Intro: Rating the Largest & Top Investment Firms in 2022-2023

Investments can make a big difference in planning for the future and building wealth. However, investments are also very risky, and those that are inexperienced and try to go it alone without the help of asset management firms can end up losing a lot of money.

The benefits that global investment companies bring to the table include a stable of experienced professionals, intensive research and advanced analytics, and the expertise to balance risk and reward.

Most people would not try to do their own plumbing or electrical work on their home; they rely on a trained professional to do it right. It’s similar when it comes to investing your hard-earned money and working with professionals at one of the best investment companies.

There are several considerations when it comes to finding the best investment company to work with. Where do you start? Do you start with banks that have investment divisions? Or try traditional brokerage firms, which are still a very popular investment option for many people?

Due to their size and popularity, brokerages are typically the least expensive, and they provide flexible options, including face-to-face meetings and online trading capabilities.

However, working with top investment firms that are connected to a big bank where you have other accounts can be more convenient. The fact that you already have a relationship with the financial institution also may bring other perks.

No matter which type of entity you choose as your top investment company, there are some common considerations to help you pick the best investment firm for your financial needs. These include:

  • Top investment companies offer strategies that are tailored to both your wealth-building potential and risk tolerance.
  • The largest investment firms will offer multiple varied investment strategies to build retirement savings.
  • Tailored rather than “cookie-cutter” portfolios are hallmarks of the best investment firms.
  • The best investment companies will put the interests of their clients first.

The largest investment companies and top-rated investment firms will offer a broad array of investment products at varying risk levels. Getting more options for investments is a big benefit of working with larger asset management firms over smaller ones with fewer options.

best investment companies red award emblem

Award Emblem: Top 10 Best Investment Companies

So, which firms are the biggest and top investment firms to consider?

AdvisoryHQ has reviewed hundreds of organizations, and the following review and ranking of the best investment firms and the largest investment companies covers the popular traditional brokerages.

You’ll find highlights of how the firm earned a spot on our list and key reasons why each top-rated investment firm was chosen. We’ll also detail factors that make the investment company unique and why you may want to consider working with them.

This 2022-2023 review and ranking of the top investment companies and the biggest investment management firms is designed to serve as a helpful guide for anyone looking for a brokerage.

Top 10 Best Investment Companies | Brief Comparison & Ranking 

Best Investment Firms

AUM (USD) 2022-2023 Ratings
BlackRock$10 trillion5
Fidelity Investments$9.9 trillion5
Vanguard$7.5 trillion5
Charles Schwab$7.13 trillion5
State Street Global Advisors$3.48 trillion5
Capital Group$2.6 trillion5
Allianz$2.5 trillion5
BNY Mellon$2.4 trillion5
Goldman Sachs$1.82 trillion5
J.P. Morgan Asset Management$2.5 trillion3

Table: Top 10 Best Investment Companies | Above list is sorted by AUM and rating

What’s the Difference Between Fee-Only, Fee-Based, & Commission-Based Investment Firms?

Understanding how an investment firm is compensated is important when you’re choosing the best investment management company to work with. There are some key differences between the three main fee structures that you’ll find.

Top investment firms can work under one of the three main compensation structures, which are:

  • Fee-only
  • Fee-based
  • Commission-based

Many investors are unfamiliar with the differences between these fee structures. However, they can make a big difference in how you feel about the investment management companies you’re considering. They’re often a deciding factor for investors in choosing who to trust with investment guidance.


If a top investment firm states that it is “fee-only,” this means that the firm’s advisors do not accept any commissions or incentives from third parties that sell financial products or services. The advisors’ only form of compensation is from client fees.

The fee-only pricing structure minimizes the inherent conflicts of interest that accompany the recommending and selling of investment products. A fee-only investment company is in a better position to act solely in the interest of its clients.


A fee-based investment firm is compensated by client fees as well; however, its advisors are also free to accept commissions, referral fees, or other incentives from companies that provide financial products.

Because the fee-based structure creates some potential conflict of interest, many fee-based investment firms will become fiduciaries to help offset the potential for conflict. Any firm can be a fiduciary (fee-only, fee-based, or commission-based).

