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",{"type":18,"content":986},[987],{"text":988,"type":22},"Fidelity is well known for its expertise in mutual funds, brokerage services, retirement planning, banking, ETFs, and advanced research tools.",{"type":18,"content":990},[991],{"text":992,"type":22},"If you're evaluating financial advisors and seeking alternatives to Fidelity, it’s useful to weigh firms that match your investment goals, cost preferences, and style of service.",{"type":18,"content":994},[995],{"text":996,"type":22,"marks":997},"Let's take a deeper look at just five of its competitors:",[998],{"type":129,"attrs":999},{"color":818},{"_uid":1001,"caption":12,"content":1002,"component":1020,"show_search":543,"paste_content":1021,"number_of_rows":1027,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"a91cabc5-98ab-435f-9680-5d9381d7a7e4",{"tbody":1003,"thead":1013,"fieldtype":1019},[1004],{"_uid":1005,"body":1006,"component":1012},"2490be6d-99ff-4028-bfcd-8da87970708b",[1007,1010],{"_uid":1008,"value":12,"component":1009},"1808c761-7af0-45ff-9754-e8c200196bf7","_table_col",{"_uid":1011,"value":12,"component":1009},"2ce36b72-750f-456e-a391-2ec71b0d6434","_table_row",[1014,1017],{"_uid":1015,"value":12,"component":1016},"6d39c5d1-a18a-4a8b-8340-02ea5a651337","_table_head",{"_uid":1018,"value":12,"component":1016},"36572491-3451-4715-abfb-d5a7fae1bb3f","table","article-table",{"type":15,"content":1022},[1023],{"type":18,"content":1024},[1025],{"text":1026,"type":22},"Company\tFounded\tHeadquarters (HQ)\tAssets under management (AUM)\nFidelity\t1946\tBoston, MA\t$14.1 trillion\nCharles Schwab\t1971\tWestlake, TX\t$7.13 trillion\nVanguard\t1975\tMalvern, PA\t$7.7 trillion\nRobinhood\t2013\tMenlo Park, CA\t$221 billion\nLPL Financial\t1989\tSan Diego, CA\t$1 trillion\nFisher Investments\t1979\tPlano, TX\t$236 billion","10",{"_uid":1029,"data":1030,"component":794},"54bc04bd-4d94-403d-9abc-3a4766cf1501",{"type":15,"content":1031},[1032,1037,1042,1047,1084],{"type":764,"attrs":1033,"content":1034},{"level":766,"textAlign":34},[1035],{"text":1036,"type":22},"5 alternatives to Fidelity",{"type":18,"attrs":1038,"content":1039},{"textAlign":34},[1040],{"text":1041,"type":22},"There are several Fidelity alternatives, some offer similar all-in-one investment platforms, while others focus on specific services like low-cost trading or personalized financial advice.",{"type":18,"attrs":1043,"content":1044},{"textAlign":34},[1045],{"text":1046,"type":22},"To help you navigate your options, here are five top competitors and alternatives to Fidelity:",{"type":874,"content":1048},[1049,1056,1063,1070,1077],{"type":877,"content":1050},[1051],{"type":18,"attrs":1052,"content":1053},{"textAlign":34},[1054],{"text":1055,"type":22},"Charles Schwab",{"type":877,"content":1057},[1058],{"type":18,"attrs":1059,"content":1060},{"textAlign":34},[1061],{"text":1062,"type":22},"Vanguard",{"type":877,"content":1064},[1065],{"type":18,"attrs":1066,"content":1067},{"textAlign":34},[1068],{"text":1069,"type":22},"Robinhood",{"type":877,"content":1071},[1072],{"type":18,"attrs":1073,"content":1074},{"textAlign":34},[1075],{"text":1076,"type":22},"LPL Financial",{"type":877,"content":1078},[1079],{"type":18,"attrs":1080,"content":1081},{"textAlign":34},[1082],{"text":1083,"type":22},"Fisher Investments",{"type":764,"attrs":1085,"content":1087},{"level":1086,"textAlign":34},3,[1088],{"text":1089,"type":22},"1. 