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Top 10 Investment Companies to Grow Your Wealth

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70+ Years Of Combined Experience
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Even if you have managed to accumulate $2 million to $500 million in liquid assets, as a high net worth individual, you can’t afford to just stop there. You will want to further grow your assets for a safe retirement and, ultimately, financial serenity. However, this is much harder to accomplish than how it may seem. With limited time and  you can’t afford to do it yourself as you might just risk everything you have, putting yourself in financial jeopardy.

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7 Secrets To High Net Worth Investment Management, Estate, Tax and Financial Planning

The insights you’ll discover from our published book will help you integrate a variety of wealth management tools with financial planning, providing guidance for your future security alongside complex financial strategies, so your human and financial capital will both flourish.

Clients frequently share with us how the knowledge gained from this book helped provide them tremendous clarity, shattering industry-pitched ideologies, while offering insight and direction in making such important financial decisions.

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The biggest Financial Planners' Mistake That Will Hurt Your Financial Security!
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Founder & Managing Member Pillar Wealth Management
Founder & Managing Member Pillar Wealth Management
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However, you can’t exactly hire the first advisor you find or the private bank nearest to you. What you need is a professional financial planner, such as from the top 10 investment companies, to help you grow your wealth and protect your assets while you achieve all your financial goals. It can seem confusing at first, and that’s why high net worth individuals looking to invest their $2+ million worth of assets should request a copy of our book, 7 Secrets to High Net Worth Investment Management, Estate, Tax, and Financial Planning, which explains in detail all the intricacies involved in high net worth investment management.

Pillar Wealth Management is private investment management firm focused on growing your pofrtfolio. Our financial advisors operate on a 100% fee-only basis to avoid any conflicts of interest. Moreover, we offer fiduciary financial services to make sure that we are always working towards your best interests.

Our wealth managers and financial advisors cater to high net worth and ultra-high net worth families and individuals. We understand the kind of unique challenges such families face and we have developed effective solutions for them. Our services include investment and portfolio management, retirement planning, financial planning, tax management, estate planning, debt management, accounting, banking, and much more. So, line up a no-obligation consultation with the expert and fiduciary financial advisors over at Pillar Wealth Management.

In today’s guide, we’ll be discussing which investments have the best returns, how you can double your money fast, and how to choose the right investment company for your needs. Let’s dive right in.

Top 10 Investments Companies

Top 10 Investments Companies

1.Pillar Wealth Management
3.Charles Schwab
4.Merrill Lynch
6.TD Ameritrade
10.Edward Jones

1. Pillar Wealth Management

The founders of Pillar Wealth Management, Hutch Ashoo and Chris Snyder, bring over three decades of experience in addressing the complex needs of high-net-worth investors. Their profound personal and professional journeys, coupled with their extensive work as authors and financial expert columnists, underscore their commitment to providing nuanced wealth management solutions.

Their life experiences, including overcoming personal health challenges, have profoundly influenced their approach to wealth management, emphasizing the importance of balancing wealth with happiness and life’s preciousness. They have no shame in choosing Pillar Wealth Management, of which they are the co-founders, as a top 10 investment company. To them this means offering proprietary solutions they have honed over 30+ years to deliver personalized, high net worth portfolio, estate, and tax protection strategies. Clients benefit from their expertise in navigating market fluctuations, achieving financial security, and receiving dedicated, empathetic guidance through life’s challenges.

Their approach is deeply personal, fostering long-term relationships built on trust and tailored financial planning, ensuring not just wealth accumulation but a fulfilling, secure life. Pillar Wealth Management stands out by offering exclusive, complimentary consultations for clients looking to invest over $2 million.

At the core of Pillar Wealth Management’s ethos is a commitment to bespoke service, exemplified by our exclusive, no-cost consultations. Your financial discussions with Hutch and Chris are not just thorough but seamlessly integrated into your life, empowering you to explore sophisticated wealth management strategies that promise not just to preserve but to enhance your legacy.

For those seeking not just advice but a tailored wealth management experience, Pillar Wealth Management stands as your dedicated guide. With a focus on personalized strategies, they navigate you through the intricacies of business and asset decisions, ensuring your wealth flourishes under vigilant care and unparalleled expertise. Their services are not just consultations; they are a pledge of exclusivity, offering bespoke advice and reports meticulously crafted to meet your unique needs.

Choose Pillar Wealth Management, where your confidence is our commitment, and every decision is made with your best interests at heart. Discover the difference of a partnership that prioritizes personalized wealth management solutions – because your legacy deserves nothing less.

2. Fidelity

Fidelity Investments was founded in 1945 and has its headquarters in Boston, MA. The firm has approximately $4.5 trillion in assets under management, with revenues of $24 billion in 2021. It was the first major investment company to offer mutual funds to the public.

