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10 Best Investment Companies in 2023

If you’ve been shopping around for a place to invest your money, you’re well aware that there are many options. But are some investment companies better than others, and more specifically – which ones are right for you? I've gathered a list of the ten best investment companies to help you make that all-important choice.

https://www.goodfinancialcents.com/wp-content/uploads/2019/07/MG_5503-150x150.jpg
  • Written By:
    Jeff Rose, CFP®

    Jeff Rose, CFP®

    Jeff Rose, CFP® is a Certified Financial Planner™, founder of Good Financial Cents, and author of the personal finance...

    Read More
  • Edited By:
    Colin Graves
    Colin Graves

    Colin Graves

    Editor

    Colin Graves is a personal finance writer and editor with a client list that includes some of the most prominent...

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  • Updated: February 15, 2023
  • 9 Min Read
  • Advertising Disclosure

    Advertising Disclosure

    GoodFinancialCents® has an advertising relationship with the companies included on this page. All of our content is based on objective analysis, and the opinions are our own. For more information, please check out our full disclaimer and complete list of partners.

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Our expert reviewers hold advanced degrees and certifications and have years of experience with personal finances, retirement planning and investments.

Table of Contents

  • Types of Investment Companies
  • How to Choose an Investment Company
  • 10 Best Investment Companies
  • 1. Schwab
  • 2. Fidelity
  • 3. Vanguard
  • 4. Personal Capital
  • 5. Ally Invest
  • 6. E*TRADE
  • 7. Betterment
  • 8. M1 Finance
  • 9. Robinhood
  • 10. Fundrise
  • Investment Company FAQs
  • Final Thoughts

Types of Investment Companies

The following types of investment companies are represented in our guide:

  • Investment brokerage firms – offer a wide variety of investments and are generally oriented toward self-directed investing.
  • Investment management companies – firms that provide individual portfolio management and may work with other investment companies.
  • Fund companies – organizations that sponsor various investment funds, typically exchange-traded funds (ETFs) and/or mutual funds.
  • Robo-advisors – low-cost, automated investment services designed primarily for smaller investors.
  • Real estate crowdfunding platforms – offer the opportunity to invest in commercial real estate, specifically individual property deals – usually with a small upfront investment.

Of course, there are many other investment companies, including private equity firms, peer-to-peer lending platforms, and venture capital firms. But these are highly specialized businesses requiring separate discussions and aren’t ideal for the average investor.

How to Choose an Investment Company

The right investment company depends mainly on your investment style. For example, do you want to make investment decisions or let the experts do it through a managed portfolio?

“The best investment company for you will depend on what type of investor you are,”
Andrew Latham, Certified Financial Planner and Managing Editor at SuperMoney.com.
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“If you’re a passive investor who likes ETFs and hates fees, go with investment companies that offer a wide selection of low-cost index funds, such as Vanguard or Fidelity. On the other hand, robo-advisors like Betterment or M1 Finance to build your portfolio can also help you save money, particularly when you have modest savings and don’t qualify for the preferential fees available to wealthier investors.”

Robo-advisors, in particular, have democratized investment management. Where you once had to have a very large portfolio – $500,000 or more – to benefit from professional portfolio management, now it’s possible to get that advantage with just a few dollars.

“Robo-advisors allow new investors to put their investments on autopilot and take the emotion out of investing,”
Donny Gamble, Founder, and CEO at Retirement Investments.com.
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“They have come a long way since inception and now allow you to invest in alternative assets like artwork and cryptocurrencies. A personal favorite of mine is M1 Finance because it allows you to create your own “pies” (portfolios) to help you diversify your investments.”

Finally, you don’t need to limit yourself to a single investment company. For example, you may hold some of your investments with a robo-advisor while maintaining an account with an investment brokerage firm for self-directed investing.

10 Best Investment Companies

Below are what we believe to be the ten best investment companies for most investors. They’re not ranked in any order. Instead, we’ve chosen to list what each is “best for” so that you can choose the one that will work best for you.

1. Schwab

screenshot of Charles Schwab homepage

Minimum initial investment: $0

Commissions & fees: $0 for stocks, options, and ETFs; over 4,000 commission-free mutual funds.

Available accounts: Joint and individual accounts; traditional, Roth, rollover, SEP, and SIMPLE IRAs; Solo 401(k)’s; trusts and custodial accounts.

Investments offered: Stocks, bonds, ETFs, mutual funds, options, futures, and CDs.

