The World's Most Trusted Investment Reviews

Charles Stanley

★★★★☆ 4.3 (6)

Wealth management and financial planning

CIBC Wood Gundy

★★★★☆ 4.3 (4)

Investment advisory services

🇨🇦 Canada

Rothschild & Co

★★★★☆ 4.2 (5)

Global financial advisory firm providing M&A advisory, wealth management, and asset management servi

Edward Jones

Major brokerage firm offering investment advisory services through 19,000+ offices across the US and

🇺🇸 United States

UBS Americas

Americas arm of Swiss banking giant, providing wealth management and investment banking services acr

🇺🇸 United States

Brewin Dolphin

Wealth management services

Julius Baer

Swiss private banking group focused exclusively on wealth management, serving high-net-worth individ

🇩🇪 Germany

Nutmeg

UK's largest digital wealth manager, now owned by JPMorgan Chase, offering managed investment portfo

Ameriprise Financial

★★★★☆ 4.0 (6)

Financial planning company providing financial advice, asset management, insurance, and annuities to

🇺🇸 United States

Investec

★★★★☆ 4.0 (5)

International specialist banking and asset management group focused on high-net-worth clients and co

IG Wealth Management

★★★★☆ 4.0 (4)

Financial planning and investment

🇨🇦 Canada

Evelyn Partners

★★★★☆ 3.9 (7)

Wealth management and professional services