10 Best Financial Advisors of 2025

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A good financial advisor offers comprehensive services, ranging from investment management to financial planning, all for a low fee.

Here’s a look at a broad range of the best financial advisors, from household names to up-and-coming outfits that are giving “the old guard” a run for their money. Which one is best for you will vary based on your investment experience, needs, risk tolerance and comfortability with in-branch of online options. 

1. Fidelity

• Fees: 0% – 1.50%
• Account Minimums: $0 – $2 million
• Assets Under Management: $15.5 trillion
• Support: You can choose a roboadvisor or a real person. They also have options for people with large and small amounts of wealth.

2. Schwab

• Fees: 0% – 0.80%
• Account Minimums: $500,000 – $5 million
• Assets Under Management: $1.25 trillion
• Support: You can trade on your own or get broker assistance for a commission-fee. Those with over $500,000 in assets can get dedicated advisors.

3. Vanguard

• Fees: 0% – 0.30%
• Account Minimums: $100 – $500,000
• Assets Under Management: $9.9 trillion
• Support: Robo advisors for those with at least $100 in assets, a financial advisor access or those with at least $50,000 in assets and a dedicated financial advisor for those with at least $500,000 in assets.

4. JPMorgan Chase

• Fees: 0.5% – 1.45%
• Account Minimums: $10,000 – $250,000
• Assets Under Management: $3.9 trillion
• Support: If you have $25,000 in assets, you can have access to financial advisors for fees as high 0.6%. If you want a dedicated advisor, fees start at 1.45% annually.

5. Facet

• Fees: $2,000 – $6,000 annually
• Account Minimums: $500 – $1 million
• Assets Under Management: $3.49 billion
• Support: Fiduciary (Someone who manages your money). If you get the highest level, you can also get estate and tax planning.

6. Edward Jones

• Fees: 1.35% annually
• Account Minimums: $25,000 – $300,000
• Assets Under Management: $2 trillion
• Support: For those with at least $25,000 in assets and a 1.35% fee, a financial advisor can help you pick mutual funds and ETFs. For those with at least $300,000 in assets, you can have your portfolio professionally managed.

7. Betterment

• Fees: $4 per month or 0.25% of assets — 0.65% annually
• Account Minimums: $0 – $100,000
• Assets Under Management: $50 billion
• Support: Roboadvisors or phone calls and emails with financial advisors.

8. Wealthfront

• Fees: 0.25% annually
• Account Minimums: $500 
• Assets Under Management: $75 billion
• Support: Answer a questionnaire and get a tailored portfolio of funds

While those who need more advanced financial services will want to look elsewhere, Wealthfront remains a solid option for beginning investors or those who want a professionally allocated portfolio for a small cost.

9. Zoe Financial

• Fees: Charges determined by individual advisors
• Account Minimums: $150,000
• Assets Under Management: N/A; Zoe is a platform that connects advisors and clients
• Support: Zoe financial is a service that can help you find the right financial advisor from you. They offer a free consultation with advisors you find on their platform.

10. Empower

• Fees: 0.49% – 0.89%
• Account Minimums: $100,000 – $5 million
• Assets Under Management: $1.6 trillion
• Support: Financial and retirement planning for those with at least $100,000 in assets. Wealth management for those with at least $250,000 in assets. 1:1 financial planning for those with at least $1 million in assets.

The Bottom Line

Before you contact a financial advisor, make sure you know how many assets you have and what your financial goals are. It’s ok to meet with several different firms before you decide on the right one for you.

*Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company.

The information related to JPMorgan Chase financial advisory solutions was collected by GOBankingRates and has not been reviewed or provided by the issuer of this product. Product details may vary. Please see the issuer’s website for current information. GOBankingRates does not receive commission for this product.

Editorial Note: This content is not provided by any entity covered in this article. Any opinions, analyses, reviews, ratings or recommendations expressed in this article are those of the author alone and have not been reviewed, approved or otherwise endorsed by any entity named in this article.

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