The company introduced its zero-expense-ratio mutual funds in 2018, along with four zero-expense-ratio equity funds.

Testimonial From Satisfied Clients

3. Charles Schwab

Founded in 1971 and headquartered in Westlake, TX, the Charles Schwab Corporation is one of the largest investment companies in the world, with assets under management valued at $7.13 trillion in 2022. The company acquired TD Ameritrade in 2020. In June 2022, the company was ordered by the SEC to pay $187 million to settle its failure to disclose its robo-advisor’s hidden fees to clients.

The company’s online stock and ETF trades are commission-free.

4. Merrill Lynch

Merrill (formerly Merrill Lynch) was founded in 1914 and is now the investment management division of Bank of America. It has its headquarters in NYC. The company has been under serious scrutiny by the EEOC in the past.

Launched in 2010, Merrill Edge is an online trading platform, which merged Bank of America Online Investing with Merrill Lynch’s research, investment tools, and call center. Merrill Edge has $35.3 billion in assets under management as of 2021.

5. Wealthfront

Wealthfront, as an online trading platform and robo-advisor, is ideal for beginner investors who want to invest without human intervention. The company was founded in 2008  in Palo Alto and has $25 billion in assets under management.

Wealthfront offers more than 200 ETFs and allows you to build your own ETF portfolio. The platform offers sophisticated financial planning tools.

Wealthfront offers a high-interest savings account for a minimum of $! million, which is FDIC insured for $1 million, with its interest rates tied to the federal funds rate. Investment accounts have a $500 minimum and are charged a fee of 0.25% on funds.

6. TD Ameritrade

TD Ameritrade was founded in 1975 in Omaha, NE, and is now owned by Charles Schwab Corporation. In 2020, the company had $1.3 trillion in assets under management and about 9,000 employees.     

TD Ameritrade offers online and broker-assisted trades. TD Ameritrade’s robo-advisor charges a 0.30% annual management fee and has an account minimum of $5,000.

7. JPMorgan

JPMorgan Chase & Company is a multinational investment bank founded in 2000 and headquartered in NYC. It is the largest bank in the US and the owner of JP Morgan Chase Bank and JP Morgan Securities. The bank offers private banking and wealth management.

JPMorgan offers mutual funds, ETFs, retirement funds, and 529 funds. JPMorgan provides self-directed Investing, which allows the investor to make unlimited $0 commission-free online trades through the company’s mobile app or at Chase.com.

8. BlackRock

As of January 2022, BlackRock, Inc. had $10 trillion in assets under management. The company was founded in 1988 as an institutional asset manager, with its headquarters in New York City.

BlackRock is the world's largest investment company, with a massive technology platform that manages over $20 trillion in assets. In 2020, the company was approved to trade in China.

BlackRock offers a wide variety of funds and asset classes. The company’s unified Aladdin platform offers risk analysis, extensive portfolio management, and trading and operations tools.


The Teachers Insurance and Annuity Association of America (TIAA) provides financial services in the fields of academia, medicine, research, and government. The organization was founded in 1918 by Andrew Carnegie and is headquartered in NYC. It has $1.3 trillion in assets under management. It is a non-profit organization, although not tax-exempt, and all profits go to its policyholders.

TIAA’s product offering includes retirement accounts, mutual funds, brokerage accounts, 529 savings funds, and HSAs. TIAA has a variety of online tools for investing, retirement planning, and asset allocation.

10. Edward Jones

Edward Jones, founded in 1922, is a financial services firm headquartered in St. Louis, Missouri. It provides investment services through its network of 15,000 branch offices and 19,000 financial advisors. The company has $1.7 trillion in assets under management.

Edward Jones, while often perceived as more pricey than other investment firms, prides itself on building face-to-face relationships and providing a broad range of personalized financial advisory services through a dedicated advisor.

What is an Investment Company?

An investment company is an organization that specializes in owning, managing, and investing securities for its customers. A bank may also be an investment company. In the US, investment companies are regulated by the Securities and Exchange Commission (SEC).

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BlackRock is considered the best and biggest investment company due to its robust product offering, its comprehensive investment platform, and its iShares ETFs.

Invest in high-yield savings accounts, short-term certificates of deposit, government bonds, dividend-paying stocks, and corporate bonds. Then go to the stock market to take some risk.

Some of the most trusted investment companies are Vanguard, Schwab, Fidelity, TD Ameritrade, and T. Rowe Price, each with a long history of helping their clients grow their wealth.

The best low-risk investments are bank accounts, certificates of deposit, money market funds, treasury bills, notes, bonds, dividend-paying stocks, and annuities.

You’ll get the best returns from investing in mutual funds, real estate, and the stock market. The stock market is considered to have the highest return, particularly over the long term.