Best for: Any and all investors

Schwab is the largest retail investment broker in the world, and there are plenty of reasons why. Not only does the company offer virtually every type of investment (except cryptocurrencies), but they also have among the best customer service in the industry. That includes 24/7 live support, as well as more than 360 local branches nationwide.

Schwab can also accommodate nearly any type of account, including an extensive list of retirement accounts. And because it offers many tools and resources, it works for novices and advanced day traders.

Key Features:

  • Outstanding investment platform for investors at all levels.
  • Wide selection of investments available.
  • Full suite of investment tools and resources for self-directed investors.
  • Managed investment options through Charles Schwab Intelligent Portfolios.
  • 24/7 customer service that’s among the best in the industry.
  • Over 360 brick-and-mortar branches if you prefer face-to-face customer service.

2. Fidelity

screenshot of fidelity homepage

Minimum initial investment: $0

Commissions & fees: $0 for stocks, options, and ETFs; more than 3,000 commission-free mutual funds

Available accounts: Joint and individual accounts; traditional, Roth, rollover, SEP, and SIMPLE IRAs; Solo 401(k)s; trusts and custodial accounts

Investments offered: Stocks, bonds, mutual funds, ETFs, options, and other securities.

Best for: Any and all investors

Fidelity is perhaps Schwab’s biggest competitor, and the two investing giants are similar in many respects. They mirror one another’s product offerings and programs. The preference for one over the other may come down to personal investment style more than anything else. Fidelity is an excellent choice for any investor.

Key Features:

  • Superior investment platform for investors at all levels.
  • Outstanding customer service, including a large number of local branch offices.
  • Offers nearly unlimited investment options.
  • One of the top investment platforms in the industry.
  • Offers the Fidelity Go robo-advisor as a low-cost, managed portfolio option.

3. Vanguard

screenshot of Vanguard homepage

Minimum initial investment: $0 but $1,000 or more on many mutual funds

Commissions & fees: $20 account fee with account balance < $10,000 (waived with e-delivery of statements); commission-free trades for stocks, ETFs, and options (plus $1 per contract fee); 3,000+ no-fee mutual funds

Available accounts: Joint and individual accounts; traditional, Roth, rollover, SEP, and SIMPLE IRAs; Solo 401(k)s; trusts, 529, and custodial accounts

Investments offered: Stocks, ETFs, options, bonds, and mutual funds; Personal Advisory and Digital Advisor plans

Best for: Fund investors

Vanguard offers a brokerage platform, but the company is best known for its investment funds, including ETFs. Vanguard funds are among the most popular in the world. They are highly favored by investment managers, as well as robo-advisors.

“Vanguard is one of the top investment companies and is good for investors wanting to hold funds for the long term and add to their position over time,”
Sam Boughedda, Equities Trader and Lead Stock Market News Writer at AskTraders.com.
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“Vanguard offers various funds to invest in, and it also has low fees, lower than the industry average. While Vanguard funds are great for beginners, they are also good for intermediate and experienced investors.”

Key Features:

  • Provider of some of the lowest-cost funds in the industry.
  • Offers two managed portfolio options – Personal Advisory and Digital Advisor.
Get Started with Vanguard

4. Personal Capital

screenshot of personal capital homepage

Minimum initial investment: $0 for the free version, $100,000 for Wealth Management

Commissions & fees: Tiered annual management fee, starting at 0.89% and sliding down to 0.49% on larger accounts

Available accounts: Individual and joint brokerage accounts; traditional, Roth, rollover and SEP IRAs, and trusts; also provides advice on 401(k) plans

Investments offered: Typically, ETFs and individual stocks

Best for: Professional management of large portfolios

Personal Capital offers a free financial platform where you can aggregate all your financial accounts, including investment, bank, and loan accounts, and take advantage of many tools to help you manage your finances. But they also offer their Wealth Management service for investors with at least $100,000 to invest.

The investment service includes access to dedicated financial advisors and assistance with managing your employer-sponsored retirement plan. Personal Capital offers a lower fee structure than what you will pay for a traditional investment advisory firm while offering largely the same services. Check out my Personal Capital review for more information.

Key Features:

  • Access to dedicated financial advisors.
  • Advanced tax optimization strategies.
  • Investment advice for employer-sponsored retirement plans.
  • Lower fees than traditional investment advisors.
Get Started with Personal Capital

5. Ally Invest

screenshot of Ally Invest homepage

Minimum initial investment: $0

Commissions & fees: Commission-free trades of stocks, ETFs, and options (plus a $0.50 per contract fee); $9.95 for no-load mutual funds, $0 for load funds

Available accounts: Individual, Joint, Custodial, Traditional IRA, Roth IRA, Rollover IRA, Coverdell

Investments offered: Stocks, OTC/Penny Stocks, ETFs, Mutual Funds, Bonds, Certificates of Deposit, and FOREX.

