The AdvisoryHQ website contains a list of the top 10 investment companies and provides insight regarding the factors to determine a top investment firm. Each investment firm has its own unique investment and fee structure.
The top 10 investment companies listed by the AdvisoryHQ website, as of 2015, include Betterment, Charles Schwab, Edward Jones, Fidelity Investments and Merrill Lynch. The others on the list are Morgan Stanley, Raymond Jones, RBC Wealth Management, Vanguard and Wells Fargo. AdvisoryHQ also notes that the Securities and Exchange Commission website offers a search feature for investment companies. A positive characteristic of an investment company is its ability to manage client funds and earn a rate of return higher than the cost of associated fees. Another characteristic is an investment company's ability to perform better than a major market index such as the S&P 500.
Top investment companies such as Charles Schwab offer online brokerage options, allowing investors to self-manage some of their own capital. Firms such as Edward Jones emphasize presence by ensuring advisors are easily accessible and focus on personalized services. Certain companies cater to individuals with a high net worth, as is the strategy with Fidelity Investments. A full range of investment tools include mutual fund options that distinguish companies such as Vanguard from its competitors.