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Let Unbiased find a financial advisor that does",{"_uid":1241,"data":1242,"component":794},"83daa75b-fe7a-4a59-9ce6-906833cda425",{"type":15,"content":1243},[1244,1248,1252,1256,1260],{"type":18,"content":1245},[1246],{"text":1247,"type":22},"Founded in 1971 and headquartered in Westlake, Texas, Charles Schwab is one of the largest and most respected financial services firms in the US. ",{"type":18,"content":1249},[1250],{"text":1251,"type":22},"With over $7.13 trillion in assets under management, the firm offers a comprehensive suite of investment, banking, and advisory services to individual investors and institutions alike.",{"type":18,"content":1253},[1254],{"text":1255,"type":22},"Charles Schwab stands out for its client-first approach, with transparent pricing, robust research tools, and both self-directed and managed investment options. ",{"type":18,"content":1257},[1258],{"text":1259,"type":22},"Its widespread branch network and 24/7 support make it a strong alternative to Fidelity for those seeking full-service financial support with flexibility.",{"type":764,"attrs":1261,"content":1262},{"level":1086},[1263],{"text":1264,"type":22,"marks":1265},"2. 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Let Unbiased find a financial advisor that does",{"_uid":1400,"data":1401,"component":794},"15ec253a-8cc4-4aa8-ade7-c0c16d70c33e",{"type":15,"content":1402},[1403,1407,1411,1415,1419],{"type":18,"content":1404},[1405],{"text":1406,"type":22},"Established in 1975 and headquartered in Malvern, Pennsylvania, Vanguard is best known for pioneering low-cost index investing. ",{"type":18,"content":1408},[1409],{"text":1410,"type":22},"The firm manages approximately $7.7 trillion in assets and serves millions of investors worldwide, including individuals, institutions, and retirement plans.",{"type":18,"content":1412},[1413],{"text":1414,"type":22},"Vanguard specializes in passive investment strategies, offering a wide range of mutual funds and ETFs with some of the lowest fees in the industry. ",{"type":18,"content":1416},[1417],{"text":1418,"type":22},"If you're seeking a Fidelity alternative focused on long-term growth and minimal costs, Vanguard is a standout choice for disciplined, value-driven investors.",{"type":764,"attrs":1420,"content":1421},{"level":1086},[1422],{"text":1423,"type":22},"3. 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Let Unbiased find a financial advisor that does",{"_uid":1613,"data":1614,"component":794},"bba143e1-85b6-4fe5-b694-e3a6d6f8ff8c",{"type":15,"content":1615},[1616,1620,1624,1628,1632],{"type":18,"content":1617},[1618],{"text":1619,"type":22},"Launched in 2013 and based in Menlo Park, California, Robinhood revolutionized retail investing by eliminating trading commissions and lowering the barrier to entry for new investors. ",{"type":18,"content":1621},[1622],{"text":1623,"type":22},"As of 2025, it holds around $221 billion in assets under custody and serves over 20 million users.",{"type":18,"content":1625},[1626],{"text":1627,"type":22},"Robinhood appeals to younger and tech-savvy investors with its streamlined mobile app, fractional shares, and commission-free trades. ",{"type":18,"content":1629},[1630],{"text":1631,"type":22},"For those looking for a simple, low-cost alternative to Fidelity without the complexity of traditional brokerage models, Robinhood offers ease, speed, and accessibility.",{"type":764,"attrs":1633,"content":1634},{"level":1086},[1635],{"text":1636,"type":22},"4. LPL Financial",{"_uid":1638,"body":1639,"image":1811,"title":1076,"cta_link":959,"cta_text":698,"component":961,"background":1237,"description":1815,"cta_description":1816},"5c790c6e-3b72-4c83-8841-a135e772dfd0",[1640,1700],{"_uid":1641,"data":1642,"component":864},"d68b28e5-3509-4acc-9957-69ad1cb72e9a",{"type":15,"content":1643},[1644,1651,1655,1661,1665,1671,1675,1680],{"type":18,"content":1645},[1646,1649],{"text":805,"type":22,"marks":1647},[1648],{"type":38},{"text":1650,"type":22}," ",{"type":18,"content":1652},[1653],{"text":1654,"type":22},"1 trillion