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Let Unbiased find a financial advisor that does.",{"_uid":965,"data":966,"component":980},"b4d8594c-5bd4-45ef-928c-5330c880f0f3",{"type":15,"content":967},[968],{"type":969,"attrs":970,"content":972},"heading",{"level":971},2,[973,975],{"text":974,"type":22},"Who are Edward Jones’ competitors?",{"text":924,"type":22,"marks":976},[977],{"type":129,"attrs":978},{"color":979},"#212323","article-rich-text",{"_uid":982,"caption":12,"content":983,"component":1001,"show_search":543,"paste_content":1002,"number_of_rows":1058,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"c31662b1-4e26-46d3-83c2-922848326e9f",{"tbody":984,"thead":994,"fieldtype":1000},[985],{"_uid":986,"body":987,"component":993},"30ce2d78-1867-4098-b4cc-93ede6fd8df0",[988,991],{"_uid":989,"value":12,"component":990},"e1e45e60-911f-4c53-baf7-cc342d3b3c0a","_table_col",{"_uid":992,"value":12,"component":990},"01610c6d-f160-46f2-a9c6-8f7b4b32d93e","_table_row",[995,998],{"_uid":996,"value":12,"component":997},"d7b95c49-eb90-4fd8-9253-8e4447098c2c","_table_head",{"_uid":999,"value":12,"component":997},"9e118823-1706-4ee3-a6ce-d8a33f94da43","table","article-table",{"type":15,"content":1003},[1004],{"type":18,"content":1005},[1006,1008,1014,1016,1021,1023,1028,1030,1035,1037,1042,1044,1049,1051,1056],{"text":1007,"type":22},"Company\tFounded\tHeadquarters\tAssets Under Management\n",{"text":1009,"type":22,"marks":1010},"Edward Jones",[1011],{"type":31,"attrs":1012},{"href":889,"uuid":890,"anchor":34,"target":35,"linktype":74,"story":1013},{"name":892,"id":893,"uuid":890,"slug":894,"url":895,"full_slug":895,"_stopResolving":558},{"text":1015,"type":22},"\t1922\tSt. Louis, MO\t$2 trillion\n",{"text":777,"type":22,"marks":1017},[1018],{"type":31,"attrs":1019},{"href":781,"uuid":782,"anchor":34,"target":35,"linktype":74,"story":1020},{"name":784,"id":785,"uuid":782,"slug":786,"url":787,"full_slug":787,"_stopResolving":558},{"text":1022,"type":22},"\t1946\tBoston, MA\t$14.1 trillion\n",{"text":793,"type":22,"marks":1024},[1025],{"type":31,"attrs":1026},{"href":797,"uuid":798,"anchor":34,"target":35,"linktype":74,"story":1027},{"name":800,"id":801,"uuid":798,"slug":802,"url":803,"full_slug":803,"_stopResolving":558},{"text":1029,"type":22},"\t1935\tNYC, NY\t",{"text":1031,"type":22,"marks":1032},"$1.19 trillion",[1033],{"type":129,"attrs":1034},{"color":909},{"text":1036,"type":22},"\n",{"text":809,"type":22,"marks":1038},[1039],{"type":31,"attrs":1040},{"href":813,"uuid":814,"anchor":34,"target":35,"linktype":74,"story":1041},{"name":816,"id":817,"uuid":814,"slug":818,"url":819,"full_slug":819,"_stopResolving":558},{"text":1043,"type":22},"\t1988\tNYC, NY\t$10.5 trillion\n",{"text":825,"type":22,"marks":1045},[1046],{"type":31,"attrs":1047},{"href":829,"uuid":830,"anchor":34,"target":35,"linktype":74,"story":1048},{"name":832,"id":833,"uuid":830,"slug":834,"url":835,"full_slug":835,"_stopResolving":558},{"text":1050,"type":22},"\t1971\tWestlake, TX\t$7.38 trillion\n",{"text":841,"type":22,"marks":1052},[1053],{"type":31,"attrs":1054},{"href":845,"uuid":846,"anchor":34,"target":35,"linktype":74,"story":1055},{"name":848,"id":849,"uuid":846,"slug":850,"url":851,"full_slug":851,"_stopResolving":558},{"text":1057,"type":22},"\t1914\tNYC, NY\t$2.75 trillion","10",{"_uid":1060,"data":1061,"component":980},"ee395596-b13a-4ea4-8771-0c2c5899bd81",{"type":15,"content":1062},[1063,1071,1079,1090],{"type":18,"content":1064},[1065,1067],{"text":1066,"type":22},"There are several key Edward Jones competitors in the financial advisory sector. ",{"text":924,"type":22,"marks":1068},[1069],{"type":129,"attrs":1070},{"color":928},{"type":18,"content":1072},[1073,1075],{"text":1074,"type":22},"The leading competitors currently include Charles Schwab Wealth Management, Fidelity Investments, Morgan Stanley, BlackRock, and Merrill Lynch.",{"text":924,"type":22,"marks":1076},[1077],{"type":129,"attrs":1078},{"color":928},{"type":969,"attrs":1080,"content":1081},{"level":971},[1082,1086],{"text":1083,"type":22,"marks":1084},"1. 