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Edward Jones",[983],{"type":38},{"text":817,"type":22,"marks":985},[986],{"type":129,"attrs":987},{"color":988},"#000000",{"type":18,"content":990},[991,998,1000,1007],{"text":992,"type":22,"marks":993},"Edward Jones Investments",[994,997],{"type":31,"attrs":995},{"href":996,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/edward-jones-financial-advisor",{"type":795},{"text":999,"type":22}," is a fee-based financial firm that offers ",{"text":1001,"type":22,"marks":1002},"financial advisory and broker-dealer services",[1003,1006],{"type":31,"attrs":1004},{"href":1005,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.edwardjones.com/sites/default/files/acquiadam/2022-07/LGL-8263Q-A-A2_Final.pdf",{"type":795},{"text":1008,"type":22}," to its client base.  ",{"_uid":1010,"body":1011,"image":1150,"title":895,"cta_link":1154,"cta_text":1155,"component":803,"background":804,"description":1156,"cta_description":1157},"1f137c46-85e9-412a-848b-8f7b26090c15",[1012,1059,1146],{"_uid":1013,"data":1014,"component":798},"04867784-40d9-46c9-a54b-31dadf7a69f4",{"type":15,"content":1015},[1016,1022,1026,1032,1039,1045,1049,1055],{"type":18,"content":1017},[1018],{"text":1019,"type":22,"marks":1020},"Assets under management:",[1021],{"type":38},{"type":18,"content":1023},[1024],{"text":1025,"type":22},"$2 trillion",{"type":18,"content":1027},[1028],{"text":1029,"type":22,"marks":1030},"Fee:",[1031],{"type":38},{"type":18,"content":1033},[1034],{"text":1035,"type":22,"marks":1036},"0.5%-1.35%",[1037],{"type":129,"attrs":1038},{"color":131},{"type":18,"content":1040},[1041],{"text":1042,"type":22,"marks":1043},"Fee structure:",[1044],{"type":38},{"type":18,"content":1046},[1047],{"text":1048,"type":22},"Fee-based",{"type":18,"content":1050},[1051],{"text":1052,"type":22,"marks":1053},"Minimum account sizes:",[1054],{"type":38},{"type":18,"content":1056},[1057],{"text":1058,"type":22},"$5,000 or $25,000 depending on account type",{"_uid":1060,"component":1061,"accordions":1062},"9254a684-ec6c-4219-8f82-dce8d87092b2","company-summary-accordion-group",[1063,1089,1102,1127],{"_uid":1064,"text":1065,"title":1087,"component":1088},"ee86aa5e-e31c-4fce-a095-3a6037f85d8e",{"type":15,"content":1066},[1067],{"type":767,"content":1068},[1069,1075,1081],{"type":770,"content":1070},[1071],{"type":18,"content":1072},[1073],{"text":1074,"type":22},"Financial planning ",{"type":770,"content":1076},[1077],{"type":18,"content":1078},[1079],{"text":1080,"type":22},"Basic investment strategy ",{"type":770,"content":1082},[1083],{"type":18,"content":1084},[1085],{"text":1086,"type":22},"Charitable giving","Financial services","company-summary-accordion",{"_uid":1090,"text":1091,"title":1101,"component":1088},"6926c9da-f29c-44b1-aa87-78f5e438d0c2",{"type":15,"content":1092},[1093],{"type":18,"content":1094},[1095],{"text":1096,"type":22,"marks":1097},"Maintain a long-term perspective, focus on quality, and manage risk through diversification.",[1098],{"type":129,"attrs":1099},{"color":1100},"rgb(77, 81, 88)","Investing strategy",{"_uid":1103,"text":1104,"title":1126,"component":1088},"62c52cf2-f7c3-419a-88a7-324a162cddd3",{"type":15,"content":1105},[1106],{"type":767,"content":1107},[1108,1114,1120],{"type":770,"content":1109},[1110],{"type":18,"content":1111},[1112],{"text":1113,"type":22},"Excellent customer service ",{"type":770,"content":1115},[1116],{"type":18,"content":1117},[1118],{"text":1119,"type":22},"Simple layout and fee structure  ",{"type":770,"content":1121},[1122],{"type":18,"content":1123},[1124],{"text":1125,"type":22},"Relatively affordable rates  ","Pros",{"_uid":1128,"text":1129,"title":1145,"component":1088},"9b563e5c-7a01-4383-a7d2-ac893b21761b",{"type":15,"content":1130},[1131],{"type":767,"content":1132},[1133,1139],{"type":770,"content":1134},[1135],{"type":18,"content":1136},[1137],{"text":1138,"type":22},"Limited website functionality",{"type":770,"content":1140},[1141],{"type":18,"content":1142},[1143],{"text":1144,"type":22},"Limited specialties ","Cons",{"_uid":1147,"link":996,"title":1148,"component":1149},"9bc250c4-7d0b-4bea-96a3-b97ff7378a90","Learn more about Edward Jones ","company-summary-link",{"id":1151,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1152,"copyright":12,"fieldtype":800,"meta_data":1153,"is_external_url":543},17308035,"https://a.storyblok.com/f/185166/600x300/158bfc7542/edward-jones.png",{},"https://v2.unbiased.com/inquiry/financial-advisor/primary-areas","Find a financial advisor","Longstanding US financial firm, known for its reliable history and independent investment advice.","Not sure if Edward Jones suits your needs? Let Unbiased find a financial advisor that does.",{"_uid":1159,"data":1160,"component":852},"11677d69-2603-4456-b99b-040e79e96e5d",{"type":15,"content":1161},[1162,1166,1179,1191],{"type":18,"content":1163},[1164],{"text":1165,"type":22},"Founded in 1922, Edward Jones provides investment services to clients across the US and Canada. Its headquarters are in St. Louis, Missouri. The company has 15,000+ branches and $2 trillion in assets under management.  ",{"type":18,"content":1167},[1168,1170,1177],{"text":1169,"type":22},"Edward Jones is a private company with a ",{"text":1171,"type":22,"marks":1172},"limited liability partnership",[1173,1176],{"type":31,"attrs":1174},{"href":1175,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.weforum.org/organizations/edward-jones/",{"type":795},{"text":1178,"type":22}," solely owned by current and retired employees. The firm focuses on small business owners and individual investors. It offers regular taxable brokerage accounts, traditional and Roth IRAs, college savings accounts, estate planning, and more. ",{"type":810,"attrs":1180,"content":1181},{"level":812},[1182,1186],{"text":1183,"type":22,"marks":1184},"2. Fidelity Investments",[1185],{"type":38},{"text":817,"type":22,"marks":1187},[1188,1189],{"type":38},{"type":129,"attrs":1190},{"color":988},{"type":18,"content":1192},[1193,1199],{"text":909,"type":22,"marks":1194},[1195,1198],{"type":31,"attrs":1196},{"href":1197,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/fidelity-financial-advisor",{"type":795},{"text":1200,"type":22}," is another Charles Schwab competitor. It is a massive American financial services company providing the full spectrum of investment products and services. ",{"_uid":1202,"body":1203,"image":1379,"title":909,"cta_link":1154,"cta_text":1383,"component":803,"background":804,"description":1384,"cta_description":1385},"39e9517f-1b34-47bb-9d14-bf08e2b44a61",[1204,1265,1376],{"_uid":1205,"data":1206,"component":798},"490d8261-08df-41a4-be56-3514b69ec055",{"type":15,"content":1207},[1208,1215,1223,1230,1237,1244,1251,1258],{"type":18,"content":1209},[1210],{"text":1019,"type":22,"marks":1211},[1212,1213],{"type":38},{"type":129,"attrs":1214},{"color":1100},{"type":18,"content":1216},[1217],{"text":1218,"type":22,"marks":1219},"$14.1 trillion",[1220],{"type":129,"attrs":1221},{"color":1222},"#4D5158",{"type":18,"content":1224},[1225],{"text":1042,"type":22,"marks":1226},[1227,1228],{"type":38},{"type":129,"attrs":1229},{"color":1100},{"type":18,"content":1231},[1232],{"text":1233,"type":22,"marks":1234},"Fee-only & fee-based",[1235],{"type":129,"attrs":1236},{"color":1100},{"type":18,"content":1238},[1239],{"text":1029,"type":22,"marks":1240},[1241,1242],{"type":38},{"type":129,"attrs":1243},{"color":1100},{"type":18,"content":1245},[1246],{"text":1247,"type":22,"marks":1248},"0.2%-1.5%",[1249],{"type":129,"attrs":1250},{"color":131},{"type":18,"content":1252},[1253],{"text":1052,"type":22,"marks":1254},[1255,1256],{"type":38},{"type":129,"attrs":1257},{"color":1100},{"type":18,"content":1259},[1260],{"text":1261,"type":22,"marks":1262},"$50,000",[1263],{"type":129,"attrs":1264},{"color":1100},{"_uid":1266,"component":1061,"accordions":1267},"2cabdef7-37f8-4fd2-88b5-77ad9161200a",[1268,1317,1328,1364],{"_uid":1269,"text":1270,"title":1316,"component":1088},"8a0f3332-9d26-4a48-925c-2505e4e1e881",{"type":15,"content":1271},[1272],{"type":767,"content":1273},[1274,1280,1286,1292,1298,1304,1310],{"type":770,"content":1275},[1276],{"type":18,"content":1277},[1278],{"text":1279,"type":22},"Retirement planning ",{"type":770,"content":1281},[1282],{"type":18,"content":1283},[1284],{"text":1285,"type":22},"Brokerage",{"type":770,"content":1287},[1288],{"type":18,"content":1289},[1290],{"text":1291,"type":22},"Wealth management",{"type":770,"content":1293},[1294],{"type":18,"content":1295},[1296],{"text":1297,"type":22},"Cryptocurrency trading ",{"type":770,"content":1299},[1300],{"type":18,"content":1301},[1302],{"text":1303,"type":22},"Investment strategy ",{"type":770,"content":1305},[1306],{"type":18,"content":1307},[1308],{"text":1309,"type":22},"Financial planning",{"type":770,"content":1311},[1312],{"type":18,"content":1313},[1314],{"text":1315,"type":22},"Online trading","Financial service",{"_uid":1318,"text":1319,"title":1101,"component":1088},"06999648-fd39-41a9-a539-0ba8c125b290",{"type":15,"content":1320},[1321],{"type":18,"content":1322},[1323],{"text":1324,"type":22,"marks":1325},"Fidelity creates a personalized strategy for each user, which consists of asset allocation and tax efficiency.   ",[1326],{"type":129,"attrs":1327},{"color":1100},{"_uid":1329,"text":1330,"title":1126,"component":1088},"84a92ee9-cfd1-4029-9889-8f4f700e9024",{"type":15,"content":1331},[1332],{"type":767,"content":1333},[1334,1340,1346,1352,1358],{"type":770,"content":1335},[1336],{"type":18,"content":1337},[1338],{"text":1339,"type":22},"No account minimum ",{"type":770,"content":1341},[1342],{"type":18,"content":1343},[1344],{"text":1345,"type":22},"Wide range of services",{"type":770,"content":1347},[1348],{"type":18,"content":1349},[1350],{"text":1351,"type":22},"Beginner-friendly ",{"type":770,"content":1353},[1354],{"type":18,"content":1355},[1356],{"text":1357,"type":22},"Excellent mobile app ",{"type":770,"content":1359},[1360],{"type":18,"content":1361},[1362],{"text":1363,"type":22},"A wide selection of research is provided  ",{"_uid":1365,"text":1366,"title":1145,"component":1088},"bd2da4f7-52c2-4508-87b1-9aa59e3a76e6",{"type":15,"content":1367},[1368],{"type":767,"content":1369},[1370],{"type":770,"content":1371},[1372],{"type":18,"content":1373},[1374],{"text":1375,"type":22},"Limited investment options ",{"_uid":1377,"link":1197,"title":1378,"component":1149},"e035823e-6cbd-48d1-9ef1-24e5a2b1f60f","Learn more about Fidelity Investments",{"id":1380,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1381,"copyright":12,"fieldtype":800,"meta_data":1382,"is_external_url":543},17295336,"https://a.storyblok.com/f/185166/225x225/12fb3338da/fidelity.jfif",{},"Find a financial advisor ","Top choice for clients who need help navigating different financial circumstances, goals, and challenges. ","Not sure if Fidelity Investments suits your needs? Let Unbiased find a financial advisor that does.",{"_uid":1387,"data":1388,"component":852},"451767e6-9b06-4f31-a890-fbad5c5edf56",{"type":15,"content":1389},[1390,1394,1398,1402,1411],{"type":18,"content":1391},[1392],{"text":1393,"type":22},"Founded in 1946, Fidelity is a global firm headquartered in Boston, Massachusetts. It has 216 offices across the US and 14 in other regions, including Europe, Australia, and Asia.  ",{"type":18,"content":1395},[1396],{"text":1397,"type":22},"Fidelity has $14.1 trillion in assets under administration and $5.4 trillion in assets under management. The founding Johnson family owns 49% of the company, and the balance belongs to the employees. ",{"type":18,"content":1399},[1400],{"text":1401,"type":22},"Fidelity Investments offers a comprehensive suite of financial services to individual investors, employers, financial advisors and institutions, making it one of Charles Schwab’s biggest competitors.  ",{"type":810,"attrs":1403,"content":1404},{"level":812},[1405,1407],{"text":1406,"type":22},"3. 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It offers a wide array of retirement options, advisory services, investments, and assistance to individual investors, financial professionals, and organizations. ",{"_uid":1433,"body":1434,"image":1567,"title":923,"cta_link":1154,"cta_text":1383,"component":803,"background":804,"description":1571,"cta_description":1572},"8161014b-2c92-49fa-8eb8-a700fb9f0cc6",[1435,1478,1564],{"_uid":1436,"data":1437,"component":798},"8076b9af-1386-4501-8068-e7707d1164e8",{"type":15,"content":1438},[1439,1444,1448,1453,1460,1465,1469,1474],{"type":18,"content":1440},[1441],{"text":1019,"type":22,"marks":1442},[1443],{"type":38},{"type":18,"content":1445},[1446],{"text":1447,"type":22},"$7.2 trillion",{"type":18,"content":1449},[1450],{"text":1029,"type":22,"marks":1451},[1452],{"type":38},{"type":18,"content":1454},[1455],{"text":1456,"type":22,"marks":1457},"0.05%-0.3%",[1458],{"type":129,"attrs":1459},{"color":131},{"type":18,"content":1461},[1462],{"text":1042,"type":22,"marks":1463},[1464],{"type":38},{"type":18,"content":1466},[1467],{"text":1468,"type":22},"Fee-based and fee-only",{"type":18,"content":1470},[1471],{"text":1052,"type":22,"marks":1472},[1473],{"type":38},{"type":18,"content":1475},[1476],{"text":1477,"type":22},"$50,000 (for a personal advisor)",{"_uid":1479,"component":1061,"accordions":1480},"9adc0d7d-3f1c-43d4-8da9-686395bc7351",[1481,1505,1522,1546],{"_uid":1482,"text":1483,"title":1087,"component":1088},"fcf95780-18e3-42fc-8bf6-b813c826f280",{"type":15,"content":1484},[1485],{"type":767,"content":1486},[1487,1493,1499],{"type":770,"content":1488},[1489],{"type":18,"content":1490},[1491],{"text":1492,"type":22},"Wealth management  ",{"type":770,"content":1494},[1495],{"type":18,"content":1496},[1497],{"text":1498,"type":22},"Retirement planning",{"type":770,"content":1500},[1501],{"type":18,"content":1502},[1503],{"text":1504,"type":22},"Investment services",{"_uid":1506,"text":1507,"title":1101,"component":1088},"10179985-c44c-47da-a7c1-14473a9f7da1",{"type":15,"content":1508},[1509],{"type":18,"content":1510},[1511,1516],{"text":1512,"type":22,"marks":1513},"Personalized plan based on each clients unique needs which may include ",[1514],{"type":129,"attrs":1515},{"color":1100},{"text":1517,"type":22,"marks":1518},"automated tax-loss harvesting, active investing, Social Security optimization, long-term care planning and more.",[1519],{"type":129,"attrs":1520},{"color":1521},"rgb(4, 5, 5)",{"_uid":1523,"text":1524,"title":1126,"component":1088},"25ef12ae-88ca-4da5-b49e-9b6b9dd18c06",{"type":15,"content":1525},[1526],{"type":767,"content":1527},[1528,1534,1540],{"type":770,"content":1529},[1530],{"type":18,"content":1531},[1532],{"text":1533,"type":22},"Great educational resources",{"type":770,"content":1535},[1536],{"type":18,"content":1537},[1538],{"text":1539,"type":22},"Easy mobile app navigation ",{"type":770,"content":1541},[1542],{"type":18,"content":1543},[1544],{"text":1545,"type":22},"Low-cost fund options",{"_uid":1547,"text":1548,"title":1145,"component":1088},"9f69238a-dc75-4d32-9e70-985a92e5af76",{"type":15,"content":1549},[1550],{"type":767,"content":1551},[1552,1558],{"type":770,"content":1553},[1554],{"type":18,"content":1555},[1556],{"text":1557,"type":22},"High