As a fiduciary, an investment firm is legally responsible for fully disclosing any conflicts of interest, being transparent, and putting the interests of its clients ahead of those of the firm and its advisors. 


Investment firm advisors working with a commission-based structure will typically be compensated through commissions from purchasing and selling financial products in their clients’ portfolios.

Generally, high-net-worth investors find that the unique services offered by commission-based firms provide the best investment returns and often are accompanied by “white-glove” treatment and other personalized services.

best investment companies

2022-2023’s Best & Biggest Investment Firms

Where Can I Find Fee-Only or Fee-Based Investment Firms?

In addition to reviewing the best and largest investment companies on this top-rated list, there are several other fee-only or fee-based options out there among local financial firms. Many provide additional services, such as accounting and tax management.

If you are interested in fee-only or fee-based financial advisors, you can visit the links below for our comprehensive rankings by region or city, which use fee-only and fee-based structures as ranking factors. 

All-in-One Change Management Tools

Top Rated Toolkit for Change Managers.

Get Your Change Management Tool Today...

2022-2023 AdvisoryHQ’s Selection Methodology

What methodology does AdvisoryHQ use in selecting and finalizing the credit cards, financial products, firms, services, and products that are ranked on its various top-rated lists?

Please click here “AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top-rated credit cards, financial accounts, firms, products, and services.

Detailed Review – Top Ranking Best Investment Companies

Below, please find a detailed review of each investment company on our list of 2022-2023 best investment firms. We have highlighted some of the factors that allowed these top-rated investment firms to score so high in our selection ranking.

Click on any of the names below to go directly to the review section for that firm.

Click below for previous years’ rankings:

BlackRock Review

BlackRock has been helping clients take control of their financial security for over 30 years. This is one of the largest investment companies in the world and is also an investment technology provider.

As of January 2022, the firm managed approximately $10 trillion USD in assets for clients. This top-rated investment firm was started in 1988 with just eight people, and today has grown to 18,000+ people in 36 countries serving investors from all walks of life.

This best investment company is a fiduciary, pledging to always put its clients’ interests ahead of its own.

Key Factors That Led Us to Rank BlackRock as One of the Top Investment Companies in 2022-2023

Alternative Investments

One of the benefits of working with global investment companies is that these firms have a unique understanding of the interconnectedness of the global economy. The advisors at these firms also live it daily throughout their worldwide offices.

BlackRock understands that investing only in stocks and bonds may not be the most advantageous way to create and cultivate a diversified portfolio to protect yourself from potential regional or global economic downturns.

One of the service areas of this firm is alternative investments, which add a unique and distinctively performing component to a portfolio for further diversification beyond stocks and bonds.

Some of the alternative investment options BlackRock offers include:

  • Hedge Funds
  • Private Equity
  • Private Credit
  • Commodities
  • Real Estate & Real Estate Investment Trusts (REITs)

Adding alternative investments can help investors lower their risk and optimize their returns, which is something that BlackRock has extensive experience in as one of the best investment companies.

best investment companies in the woorld

Top 10 Investment Companies

BlackRock Retirement Income Solutions

One of the major reasons that investors look to top-rated investment firms as well as the biggest investment firms is for retirement solutions. This is a universal need that nearly everyone faces at one time or another, and it’s one BlackRock is intently focused on.

BlackRock is close to launching an innovative solution to the more pressing retirement challenges. With a goal of helping more U.S. workers improve their financial security and access guaranteed lifetime income through their workplace retirement plans, BlackRock has introduced its LifePath Paycheck™ solution.

The initial plan adoptions are expected sometime in 2022. By doing so, this top investment company will provide the option and opportunity for over 120,000 U.S.-based 401(k) plan participants to get a guaranteed income stream when they retire.

Additionally, the company shares a series of retirement insight articles on its website, designed to give investors the information they need to make better-informed decisions about their future or current retirement needs.

Rating Summary

BlackRock is one of the biggest investment firms in the world, which gives the firm’s investors resources they can tap into that might not be found at smaller investment management companies.