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provided  ","Pros",{"_uid":1274,"text":1275,"title":1285,"component":897},"95459866-7a50-4df3-8a33-5af18bbd657b",{"type":15,"content":1276},[1277],{"type":862,"content":1278},[1279],{"type":772,"content":1280},[1281],{"type":18,"content":1282},[1283],{"text":1284,"type":22},"Limited investment options ","Cons",{"_uid":1287,"link":1096,"title":1288,"component":1289},"f0e6ff99-e94f-4374-8f98-a020a32e165b","Learn more about Fidelity Investments","company-summary-link",{"id":1291,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1292,"copyright":12,"fieldtype":955,"meta_data":1293,"is_external_url":543},17295336,"https://a.storyblok.com/f/185166/225x225/12fb3338da/fidelity.jfif",{},"Find a financial advisor ","white","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":1299,"data":1300,"component":980},"f5c8fdfa-41a3-4e77-a5e7-eb8b26a2e990",{"type":15,"content":1301},[1302,1310,1318,1329],{"type":18,"content":1303},[1304,1306],{"text":1305,"type":22},"The private firm, founded in 1946, is considered Edward Jones's biggest competitor. It is based in Boston, Massachusetts, and operates more than 140 additional locations across the United States. ",{"text":924,"type":22,"marks":1307},[1308],{"type":129,"attrs":1309},{"color":928},{"type":18,"content":1311},[1312,1314],{"text":1313,"type":22},"As of June 2024, it had more than $5.4 trillion in assets under management and $14.1 trillion in assets under administration. Fidelity currently specializes in mutual funds, brokerage services, and benefits outsourcing. ",{"text":924,"type":22,"marks":1315},[1316],{"type":129,"attrs":1317},{"color":928},{"type":969,"attrs":1319,"content":1320},{"level":971},[1321,1325],{"text":1322,"type":22,"marks":1323},"2. 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Let Unbiased find a financial advisor that does.",{"_uid":1529,"data":1530,"component":980},"48b0dd52-cfc2-4bcc-8635-6739e9cb779c",{"type":15,"content":1531},[1532,1540,1557,1565,1576],{"type":18,"content":1533},[1534,1536],{"text":1535,"type":22},"The public firm was founded in 1935 and has offices in over 41 countries worldwide, including headquarters at the Morgan Stanley Building in New York City.",{"text":924,"type":22,"marks":1537},[1538],{"type":129,"attrs":1539},{"color":928},{"type":18,"content":1541},[1542,1544,1551,1553],{"text":1543,"type":22},"Morgan Stanley reported ",{"text":1545,"type":22,"marks":1546},"$54.1 billion in revenue in 2023",[1547,1550],{"type":31,"attrs":1548},{"href":1549,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://finance.yahoo.com/news/morgan-stanley-fourth-quarter-full-123000496.html",{"type":917},{"text":1552,"type":22}," and total assets of $1.19 trillion. ",{"text":924,"type":22,"marks":1554},[1555],{"type":129,"attrs":1556},{"color":928},{"type":18,"content":1558},[1559,1561],{"text":1560,"type":22},"This Edward Jones competitor specializes in investment banking, sales and trading, wealth management, prime brokerage, and providing mutual, exchange-traded, and index funds.",{"text":924,"type":22,"marks":1562},[1563],{"type":129,"attrs":1564},{"color":928},{"type":969,"attrs":1566,"content":1567},{"level":971},[1568,1572],{"text":1569,"type":22,"marks":1570},"3. BlackRock",[1571],{"type":38},{"text":924,"type":22,"marks":1573},[1574],{"type":129,"attrs":1575},{"color":928},{"type":18,"content":1577},[1578,1585,1587],{"text":1579,"type":22,"marks":1580},"BlackRock Inc.",[1581,1584],{"type":31,"attrs":1582},{"href":1583,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/blackrock-financial-advisor",{"type":917},{"text":1586,"type":22}," is a US-based multinational investment firm and the largest asset manager in the world, with more than $10 trillion in assets under management as of Q4 2023. ",{"text":924,"type":22,"marks":1588},[1589],{"type":129,"attrs":1590},{"color":928},{"_uid":1592,"body":1593,"image":1737,"title":809,"cta_link":958,"cta_text":959,"component":960,"background":1295,"description":1741,"cta_description":1742},"f7ca33ac-a4bc-41e7-b246-c52aa1ca3661",[1594,1644,1734],{"_uid":1595,"data":1596,"component":852},"c82dd775-3716-47e2-91c3-8ba1bc1e41ee",{"type":15,"content":1597},[1598,1603,1614,1619,1626,1631,1635,1640],{"type":18,"content":1599},[1600],{"text":1114,"type":22,"marks":1601},[1602],{"type":38},{"type":18,"content":1604},[1605,1607,1612],{"text":1606,"type":22},"$",{"text":1608,"type":22,"marks":1609},"10.5",[1610],{"type":129,"attrs":1611},{"color":909},{"text":1613,"type":22}," trillion",{"type":18,"content":1615},[1616],{"text":1145,"type":22,"marks":1617},[1618],{"type":38},{"type":18,"content":1620},[1621],{"text":1622,"type":22,"marks":1623},"0.09%-2.50%",[1624],{"type":129,"attrs":1625},{"color":131},{"type":18,"content":1627},[1628],{"text":1130,"type":22,"marks":1629},[1630],{"type":38},{"type":18,"content":1632},[1633],{"text":1634,"type":22},"Fee-based",{"type":18,"content":1636},[1637],{"text":1160,"type":22,"marks":1638},[1639],{"type":38},{"type":18,"content":1641},[1642],{"text":1643,"type":22},"$250,000 