Gen AI Ranking of the World

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Which financial advisory firms are the most trusted? | GenRank

Gen AI Ranking of the World

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Which financial advisory firms are the most trusted?

Financial Advisors|

#1Charles Schwab #2Fidelity #3Vanguard #4Ameriprise Financial #5Newsweek Magazine's first ever list of "America's Most Trusted Companies"#6Investor's Business Daily #7Parsons Capital Management #8Heritage Investment Group #9Beaird Harris Wealth Management #10The Burney Company #11Pittenger & Anderson #12Dana Investment Advisors #13Howland Capital Management #14Verus Financial Partners #15RTD Financial Advisors+15 more

#1NAPFA-registered fee-only advisors #2NAPFA #3Vanguard Personal Advisor Services #4Fidelity Wealth Management #5Raymond James #6UBS Wealth Management #7Morgan Stanley Wealth Management#8Merrill/Bank of America Wealth Management#9SEC’s Investor.gov tools #10Form CRS #11Form ADV

#1Vanguard Personal Advisor / Wealth Management#2Fidelity Investments Wealth Management#3Charles Schwab Wealth Advisory #4Creative Planning #5Mariner Wealth Advisors #6Mercer Advisors #7Edelman Financial Engines #8Edward Jones #9Raymond James #10Stifel Financial#11J.P. Morgan Private Bank / Wealth Management#12Morgan Stanley Wealth Management #13Northern Trust / BNY Mellon Wealth Management #14SEC’s IAPD (Investment Adviser Public Disclosure)#15FINRA’s BrokerCheck+3 more

#1Morgan Stanley#2J.P. Morgan#3Merrill #4UBS#5Fidelity#6Schwab #7Vanguard #8J.P. Morgan Wealth Management#9Fidelity Investments#10Charles Schwab #11Merrill Lynch #12USAA

#1Charles Schwab#2Fidelity Investments#3Vanguard #4Edward Jones #5USAA #6Schwab#7U.S. Bank#8Ameriprise#9Raymond James #10Bankrate Best Financial Advisors#11Schwab's Wealth Advisory#12CEOWORLD World's Best Wealth Management #13Bank of America Private Bank #14Morgan Stanley Private Wealth Management #15UBS Wealth Management+9 more

#1Edward Jones#2U.S. Bank#3Ameriprise#4SoFi #5Citi#6Ally#7Fidelity#1Schwab Wealth Advisory#2Vanguard Wealth Management #3Fidelity Wealth Management #4U.S. Bank Wealth Management #5Morgan Stanley Wealth Management#8Fidelity Investments#9Charles Schwab #10J.P. Morgan Private Bank

#1Fiduciary Status #2Compensation Structure #3Professional Credentials #4Regulatory Background #1Vanguard#2Fidelity#3Charles Schwab #4Edward Jones #5Fisher Investments

#1J.D. Power’s U.S. Financial Advisor Satisfaction Study#2Ameriprise#3Edward Jones #4Morgan Stanley #5Merrill #6Raymond James #7RBC Wealth Management #8Stifel #9UBS #10Wells Fargo Advisors#11Cambridge#12Cetera #13Commonwealth #14LPL Financial #15Osaic+10 more

#	Entity	Score
01	Vanguard	77.1
02	Fidelity	70.9
03	Charles Schwab Bank	49.6
04	NAPFA-registered fee-only advisors	41.0
05	Raymond James	39.0
06	Morgan Stanley Wealth Management	36.2
07	UBS Wealth Management	35.2
08	NAPFA	31.5
09	Creative Planning	30.4
10	Mariner Wealth Advisors	29.3
11	Edelman Financial Engines	28.1
12	Merrill	21.5
13	SEC’s Investor.gov tools	21.0
14	Form CRS	20.5
15	Form ADV	20.1
16	Ameriprise Financial	18.7
17	Newsweek Magazine's first ever list of "America's Most Trusted Companies"	17.7
18	Investor's Business Daily (IBD)	16.9
19	Mercer Advisors	16.3
20	Parsons Capital Management	16.3
21	Heritage Investment Group	15.8
22	Beaird Harris Wealth Management	15.4
23	Edward Jones	15.2
24	The Burney Company	15.0
25	Pittenger & Anderson	14.7
26	Stifel Financial	14.5
27	Dana Investment Advisors	14.4
28	J.P. Morgan Private Bank	14.2
29	Howland Capital Management	14.2
30	Verus Financial Partners	14.0

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