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Top 10 investment companies & firms 2025

Choosing the right investment company can shape your financial future. In this guide, we compare the top 10 firms of 2025 to help you find the best fit for your needs.

Table of contents
1 of 17: 1. Fidelity Investments

Whether you’re just starting your investment journey or looking to optimize your portfolio, choosing the right investment company is key.

The best firms offer more than just a place to park your money; they provide tools, advice, and tailored options to help you meet your financial goals.

In this guide, we’ve reviewed and ranked the top 10 investment companies in 2025, comparing their strengths, fees, digital tools, and who they’re best suited for.

1. Fidelity Investments

Fidelity Investments
Low fees, $0 trades, great for all-in-one investing and retirement.

Minimum investment: $0

$0 commission for US stock and ETF trades
Expense ratios for mutual funds vary (some index funds as low as 0.015%)
No account fees for standard brokerage or IRAs

Best for: All-in-one investing, retirement planning, and low-cost mutual funds

Fidelity consistently ranks among the top 10 investment companies thanks to its low fees, deep research, and powerful planning tools. It’s a strong choice for both beginners and seasoned investors.

Pros of Fidelity Investments:

Commission-free trades and zero account minimums
Comprehensive retirement tools and IRAs
In-depth research and fund screeners
Excellent mobile app and customer support

Cons of Fidelity Investments:

Some actively managed funds have higher expense ratios
The app interface can be dense for new users

2. Charles Schwab

Charles Schwab
$0 trades, smart tools, and advisor access—great for any style.

Minimum investment: $0

$0 online stock and ETF trades
Robo-advisor (Intelligent Portfolios): $5,000 minimum, no advisory fee
Schwab Intelligent Portfolios Premium: $25,000 minimum, $30/month advisory fee + $300 initial planning fee

Best for: Long-term investing and low-cost trades

Charles Schwab blends traditional investing with digital convenience. With its robust trading platform, low fees, and access to financial advisors, it’s ideal for hands-on and hands-off investors alike.

Pros of Charles Schwab:

$0 commissions on stocks and ETFs
Schwab Intelligent Portfolios robo-advisor
Wide access to advisors and in-person branches
Extensive educational tools

Cons of Charles Schwab:

Limited support for crypto investors
The Charles Schwab app can be less intuitive for beginners than other platforms.

3. Vanguard

Top pick for index funds and long-term, passive investing.

Minimum investment:

$0 for brokerage account
$1,000–$3,000 for most mutual funds

$0 stock/ETF commissions
Mutual fund expense ratios as low as 0.03%
No account maintenance fees with e-delivery

Best for: Passive investors and retirement planning

If you’re a long-term investor focused on low-cost index funds, Vanguard remains one of the top investment firms . Its investor-owned structure keeps fees low and priorities aligned with clients.

Pros of Vanguard:

Ultra-low expense ratios
Industry-leading index and target-date funds
Strong retirement focus
Trusted brand in passive investing

Cons of Vanguard:

Limited trading tools
Not ideal for active or short-term traders

4. Robinhood

A mobile-first platform with zero commissions and 24/7 support—perfect for new-age traders and crypto-curious investors.

Minimum investment: $0

$0 commissions on stock, ETF, and crypto trades
Robinhood Gold (premium research + margin): $5/month
No advisory or account maintenance fees

Best for: Mobile-first investing and active traders

Robinhood popularised commission-free trading and made investing accessible to a new generation. It now also offers IRAs, stock lending, and 24/7 customer support.

Pros of Robinhood:

Simple mobile interface
Commission-free stock, ETF, and crypto trades
Fractional shares and instant deposits
24/7 customer support

Cons of Robinhood:

Lack of Mutual Funds and Bonds
Robinhood has recently dealt with controversies surrounding trading restrictions

5. Betterment

Betterment

Automated investing made easy—low fees, goal-based portfolios, and optional human advice with no minimum to start.

Minimum investment: $0

Fees:

0.25% annual management fee (Digital plan)
0.40% (Premium plan with human advice)
No trading or rebalancing fees
No minimum for basic service

Best for: Hands-off investors seeking automated portfolios

Betterment is one of the leading robo-advisors, offering low-cost, algorithm-driven portfolios based on your goals and risk tolerance. You can also add real financial advice for a fee.

Pros of Betterment:

Automated tax-loss harvesting
Goal-based investing
Low fees (0.25–0.40%)
Optional access to financial planners

Cons of Betterment:

No active trading or DIY investing
Limited flexibility for advanced investors

6. Wealthfront

Wealthfront
Smart, automated portfolios for tech-savvy investors.

Minimum investment: $500

0.25% annual advisory fee
No commissions or rebalancing fees
Free financial planning tools included

Best for: Tech-savvy investors focused on automation

Wealthfront offers powerful digital planning tools, smart portfolio management, and low fees, making it one of the best investment companies for investors who prefer automation over advice.

Pros of Wealthfront:

Intuitive planning tools and dashboards
Low 0.25% annual fee
Automated rebalancing and tax optimisation
Customisable ETF portfolios

Cons of Wealthfront:

No access to human advisors
$500 minimum to start

7. Empower (formerly Personal Capital)

A premium pick for high-net-worth investors—combining free financial tracking tools with personalized retirement planning.

Minimum investment: $100,000 for advisory services

0.89% for accounts under $1 million
Tiered fee structure (drops to 0.49% for $1 million+)
Free access to financial tracking tools

Best for: High-net-worth individuals and retirement planning

Empower combines a powerful free financial dashboard with personalized advice for those with larger portfolios. It’s one of the top 10 investment firms for goal-based retirement planning.