USD",{"type":18,"content":1656},[1657,1660],{"text":837,"type":22,"marks":1658},[1659],{"type":38},{"text":1650,"type":22},{"type":18,"content":1662},[1663],{"text":1664,"type":22},"0.53%–1.35% annually (varies by account size)",{"type":18,"content":1666},[1667,1670],{"text":822,"type":22,"marks":1668},[1669],{"type":38},{"text":1650,"type":22},{"type":18,"content":1672},[1673],{"text":1674,"type":22},"Fee-based (advisor fee + program fee)",{"type":18,"content":1676},[1677],{"text":852,"type":22,"marks":1678},[1679],{"type":38},{"type":874,"content":1681},[1682,1688,1694],{"type":877,"content":1683},[1684],{"type":18,"content":1685},[1686],{"text":1687,"type":22},"Optimum Market Portfolios: $1,000",{"type":877,"content":1689},[1690],{"type":18,"content":1691},[1692],{"text":1693,"type":22},"Personal Wealth Portfolios: $250,000",{"type":877,"content":1695},[1696],{"type":18,"content":1697},[1698],{"text":1699,"type":22},"No minimum for general planning services",{"_uid":1701,"component":867,"accordions":1702},"f1377eee-49ae-472a-8554-296ae1ff0125",[1703,1727,1751,1781],{"_uid":1704,"text":1705,"title":1172,"component":902},"8050c70b-ea4e-4a11-88ae-ccc37d2a0d32",{"type":15,"content":1706},[1707],{"type":874,"content":1708},[1709,1715,1721],{"type":877,"content":1710},[1711],{"type":18,"content":1712},[1713],{"text":1714,"type":22},"Investment advisory via independent financial advisors",{"type":877,"content":1716},[1717],{"type":18,"content":1718},[1719],{"text":1720,"type":22},"Portfolio tools, compliance support, retirement and wealth planning",{"type":877,"content":1722},[1723],{"type":18,"content":1724},[1725],{"text":1726,"type":22},"Research and brokerage platform for advisors",{"_uid":1728,"text":1729,"title":914,"component":902},"2a6b67af-081e-4236-8308-a0b7e60c0c16",{"type":15,"content":1730},[1731],{"type":874,"content":1732},[1733,1739,1745],{"type":877,"content":1734},[1735],{"type":18,"content":1736},[1737],{"text":1738,"type":22},"Personalized, goals-based investing",{"type":877,"content":1740},[1741],{"type":18,"content":1742},[1743],{"text":1744,"type":22},"Advisors tailor portfolios using independent research and product access",{"type":877,"content":1746},[1747],{"type":18,"content":1748},[1749],{"text":1750,"type":22},"No proprietary products; investment flexibility",{"_uid":1752,"text":1753,"title":939,"component":902},"02b1396e-1a5b-4a54-b97b-fdf304353044",{"type":15,"content":1754},[1755],{"type":874,"content":1756},[1757,1763,1769,1775],{"type":877,"content":1758},[1759],{"type":18,"content":1760},[1761],{"text":1762,"type":22},"Independent advisors offering tailored strategies",{"type":877,"content":1764},[1765],{"type":18,"content":1766},[1767],{"text":1768,"type":22},"No in-house product pressure",{"type":877,"content":1770},[1771],{"type":18,"content":1772},[1773],{"text":1774,"type":22},"Access to extensive research and tools",{"type":877,"content":1776},[1777],{"type":18,"content":1778},[1779],{"text":1780,"type":22},"Strong client portal and mobile app",{"_uid":1782,"text":1783,"title":952,"component":902},"bcc59e45-5985-42b4-81ed-e3d292867ede",{"type":15,"content":1784},[1785],{"type":874,"content":1786},[1787,1793,1799,1805],{"type":877,"content":1788},[1789],{"type":18,"content":1790},[1791],{"text":1792,"type":22},"Fees vary widely between advisors",{"type":877,"content":1794},[1795],{"type":18,"content":1796},[1797],{"text":1798,"type":22},"Client experience depends heavily on individual advisor",{"type":877,"content":1800},[1801],{"type":18,"content":1802},[1803],{"text":1804,"type":22},"Not ideal for self-directed or robo-advisory investors",{"type":877,"content":1806},[1807],{"type":18,"content":1808},[1809],{"text":1810,"type":22},"Some reports of slow account rollovers and inconsistent