What Are Some Highly Rated Investment Firms According to Experts?


Quick Answer

A survey conducted by marketing information services firm J.D. Power rated Edward Jones and Fidelity Investments as the best full-service investment firms of 2015, as Investment News reports. Other highly rated investment firms in the survey include Charles Schwab and Company, Wells Fargo Advisors, Raymond James and Ameriprise Financial.

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Additional highly rated full-service investment firms in the J.D. Power survey include Merrill Lynch Wealth Management, Stifel, Nicolaus & Company, U.S. Bank, RBC Wealth Management, UBS Financial Services and LPL Financial, notes Investment News. The survey ranked companies by how well they scored on a 1000-point scale. The leading firms, Edward Jones and Fidelity Investments, tied with a score of 812.

To generate a score, the survey considered the quality of services offered by full-service investment firms in seven areas, explains J.D. Power. These include problem resolution, account information, commissions and fees, account offerings and websites. Other considerations included investment performance and quality of investment advisors. Fidelity Investments performed particularly well in the areas of account offerings and account information, while Edward Jones scored highly in the areas of investment performance and quality of investment advisors.

A different survey focusing on fee-only wealth management firms conducted by the Consumer News and Business Channel, popularly known as CNBC, placed Creative Planning in the top position, notes CNBC. Other firms rated highly by the survey include Halbert Hargrove, the Westcott Financial Advisory Group and Burt Wealth Advisors.

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