The fiduciary commitment of this top-rated investment company provides clients with peace of mind that their BlackRock advisor is making portfolio recommendations in their best interests and not based upon any commission structure.

Whether you’re an individual or corporate investor, BlackRock has the expertise that extends to investment management technology, alternative investments, and corporate sustainability. The firm earns 5-stars as one of the best investment firms to consider working with for asset management in 2022-2023.

See Also: Best Financial Advisors & Wealth Management Firms in Dallas, TX

Fidelity Investments Review

Fidelity Investments is one of the top investment companies that’s an industry leader in trading and believes in straightforward pricing to make investing easy for its clients.

As of June 30, 2022, this top-rated investment management firm had $9.9 trillion USD in discretionary assets under administration. Headquartered in Boston, MA, Fidelity serves clients from 12 regional offices and over 200 investor centers throughout the U.S. Additionally, this top asset management firm is present in 9 other countries across Europe, Asia, North America, and Australia.

This investment advisor includes compensation details on its website, offering transparency to potential clients. Fidelity Investments is also a fiduciary that puts its clients’ interests above its own.

Key Factors That Allowed Fidelity Investments to Rank as One of the Best Asset Management Firms in 2022-2023

Transparent Pricing

When selecting from the top investment companies, one of the key considerations for investors is often the pricing and fees they must pay. Fidelity appreciates this and includes a fee schedule on its website for potential investors.

Not only does the firm offer some of the most competitive pricing, even compared to many other top investment firms, but it also offers the flexibility that makes it easy for those new to investing get started.

There are no annual account fees and no minimums to invest. Additionally, there are no advisory fees for balances under $10,000. The firm states that its margin rates (as low as 7.00%) are among the most competitive of any other financial investment companies.

Fidelity provides charts of their portfolio advisory fees as well, so investors always know what they’re going to be paying upfront.

largest investment companies

10 Best Financial Investment Companies

Active Trader Pro

When reviewing and ranking the top investment companies and the biggest investment firms, technology, and proprietary offerings are important differentiators. This is especially true in today’s climate of mobility and where smartphone use for financial transactions is at an all-time high.

Fidelity is one of the top-rated investment firms for many reasons, and one of them is its signature Active Trader Pro® platform. This great example of modern trading technology empowering users to maximize the value of their investments.

This customizable platform allows clients to create their own personal online trading experience with streaming, customizable quotes, and watch lists. Fidelity’s powerful trading tool gives its clients real-time insights and visual snapshots so they can monitor investments.

This digital tool also uses Trade Armor®, which helps investors define entry and exit investment strategies and visualize a trade’s potential risk and reward. By consolidating key information, this feature is created to help you make intelligent trading decisions.

Rating Summary

Fidelity Investments is one of the best investment companies to look at if you’re new to investing because the firm works to make portfolio management as easy as possible for its clients.

As one of the largest investment firms around, Fidelity fosters a spirit of constant innovation as a way to deliver more value to its clients and ensure they always have cutting-edge technology investing tools.

With a comprehensive approach and foundation of trust and fee transparency, Fidelity is awarded a 5-star rating as one of the best investment management firms to consider partnering with in 2022-2023.

Don’t Miss: Top Financial Advisers in the UK

Charles Schwab Review

Offering a modern way to build wealth, Charles Schwab is one of the top investment firms and one that was built around a simple idea to “put the client first.”

As of August 31, 2022, this top financial investment company has $7.13 trillion in total client assets, over 32,000 employees, and over 400 branches throughout 45 U.S. states. Charles Schwab offers investor services as a full-service brokerage and advisor services.

This best investment company is fee-based and its independent registered investment advisors are fiduciaries. The firm states that it chooses to operate under the fiduciary standard because “it’s the right thing to do.”

Key Factors That Led Us to Rank Charles Schwab as One of the Best & Biggest Investment Companies

Global Trading

While Charles Schwab offices may be U.S. based, this is one of the top investment firms that offers global investment opportunities. Its Schwab Global Account allows investors to trade online through Schwab in international markets.

Schwab allows you to trade in international securities in more than 30 countries. However, a Schwab Global Account facilitates trading in 12 of the top-traded foreign markets in their local currencies, offering U.S. investors more diverse investment strategies.