to $1 million",{"_uid":1645,"component":855,"accordions":1646},"f2eaf9db-5dc7-4f86-b5b8-3dd8493ad313",[1647,1683,1692,1716],{"_uid":1648,"text":1649,"title":1449,"component":897},"57818e8e-cab7-4e48-8fa5-59d84349a966",{"type":15,"content":1650},[1651],{"type":862,"content":1652},[1653,1659,1665,1671,1677],{"type":772,"content":1654},[1655],{"type":18,"content":1656},[1657],{"text":1658,"type":22},"Investment management  ",{"type":772,"content":1660},[1661],{"type":18,"content":1662},[1663],{"text":1664,"type":22},"Risk management",{"type":772,"content":1666},[1667],{"type":18,"content":1668},[1669],{"text":1670,"type":22},"Portfolio management",{"type":772,"content":1672},[1673],{"type":18,"content":1674},[1675],{"text":1676,"type":22},"Advisory services",{"type":772,"content":1678},[1679],{"type":18,"content":1680},[1681],{"text":1682,"type":22},"Developing future-oriented investments  ",{"_uid":1684,"text":1685,"title":1691,"component":897},"00a89a40-deef-4de0-bf79-173cee6e0b6c",{"type":15,"content":1686},[1687],{"type":18,"content":1688},[1689],{"text":1690,"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":1693,"text":1694,"title":1272,"component":897},"8cedc877-1609-4876-aa1d-91363d2f92eb",{"type":15,"content":1695},[1696],{"type":862,"content":1697},[1698,1704,1710],{"type":772,"content":1699},[1700],{"type":18,"content":1701},[1702],{"text":1703,"type":22},"A collaborative, diverse workforce ",{"type":772,"content":1705},[1706],{"type":18,"content":1707},[1708],{"text":1709,"type":22},"Innovative, cutting-edge strategies and technology ",{"type":772,"content":1711},[1712],{"type":18,"content":1713},[1714],{"text":1715,"type":22},"Focused on sustainability ",{"_uid":1717,"text":1718,"title":1285,"component":897},"37980ae0-6746-479f-a98d-a1a151b9553c",{"type":15,"content":1719},[1720],{"type":862,"content":1721},[1722,1728],{"type":772,"content":1723},[1724],{"type":18,"content":1725},[1726],{"text":1727,"type":22},"Expensive  ",{"type":772,"content":1729},[1730],{"type":18,"content":1731},[1732],{"text":1733,"type":22},"Formal advice delivery ",{"_uid":1735,"link":1583,"title":1736,"component":1289},"b1e061b6-c5bc-404b-bc32-3a82babd2ac0","Learn more about BlackRock",{"id":1738,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1739,"copyright":12,"fieldtype":955,"meta_data":1740,"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":1744,"data":1745,"component":980},"31cbbd3e-4b7a-4187-ab37-c491b3075b76",{"type":15,"content":1746},[1747,1755,1763,1774],{"type":18,"content":1748},[1749,1751],{"text":1750,"type":22},"Founded in 1988, this public firm is headquartered in Midtown Manhattan, New York City. It has 78 offices in over 38 countries and clients in 100 nations worldwide. ",{"text":924,"type":22,"marks":1752},[1753],{"type":129,"attrs":1754},{"color":928},{"type":18,"content":1756},[1757,1759],{"text":1758,"type":22},"The firm posted revenue of $17.86 billion in 2023 and total assets of $123.2 billion. It's a good Edward Jones alternative as its specialties include corporate investment portfolio management through its Aladdin software and financial risk management services delivered via the BlackRock Solutions division.",{"text":924,"type":22,"marks":1760},[1761],{"type":129,"attrs":1762},{"color":928},{"type":969,"attrs":1764,"content":1765},{"level":971},[1766,1770],{"text":1767,"type":22,"marks":1768},"4. Charles Schwab",[1769],{"type":38},{"text":924,"type":22,"marks":1771},[1772],{"type":129,"attrs":1773},{"color":928},{"type":18,"content":1775},[1776,1778,1785,1787],{"text":1777,"type":22},"Based in the US, ",{"text":1779,"type":22,"marks":1780},"Charles Schwab Corporation",[1781,1784],{"type":31,"attrs":1782},{"href":1783,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/charles-schwab-financial-advisor",{"type":917},{"text":1786,"type":22}," provides