Explore the top five financial advisory firms of 2021, including Vanguard, Zoe Financial, Facet Wealth, Morgan Stanley, and BlackRock. Learn how these companies provide tailored investment and wealth management services, catering to different client needs with affordable options, high-net-worth solutions, and global reach. Perfect for investors seeking expert guidance and strategic financial planning.

Leading Financial Planning Services of 2021

Selecting the right financial consultant is crucial for investment growth. The U.S. boasts numerous reputable firms known for exceptional service. The dominant firms continue to attract a large client base. Here are the top five financial advisory companies in 2021.

Vanguard
Vanguard is often likened to a retail giant in investing, providing affordable services and diverse options. By 2020, it managed about USD 6.3 trillion in assets, reaffirming its leadership position.

Its growth is fueled by competitive prices and allowing investors to maximize returns.

Zoe Financial
Connecting high-net-worth individuals with the top 5% of financial advisors nationwide, Zoe Financial provides unbiased advice aligned with clients' needs. Users fill out online questionnaires, and an advanced algorithm pairs them with fee-only advisors—no commissions. Clients can proceed or request a free consultation.

Facet Wealth
Offering personalized financial planning for an annual fee of USD 1200, Facet Wealth delivers tailored services through dedicated planners via phone or video chat. Unlike traditional assets-based fee structures, this flat-fee approach varies depending on client plans.

Morgan Stanley Wealth Management
A division of Morgan Stanley, the firm manages around USD 2 trillion in assets. It serves individuals, families, and institutions with offerings like investment management, retirement planning, and IRA services. With nearly 16,000 advisors nationally, it provides broad coverage across the U.S.

BlackRock
The largest global asset manager, BlackRock oversees over USD 7.34 trillion in assets. Operating in 30 countries and serving clients in more than 100 nations, it is renowned for ETFs, especially its iShares funds, comprising about 25% of its assets under management. Its extensive influence makes BlackRock a prominent player worldwide and locally.