Some of the account features include:

  • No account or trade minimum
  • Real-time quotes during foreign market hours
  • Multi-currency statement reporting
  • Speak with a Global Investing Services specialist

By offering the ability to trade globally, Schwab offers more opportunities for its U.S. investors, putting itself on par with more global investment companies.

biggest investment companies in the US

Top Investment Companies in the World

Schwab Intelligent Income™

This is one of the investment management companies that is looking toward the future with modern investment tools. One of these is Schwab Intelligent Income™, which offers investors a way to generate a monthly paycheck from their retirement investments.

Moving from a regular paycheck to the uncertainty of retirement can be daunting. This tool by Schwab is designed to alleviate that stress by helping bridge the gap with regular monthly payments.

Wondering how much money you could withdraw monthly based on your retirement savings and other factors? You can use an investment tool on the firm’s website to find out. For example, if you had $500,000 at retirement, wanted it to last 30 years, and were a conservative investor, you could potentially withdraw $1,660 monthly.

This modern focus on retirement investment makes Charles Schwab one of the best investment firms to consider for a retirement portfolio and automated technology that makes post-retirement funding streamlined.

Rating Summary

Investors looking for investment strategies tailored to their needs and powered by technology will find a good match with Charles Schwab. The firm’s client-centric approach has been a founding cornerstone of the company.

Uniquely, Schwab is one of the few top-rated investment firms to offer a satisfaction guarantee. The firm’s website states that if for any reason you’re not completely satisfied, your fee or commission will be refunded.

With a modern take on investing and a comprehensive approach, Charles Schwab is one of the best and largest investment companies to consider working with and has earned a 5-star rating in our 2022-2023 ranking.

Capital Group Review

Helping people get from “Can I?” to “I Can” for 91 years, Capital Group is one of the largest and best investment firms. It has 31 offices throughout the Americas, Asia, and Europe.

Under the Capital Group umbrella are American Funds, which has over $2.6 trillion in assets under management as of December 31, 2021, and Capital Group Private Markets, which has more than $1.7 trillion in AUM.

The firm works to uphold fiduciary standards of transparency and always puts the client’s best interest first when making financial recommendations.

Key Factors That Enabled Capital Group to Rank as One of the Top Investment Companies

Success-Driven Approach

As one of the best investment companies, Capital Group works under an investor-specific philosophy, driven by an emphasis on research and a long-term view. 

This is one of the top investment firms that take a boutique approach to offer portfolio management solutions. The firm’s advisors look at financial goals in terms of client goals, such as a comfortable retirement or buying a new home, rather than just numbers.

Capital Group uses a system that prioritizes superior and repeatable fund results. The firm’s funds also have multiple managers to ease the risk and bring a diverse mix of experience.

Uniquely, associates at this top-rated investment company are significant investors in the firm’s offerings, meaning that associates are equally as interested in producing investment results as clients are, and they invest alongside them.

top investment companies

2022-2023’s Best and Largest Investment Firms

Long-Term Investing Experience

An important part of any top investment firm is taking a long-term view and really getting to know clients. The advisors at Capital Group have done this well, and the firm’s client retention rate shows it.

This is the best investment company to consider if you’re looking for an advisor to be with you for the “long haul,” and there to help you realize the portfolio foundations laid years earlier. Ninety-four percent of the firm’s clients have been with it for at least a decade or more.

This top investment firm takes a long-term approach and makes a commitment to clients to always be there for them through life’s challenges and triumphs and market fluctuations.

Rating Summary

Throughout its history, Capital Group has remained true to its values, which put the power of relationship forming first and foremost. While the firm may take a boutique approach, it has all the resources that you would expect from any large top investment company.

This is one of the top asset management firms in the world that uses a distinctive approach to portfolio management. The firm uses The Capital SystemSM, which combines independent and high-conviction decision-making with multiple perspective diversity.

With a personalized approach and an emphasis on strategic research, Capital Group earns a 5-star rating as one of the best investment management firms to consider partnering with this year.