multinational financial services, such as banking, commercial banking and investing, to both institutional and retail clients. ",{"text":924,"type":22,"marks":1788},[1789],{"type":129,"attrs":1790},{"color":928},{"_uid":1792,"body":1793,"image":1933,"title":1937,"cta_link":958,"cta_text":959,"component":960,"background":1295,"description":1938,"cta_description":1939},"976438a5-4fd7-4596-b2a1-db7fd703fcc8",[1794,1833,1930],{"_uid":1795,"data":1796,"component":852},"c0dc5513-ca79-4615-b442-e79083be3b5f",{"type":15,"content":1797},[1798,1803,1807,1812,1816,1821,1824,1829],{"type":18,"content":1799},[1800],{"text":1114,"type":22,"marks":1801},[1802],{"type":38},{"type":18,"content":1804},[1805],{"text":1806,"type":22},"$7.38 trillion",{"type":18,"content":1808},[1809],{"text":1145,"type":22,"marks":1810},[1811],{"type":38},{"type":18,"content":1813},[1814],{"text":1815,"type":22},"0.80% and decrease at higher asset levels",{"type":18,"content":1817},[1818],{"text":1130,"type":22,"marks":1819},[1820],{"type":38},{"type":18,"content":1822},[1823],{"text":1634,"type":22},{"type":18,"content":1825},[1826],{"text":1160,"type":22,"marks":1827},[1828],{"type":38},{"type":18,"content":1830},[1831],{"text":1832,"type":22},"$500,000",{"_uid":1834,"component":855,"accordions":1835},"3d854056-aabb-4e58-ac43-773401e72fad",[1836,1877,1888,1912],{"_uid":1837,"text":1838,"title":1449,"component":897},"f773c898-409b-42dc-a2a3-3d6a94c5e4ee",{"type":15,"content":1839},[1840],{"type":862,"content":1841},[1842,1847,1853,1859,1865,1871],{"type":772,"content":1843},[1844],{"type":18,"content":1845},[1846],{"text":1216,"type":22},{"type":772,"content":1848},[1849],{"type":18,"content":1850},[1851],{"text":1852,"type":22},"Accounts management",{"type":772,"content":1854},[1855],{"type":18,"content":1856},[1857],{"text":1858,"type":22},"Securities management  ",{"type":772,"content":1860},[1861],{"type":18,"content":1862},[1863],{"text":1864,"type":22},"Trading",{"type":772,"content":1866},[1867],{"type":18,"content":1868},[1869],{"text":1870,"type":22},"Investment products",{"type":772,"content":1872},[1873],{"type":18,"content":1874},[1875],{"text":1876,"type":22},"Banking assistance  ",{"_uid":1878,"text":1879,"title":1235,"component":897},"55a28295-9208-4fc2-af4e-362d50d52493",{"type":15,"content":1880},[1881],{"type":18,"content":1882},[1883],{"text":1884,"type":22,"marks":1885},"Global, US, and income-focused investments with low fees.  ",[1886],{"type":129,"attrs":1887},{"color":1119},{"_uid":1889,"text":1890,"title":1272,"component":897},"7c06c073-60ef-4048-9aeb-7f346fca71f1",{"type":15,"content":1891},[1892],{"type":862,"content":1893},[1894,1900,1906],{"type":772,"content":1895},[1896],{"type":18,"content":1897},[1898],{"text":1899,"type":22},"High-quality trading platforms",{"type":772,"content":1901},[1902],{"type":18,"content":1903},[1904],{"text":1905,"type":22},"Commission-free online listed stock and ETF trading ",{"type":772,"content":1907},[1908],{"type":18,"content":1909},[1910],{"text":1911,"type":22},"Great customer service ",{"_uid":1913,"text":1914,"title":1285,"component":897},"27abb8ef-5ec9-4351-8726-7a88c2ceaa30",{"type":15,"content":1915},[1916],{"type":862,"content":1917},[1918,1924],{"type":772,"content":1919},[1920],{"type":18,"content":1921},[1922],{"text":1923,"type":22},"High futures fees  ",{"type":772,"content":1925},[1926],{"type":18,"content":1927},[1928],{"text":1929,"type":22},"Limited investment options for investors seeking alternative routes",{"_uid":1931,"link":1783,"title":1932,"component":1289},"13c2e75a-36af-43a2-8415-15501d9b24a2","Learn more about Charles Schwab",{"id":1934,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1935,"copyright":12,"fieldtype":955,"meta_data":1936,"is_external_url":543},17306353,"https://a.storyblok.com/f/185166/1200x1200/69f9e97a7d/charles_schwab.png",{},"Charles Schwab ","One of the largest companies for financial advisors in the US.","Not sure if Charles Schwab suits your needs? Let Unbiased find a financial advisor that does.",{"_uid":1941,"data":1942,"component":980},"ffb3a01e-84e2-4e42-a6fd-c31e94d8c3b8",{"type":15,"content":1943},[1944,1952,1960,1968,1979],{"type":18,"content":1945},[1946,1948],{"text":1947,"type":22},"Founded