support",{"id":1812,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1813,"copyright":12,"fieldtype":956,"meta_data":1814,"is_external_url":543},22329805,"https://a.storyblok.com/f/185166/225x225/44ba30b038/lpl-financial.png",{},"Independent advisor platform offering personalized, flexible wealth management.","Not sure if LPL Financial suits your needs? Let Unbiased find a financial advisor that does",{"_uid":1818,"data":1819,"component":794},"59997830-0c2f-41a7-8777-874ee9db5c8e",{"type":15,"content":1820},[1821,1825,1829,1833,1837],{"type":18,"content":1822},[1823],{"text":1824,"type":22},"Founded in 1989 through the merger of Linsco and Private Ledger, LPL Financial is one of the largest independent broker-dealers in the US.",{"type":18,"content":1826},[1827],{"text":1828,"type":22}," Headquartered in San Diego, LPL supports over 29,000 financial professionals and manages roughly $1 trillion in assets.",{"type":18,"content":1830},[1831],{"text":1832,"type":22},"Unlike many firms, LPL does not sell proprietary products, allowing its advisors to offer personalized, unbiased advice. ",{"type":18,"content":1834},[1835],{"text":1836,"type":22},"For investors who prefer working with independent advisors and value a hands-on, relationship-driven approach, LPL is a compelling alternative to Fidelity.",{"type":764,"attrs":1838,"content":1839},{"level":1086},[1840],{"text":1841,"type":22},"5. Fisher Investments",{"_uid":1843,"body":1844,"image":1997,"title":1083,"cta_link":959,"cta_text":960,"component":961,"background":1237,"description":2001,"cta_description":2002},"3277aef8-8645-4dbd-8361-deb055bb130b",[1845,1891,1993],{"_uid":1846,"data":1847,"component":864},"7e833fb8-0a71-46a8-8689-da59b97bd5c2",{"type":15,"content":1848},[1849,1855,1859,1865,1869,1875,1879,1885],{"type":18,"content":1850},[1851,1854],{"text":805,"type":22,"marks":1852},[1853],{"type":38},{"text":1650,"type":22},{"type":18,"content":1856},[1857],{"text":1858,"type":22},"$236 billion",{"type":18,"content":1860},[1861,1864],{"text":837,"type":22,"marks":1862},[1863],{"type":38},{"text":1650,"type":22},{"type":18,"content":1866},[1867],{"text":1868,"type":22},"1.0%-1.50%",{"type":18,"content":1870},[1871,1874],{"text":822,"type":22,"marks":1872},[1873],{"type":38},{"text":1650,"type":22},{"type":18,"content":1876},[1877],{"text":1878,"type":22},"Fee-only",{"type":18,"content":1880},[1881],{"text":1882,"type":22,"marks":1883},"Minimum account sizes: ",[1884],{"type":38},{"type":18,"content":1886},[1887],{"text":1132,"type":22,"marks":1888},[1889],{"type":129,"attrs":1890},{"color":131},{"_uid":1892,"component":867,"accordions":1893},"19cb7bce-ad72-4adf-8154-4af5097873cf",[1894,1934,1945,1969],{"_uid":1895,"text":1896,"title":1172,"component":902},"8f04003f-5d6b-44b8-be54-be030408e100",{"type":15,"content":1897},[1898],{"type":874,"content":1899},[1900,1906,1912,1917,1928],{"type":877,"content":1901},[1902],{"type":18,"content":1903},[1904],{"text":1905,"type":22},"Portfolio management  ",{"type":877,"content":1907},[1908],{"type":18,"content":1909},[1910],{"text":1911,"type":22},"Financial planning  ",{"type":877,"content":1913},[1914],{"type":18,"content":1915},[1916],{"text":1333,"type":22},{"type":877,"content":1918},[1919],{"type":18,"content":1920},[1921],{"text":1922,"type":22,"marks":1923},"Estate planning",[1924],{"type":31,"attrs":1925},{"href":1926,"uuid":1927,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/estate-planning-financial-advisor","5d75984c-fa87-4bf3-a62d-883082652844",{"type":877,"content":1929},[1930],{"type":18,"content":1931},[1932],{"text":1933,"type":22},"Annuity evaluation ",{"_uid":1935,"text":1936,"title":914,"component":902},"144eb38c-9fe4-40cf-abad-f93f793a83ba",{"type":15,"content":1937},[1938],{"type":18,"content":1939},[1940],{"text":1941,"type":22,"marks":1942},"Personalized investment strategy development for experienced investors.  ",[1943],{"type":129,"attrs":1944},{"color":810},{"_uid":1946,"text":1947,"title":939,"component":902},"603b47b8-0759-48ff-9d83-693fc7690374",{"type":15,"content":1948},[1949],{"type":874,"content":1950},[1951,1957,1963],{"type":877,"content":1952},[1953],{"type":18,"content":1954},[1955],{"text":1956,"type":22},"Outstanding research available  ",{"type":877,"content":1958},[1959],{"type":18,"content":1960},[1961],{"text":1962,"type":22},"Personally curated investment portfolios  ",{"type":877,"content":1964},[1965],{"type":18,"content":1966},[1967],{"text":1968,"type":22},"Ongoing support from advisors  ",{"_uid":1970,"text":1971,"title":952,"component":902},"5483aad7-8268-459d-b6a8-a143e8522191",{"type":15,"content":1972},[1973],{"type":874,"content":1974},[1975,1981,1987],{"type":877,"content":1976},[1977],{"type":18,"content":1978},[1979],{"text":1980,"type":22},"High investment management fee  ",{"type":877,"content":1982},[1983],{"type":18,"content":1984},[1985],{"text":1986,"type":22},"Minimum portfolio requirement of $500,000 ",{"type":877,"content":1988},[1989],{"type":18,"content":1990},[1991],{"text":1992,"type":22},"No brokerage platform  ",{"_uid":1994,"link":1995,"title":1996,"component":1230},"61e57c3f-197a-44de-aa51-d6b5f35f40b7","https://www.unbiased.com/discover/financial-advice/alternatives-to-fisher-investments","Learn more about alternatives to Fisher Investments",{"id":1998,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1999,"copyright":12,"fieldtype":956,"meta_data":2000,"is_external_url":543},17301397,"https://a.storyblok.com/f/185166/200x200/b69233e6ac/fisher-investments.jfif",{},"One of the best financial advisory firms for customized portfolio strategies.","Not sure if Fisher Investments suits your needs? Let Unbiased find a financial advisor that does",{"_uid":2004,"data":2005,"component":794},"14dbbde4-565c-4c06-9add-4df5f7495265",{"type":15,"content":2006},[2007,2011,2015,2019],{"type":18,"content":2008},[2009],{"text":2010,"type":22},"Founded in 1979 by Ken Fisher, Fisher Investments is a fee-only advisory firm based in Plano, Texas. ",{"type":18,"content":2012},[2013],{"text":2014,"type":22},"With approximately $236 billion in assets under management, the firm focuses on actively managed portfolios tailored to high-net-worth individuals.",{"type":18,"content":2016},[2017],{"text":2018,"type":22},"Fisher Investments distinguishes itself through personalized portfolio strategies, direct advisor relationships, and proprietary market research. ",{"type":18,"content":2020},[2021],{"text":2022,"type":22},"For those seeking a more customized, research-driven alternative to Fidelity with a higher minimum investment, Fisher offers a focused and actively managed approach.",{"_uid":2024,"body":2025,"image":2074,"title":2079,"cta_link":12,"cta_text":12,"component":961,"background":12,"description":12,"cta_description":12},"dbbef53e-8480-4bee-b270-b92546ed40e7",[2026,2070],{"_uid":2027,"data":2028,"component":864},"dd55deab-c3f0-45e1-abeb-81e7341a24fd",{"type":15,"content":2029},[2030,2037,2044],{"type":18,"content":2031},[2032],{"text":2033,"type":22,"marks":2034},"\"Experience matters, so check the firm’s track record in handling clients with similar needs.  ",[2035],{"type":129,"attrs":2036},{"color":12},{"type":18,"content":2038},[2039],{"text":2040,"type":22,"marks":2041},"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.  ",[2042],{"type":129,"attrs":2043},{"color":12},{"type":18,"content":2045},[2046,2051,2065],{"text":2047,"type":22,"marks":2048},"Lastly, a ",[2049],{"type":129,"attrs":2050},{"color":12},{"text":2052,"type":22,"marks":2053},"good financial advisor",[2054,2063],{"type":31,"attrs":2055},{"href":2056,"uuid":2057,"anchor":34,"target":35,"linktype":74,"story":2058},"/discover/financial-advice/what-makes-a-good-financial-advisor","e1c57f00-663f-4f91-bc0d-92719b54f586",{"name":2059,"id":2060,"uuid":2057,"slug":2061,"url":2062,"full_slug":2062,"_stopResolving":558},"What makes a good financial advisor",680287840,"what-makes-a-good-financial-advisor","discover/financial-advice/what-makes-a-good-financial-advisor",{"type":129,"attrs":2064},{"color":12},{"text":2066,"type":22,"marks":2067}," 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.