Allianz Review

Headquartered in Munich, Germany, Allianz may be most commonly associated with being the world’s leading insurer. However, it is also one of the largest investment companies with 126 million private and corporate customers in more than 70 countries.

As of December 31, 2021, Allianz has $2.5 trillion USD in assets under management, making them one of the largest investment companies in the world. Its clients include individual investors, family offices, financial advisors, foundations, corporations, pension funds, and central banks.

Key Factors That Enabled Allianz to Rank as One of the Best Investment Companies

The Investment Process

Each of the names on this list of the largest investment companies and the top-rated investment firms has a unique approach and process. It’s often that process that draws new investors and keeps current clients working with a firm for years.

Allianz believes that its thematic approach to Sustainable Development Goals (SDG) -aligned investing can most effectively capture new opportunities.

This top investment management firm has identified 8 static SDG-based themes that are built on the Sustainable Development Goals and underlying targets.

Allianz’s 8 static SDG-based themes are:

  1. Financial Inclusion
  2. Social Inclusion
  3. Education
  4. Health (Innovation & Promotion)
  5. Food Security
  6. Clean Water
  7. Clean Air/Energy Transition
  8. Clean Land/Circular Economy­

top 10 investment companies

Top 10 Investment Companies 2022-2023 Ranking

With 20 years of experience in sustainable investing, Allianz is a true pioneer of this investing approach.

Allianz Global Investors Academy

Allianz Global Investors Academy is an educational hub where you can access the most current financial investing topics and strategies, packaged into interactive and easy-to-digest learning modules.

Allianz’s dedication to sharing knowledge and educating the wider public is highly commendable. Its interactive platform was designed to help everyone interested in learning more about a wide range of financial topics and trends. Additionally, it also gives you a great insight into some selected investment strategies.

Allianz Global Investors Academy is free of charge and there is no need to register to start exploring and learning about investment topics.

Rating Summary

Investors looking for sustainable investment strategies will appreciate the expertise that Allianz has in this area. As pioneers of sustainable investing, Allianz has a lot to offer. This means being accountable and caring for its customers, employees, communities, and the planet.

With an innovative spirit and full-bodied approach to sustainable development goals, Allianz earns a 5-star rating in AdvisoryHQ’s 2022-2023 Ranking of Top 10 Investment Companies.

Popular Article: Best Advisers in the US and the UK

BNY Mellon Review

Headquartered in New York, BNY Mellon is a top investment company with a one-of-a-kind pedigree. The firm was founded in 1784 by Alexander Hamilton, making it not only one of the largest but also one of the oldest asset management firms.

As one of the biggest investment companies, BNY Mellon has $2.4 trillion USD in assets under management as of December 2021.

This top global investment company has a presence in 35 countries around the world. BNY Mellon is also a fiduciary that strives to help individuals and institutions succeed across the financial world through its unique insights, thinking, and actions.

Key Factors That Enabled BNY Mellon to Rank as One of the Top 10 Investment Companies

Industry Segments

BNY Mellon stands out from many of the other largest investment management firms because its advisors have expertise in a wide variety of industry segments. The depth of experience of its advisors allows them to deliver customized investment strategies for each distinct sector.

Every industry and individual investor have unique financial needs, goals, and varying financial complexity. By specializing in a variety of industry sectors, BNY Mellon offers those clients additional benefits from personalized knowledge and advice.

Industry segments served by this best investment company include the following:

  • Advisors
  • Banks
  • Broker-dealers
  • Consultants
  • Corporations
  • European Pensions
  • Family Office & High-Net-Worth Individuals
  • Independent Financial Advisors
  • Insurance Companies
  • Investment Managers
  • Sovereign Institutions
  • Wealth Managers

best global investment firms 2022-2023

10 Top Investment Companies in the World

Boutique Approach

One of the primary ways BNY Mellon stands out from other top-rated investment firms is its boutique approach to investment management. This is something that many investors are looking for, but you can’t always find when you work with large global investment companies.

While BNY Mellon may be one of the largest investment companies in the world, its focus is still square on each and every client. As such, the firm’s advisors deliver services as if they were working at a smaller boutique investment firm.