margins  ",{"type":770,"content":1559},[1560],{"type":18,"content":1561},[1562],{"text":1563,"type":22},"Basic research tools available ",{"_uid":1565,"link":1419,"title":1566,"component":1149},"8593ea37-1486-4571-b24d-99b94854bb37","Learn more about Vanguard ",{"id":1568,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1569,"copyright":12,"fieldtype":800,"meta_data":1570,"is_external_url":543},17308041,"https://a.storyblok.com/f/185166/225x225/f1b6b8880a/vanguard.png",{},"The world's second-largest investment firm, offers both active and passive options with a competitive fee structure and other benefits.","Not sure if Vanguard suits your needs? Let Unbiased find a financial advisor that does.",{"_uid":1574,"data":1575,"component":852},"8fa28e59-8413-4965-baf3-2218cbc692d4",{"type":15,"content":1576},[1577,1581,1585,1589,1601],{"type":18,"content":1578},[1579],{"text":1580,"type":22},"Vanguard was founded in May 1975 and has its headquarters in Malvern, Pennsylvania. It has satellite offices in Dallas, Texas; Charlotte, North Carolina; Scottsdale, Arizona; and Washington, D.C., and further branches in Australia, Canada, Europe, and Asia. ",{"type":18,"content":1582},[1583],{"text":1584,"type":22},"The firm has $9.3 trillion in assets under management and is a private company owned by its funds and, ultimately, by its investors. ",{"type":18,"content":1586},[1587],{"text":1588,"type":22},"Vanguard specializes in low-cost mutual funds and ETFs but also offers a wide variety of other products and services. The company is ideal for those investing for retirement or buy-and-hold investors. ",{"type":810,"attrs":1590,"content":1591},{"level":812},[1592,1596],{"text":1593,"type":22,"marks":1594},"4. Goldman Sachs",[1595],{"type":38},{"text":817,"type":22,"marks":1597},[1598,1599],{"type":38},{"type":129,"attrs":1600},{"color":988},{"type":18,"content":1602},[1603,1605,1611],{"text":1604,"type":22},"A popular Charles Schwab alternative is ",{"text":937,"type":22,"marks":1606},[1607,1610],{"type":31,"attrs":1608},{"href":1609,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/goldman-sachs-private-wealth-management-review",{"type":795},{"text":1612,"type":22},", another financial firm offering many types of financial services and products to thousands of clients, including governments, corporations, financial institutions, and individuals. ",{"_uid":1614,"body":1615,"image":1771,"title":937,"cta_link":1154,"cta_text":1155,"component":803,"background":804,"description":1775,"cta_description":1776},"2fc04360-c802-431f-8fc1-950758ea1851",[1616,1657,1768],{"_uid":1617,"data":1618,"component":798},"dbd9f2a8-f930-437c-ba2c-96a3fc2ee260",{"type":15,"content":1619},[1620,1633,1641,1649],{"type":18,"content":1621},[1622,1626,1628],{"text":1623,"type":22,"marks":1624},"Assets under management (AUM):",[1625],{"type":38},{"type":1627},"hard_break",{"text":1629,"type":22,"marks":1630},"$2.81 trillion",[1631],{"type":129,"attrs":1632},{"color":988},{"type":18,"content":1634},[1635,1638,1639],{"text":1029,"type":22,"marks":1636},[1637],{"type":38},{"type":1627},{"text":1640,"type":22},"Advisory fees range from 1.90% (up to $10M) to 1.30% (above $250M).",{"type":18,"content":1642},[1643,1646,1647],{"text":1042,"type":22,"marks":1644},[1645],{"type":38},{"type":1627},{"text":1648,"type":22},"Percentage of AUM, with additional fees for markups, commissions, and family office services.",{"type":18,"content":1650},[1651,1654,1655],{"text":1052,"type":22,"marks":1652},[1653],{"type":38},{"type":1627},{"text":1656,"type":22},"$10 million minimum investment.",{"_uid":1658,"component":1061,"accordions":1659},"fddc2038-cadb-4cb0-898c-c4cfccc1bb96",[1660,1706,1714,1744],{"_uid":1661,"text":1662,"title":1087,"component":1088},"7c98dbbc-2ba1-451f-9e49-8a21cae3713e",{"type":15,"content":1663},[1664],{"type":767,"content":1665},[1666,1676,1686,1696],{"type":770,"content":1667},[1668],{"type":18,"content":1669},[1670,1674],{"text":1671,"type":22,"marks":1672},"Investment management:",[1673],{"type":38},{"text":1675,"type":22}," Portfolio construction, equities, fixed income, alternative investments, and custom vehicles.",{"type":770,"content":1677},[1678],{"type":18,"content":1679},[1680,1684],{"text":1681,"type":22,"marks":1682},"Wealth planning:",[1683],{"type":38},{"text":1685,"type":22}," Income and estate planning, philanthropy, tax planning, and trust administration.",{"type":770,"content":1687},[1688],{"type":18,"content":1689},[1690,1694],{"text":1691,"type":22,"marks":1692},"Family office services:",[1693],{"type":38},{"text":1695,"type":22}," Reporting, analytics, tax assistance, and security advisory.",{"type":770,"content":1697},[1698],{"type":18,"content":1699},[1700,1704],{"text":1701,"type":22,"marks":1702},"Advisory services:",[1703],{"type":38},{"text":1705,"type":22}," Trading, structuring, and hedging solutions for institutions and