in 1971, the public firm is headquartered in Westlake, Texas and has more than 380 branches, primarily in the United States and the United Kingdom. ",{"text":924,"type":22,"marks":1949},[1950],{"type":129,"attrs":1951},{"color":928},{"type":18,"content":1953},[1954,1956],{"text":1955,"type":22},"As of Q4 2023, Charles Schwab was managing over $8.5 trillion in client assets and 34.8 million active brokerage accounts and posted revenue of $18.84 billion in 2023. ",{"text":924,"type":22,"marks":1957},[1958],{"type":129,"attrs":1959},{"color":928},{"type":18,"content":1961},[1962,1964],{"text":1963,"type":22},"This alternative to Edward Jones specializes in offering a range of personal and commercial banking and investment services, donor-advised funds, retirement planning services, and wealth management services.",{"text":924,"type":22,"marks":1965},[1966],{"type":129,"attrs":1967},{"color":928},{"type":969,"attrs":1969,"content":1970},{"level":971},[1971,1975],{"text":1972,"type":22,"marks":1973},"5. Merrill Lynch",[1974],{"type":38},{"text":924,"type":22,"marks":1976},[1977],{"type":129,"attrs":1978},{"color":928},{"type":18,"content":1980},[1981,1983],{"text":1982,"type":22},"Merrill Lynch is an American wealth and investment management division of the Bank of America, offering services such as investment banking, securities, prime brokerage, and broker-dealer services to its clients worldwide. ",{"text":924,"type":22,"marks":1984},[1985],{"type":129,"attrs":1986},{"color":928},{"_uid":1988,"body":1989,"image":2087,"title":841,"cta_link":958,"cta_text":2091,"component":960,"background":1295,"description":2092,"cta_description":2093},"4afa96ca-24be-407d-8e80-5bb9dbf5ebd8",[1990,2027,2083],{"_uid":1991,"data":1992,"component":852},"6dc96945-a77d-4071-b9ec-68e72c914938",{"type":15,"content":1993},[1994,2003,2011,2019],{"type":18,"content":1995},[1996,2000,2001],{"text":1997,"type":22,"marks":1998},"Assets under management (AUM):",[1999],{"type":38},{"type":1361},{"text":2002,"type":22},"$2.75 trillion.",{"type":18,"content":2004},[2005,2008,2009],{"text":1145,"type":22,"marks":2006},[2007],{"type":38},{"type":1361},{"text":2010,"type":22},"Advisor fees up to 1.75%, with 0.45%-0.85% for guided investing.",{"type":18,"content":2012},[2013,2016,2017],{"text":1130,"type":22,"marks":2014},[2015],{"type":38},{"type":1361},{"text":2018,"type":22},"Percentage of assets managed, fixed rates for advisory accounts, and tiered rates for managed strategies.",{"type":18,"content":2020},[2021,2024,2025],{"text":1160,"type":22,"marks":2022},[2023],{"type":38},{"type":1361},{"text":2026,"type":22},"Varies by service, with benefits starting at $20,000.",{"_uid":2028,"component":855,"accordions":2029},"46a499a8-d989-4dd4-8b56-7c24e3dabeb0",[2030,2075],{"_uid":2031,"text":2032,"title":1449,"component":897},"08cdf08a-8ca8-4175-b0be-1c208ca67ee7",{"type":15,"content":2033},[2034],{"type":862,"content":2035},[2036,2045,2055,2065],{"type":772,"content":2037},[2038],{"type":18,"content":2039},[2040,2043],{"text":1394,"type":22,"marks":2041},[2042],{"type":38},{"text":2044,"type":22}," Managed portfolios, brokerage services, self-directed investing.",{"type":772,"content":2046},[2047],{"type":18,"content":2048},[2049,2053],{"text":2050,"type":22,"marks":2051},"Wealth planning:",[2052],{"type":38},{"text":2054,"type":22}," Estate planning, retirement strategies, financial planning.",{"type":772,"content":2056},[2057],{"type":18,"content":2058},[2059,2063],{"text":2060,"type":22,"marks":2061},"Technology:",[2062],{"type":38},{"text":2064,"type":22}," Automated investing and hybrid advisory services.",{"type":772,"content":2066},[2067],{"type":18,"content":2068},[2069,2073],{"text":2070,"type":22,"marks":2071},"Reward systems:",[2072],{"type":38},{"text":2074,"type":22}," Tiered benefits based on account balances.",{"_uid":2076,"text":2077,"title":1235,"component":897},"80ec69ed-1507-4d0f-9a5c-a7b0592c908c",{"type":15,"content":2078},[2079],{"type":18,"content":2080},[2081],{"text":2082,"type":22},"Combines automated tools with personalized advice tailored to client goals and risk tolerance.",{"_uid":2084,"link":2085,"title":2086,"component":1289},"9e239331-34b4-4c04-9952-ee445222d1f6","https://www.unbiased.com/discover/financial-advice/merrill-lynch-financial-advisors","Learn