Best for: Investing with diversified financial services

Part of the Ally family, Ally Invest provides investors with a large portfolio of financial services. First, they offer self-directed investing, including margin trading. But if you prefer a managed option, they also offer Robo Portfolios, which you can open with a minimum investment of $100.

But the company also provides banking services, including a checking account and high-interest savings, as well as credit cards, personal loans, and mortgages. But their specialty is auto loans (Ally is the successor company of the former General Motors Acceptance Corporation (GMAC).) Read my Ally Invest review for more information.

Key Features:

  • Offers both self-directed investing and managed portfolios.
  • Highly regarded trading platform.
  • Provides other financial services, including banking and most loan types.
Get Started with Ally Invest

6. E*TRADE

screenshot of ETrade homepage

Minimum initial investment: $0

Commissions & fees: $0 stocks, ETFs, and options (+ $0.65 per contract fee); more than 7,000 no-transaction-fee mutual funds

Available accounts: Individual and joint investment accounts; traditional, Roth, and rollover IRAs

Investments offered: Stocks, bonds, ETFs, mutual funds, options, currencies, and futures

Best for: Self-directed investing

E*TRADE has come up fast in recent years as a top trading platform. Not nearly as large as Schwab or Fidelity, it’s nonetheless very popular among investors. It’s a solid platform for active traders, but also offers managed portfolio options. One of the best features is that they offer thousands of commission-free mutual funds. Learn more in our E*Trade review.

Key Features:

  • Highly rated trading platform in Power E*TRADE.
  • Commission-free trades of mutual funds.
  • E*TRADE is now part of the Morgan Stanley family.
  • Offers both self-directed investing and a managed option through their Core Portfolios.
Get Started with E*Trade

7. Betterment

screenshot of Betterment homepage

Minimum initial investment: $0 for the Digital plan; $100,000 for the Premium plan; $10 for the Cash Reserve account

Commissions & fees: 0.25% annual advisory fee for Digital plan; 0.40% annual advisory fee for Premium plan

Available accounts: Individual and joint taxable accounts; traditional, Roth, and SEP IRAs; checking and high-yield cash accounts; crypto portfolios, trusts

Investments offered: ETFs invested in U.S. and international stocks and bonds

Best for: Hands-off investment management at a very low cost.

Betterment is one of the first robo-advisors and remains on the leading edge of the field. As is typical with robo-advisors, you’ll begin by completing a brief questionnaire designed to determine your risk tolerance and investment goals. A portfolio of ETFs will be designed, including a mix of stocks, bonds, and other asset classes. For a low annual fee, all you need to do is fund your account, and Betterment will provide comprehensive portfolio management.

The company has expanded its product menu and now offers a checking account and a high-yield cash reserve. And while you can’t construct your own portfolio, Betterment does give you the option to increase or decrease investment positions. Find out more about Betterment in my full review.

Key Features:

  • Fully automated investment management at a low cost.
  • Can accommodate investors of all portfolio sizes, including beginners.
  • Offers multiple portfolio options.
  • Betterment Cash Reserve provides a high-interest savings option with your investment account.
  • Betterment Premium provides access to live financial planners.
Get Started with Betterment

8. M1 Finance

Screenshot of M1 Finance homepage

Minimum initial investment: $0 to open an account, $100 to begin investing

Commissions & fees: No trading commissions or account management fees

Available accounts: Individual and joint taxable investment accounts; traditional, Roth, rollover, and SEP IRAs

Investments offered: Individual stocks and ETFs

Best for: Automated investing that lets you choose your investments and build your own portfolios.

If you like the idea of a robo-advisor but would prefer to choose your own investments, M1 Finance is the perfect investment company. You can build your own portfolios – known as “pies” – filling each with as many as 100 ETFs and individual stocks. From there, M1 Finance will provide complete portfolio management, including periodic rebalancing, at no cost. Learn more in my M1 Finance review.

Key Features:

  • Create your own portfolios, which M1 Finance will fully manage.
  • No fees to add funds and stocks to your portfolios and no annual management fee.
  • Create as many portfolios as you like, built around your chosen themes.
Get Started with M1 Finance

9. Robinhood

Screenshot of Robinhood homepage

Minimum initial investment: $0

Commissions & fees: Commission-free trades of stocks, options, ETFs, and cryptocurrencies.

