Top financial advisory companies in the US: an overview

Summary 

Financial advisor companies in the US 

The US is home to a thriving financial services industry, of which dozens of firms form a part.  

Every financial advisory company has unique fee structures, specializations, and areas of expertise that differentiate it from the others.  

Here’s an overview of the top 25 financial advisor companies in the US today: 

What is the difference between the financial advisor companies?

Financial advisor companies help people set clear financial goals and develop and implement financial strategies relating to investments, long-term savings, ETF trading, retirement planning, debt repayment, and all other forms of money management.  

However, that doesn’t mean they’re all the same.

Let’s take a brief look at each of the 25 financial advisor companies on this list: 

Betterment is a full-service, all-around financial services company that guides a wide range of financial topics, including investments, retirement planning, pension savings, and more.  

With a focus on proprietary research and global economy insights, BlackRock is one of the most innovative and future-oriented financial advisory firms in the US. They specialize in money markets, geopolitics, and long-term sustainable investment strategies.  

If you’re looking for simple, easy-to-understand financial advice, CAPTRUST is your firm. Tailored to your unique needs and goals, CAPTRUST offers comprehensive wealth and co-fiduciary services for all.  

Cerity Partners is a financial advisory firm that focuses on custom-designed financial plans and income investment strategies for individuals. Its wealth management plans are geared toward individuals, companies, and non-profit organizations.  

The online brokerage firm of Charles Schwab is a full-service financial advisory entity that specializes in diverse investment options, asset management, and portfolio expansion, amongst other things.  

Corient is a financial advisory firm that offers premium, personalized financial advice. It currently has over 240 partners and $171 billion in client assets.

Edward Jones offers a more traditional range of financial services. With low fees and a pragmatic approach to service structure and customer service, Edward Jones has earned a reputation of trust among many new investors and savers in the US.  

Evoke Advisors comprises a passionate team of entrepreneurial financial advisors who specialize in advising high net-worth solutions for families, non-profit organizations, and individuals in need of financial assistance.  

Ellevest focuses on providing women with the financial advice they might need to become financially independent. Their automated investment strategies and affordable workshops are designed to empower women to take control of their financial circumstances and create a solid income investment strategy.  

Empower’s financial services focus on debt repayment solutions and healthy financial habits that everyone can benefit from.  

Facet is one of the few financial advisor companies that charges a flat fee based on each client's specifics. With video conference communication and deeply researched strategy services, Facet is a popular choice for people embarking on any investment or savings journey.  

Fidelity is one of the largest firms of its kind in the US and has been in operation for 75 years. Offering a wide variety of different financial planning services and advice, Fidelity is known for its accessibility and traditional approach to customer service.  

With a focus on small business management and family finances, Fisher Investments is a great firm offering simple, practical financial advice.  

Discover more about how Fisher Investment compares with one of its biggest competitors here.

This Boston-based client-focused firm is over 50 years old and offers very comprehensive, full-service financial advice. Run by entrepreneurs, their investment management is current and innovative.  

Harness Wealth assists with taxes, pension funds, and industry insights to provide the most relevant and actionable financial advice possible.  

J.P. Morgan is the largest financial advisory company in the US. Due to the established nature of their firm, this company is versed in a wide variety of financial contexts. It helps clients tackle money management, from investments to retirement and everything in between.  

Mercer focuses on providing innovative retirement and income investment strategies for everyday people. They emphasize the importance of financial health as well as wealth.  

Merril provides helpful financial advice. Their wealth management strategies are simple, accessible, and affordable. 

Moneta Group Investment Advisors 

This non-banking financial institution (NBFI) is based in Serbia but provides many Americans with solid, globally relevant financial advice.  

NFP is a leading brokerage firm that specializes in retirement planning and wealth management for people in their senior years.  

State Street Global Advisors is the investment management division of State Street Corporation. As of December 2022 it manages $3.5 trillion in assets. The company is also home to one of the most popular ETFs, the SPDR S&P 500 ETF (SPY). 

Investment portfolio management and sound financial advice are what Summit Rock Advisors do best. Offering both families and foundations cutting-edge financial advice, Summit Rock Advisors is one of the most popular companies for investable wealth strategies.  

Best known for its wide variety of low-cost fund options, Vanguard has a reputation for being one of the most reliable and steadfast online brokerages in the US.  

Wealthramp is a straightforward financial services agency designed to help people grow their wealth in the most efficient way possible. It addresses a variety of different financial needs.  

Known for its meticulously curated fiduciaries, Zoe Financial is a financial planning firm that provides modern wealth-building strategies for families and individuals.  

Match with a financial advisor

When it comes to choosing a financial advisory company, you want to pick a firm that you can trust and that shares similar values in terms of strategy, budget, and philosophy.  

If you’re looking for a financial advisor who can offer you expert advice, let Unbiased match you with the right professional to suit your needs.