families.",{"_uid":1707,"text":1708,"title":1101,"component":1088},"9e876740-2c18-498e-9957-b76248963e4f",{"type":15,"content":1709},[1710],{"type":18,"content":1711},[1712],{"text":1713,"type":22},"Goal-driven asset allocation with a focus on diversification, risk tolerance, and time horizons. Custom investment vehicles are available for personalized needs.",{"_uid":1715,"text":1716,"title":1126,"component":1088},"c28290dd-7bec-41ff-9a92-d82086abaa58",{"type":15,"content":1717},[1718],{"type":767,"content":1719},[1720,1726,1732,1738],{"type":770,"content":1721},[1722],{"type":18,"content":1723},[1724],{"text":1725,"type":22},"Tailored solutions for complex financial situations.",{"type":770,"content":1727},[1728],{"type":18,"content":1729},[1730],{"text":1731,"type":22},"Expertise in managing ultra-high-net-worth assets.",{"type":770,"content":1733},[1734],{"type":18,"content":1735},[1736],{"text":1737,"type":22},"Comprehensive private banking and wealth management services.",{"type":770,"content":1739},[1740],{"type":18,"content":1741},[1742],{"text":1743,"type":22},"Custom investment vehicles and personalized strategies.",{"_uid":1745,"text":1746,"title":1145,"component":1088},"e247088d-abd8-4774-9521-929b8cf3208a",{"type":15,"content":1747},[1748],{"type":767,"content":1749},[1750,1756,1762],{"type":770,"content":1751},[1752],{"type":18,"content":1753},[1754],{"text":1755,"type":22},"Minimum investment requirement of $10 million excludes non-wealthy clients.",{"type":770,"content":1757},[1758],{"type":18,"content":1759},[1760],{"text":1761,"type":22},"Potential conflicts of interest due to advisor compensation from product sales.",{"type":770,"content":1763},[1764],{"type":18,"content":1765},[1766],{"text":1767,"type":22},"Additional costs for specific services (e.g., family office fees).",{"_uid":1769,"link":1609,"title":1770,"component":1149},"c224bfd6-2d6f-479e-8940-4c92999d5968","Learn more about Goldman Sachs",{"id":1772,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1773,"copyright":12,"fieldtype":800,"meta_data":1774,"is_external_url":543},16062645,"https://a.storyblok.com/f/185166/2632x1800/9724c40368/goldman-sachs-private-wealth-management-review.webp",{},"Goldman Sachs serves ultra-wealthy clients with tailored financial solutions.","Not sure if Goldman Sachs suits your needs? Let Unbiased find a financial advisor that does.",{"_uid":1778,"data":1779,"component":852},"2fdcf6f5-0101-4bd5-b8c3-a3a47695ce1b",{"type":15,"content":1780},[1781,1794,1798,1810],{"type":18,"content":1782},[1783,1785,1792],{"text":1784,"type":22},"Founded in 1869, Goldman Sachs has its headquarters in Lower Manhattan, New York City. It has 60+ offices worldwide, including in North and South America, Europe, Africa, and the Middle East. Its ",{"text":1786,"type":22,"marks":1787},"assets under management total $2.81 trillion",[1788,1791],{"type":31,"attrs":1789},{"href":1790,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://en.wikipedia.org/wiki/Goldman_Sachs",{"type":795},{"text":1793,"type":22},", and it is a public company.  ",{"type":18,"content":1795},[1796],{"text":1797,"type":22},"Goldman Sachs’s focus is on three primary arms: asset and wealth management, banking and markets, and platform solutions. ",{"type":810,"attrs":1799,"content":1800},{"level":812},[1801,1805],{"text":1802,"type":22,"marks":1803},"5. BlackRock",[1804],{"type":38},{"text":817,"type":22,"marks":1806},[1807,1808],{"type":38},{"type":129,"attrs":1809},{"color":988},{"type":18,"content":1811},[1812,1818],{"text":951,"type":22,"marks":1813},[1814,1817],{"type":31,"attrs":1815},{"href":1816,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/blackrock-financial-advisor",{"type":795},{"text":1819,"type":22}," is a multinational investment giant, the world's leader in asset management, and one of the Big Three index fund managers. It has also ranked 229th on the Fortune 500 list, making it a major Charles Schwab competitor.  ",{"_uid":1821,"body":1822,"image":1965,"title":951,"cta_link":1154,"cta_text":1155,"component":803,"background":804,"description":1969,"cta_description":1970},"a6c36aa3-e14f-4208-acde-970a45686a40",[1823,1872,1962],{"_uid":1824,"data":1825,"component":798},"e1a7bab5-04f7-4eb0-8fc3-7ccc8c1cfc53",{"type":15,"content":1826},[1827,1832,1843,1848,1855,1860,1863,1868],{"type":18,"content":1828},[1829],{"text":1019,"type":22,"marks":1830},[1831],{"type":38},{"type":18,"content":1833},[1834,1836,1841],{"text":1835,"type":22},"$",{"text":1837,"type":22,"marks":1838},"10.5",[1839],{"type":129,"attrs":1840},{"color":1222},{"text":1842,"type":22}," trillion",{"type":18,"content":1844},[1845],{"text":1029,"type":22,"marks":1846},[1847],{"type":38},{"type":18,"content":1849},[1850],{"text":1851,"type":22,"marks":1852},"0.09%-2.50%",[1853],{"type":129,"attrs":1854},{"color":131},{"type":18,"content":1856},[1857],{"text":1042,"type":22,"marks":1858},[1859],{"type":38},{"type":18,"content":1861},[1862],{"text":1048,"type":22},{"type":18,"content":1864},[1865],{"text":1052,"type":22,"marks":1866},[1867],{"type":38},{"type":18,"content":1869},[1870],{"text":1871,"type":22},"$250,000 to $1 