Pros of Empower:

Free tools for budgeting and net worth tracking
Professional advice for $100k+ clients
Detailed retirement projections
Transparent fee structure

Cons of Empower:

Higher fees
Not ideal for small or new investors

8. BlackRock

The global ETF giant—backing iShares with deep research and sustainability options, available via most brokers.

Minimum investment: Depends on the platform holding iShares ETFs (typically $0–$1,000)

Expense ratios for iShares ETFs range from 0.03% to 0.25%
No direct platform fees (used via brokerages)
No account-level services for retail investors

Best for: ETFs and ESG investing at scale

BlackRock is the world’s largest asset manager, best known for its iShares ETF range. Though not a retail-first platform, its funds are used by advisors and DIY investors globally.

Pros of BlackRock:

Thousands of ETF options
Leader in sustainable investing (ESG)
Powerful institutional research
Partnered with most major brokers

Cons of BlackRock:

Not a direct-to-consumer platform
Limited account types for retail investors

9. UBS

Exclusive wealth management for ultra-high-net-worth clients—offering tailored strategies and global investment access.

Minimum investment: Typically $1 million+

Custom pricing model based on services
May include management fees, performance fees, and advisory fees
Dedicated wealth management team included

Best for: Ultra-high-net-worth investors

UBS is a premier choice for ultra-high-net-worth individuals, offering fully personalized financial advice, tax planning, and international investment opportunities.

Pros of UBS:

Personalized portfolio construction
Tax, estate, and legacy planning
Global market access
Private banking services

Cons of UBS:

High minimum requirements
Not designed for everyday investors

10. Morgan Stanley

Morgan Stanley

Full-service investing through E*TRADE and elite advisory programs—catering to both everyday investors and affluent clients.

Minimum investment:

ETRADE: $0
Core portfolios: $500
Portfolio management: $10.000
Individualized services: $500,000

Custom advisory fees (can range from 0.50–1.50% AUM)
No commissions on E*TRADE stock/ETF trades
Additional fees may apply for planning and portfolio structuring

Best for: Full-service wealth management

Morgan Stanley combines traditional investment services with elite-level wealth planning. From self-directed trading to managed portfolios, it caters to a broad client base, including high-net-worth individuals.

Pros of Morgan Stanley:

Wide range of investment solutions
Dedicated financial advisors
Strong research and insights
Access to self-directed and managed accounts

Cons of Morgan Stanley:

Advisory fees may be higher
Minimums vary by program

Compare the Top 10 Investment Companies

Company	Best for	Account minimum	Fees	Advisor access
Company	Best for	Account minimum	Fees	Advisor access
Fidelity	All-in-one, retirement	$0	$0 trades	Yes (human + robo)
Charles Schwab	Long-term, low cost	$0	$0 trades	Yes
Vanguard	Passive, retirement	$0	Low fund fees	Limited
Robinhood	Mobile, active traders	$0	$0 trades	No
Betterment	Automated investing	$0	0.25–0.40% AUM	Optional
Wealthfront	Tech-first, automated tools	$500	0.25% AUM	No
Empower	HNW & retirement advice	$100,000	0.49–0.89% AUM	Yes
BlackRock	ETFs, institutional quality	Fund-based	Varies	Via advisors
UBS	HNW wealth management	High	Custom pricing	Yes
Morgan Stanley	Full-service investing	Varies by product	Advisory fees apply	Yes (in-person + app)

What is the best investment company in 2025?

There’s no one-size-fits-all answer to what is the best investment company, because the right choice depends on your investing style, financial goals, and how much guidance you want.

Here’s a breakdown based on your preferences:

For full-service retirement planning → Fidelity, Empower, or Morgan Stanley
For low-cost passive growth → Vanguard or Charles Schwab
For automated investing → Betterment or Wealthfront
For mobile-first access → Robinhood
For high-net-worth or global advice → UBS or BlackRock

How to choose the best investment firm for your needs

Picking the right investment company starts with understanding how much guidance you need and how much you’re willing to pay for it.

Here are a few key things to weigh:

Your investing style

Self-managed: For confident investors, a self-managed approach offers full control at low cost. It’s ideal if you prefer making your own decisions and have the time or experience to manage your portfolio.

Key benefits include:

Commission-free stock and ETF trades
Low-cost index/mutual funds (
Advanced research tools and trackers
Low or no account minimums

Robo-advisor: Ideal for hands-off investors, robo-advisors use algorithms to manage your portfolio automatically.

Automated rebalancing and tax optimization
Goal-based planning tools
Transparent fees (0.25%–0.40% annually)
Low account minimums ($0–$500)

Financial advisor: For complex finances or expert guidance, a financial advisor can be a valuable partner.

Personalized planning for retirement, estate, and more
Ongoing advice tailored to your goals and risk tolerance
Fees are typically around 1% of assets managed
Access to fiduciaries who prioritize your best interests

Costs and fees

DIY platforms can cost next to nothing, especially if you stick with ETFs and avoid premium tools.
Robo-advisors typically charge 0.25% to 0.40% annually, often with added features like tax optimization.
Full-service firms can charge around 1% AUM, but bring personalized advice and long-term strategy.

Other important factors

Account minimums: Do you meet the platform’s entry threshold?
Available account types: Do they support retirement, taxable, and business accounts?
Range of investments: Stocks, ETFs, crypto, ESG, etc.
Support and experience: Can you get help when you need it? Are the tools easy to use?

FAQs about investment companies

What is the best investment company for beginners?

Betterment , Fidelity , and Charles Schwab are great places to start. They offer low fees, easy onboarding, and support for retirement accounts.

Are robo-advisors safe?

Yes. Firms like Wealthfront and Betterment are regulated and use encryption and SIPC protection. They’re great for low-cost, automated investing.

What’s the difference between a broker and an investment firm?

A broker helps you buy and sell assets, while an investment firm may offer broader services like financial planning, wealth management, and tax advice.

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