Financial companies can be banks, credit institutions, brokers and dealers, credit agencies, investment advisers, investment trusts, security brokers, dealers and floatation companies, tax return companies, unit investment trusts, etc. Popular and top 10 financial companies are those that reach out to their clients and always put them first. These include companies that have over 3 trillion in assets, such as Vanguard, PIMCO, Capital Group Co. and J.P Morgan. Another popular company that can be the top 10 financial companies list is Fidelity Investments, which is not far behind with $920 billion in AUM.

It makes more sense to invest with a well-known and well-respected name to secure your assets, business, and family. The following are some of the most popular companies that have been part of many top 10 financial companies lists according to experts and investors:

• Edward Jones and Fidelity Investments : Edward Jones and Fidelity Investments were selected as the best customer service in the investment industry. Fidelity has made it for the third straight year. For Edward Jones, it is the first year. They competed with 13 other companies.
• Charles Schwab & Co and Wells Fargo Advisors: Charles Schwab and Wells Fargo have a flat fee structure. Regardless of how many shares you trade, you will be charged the same base fee. Charles Schwab and Wells Fargo/Wellstrade have many similarities and differences in their fee charges.
• Raymond James : With over 3million accounts and over 7200 advisors across the globe, this financial company serves individual needs, corporations, municipalities, institutions, capital markets, asset management, and banking services.
• Ameriprise Financial : This is one of those companies in any top 10 financial companies that have over $800 billion in assets under management and administration. They are advisors in wealth management, asset management, annuities, and protection.
• Merrill Lynch Wealth Management : Merrill Lynch has many firsts to their name including the number of advisors, a seal of excellence, having outstanding customer service, etc.
• Stifel, Nicolaus & Company: This company offers financial services through their subsidiaries. It is a retail and institutional brokerage and investment firm. They offer a range of consumer products, commercial lending, trust, and related services.
• U.S. Bank : Private wealth management is the highest net-worth division of the U.S. Bank Wealth Management. It manages $145 billion of assets for clients and is ranked in the top 20 wealth management firms in the country and listed in top 10 financial companies. It serves high net worth individuals and families who have complex financial needs. Their key services include risk management, investment management, private banking, trust, estate services, and wealth planning.
• RBC Wealth Management : RBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families, and institutions. It is the world’s 5th largest wealth manager for assets and best bank for international customer service.
• UBS Financial Services : UBS provides wealth and asset management and investment banking services for clients (private, corporate and institutions). Established in 1856, it has over 2.8 trillion in assets. It is one of the leaders in retail and commercial banking.
• LPL Financial : It is a leading independent broker-dealer that offers an integrated platform to over 14,000 financial advisors and 700 institutes. The platform combines investment advisory services with proprietary technology and brokerage.

The top 10 financial companies mentioned above may be selected by an investor to do secure investments, but there are many more companies that offer varied services to suit an individual’s needs. They are mentioned below:

• Vanguard : Vanguard has come to the top with low prices and a huge selection of investment opportunities to choose from. With over three trillion in assets, it is one of the largest advisory firms. The low prices allow investors to keep more returns.
• PIMCO : PIMCO or Pacific Investment Management Company, LLC is a California-based management company that has offices in a dozen countries. Launched in 1971, it was later acquired by Allianz SE from Germany in the year 2000. The two companies operate autonomously and also as a subsidiary and parent. They have a large number of products on offer. They tend to focus on changing the market conditions.
• Capital Group : Capital Group is better known by its investment companies, like American Funds and Capital International Funds. The company has over $1.3 trillion in assets. The firm has many subsidiaries, and investors and advisers tend to look at the particular aspect of the group rather than the entire Capital Group package.
• J.P. Morgan : Now known as JP Morgan Chase, it is an important private financial institution in the USA. It is one of the largest banks and biggest financial conglomerates in the world. It is among the top five financial advisory firms with an excellent track record and recognition. Their advisory targets include financial institutions, governments, pensions, businesses, and individuals.
• Fidelity Investments : Fidelity earned a name in the areas of brokerage and mutual funds. It is a highly rated investment advisory firm where customer satisfaction and online support are important. The only roadblock for a client is a very high minimum investment threshold. It takes at least $50,000 to open an account for active management.