million",{"_uid":1873,"component":1061,"accordions":1874},"c7fdcd79-fbd5-4e7e-b947-ef7e316ac3c7",[1875,1911,1920,1944],{"_uid":1876,"text":1877,"title":1087,"component":1088},"d2a31d97-9557-4a34-bd24-b31edc373121",{"type":15,"content":1878},[1879],{"type":767,"content":1880},[1881,1887,1893,1899,1905],{"type":770,"content":1882},[1883],{"type":18,"content":1884},[1885],{"text":1886,"type":22},"Investment management  ",{"type":770,"content":1888},[1889],{"type":18,"content":1890},[1891],{"text":1892,"type":22},"Risk management",{"type":770,"content":1894},[1895],{"type":18,"content":1896},[1897],{"text":1898,"type":22},"Portfolio management",{"type":770,"content":1900},[1901],{"type":18,"content":1902},[1903],{"text":1904,"type":22},"Advisory services",{"type":770,"content":1906},[1907],{"type":18,"content":1908},[1909],{"text":1910,"type":22},"Developing future-oriented investments  ",{"_uid":1912,"text":1913,"title":1919,"component":1088},"4cc9f6cf-5e0f-4ccf-9341-4b26a08e20e6",{"type":15,"content":1914},[1915],{"type":18,"content":1916},[1917],{"text":1918,"type":22},"Active management strategies use the best available analysis and historical insights to drive toward targets. Blackrock also uses a risk-first approach with many of its investment strategies.","Investing strategy:",{"_uid":1921,"text":1922,"title":1126,"component":1088},"4f253afd-6b76-40cb-a8b8-9cbc252f783d",{"type":15,"content":1923},[1924],{"type":767,"content":1925},[1926,1932,1938],{"type":770,"content":1927},[1928],{"type":18,"content":1929},[1930],{"text":1931,"type":22},"A collaborative, diverse workforce ",{"type":770,"content":1933},[1934],{"type":18,"content":1935},[1936],{"text":1937,"type":22},"Innovative, cutting-edge strategies and technology ",{"type":770,"content":1939},[1940],{"type":18,"content":1941},[1942],{"text":1943,"type":22},"Focused on sustainability ",{"_uid":1945,"text":1946,"title":1145,"component":1088},"c23a31cd-7e11-4aaf-9a48-e9a786a893c6",{"type":15,"content":1947},[1948],{"type":767,"content":1949},[1950,1956],{"type":770,"content":1951},[1952],{"type":18,"content":1953},[1954],{"text":1955,"type":22},"Expensive  ",{"type":770,"content":1957},[1958],{"type":18,"content":1959},[1960],{"text":1961,"type":22},"Formal advice delivery ",{"_uid":1963,"link":1816,"title":1964,"component":1149},"f82366f5-e2d8-44e1-8056-23c9a6fe5d06","Learn more about BlackRock",{"id":1966,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1967,"copyright":12,"fieldtype":800,"meta_data":1968,"is_external_url":543},15693016,"https://a.storyblok.com/f/185166/2632x1800/1628bcf334/blackrock-financial-advisor.webp",{},"Leading global firm providing investment, risk management, and advisory services worldwide.","Not sure if BlackRock suits your needs? Let Unbiased find a financial advisor that does.",{"_uid":1972,"data":1973,"component":852},"f3ec396a-56bc-4283-9dbf-96c3b83a85dc",{"type":15,"content":1974},[1975,1982],{"type":18,"content":1976},[1977],{"text":1978,"type":22,"marks":1979},"Larry Fink founded BlackRock in 1988. Today, the firm has 78 branches in 42 countries and headquarters in New York City. It has $10 trillion in assets under management and is a public company.  ",[1980],{"type":129,"attrs":1981},{"color":12},{"type":18,"content":1983},[1984],{"text":1985,"type":22,"marks":1986},"BlackRock focuses on investment advice, asset management, and risk management. It manages the iShares group of ETFs and uses its Aladdin software to monitor the investment portfolios of many large financial corporations.",[1987],{"type":129,"attrs":1988},{"color":12},{"_uid":1990,"body":1991,"image":2021,"title":2026,"cta_link":12,"cta_text":12,"component":803,"background":12,"description":12,"cta_description":12},"7bedc8ff-660c-429c-9967-5a44bcec3724",[1992,2017],{"_uid":1993,"data":1994,"component":798},"0b3fa9e6-77ad-433b-8cae-2e0531589dd2",{"type":15,"content":1995},[1996,2003,2010],{"type":18,"content":1997},[1998],{"text":1999,"type":22,"marks":2000},"\"Experience matters, so check the firm’s track record in handling clients with similar needs.  ",[2001],{"type":129,"attrs":2002},{"color":12},{"type":18,"content":2004},[2005],{"text":2006,"type":22,"marks":2007},"Transparency is also key, so ensure they clearly explain their fees and services. Choose a firm or individual who aligns with your financial goals and communicates effectively, as a strong client-advisor relationship is essential for long-term success.  ",[2008],{"type":129,"attrs":2009},{"color":12},{"type":18,"content":2011},[2012],{"text":2013,"type":22,"marks":2014},"Lastly, a good financial advisor relationship is ideally a long-term one, so try to find one you'll be comfortable working with through the most important periods of your life.