Top 5 Financial Advisory Services for 2021
Discover the top five financial advisory firms of 2021, including Vanguard, Zoe Financial, Facet Wealth, Morgan Stanley, and BlackRock. These firms are renowned for their expertise, affordability, and global reach, providing tailored investment and wealth management services suitable for various clients. Whether you seek low-cost options or personalized advice, this list highlights reputable firms trusted by millions across the country and worldwide.
Selecting the right financial advisor can be challenging when planning your investments. The United States offers numerous reputable options, each with unique strengths. Leading advisors often attract the most clients, a trend that has persisted over time. Here are the five best financial advisory firms to consider in 2021.
Vanguard
Vanguard is often compared to Walmart for its vast array of low-cost investment products. Handling over USD 6.3 trillion in assets by 2020, Vanguard is known for affordability and variety, making it a top choice for diverse investors.
Its growth is driven by competitive fees and the ability for investors to maximize their returns with minimal costs.
Zoe Financial
Zoe Financial connects high-net-worth individuals with the nation's top 5% financial advisors. The platform guarantees unbiased advice focused on clients' best interests. Users answer simple questions online, and an intelligent algorithm pairs them with commission-free advisors across the country. Clients can then choose to proceed or request a free consultation if needed.
Facet Wealth
For an annual fee of USD 1200, Facet Wealth provides personalized financial planning services. Clients benefit from tailored advice from dedicated financial planners via phone or video meetings. Unlike traditional firms that charge a percentage of assets under management, Facet Wealth offers flat-rate pricing that may vary depending on the client’s specific plan.
Morgan Stanley Wealth Management
As a major player in investment banking, Morgan Stanley also operates a prominent wealth management division. Managing approximately USD 2 trillion in assets, it caters to families, institutions, and individuals. The firm employs nearly 16,000 advisors nationwide, offering services like investment management and retirement planning.
BlackRock
BlackRock, the world’s largest investment management firm with over USD 7.34 trillion in assets, has a global presence in 30 countries. Known for pioneering exchange-traded funds, including its popular iShares series, which accounts for about 25% of its AUM, BlackRock remains a top choice for investors seeking reliable guidance worldwide.