Available accounts: Individual taxable investment accounts and traditional and Roth IRAs.

Investments offered: Stocks, ETFs, options, and cryptocurrencies.

Best for: Fast trading and diversification into cryptocurrencies.

Robinhood is an investment app designed for fast, commission-free trading. And not only do they offer the usual lineup of stocks, ETFs, and options, but you can also invest in cryptocurrencies. You can invest in any of these asset classes commission-free. For more details, check out my Robinhood review.

Key Features:

  • Fast, efficient investment app.
  • Offers cryptocurrency investing on the same platform where you hold other investments.
  • Commission-free trades on stocks, ETFs, options, and cryptocurrencies.
Get Started with Robinhood

10. Fundrise

Screenshot of Fundrise homepage

Minimum initial investment: $10

Commissions & fees: 1% annual fee, + 1% redemption fee within the first five years

Available accounts: Individual and joint taxable accounts, Self-Directed IRAs (SDIRAs) only

Investments offered: Public non-traded REITs (eREITs) an eFunds

Best for: Diversification into real estate crowdfunding with a small investment.

Real estate investments offer excellent diversification within a portfolio dominated by financial assets. Fundrise is a real estate crowdfunding platform that allows small investors to participate in commercial real estate deals.

You can invest in residential deals through their eFunds, or in portfolios of commercial properties, called eREITs. Fundrise also offers tiered portfolios, enabling you to take on more sophisticated investments as your portfolio grows. But you can begin investing with as little as $10. Learn more in my full Fundrise review.

Key Features:

  • Invest in either residential or commercial property deals.
  • Invest with as little as $10.
  • Offers multiple portfolio options, depending on your portfolio size and risk tolerance.
  • Unlike most real estate crowdfunding platforms, Fundrise lets investors liquidate their holdings.
Get Started with Fundrise

Investment Company FAQs

Which is the #1 investment firm?

Naming a single best investment firm depends on who you ask. However, Schwab is the largest investment broker in the world. As of 2021, the company reported total assets under management of more than $8 trillion.

What are the best investments to hold in an investment account?

There’s no one-size-fits-all when it comes to investing. Your ideal holdings should be determined by your time horizon and risk tolerance, among other factors.

Once you know your risk tolerance level, creating the proper mix of equities and fixed-income investments will be easier. And once you know that, it’s generally best to begin investing with funds like ETFs or low-cost mutual funds. Each will provide you with a portfolio of securities within a specific asset class. Tools like this Vanguard Investor Questionnaire can help you identify the right types of investments for your portfolio.

What are the safest investments with the highest return?

If safety is your top priority, I recommend investing in high-yield savings accounts, certificates of deposit (CDs), or U.S. Treasury securities. None of these will make you rich, but they will keep your principal safe and provide a decent return. Consider dividend-paying or preferred stocks if you’re willing to take on more risk in search of higher returns.

What do millionaires invest in?

Millionaires hold many of the same investments in their portfolios as average investors. However, commercial real estate, private equity funds, and venture capital are examples of more exclusive investments that are usually only available to wealthy, accredited investors.

Final Thoughts

As you can see, there are more than enough investment companies to suit every type of investor, and each one has several strengths. If you’re still struggling to decide which platform is right for you, decide on an investment style, and that will help you narrow your choices.

Do you want full control over the day-to-day decision-making, or would you rather take a “set it and forget it” approach? These are the kinds of questions to ask yourself. You may also want to ask other investors you know about their experiences with the various platforms.

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About the Author

Jeff Rose, CFP® is a Certified Financial Planner™, founder of Good Financial Cents, and author of the personal finance book Soldier of Finance. He was a financial planner for 16+ years having founded, Alliance Wealth Management, a SEC Registered Investment Advisory firm, before selling it to focus on his passion - educating the masses on the importance of financial freedom through this blog, his podcast, and YouTube channel.


Jeff holds a Bachelors in Science in Finance and minor in Accounting from Southern Illinois University - Carbondale. In addition to his CFP® designation, he also earned the marks of AAMS® - Accredited Asset Management Specialist - and CRPC® - Chartered Retirement Planning Counselor.

While a practicing financial advisor, Jeff was named to Investopedia's distinguished list of Top 100 advisors (as high as #6) multiple times and CNBC's Digital Advisory Council.

Jeff is an Iraqi combat veteran and served 9 years in the Army National Guard. His work is regularly featured in Forbes, Business Insider, Inc.com and Entrepreneur.

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