Charles Schwab
Self-directed investing and advisory services
Ask this: Which services and cash features are included, and what do they cost?
Ask about this firm ↗FIGHTING WALL ST. / RESEARCH DESK
Know the Firm Behind the Advice.
Eight firms to begin your research. Brand names may cover multiple legal entities. Confirm the entity on your agreement and its current regulatory record.
8 firms · Alphabetical · Curated, not ranked
Edward Jones
Branch-based financial advice
Ask this: What are the differences between brokerage and advisory account costs?
Ask about this firm ↗Fidelity
Brokerage, retirement and investment services
Ask this: Which account and service best fit the planning work I need?
Ask about this firm ↗LPL Financial
Platform supporting financial professionals
Ask this: Which firm and advisor will appear on my agreements and statements?
Ask about this firm ↗Merrill
Investment and financial advice
Ask this: Which services come from Merrill and which from related banking entities?
Ask about this firm ↗Morgan Stanley
Financial advisors and wealth planning
Ask this: How is my advisor compensated across the products discussed?
Ask about this firm ↗Raymond James
Advisor-based wealth and investment services
Ask this: Which legal entity and affiliation model would serve my account?
Ask about this firm ↗Vanguard
Funds, brokerage and advisory options
Ask this: How do the available advice services differ in access and price?
Ask about this firm ↗TAKE YOUR RESEARCH FURTHER
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