Base your investments on your financial goals and risk tolerance. Diversify to protect your capital. Most of your wealth should be placed in safe investments even though they have lower returns.

The best overall is Fidelity; Charles Schwab is the best for the self-employed; the best low-cost is Vanguard, and the best robo-advisor is Betterment, according to The Balance.

Investment companies include firms such as Schwab and Fidelity, as well as banks and wealth management firms such as JP Morgan, Morgan Stanley, and Bank of America.

Investment firms make investments, buying and selling securities for their clients. They are regulated by the SEC. Investment firms also provide financial advisory services — for tax management and retirement or estate planning.

Customers deposit funds in their accounts at the investment firm, and the firm uses those funds to make trades while deducting trading fees and administrative expenses from those accounts.

Which Investments Have the Best Returns?

Investment management is always a tricky business. While the potential returns of any asset is an important factor to consider, it is not the only one. If you invest in assets that simply offer the best returns, you could be taking a big risk as there are various market forces as well as other factors that could suddenly turn those same assets into big liabilities.

You have to think about the risks that come with it, the asset’s past performance, forecasted performance, growth potential, and many other aspects. Moreover, best is a subjective term. An asset that seems like the best investment in your 20s may not necessarily be the best investment in your 50s.

Therefore, you have to consult a professional from the top 10 investment companies and discuss your goals and needs with them. Then, based on that, they will suggest certain investments that offer the best returns to you. Some of the assets they might suggest include:

1. Stocks

When it comes to the best returns, stocks are usually at the top of the list. Issued by corporations, these stocks signify that you are a shareholder in that company, and as a shareholder, you earn dividends from the shares. Stocks with high dividends can offer some of the best returns to shareholders. However, they are also that much riskier too.

2. Bonds

After stocks, bonds usually offer the next best returns. These can be issued by private corporations or even government institutions. As compared to stocks, bonds are usually relatively less risky and tend to be more stable as well. Moreover, if you are concerned about high costs, you can even go for municipal bonds, which are tax-free.

3. Mutual Funds

Your financial advisor can also suggest mutual funds where you, along with other investors, pool your money and then invest in different assets together. The large amount of wealth allows you to invest in various assets that you may not have been able to invest in on your own. Moreover, you get to benefit from low risks and high returns as well.

Learn more about what other investment options you have by starting a free chat with our advisors.

Top 10 Investment Companies

How Can I Double My Money Fast?

Whether you are doing it to secure your retirement or you want to buy a second house, investing is certainly the right way to go. However, as mentioned earlier, it’s not easy. You might be anxious to grow your wealth and may be wondering,what do rich people invest in? How can they quickly double their money?

Well, the truth is that there is no straight answer. High net worth individuals and families are entirely different from the average American, but they are also very different from each other. An investment strategy that worked for one affluent individual may not work for another affluent individual.

That’s why there’s no one answer for how you can quickly double your money. You have to consider various factors such as your unique personal circumstances, your financial health, your short and long-term goals, your dreams, aspirations, and much more.

The only way that you have some chance of doubling your money is by working with a good investment company. These people have tons of experience and expertise that they can utilize to help you double your wealth. Here are some of the things that top 10 investment companies do for high net worth individuals to help them grow their wealth.

1. Portfolio Design

Investment companies take time to properly understand your needs and concerns, and then based on that, they help design the most suitable portfolio. While there are hundreds of investment options out there, not all of them are right for you. Moreover, when you have just $5 million worth of liquid assets, you don’t have the choice of getting everything either.

Therefore, investment companies use their expertise, analytical tools, and other software to determine which investment options are the best for you at that point in time. Read our brilliant guide on portfolio performance to learn about all the intricacies involved in designing a successful portfolio.

2. Portfolio Diversification and Asset Allocation

Simply designing a portfolio is not enough. You also have to protect it, and this often where high net worth individuals tend to fall short. They either diversify their portfolio or simply allocate their money across different assets.

The truth is that both things have to be done simultaneously, alongside other risk management strategies, to truly ensure that your assets are as safe as they can be. As a result, investment companies employ several strategies such as portfolio diversification and asset allocation so that you can actually maintain all that money you are trying to double.

Learn about the other strategies that could help you protect your wealth from our book, The Art of Protecting Ultra-High Net Worth Portfolios and Estates – Strategies for Families Worth $25 million to $500 million.

3. Portfolio Rebalancing

However, the work doesn’t end there. Your portfolio also needs to be constantly rebalanced. You may have invested in a lot of stocks for some quick returns so that you could buy that second house or dream car that you wanted.

However, as the market shifts or as your own needs evolve, it may not be feasible to invest in those stocks anymore. This just puts you at risk of losing your investments. That’s why top 10 investment companies are always watching the progress of your portfolios and adjusting them as necessary.