The firm’s family of companies features globally diversified investment boutiques, wealth management, and global distribution companies.

For those organizations or individuals looking for financial investment companies that blend the advantages of a full-service investment firm with highly tailored expert advice, BNY Mellon will be a great option.

Rating Summary

With a rich history spanning more than 230 years, BNY Mellon has weathered multiple economic markets and kept the same spirit of innovation, collaboration, and client-centric focus.

From investment and wealth management to liquidity services, this is one of the best investment firms to work with for a wide range of portfolio options and financial services.

BNY Mellon focuses on the client first, offering multiple financial education opportunities, such as a podcast. The firm has earned a 5-star rating as one of the best investment companies to consider working with in 2022-2023.

Goldman Sachs Review

With a promise to commit people, capital, and ideas to help clients, Goldman Sachs is a leading global investment management firm. The firm’s history began in 1869 when its very first office was opened. Today, the firm has 33 offices worldwide.

Goldman Sachs prides itself on forming a diverse, determined, and dedicated team that is designed to meet the unique needs of every client in the global communities it serves, which span multiple countries. As of June 30, 2022, Goldman Sachs has 1.82 trillion USD in assets under management.

The company upholds a fiduciary commitment to its clients to always work in their best interests and provide fee transparency.

Key Factors That Enabled Us to Rank Goldman Sachs as One of the Top Investment Companies

Expert Investment Management

As one of the best financial investment companies, Goldman Sachs provides two divisions of investment management for clients to take advantage of Asset Management and Private Wealth Management.

With a culture of excellence and high client satisfaction, Goldman Sachs employs rigorous research and a disciplined investment process. Individuals and organizations looking for broad industry expertise can benefit from the following when using the firm’s asset management services:

  • A full array of asset classes, including fixed income, money markets, public and private equity, commodities, hedge funds, and real estate
  • A global network of over 2,000 investment professionals
  • Customized, integrated solutions for portfolio design, asset allocation, and financial advisory services

For high-net-worth individuals, families, and select endowments and foundations, Private Wealth Management services are designed to identify and deploy unique investment opportunities. Clients can take advantage of:

  • A holistic, customized approach
  • Broad wealth management experience from investment professionals
  • Compelling research and industry insights across a wide range of topics
  • Online and mobile account access
  • A wide range of services, including private banking, advisory, and solutions for portfolio trading, hedging, and structuring

top investment companies

2022-2023 Ranking of the Largest & Best Investment Management Firms

Global Investment Research

A hallmark of this top-rated investment company is its intense focus on research. The research arm of Goldman Sachs is designed to provide insights and analysis on things like currency and commodities markets, equity, and fixed income.

The company’s Global Investment Research division covers a variety of areas to power smarter investments, including the following covering over 25 stock markets and over 45 economies and regions around the world:

  • Portfolio strategy
  • Economics
  • Derivatives
  • Equity
  • Credit securities

Offering high-level advisory services to policymakers, regulators, and investors, the level of global perspectives provided by Goldman Sachs can’t always be found at other top investment firms.

Rating Summary

Few of the best investment firms do the type of widespread, global investment research as Goldman Sachs. This is also a full-service firm, offering consumer investments, investment banking, and lending.

Those looking for sustainable investing will also find this offered through Goldman Sachs. The company is one of the top investment firms for investors from all walks of life to consider due to its deep bench of expertise in a variety of areas.

With a culture of excellence, an emphasis on expert research, and personalized client solutions, Goldman Sachs is awarded a 5-star rating as one of the top investment firms to consider partnering with in 2022-2023.

Don’t Miss: Best Financial Advisors in Toronto, Canada

J.P. Morgan Asset Management Review

Serving corporations and individuals in over 100 countries, J.P. Morgan Asset Management, is one of the largest investment management companies and part of J.P. Morgan, which has a rich legacy dating back to 1799.

This top-rated investment firm had $2.5 trillion in assets under management as of March 31, 2022. The firm upholds a fiduciary responsibility that is the core principle of its business. Advisors are experienced in offering investment strategies that span the full spectrum of asset classes.