more about Merrill Lynch",{"id":2088,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":2089,"copyright":12,"fieldtype":955,"meta_data":2090,"is_external_url":543},18616532,"https://a.storyblok.com/f/185166/225x225/7f670a9b33/merrill-private-wealth-management.png",{},"Speak to an advisor","Merrill Lynch offers wealth and investment management as a Bank of America subsidiary.","Not sure if Merrill Lynch suits your needs? Let Unbiased find a financial advisor that does.",{"_uid":2095,"data":2096,"component":980},"f349685a-7f0f-47c3-934b-fa6bea286256",{"type":15,"content":2097},[2098,2110],{"type":18,"content":2099},[2100,2105],{"text":2101,"type":22,"marks":2102},"The private firm was founded in 1914 and is headquartered in New York City. Its locations employ more than 14,000 financial advisors and manage more than $3.4 trillion in its Global Wealth and Investment Management operations. ",[2103],{"type":129,"attrs":2104},{"color":12},{"text":924,"type":22,"marks":2106},[2107],{"type":129,"attrs":2108},{"color":2109},"rgb(0, 0, 10)",{"type":18,"content":2111},[2112],{"text":2113,"type":22,"marks":2114},"Through its Merrill Edge division, Merrill Lynch offers standard and private wealth management services, guided investing and call center consultancy.",[2115],{"type":129,"attrs":2116},{"color":12},{"_uid":2118,"body":2119,"image":2149,"title":2154,"cta_link":12,"cta_text":12,"component":960,"background":12,"description":12,"cta_description":12},"107ad6b6-a889-4cbe-949a-3091e8469ec2",[2120,2145],{"_uid":2121,"data":2122,"component":852},"79c87dac-cd44-4072-87d2-f970af8e24a3",{"type":15,"content":2123},[2124,2131,2138],{"type":18,"content":2125},[2126],{"text":2127,"type":22,"marks":2128},"\"Experience matters, so check the firm’s track record in handling clients with similar needs.  ",[2129],{"type":129,"attrs":2130},{"color":12},{"type":18,"content":2132},[2133],{"text":2134,"type":22,"marks":2135},"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.  ",[2136],{"type":129,"attrs":2137},{"color":12},{"type":18,"content":2139},[2140],{"text":2141,"type":22,"marks":2142},"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.\" ",[2143],{"type":129,"attrs":2144},{"color":12},{"_uid":2146,"link":2147,"title":2148,"component":1289},"c6dd7e8a-6a6e-4580-9bde-0cc6cadba19c","https://www.unbiased.com/authors/austin-guest","Austin Guest, Sales Director",{"id":2150,"alt":2151,"name":12,"focus":12,"title":12,"source":12,"filename":2152,"copyright":12,"fieldtype":955,"meta_data":2153,"is_external_url":543},17307644,"austin-guest-financial-advisor","https://a.storyblok.com/f/185166/1080x1080/ffd9a7e0c7/austin-guest.png",{"alt":2151,"title":12,"source":12,"copyright":12},"Our expert says: How to choose a financial advisor",{"_uid":2156,"data":2157,"component":980},"c333f50d-8a6f-42b6-a120-abaaa7f7cd16",{"type":15,"content":2158},[2159,2164],{"type":969,"attrs":2160,"content":2161},{"level":971},[2162],{"text":2163,"type":22},"Edward Jones fees vs competitors",{"type":18,"content":2165},[2166],{"text":2167,"type":22},"Edward Jones charges advisory fees ranging from 0.5% to 1.35%, placing it in the mid-to-high range compared to other major firms. While some competitors offer lower entry points or flat robo-advisory fees, others may charge more for high-touch or personalized services. Here's how it compares:",{"_uid":2169,"caption":12,"content":2170,"component":1001,"show_search":543,"paste_content":2184,"number_of_rows":1058,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"e62c31d9-f76d-4957-8192-f9ba68ee56d1",{"tbody":2171,"thead":2179,"fieldtype":1000},[2172],{"_uid":2173,"body":2174,"component":993},"1a992b91-73df-4ccb-a596-c787d8289f50",[2175,2177],{"_uid":2176,"value":12,"component":990},"52d418db-c96b-49b6-adb3-44cdbaa1a744",{"_uid":2178,"value":12,"component":990},"7a228ac2-7776-4cea-b031-5137854dc9e8",[2180,2182],{"_uid":2181,"value":12,"component":997},"60e6b9e0-b4e5-4b1f-a696-5a43f0c1730f",{"_uid":2183,"value":12,"component":997},"9b8317c9-f008-40b7-8ddd-923caaab5387",{"type":15,"content":2185},[2186],{"type":18,"content":2187},[2188],{"text":2189,"type":22},"Firm\tAdvisory Fees\tNotes\nEdward Jones\t0.5% – 1.35%\tFee-based; personalized financial advice\nFidelity\t0.2% – 1.5%\tMix of fee-only