\" ",[2068],{"type":129,"attrs":2069},{"color":12},{"_uid":2071,"link":2072,"title":2073,"component":1230},"d70584d8-a546-4ac5-a793-ac98d6305b87","https://www.unbiased.com/authors/austin-guest","Austin Guest, Sales Director",{"id":2075,"alt":2076,"name":12,"focus":12,"title":12,"source":12,"filename":2077,"copyright":12,"fieldtype":956,"meta_data":2078,"is_external_url":543},17307644,"austin-guest-financial-advisor","https://a.storyblok.com/f/185166/1080x1080/ffd9a7e0c7/austin-guest.png",{"alt":2076,"title":12,"source":12,"copyright":12},"Our expert says: How to choose a financial advisor",{"_uid":2081,"data":2082,"component":794},"90fd66fe-a204-4ad6-8ebd-94322b82aa4f",{"type":15,"content":2083},[2084,2089,2113,2117,2191,2202,2206],{"type":764,"attrs":2085,"content":2086},{"level":766},[2087],{"text":2088,"type":22},"Which is the best financial advisory firm for me? ",{"type":18,"content":2090},[2091,2093,2103,2105,2111],{"text":2092,"type":22},"The ",{"text":2094,"type":22,"marks":2095},"best financial advisor firm",[2096],{"type":31,"attrs":2097},{"href":113,"uuid":114,"anchor":34,"target":35,"linktype":74,"story":2098},{"name":2099,"id":2100,"uuid":114,"slug":2101,"url":2102,"full_slug":2102,"_stopResolving":558},"Best financial advisor",421857024,"best-financial-advisor","discover/financial-advice/best-financial-advisor",{"text":2104,"type":22}," ultimately depends on what your ",{"text":2106,"type":22,"marks":2107},"needs",[2108],{"type":31,"attrs":2109},{"href":2110,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/do-i-need-financial-advice",{"text":2112,"type":22}," are as a client.  ",{"type":18,"content":2114},[2115],{"text":2116,"type":22},"Any of the above alternatives to Fisher Investments 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":874,"content":2118},[2119,2142,2155,2168,2181],{"type":877,"content":2120},[2121],{"type":18,"content":2122},[2123,2127,2129,2136,2138],{"text":2124,"type":22,"marks":2125},"Budget: ",[2126],{"type":38},{"text":2128,"type":22},"Naturally, each firm has its own ",{"text":2130,"type":22,"marks":2131},"pricing",[2132],{"type":31,"attrs":2133},{"href":2134,"uuid":2135,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/financial-advisor-cost","9b71003b-ba36-4549-b326-ca10600698b2",{"text":2137,"type":22}," systems to consider. The bigger your budget, the more services and expert guidance you can afford.",{"text":2139,"type":22,"marks":2140},"  ",[2141],{"type":38},{"type":877,"content":2143},[2144],{"type":18,"content":2145},[2146,2150,2152],{"text":2147,"type":22,"marks":2148},"Communication style: ",[2149],{"type":38},{"text":2151,"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":2139,"type":22,"marks":2153},[2154],{"type":38},{"type":877,"content":2156},[2157],{"type":18,"content":2158},[2159,2163,2165],{"text":2160,"type":22,"marks":2161},"Service requirement: ",[2162],{"type":38},{"text":2164,"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":2139,"type":22,"marks":2166},[2167],{"type":38},{"type":877,"content":2169},[2170],{"type":18,"content":2171},[2172,2176,2178],{"text":2173,"type":22,"marks":2174},"Advice delivery: ",[2175],{"type":38},{"text":2177,"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":2139,"type":22,"marks":2179},[2180],{"type":38},{"type":877,"content":2182},[2183],{"type":18,"content":2184},[2185,2189],{"text":2186,"type":22,"marks":2187},"Experience level: ",[2188],{"type":38},{"text":2190,"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":764,"attrs":2192,"content":2193},{"level":766},[2194,2196],{"text":2195,"type":22},"Get expert financial advice ",{"text":2197,"type":22,"marks":2198}," ",[2199],{"type":129,"attrs":2200},{"color":2201},"#212323",{"type":18,"content":2203},[2204],{"text":2205,"type":22},"When exploring Fidelity alternatives, you can consider various reputable financial services providers.  ",{"type":18,"content":2207},[2208,2210,2218],{"text":2209,"type":22},"Let Unbiased match you with a financial advisor who can tailor the best strategies for your specific needs and provide expert ",{"text":2211,"type":22,"marks":2212},"financial advice",[2213,2216],{"type":31,"attrs":2214},{"href":2215,"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":2217},"underline",{"text":2219,"type":22},".  ",[2221],{"_uid":2222,"image":2223,"title":2225,"subtitle":12,"component":2237,"breadcrumbs":558},"7258534c-6542-4ae2-bfde-cd263bf80204",{"id":954,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":955,"copyright":12,"fieldtype":956,"meta_data":2224,"is_external_url":543},{},{"type":15,"content":2226},[2227],{"type":18,"content":2228},[2229,2235],{"text":2230,"type":22,"marks":2231},"5 Fidelity alternatives & competitors",[2232],{"type":25,"attrs":2233},{"class":2234},"primary-gradient",{"text":2236,"type":22},": what are my options?","app-hero",{"name":2239,"created_at":2240,"published_at":2241,"updated_at":2242,"id":2243,"uuid":2244,"content":2245,"slug":2254,"full_slug":2255,"sort_by_date":34,"position":2256,"tag_list":2257,"is_startpage":543,"parent_id":2258,"meta_data":34,"group_id":2259,"first_published_at":2260,"release_id":34,"lang":730,"path":34,"alternates":2261,"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":2246,"_uid":2247,"name":2239,"image":2248,"component":2252,"description":2253},"Writers","a6e3129c-eeee-4438-8204-797883981521",{"id":2249,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":2250,"copyright":12,"fieldtype":956,"meta_data":2251,"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",[],[2263],{"_uid":2264,"list":2265,"image":2266,"cta_link":959,"cta_text":2271,"component":2272,"visibility":12,"window_label":12,"window_title":2273},"51059fa0-e9fe-4a2a-b018-19050f6c8ccb","Answer a few questions\nFind your perfect match\nFree initial consultation",{"id":2267,"alt":2268,"name":12,"focus":12,"title":2268,"source":12,"filename":2269,"copyright":12,"fieldtype":956,"meta_data":2270,"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":2268,"title":2268,"source":12,"copyright":12},"Match with a financial advisor","app-banner",{"type":15,"content":2274},[2275],{"type":18,"content":2276},[2277],{"text":2278,"type":22},"Looking for a financial advisor?",{"_uid":2280,"title":2281,"plugin":2282,"og_image":12,"og_title":12,"description":2283,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"3e97c13a-9e8d-4bdf-a3b1-721efe363c5d","Alternatives to Fidelity: what are my options?","seo_metatags","Explore five alternatives and competitors to Fidelity including Charles Schwab, Vanguard, Robinhood, LPL Financial, Fisher Investments, each offering unique investment and wealth management services.","app-article",[],[],"Explore alternatives to Fidelity with top competitors like Charles Schwab, Vanguard, Robinhood, LPL Financial, Fisher Investments, each offering unique investment and wealth management services.",[],"alternatives-to-fidelity","discover/financial-advice/alternatives-to-fidelity",-4310,[],365590167,"fd510c75-3cf6-44bf-a5e4-9284a6b8cb4e","2025-05-20T16:04:40.046Z",[],{"left":727,"top":727,"width":2298,"height":2298,"rotate":727,"vFlip":543,"hFlip":543,"body":2299},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 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