This top investment company works with individuals, advisors, and institutions to provide world-class clients with solutions and strategies that generate excess returns.

Key Factors That Enabled Us to Rank J.P. Morgan as One of the Top Investment Companies

SmartRetirement Target Date Funds

One of the signature product offerings available to clients of J.P. Morgan is the SmartRetirement Income Fund. It offers a series of target-date funds in an all-in-one diversified investment.

As one of the biggest investment firms and also one of the best investment companies to work with, J.P. Morgan has a mix of both active and passive strategies in the fund designed for optimum asset allocation throughout the retirement investment horizon.

With a focus on retirement outcomes, the goal is to help participants achieve the income-replacement levels they require to live comfortably throughout their retirement.

Funds are managed by the Multi-Asset Solutions team of 112 investment professionals.

The SmartRetirement Income Fund is managed using proprietary insight into asset allocation, risk management, and selection of investments, offering a robust strategy for building up a retirement nest egg.

The strategic allocation includes a mix of products such as U.S. large-cap equity, U.S. small/mid-cap equity, emerging markets equity, REITs, high yield, and more.

top investment managers

Top Asset Management Firms

Tax-Advantaged Investing

One of the keys to the success of a top-rated investment firm that offers financial advantages to its clients is the ability to offer tax-smart investment strategies.

As one of the best investment companies, strategies that maximize tax benefits are something J.P. Morgan specializes in. When an investor works with a firm offering advantageous tax planning strategies, they can reduce their IRS liabilities and keep more of their earnings.

With tax-advantaged investing from J.P. Morgan, accounts have the potential to compound and gain value more quickly. Depending upon the account and strategy a client selects, taxes may be deferred until withdrawals begin, or they might be altogether eliminated.

J.P. Morgan offers several different strategies to help clients reduce taxes, including tax-free municipal bond funds, investing for dividends, contributing as much as possible for tax-advantaged accounts, and long-term investing strategies.  

Rating Summary

J.P. Morgan has a reputation for analysis-driven portfolio options and well-managed funds. Clients have the benefit of knowing that experts have reviewed multiple market factors and run a number of simulations to provide clients with plans designed to perfectly meet their financial goals.

However, while it’s nearly impossible for any global investment company to avoid legal issues, J.P. Morgan has had a significant share of legal troubles.

Ever since the 2008 financial crash, J.P. Morgan has been hit with numerous class-action lawsuits and SEC fines for mismanagement, failure to disclose conflicts of interest, and advisors making recommendations that were to their benefit rather than the client’s. For this reason, we’ve scored them with 3-stars.

Still, potential investors should be aware that when selecting the investment advisory firm that best aligns with their needs, significant past legal issues should be taken into consideration as well as investment strategies, services, and fiduciary commitment.

Free Wealth & Finance Software - Get Yours Now ►

Conclusion—2022-2023 Top Investment Companies

Investing your money to make a better life for the future can come with both excitement and trepidation. You’ll want to make sure you take your time to find the best investment firm for your needs and one that you trust to be there for you.

When working with one of the largest investment companies, many investors get a sense of security due to the vast research resources and economies of scale that the firm offers for investment management and other financial services.

If you’re looking for the best investment firms and largest investment companies in the world, then you’ll find them on this top-rated list. Despite working with large institutions, you’ll see that these firms are also very much in tune with the needs of individual consumers.

It is a good idea before deciding on a top investment firm to speak with advisors from at least three to four firms, so you can ensure you’ve carefully considered all your options.

All of the companies on this list of top-rated investment firms have the tools and resources to help you build a custom portfolio of investments designed specifically for your future life goals.

Image sources:


AdvisoryHQ (AHQ) Disclaimer:

Reasonable efforts have been made by AdvisoryHQ to present accurate information, however all info is presented without warranty. Review AdvisoryHQ’s Terms for details. Also review each firm’s site for the most updated data, rates and info.

Note: Firms and products, including the one(s) reviewed above, may be AdvisoryHQ's affiliates. Click to view AdvisoryHQ's advertiser disclosures.

Review Date
Item Reviewed
Ranking of Investment Companies
Author Rating
Item Name
Biggest Investment Companies