\" ",[2015],{"type":129,"attrs":2016},{"color":12},{"_uid":2018,"link":2019,"title":2020,"component":1149},"0d993a68-f7d3-4c1f-98a7-9a47da0981bf","https://www.unbiased.com/authors/austin-guest","Austin Guest, Sales Director",{"id":2022,"alt":2023,"name":12,"focus":12,"title":12,"source":12,"filename":2024,"copyright":12,"fieldtype":800,"meta_data":2025,"is_external_url":543},17307644,"austin-guest-financial-advisor","https://a.storyblok.com/f/185166/1080x1080/ffd9a7e0c7/austin-guest.png",{"alt":2023,"title":12,"source":12,"copyright":12},"Our expert says: How to choose a financial advisor",{"_uid":2028,"data":2029,"component":852},"bbf11589-7c51-4723-8639-bae0493a2557",{"type":15,"content":2030},[2031,2038,2062,2066,2140,2149,2153],{"type":810,"attrs":2032,"content":2033},{"level":812},[2034],{"text":2035,"type":22,"marks":2036},"Which is the best financial advisory firm for me?",[2037],{"type":38},{"type":18,"content":2039},[2040,2042,2052,2054,2060],{"text":2041,"type":22},"The ",{"text":2043,"type":22,"marks":2044},"best financial advisor firm",[2045],{"type":31,"attrs":2046},{"href":113,"uuid":114,"anchor":34,"target":35,"linktype":74,"story":2047},{"name":2048,"id":2049,"uuid":114,"slug":2050,"url":2051,"full_slug":2051,"_stopResolving":558},"Best financial advisor",421857024,"best-financial-advisor","discover/financial-advice/best-financial-advisor",{"text":2053,"type":22}," ultimately depends on what your ",{"text":2055,"type":22,"marks":2056},"needs",[2057],{"type":31,"attrs":2058},{"href":2059,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/do-i-need-financial-advice",{"text":2061,"type":22}," are as a client.  ",{"type":18,"content":2063},[2064],{"text":2065,"type":22},"Any of the above alternatives to Charles Schwab, but some will be more compatible with you than others. You can use the factors listed below to determine which you should choose.  ",{"type":767,"content":2067},[2068,2091,2104,2117,2130],{"type":770,"content":2069},[2070],{"type":18,"content":2071},[2072,2076,2078,2085,2087],{"text":2073,"type":22,"marks":2074},"Budget – ",[2075],{"type":38},{"text":2077,"type":22},"Naturally, each firm has its own ",{"text":2079,"type":22,"marks":2080},"pricing",[2081],{"type":31,"attrs":2082},{"href":2083,"uuid":2084,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/financial-advisor-cost","9b71003b-ba36-4549-b326-ca10600698b2",{"text":2086,"type":22}," systems to consider. The bigger your budget, the more services and expert guidance you can afford.",{"text":2088,"type":22,"marks":2089},"  ",[2090],{"type":38},{"type":770,"content":2092},[2093],{"type":18,"content":2094},[2095,2099,2101],{"text":2096,"type":22,"marks":2097},"Communication style – ",[2098],{"type":38},{"text":2100,"type":22},"People typically work with their chosen financial advisor over a number of years throughout all of life’s big events. Therefore, it’s key that you choose someone you get along with and with whom you can easily communicate.",{"text":2088,"type":22,"marks":2102},[2103],{"type":38},{"type":770,"content":2105},[2106],{"type":18,"content":2107},[2108,2112,2114],{"text":2109,"type":22,"marks":2110},"Service requirement – ",[2111],{"type":38},{"text":2113,"type":22},"Some firms specialize in certain services, so it's best to pick one with a high level of experience in your field of interest.",{"text":2088,"type":22,"marks":2115},[2116],{"type":38},{"type":770,"content":2118},[2119],{"type":18,"content":2120},[2121,2125,2127],{"text":2122,"type":22,"marks":2123},"Advice delivery – ",[2124],{"type":38},{"text":2126,"type":22},"Financial advisor firms have different communication and customer management styles. Pick one that delivers advice in a way you find comfortable and easy to understand.",{"text":2088,"type":22,"marks":2128},[2129],{"type":38},{"type":770,"content":2131},[2132],{"type":18,"content":2133},[2134,2138],{"text":2135,"type":22,"marks":2136},"Experience level – ",[2137],{"type":38},{"text":2139,"type":22},"If you need high-level advice and input, you’ll want to opt for a firm with more experience in its field. Smaller, less seasoned companies can easily handle lower-stakes financial management like savings and retirement.",{"type":810,"attrs":2141,"content":2142},{"level":812},[2143,2145],{"text":2144,"type":22},"Get expert financial advice",{"text":817,"type":22,"marks":2146},[2147],{"type":129,"attrs":2148},{"color":821},{"type":18,"content":2150},[2151],{"text":2152,"type":22},"Popular Charles Schwab competitors include financial titans that have been in business for decades, some even for more than a century. Edward Jones, Fidelity, Vanguard, Goldman Sachs, and BlackRock are all viable alternatives to Charles Schwab investments and financial services.  ",{"type":18,"content":2154},[2155,2157,2164],{"text":2156,"type":22},"For expert ",{"text":2158,"type":22,"marks":2159},"financial advice",[2160,2163],{"type":31,"attrs":2161},{"href":2162,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://v2.unbiased.com/inquiry/financial-advisor/primary-areas?_gl=1%2a5me5xw%2a_gcl_au%2aMTQxODg1MzY3Ny4xNzEzNzc5OTE3%2a_ga%2aMjEwOTg3MTczOC4xNjk3NDQ0NjE5%2a_ga_2L93GWDPD4%2aMTcyMTM5MDE1OC44MC4xLjE3MjEzOTAzNzIuNjAuMC4w&mf-type=regular",{"type":795},{"text":2165,"type":22},", let Unbiased match you with an SEC-regulated financial advisor who can meet your exact needs.  ",[2167],{"_uid":2168,"image":2169,"title":2171,"component":2183,"breadcrumbs":558},"26825ccc-5ddc-44bc-b781-4b3ce5b6a20d",{"alt":12,"name":12,"title":12,"filename":2170,"copyright":12,"fieldtype":800},"https://a.storyblok.com/f/185166/657x449/94d82d3be2/alternatives-to-charles-schwab.webp",{"type":15,"content":2172},[2173],{"type":18,"content":2174},[2175,2177],{"text":2176,"type":22},"5 Charles Schwab alternatives & competitors: ",{"text":2178,"type":22,"marks":2179},"what are my options?",[2180],{"type":25,"attrs":2181},{"class":2182},"primary-gradient","app-hero",{"name":2185,"created_at":2186,"published_at":2187,"updated_at":2188,"id":2189,"uuid":2190,"content":2191,"slug":2200,"full_slug":2201,"sort_by_date":34,"position":2202,"tag_list":2203,"is_startpage":543,"parent_id":2204,"meta_data":34,"group_id":2205,"first_published_at":2206,"release_id":34,"lang":730,"path":34,"alternates":2207,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Unbiased team","2024-01-18T11:49:29.332Z","2024-01-24T16:17:31.264Z","2024-01-24T16:17:31.285Z",429182198,"a38620a4-ad81-47d5-b2fe-9fe933abd010",{"job":2192,"_uid":2193,"name":2185,"image":2194,"component":2198,"description":2199},"Writers","a6e3129c-eeee-4438-8204-797883981521",{"id":2195,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":2196,"copyright":12,"fieldtype":800,"meta_data":2197,"is_private":12,"is_external_url":543},13850198,"https://a.storyblok.com/f/185166/400x400/232c6cb764/unbiased-team.jpg",{},"article-author","Our team of writers, who have decades of experience writing about personal finance, including investing and retirement, are here to help you find out what you must know about life’s biggest financial decisions.","unbiased-team","authors/unbiased-team",-10,[],224651374,"170282a1-0fe6-4cf3-ab19-04639ed3474c","2023-04-03T07:50:42.397Z",[],[2209,2225],{"_uid":2210,"list":2211,"image":2212,"cta_link":1154,"cta_text":2217,"component":2218,"visibility":12,"window_label":12,"window_title":2219},"efc66609-2042-4602-9134-d1ed8a63a62d","Answer a few questions\nFind your perfect match\nFree initial consultation",{"id":2213,"alt":2214,"name":12,"focus":12,"title":2214,"source":12,"filename":2215,"copyright":12,"fieldtype":800,"meta_data":2216,"is_external_url":543},65270858779696,"Match with a financial advisor using our smart matching tool","https://a.storyblok.com/f/185166/x/50a604c4c3/regular_mf.webm",{"alt":2214,"title":2214,"source":12,"copyright":12},"Match with a financial advisor","app-banner",{"type":15,"content":2220},[2221],{"type":18,"content":2222},[2223],{"text":2224,"type":22},"Looking for a financial advisor?",{"_uid":2226,"body":2227,"title":2247,"component":2248},"858588b5-b35c-4deb-a0ea-b9660872792d",[2228,2232,2235,2238,2241,2244],{"_uid":2229,"href":2230,"text":2231,"component":542,"openInNewWindow":558},"73c4489e-997f-4e4a-a0d2-a1237bd09426","https://www.unbiased.com/discover/financial-advice/charles-schwab-financial-advisor","Charles Schwab review",{"_uid":2233,"href":996,"text":2234,"component":542,"openInNewWindow":558},"e3e20635-37a5-4bae-a017-2a62ac44a635","Edward Jones review",{"_uid":2236,"href":1197,"text":2237,"component":542,"openInNewWindow":558},"d25bd12f-05d2-443b-97ff-96133a88e15a","Fidelity review",{"_uid":2239,"href":1419,"text":2240,"component":542,"openInNewWindow":558},"211dae64-39e3-464e-89ac-690e0fbf2029","Vanguard review",{"_uid":2242,"href":1609,"text":2243,"component":542,"openInNewWindow":558},"7ab9bbdb-b30b-44f1-9f44-61b9269aed49","Goldman Sachs review",{"_uid":2245,"href":1816,"text":2246,"component":542,"openInNewWindow":558},"a7f5b659-33b0-4706-bda3-6aa6017e6761","BlackRock review","Related articles","app-links-list",{"title":2250,"plugin":2251,"og_image":12,"og_title":12,"description":2252,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"5 Charles Schwab Alternatives & Competitors","seo_metatags","Looking for the best Charles Schwab alternatives? Discover and compare 5 top rated competitors of the multinational financial services firm.","app-article",[],[],"Discover five of the top Charles Schwab competitors and alternatives to decide whether to partner with this financial services powerhouse or another company that’s a better fit for your needs. ",[],"alternatives-to-charles-schwab","discover/financial-advice/alternatives-to-charles-schwab",-3670,[],365590167,"b8c8a3b0-bbc2-404c-8c27-32d0fe30948a","2024-08-14T14:32:33.482Z",[],{"left":727,"top":727,"width":2267,"height":2267,"rotate":727,"vFlip":543,"hFlip":543,"body":2268},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":2270},"\u003Cpath fill=\"currentColor\" d=\"m184.49 136.49l-80 80a12 12 0 0 1-17-17L159 128L87.51 56.49a12 12 0 1 1 17-17l80 80a12 12 0 0 1-.02 17\"/>",[2272,2275,2276],{"title":2273,"exact":558,"href":2274},"Home","https://www.unbiased.com",{"title":58,"exact":558,"to":72,"disabled":543},{"title":750,"exact":558,"to":2277,"disabled":558},"/discover/financial-advice/alternatives-to-charles-schwab",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":2279},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1777453667939]