-investments
monetized-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%
Min Account 50000
Total AUM (in millions) $187,000
US Branch 180
006
bizname-deutsche-bank-private-wealth-management
monetized-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%
Min Account 100000
Total AUM (in millions) $384,100
US Branch 26
006
bizname-rbc-wealth-management
monetized-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%
Min Account 150000
Total AUM (in millions) $300,000
US Branch 213
006
bizname-us-bank
monetized-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%
Min Account 100000
Total AUM (in millions) $402,530
US Branch 3086
006
bizname-charles-schwab-bank
monetized-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%
Min Account 25000
Total AUM (in millions) $2,000,000
US Branch 325
006
bizname-ever-bank
monetized-1
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%
Min Account 500000
Total AUM (in millions) $24,100
US Branch 13
106
bizname-acorns
monetized-0
fee-based-536
software-managed-290

Est. 2012

  • Software Managed
Asset Mgmt Fee 0.25%
Min Account 5000
Total AUM (in millions) $2,000
US Branch 50
006
bizname-blooom
monetized-0
fee-based-536

Est. 2013

Asset Mgmt Fee 1%
Min Account 5000
Total AUM (in millions) $409
US Branch 50
006
Wealth Management
Highlights
Score


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