and fee-based structures\nCharles Schwab\tUp to 0.80% (tiered)\tLower fees at higher asset levels\nMorgan Stanley\tUp to 2%\tCustom pricing; full-service wealth management\nBlackRock\t0.09% – 2.50%\tMostly fund fees; institutional platform\nMerrill Lynch\t0.45% – 1.75%\tTiered fees for guided and managed accounts",{"_uid":2191,"data":2192,"component":980},"aa8ec70b-cf4f-4987-948b-ee21fc885b82",{"type":15,"content":2193},[2194,2199,2223,2227,2301,2310,2318],{"type":969,"attrs":2195,"content":2196},{"level":971},[2197],{"text":2198,"type":22},"Which is the best financial advisory firm for me?",{"type":18,"content":2200},[2201,2203,2213,2215,2221],{"text":2202,"type":22},"The ",{"text":2204,"type":22,"marks":2205},"best financial advisor firm",[2206],{"type":31,"attrs":2207},{"href":113,"uuid":114,"anchor":34,"target":35,"linktype":74,"story":2208},{"name":2209,"id":2210,"uuid":114,"slug":2211,"url":2212,"full_slug":2212,"_stopResolving":558},"Best financial advisor",421857024,"best-financial-advisor","discover/financial-advice/best-financial-advisor",{"text":2214,"type":22}," ultimately depends on what your ",{"text":2216,"type":22,"marks":2217},"needs",[2218],{"type":31,"attrs":2219},{"href":2220,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/do-i-need-financial-advice",{"text":2222,"type":22}," are as a client. ",{"type":18,"content":2224},[2225],{"text":2226,"type":22},"Any of the above alternatives to Edward Jones will likely meet your needs, but some will be more compatible with you than others. You can use the factors listed below to determine which you should choose.",{"type":862,"content":2228},[2229,2252,2265,2278,2291],{"type":772,"content":2230},[2231],{"type":18,"content":2232},[2233,2237,2239,2246,2248],{"text":2234,"type":22,"marks":2235},"Budget – ",[2236],{"type":38},{"text":2238,"type":22},"Naturally, each firm has its own ",{"text":2240,"type":22,"marks":2241},"pricing",[2242],{"type":31,"attrs":2243},{"href":2244,"uuid":2245,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/financial-advisor-cost","9b71003b-ba36-4549-b326-ca10600698b2",{"text":2247,"type":22}," systems to consider. The bigger your budget, the more services and expert guidance you can afford.",{"text":2249,"type":22,"marks":2250},"  ",[2251],{"type":38},{"type":772,"content":2253},[2254],{"type":18,"content":2255},[2256,2260,2262],{"text":2257,"type":22,"marks":2258},"Communication style – ",[2259],{"type":38},{"text":2261,"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":2249,"type":22,"marks":2263},[2264],{"type":38},{"type":772,"content":2266},[2267],{"type":18,"content":2268},[2269,2273,2275],{"text":2270,"type":22,"marks":2271},"Service requirement – ",[2272],{"type":38},{"text":2274,"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":2249,"type":22,"marks":2276},[2277],{"type":38},{"type":772,"content":2279},[2280],{"type":18,"content":2281},[2282,2286,2288],{"text":2283,"type":22,"marks":2284},"Advice delivery – ",[2285],{"type":38},{"text":2287,"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":2249,"type":22,"marks":2289},[2290],{"type":38},{"type":772,"content":2292},[2293],{"type":18,"content":2294},[2295,2299],{"text":2296,"type":22,"marks":2297},"Experience level – ",[2298],{"type":38},{"text":2300,"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":969,"attrs":2302,"content":2303},{"level":971},[2304,2306],{"text":2305,"type":22},"Get expert financial advice",{"text":924,"type":22,"marks":2307},[2308],{"type":129,"attrs":2309},{"color":979},{"type":18,"content":2311},[2312,2314],{"text":2313,"type":22},"If you are looking for Edward Jones alternatives to meet your unique investment and financial management needs, options like Charles Schwab Wealth Management, Fidelity Investments, Morgan Stanley, BlackRock, and Merrill Lynch are all strong potential options,",{"text":924,"type":22,"marks":2315},[2316],{"type":129,"attrs":2317},{"color":928},{"type":18,"content":2319},[2320,2322,2329],{"text":2321,"type":22},"Let Unbiased match you with an ",{"text":2323,"type":22,"marks":2324},"expert financial advisor",[2325,2328],{"type":31,"attrs":2326},{"href":2327,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://v2.unbiased.com/inquiry/financial-advisor/primary-areas?amp%3Bmf-type=regular&mf-type=regular",{"type":917},{"text":2330,"type":22}," who can help you manage your money and meet your goals.  ",[2332],{"_uid":2333,"image":2334,"title":2336,"component":2348,"breadcrumbs":558},"72d74a32-0df7-486c-bcc1-d3a000a74e3d",{"alt":12,"name":12,"title":12,"filename":2335,"copyright":12,"fieldtype":955},"https://a.storyblok.com/f/185166/657x449/f6afcb167a/edward-jones.webp",{"type":15,"content":2337},[2338],{"type":18,"content":2339},[2340,2342],{"text":2341,"type":22},"5 Edward Jones alternatives & competitors: ",{"text":2343,"type":22,"marks":2344},"what are my options?",[2345],{"type":25,"attrs":2346},{"class":2347},"primary-gradient","app-hero",{"name":2350,"created_at":2351,"published_at":2352,"updated_at":2353,"id":2354,"uuid":2355,"content":2356,"slug":2365,"full_slug":2366,"sort_by_date":34,"position":2367,"tag_list":2368,"is_startpage":543,"parent_id":2369,"meta_data":34,"group_id":2370,"first_published_at":2371,"release_id":34,"lang":730,"path":34,"alternates":2372,"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":2357,"_uid":2358,"name":2350,"image":2359,"component":2363,"description":2364},"Writers","a6e3129c-eeee-4438-8204-797883981521",{"id":2360,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":2361,"copyright":12,"fieldtype":955,"meta_data":2362,"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",[],[2374,2390],{"_uid":2375,"list":2376,"image":2377,"cta_link":958,"cta_text":2382,"component":2383,"visibility":12,"window_label":12,"window_title":2384},"e5bcc92a-9726-44da-92a5-e048b82b9baf","Answer a few questions\nFind your perfect match\nFree initial consultation",{"id":2378,"alt":2379,"name":12,"focus":12,"title":2379,"source":12,"filename":2380,"copyright":12,"fieldtype":955,"meta_data":2381,"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":2379,"title":2379,"source":12,"copyright":12},"Match with a financial advisor","app-banner",{"type":15,"content":2385},[2386],{"type":18,"content":2387},[2388],{"text":2389,"type":22},"Looking for a financial advisor?",{"_uid":2391,"body":2392,"title":2412,"component":2413},"8353ec56-2635-4477-99b8-b0845b507c9d",[2393,2397,2400,2403,2406,2409],{"_uid":2394,"href":2395,"text":2396,"component":542,"openInNewWindow":558},"2d4abc63-d3f8-4a64-af26-738d1d7584e9","https://www.unbiased.com/discover/financial-advice/edward-jones-financial-advisor","Edward Jones review",{"_uid":2398,"href":1096,"text":2399,"component":542,"openInNewWindow":558},"ae8c4323-1fee-4b61-943b-9d8fcb738243","Fidelity financial review",{"_uid":2401,"href":1520,"text":2402,"component":542,"openInNewWindow":558},"556c4726-472b-4940-b298-4ab38e5ca3b5","Morgan Stanley review",{"_uid":2404,"href":1583,"text":2405,"component":542,"openInNewWindow":558},"039aeddb-6d7d-40a0-b8f7-5dac6678fa8d","BlackRock review",{"_uid":2407,"href":1783,"text":2408,"component":542,"openInNewWindow":558},"886c3f11-7135-408a-955b-bf65eb8feb04","Charles Schwab review",{"_uid":2410,"href":2085,"text":2411,"component":542,"openInNewWindow":558},"f359d87b-aba4-477c-b6bb-7b6107c079e2","Merrill Lynch review","Related articles","app-links-list",{"title":2415,"plugin":2416,"og_image":12,"og_title":12,"description":2417,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"5 Top Edward Jones Alternatives & Competitors","seo_metatags","Looking for the best Edward Jones alternatives? Discover and compare 5 of the top rated competitors to Edward Jones here.","app-article",[],[],"Discover trusted financial services alternatives and competitors to Edward Jones that provide solid investment advice and wealth management strategies to individuals and small businesses in the US. ",[],"alternatives-to-edward-jones","discover/financial-advice/alternatives-to-edward-jones",-3670,[],365590167,"76dd11e3-71f0-4a28-9e56-9374b50ffea1","2024-08-14T14:34:03.734Z",[],{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":2432},"\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\"/>",[2434,2437,2438],{"title":2435,"exact":558,"href":2436},"Home","https://www.unbiased.com",{"title":58,"exact":558,"to":72,"disabled":543},{"title":750,"exact":558,"to":2439,"disabled":558},"/discover/financial-advice/alternatives-to-edward-jones",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":2441},"\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\"/>",1777453665708]