4. Tax Planning

Taxes are also a big problem for high net worth individuals. Even if you do somehow manage to double your money quickly, what would be the use of it if you end up losing a big chunk of it to taxes?

In fact, every time you get close to your goals, you will end up paying excessive taxes on your investments and will keep getting farther away from your goals. That’s why you need tax planning and management. You can’t avoid taxes, but you can surely minimize them.

For instance, simply taking a balanced approach between active and passive investment styles can greatly help with your tax bill and allow you to make more money in the long run. Learn exactly how the investment style can impact your wealth from our informative guide on portfolio growth strategies.

5. Retirement Planning

Ultimately, you may be accumulating all that money for a safer and secure retirement. However, that is not easy to accomplish either. Investment companies help you with retirement planning so that you can achieve all your retirement goals and live life with complete financial serenity.

They align your investment strategies with your retirement plans and help establish a steady source of income after retirement so that you can live the kind of life you always wanted without making any sacrifices. Book a quick free chat with our advisors to talk about your retirement needs.

Choosing from the Top 10 Investment Companies

While attempting to find the top 10 investment companies may be fantastic, it doesn’t mean that all of them will be fantastic for you. As a unique high net worth individual, you will have different needs and requirements, and therefore, you need someone who specifically understands those needs and can fulfill them.

So, here is what high net worth individuals need to do to find the right investment company.

1. Evaluate your needs and determine what goals you need to accomplish.

2. Do a thorough and complete background check to make sure the company has the right credentials and offers fiduciary services.

3. Make sure they offer the right services according to your needs, such as tax management and risk management.

4. Consider their compensation model to ensure there aren’t any conflicts of interest.

5. Check reviews and testimonials to see what others are saying about their services.

You can also check out other signs of an unbiased and effective financial advisor by requesting a copy of our book, 7 Secrets to High Net Worth Investment Management, Estate, Tax, and Financial Planning.

Types of Investment Companies

There are three types of investment companies.

1. Open-End Companies can issue shares at any time, which are purchased directly from the fund by investors.

2. Unit Investment Trusts (UITs) comprise a fixed portfolio of securities and are sold through brokerages.

3. Closed-End Funds are created to sell a number of shares at once, and new shares are not created. They are listed on a stock exchange.

Benefits of Working with Investment Companies

Investment companies pool the resources of many investors, and individual investors benefit from the pooling of funds to access investments at lower costs.

Investors benefit from having access to financial services, such as getting advice from a professional advisor.

Investment companies offer a diversity of investment vehicles in a variety of asset classes, which they are able to manage more easily than an individual investor. Diversity protects your wealth.

Tips for Working with Investment Companies

Exercise due diligence when choosing an investment company. The investment company should be registered with the SEC, so you can look up their record on the SEC’s website.

Study the fee structure of the company, including fees for buying and selling securities, as well as how advisors are compensated.

The best investment advisors will be fiduciaries so they are not involved in any conflict of interest.

Educate yourself on the company’s investment philosophy, such as the types of securities they offer, and the risks attached.

Frequently Asked Questions

What is a diversified portfolio?

As the name implies, a diversified portfolio will comprise a diversity of assets, such as stocks, ETFs, and real estate.

What is a fiduciary?

A fiduciary is someone who acts of behalf of their clients’ best interests, and not their own.

Do investment companies offer credit cards?

Some investment companies offer credit cards to their clients if they are authorized to provide banking services.

Can I purchase cryptocurrencies through an investment company? 

Sure. Many investment companies offer cryptocurrencies, such as Schwab and Fidelity.

Should I use Google for financial advice?

Google is always a go-to source of information on any topic, including financial services such as investing.

What are robo-advisors?

Robo-advisors provide financial services online, without the intervention of a human. Their advice can be used to improve your portfolio.

What is an expense ratio?

The expense ratio represents the fund’s expenses as a percentage of your investment. A good expense ratio is below 0.5%.

Wrapping Up

When you have $10,000 or $50,000, are still young, and don’t have a family depending on you, you can afford to take risks and try and manage your wealth on your own. However, when you are a high net worth individual, the situation is entirely different. You have $5 million to $500 million worth of liquid assets at stake. One wrong decision and you could put all your financial goals, retirement, and even the financial security of your loved ones at risk. That’s why you need to work with the top 10 investment companies that best understand your needs and have the expertise to satisfy them.

At Pillar Wealth Management, our fiduciary financial advisors have been helping affluent clients in growing their wealth for more than 30 years. Our fee-only financial advisors and wealth managers work with ultra-high and high net worth individuals and families only. We use our extensive experience and high expertise to develop effective solutions for all our clients. We strongly believe in helping and assisting each of our clients in their individual goals and targets. As a result, we provide customized financial solutions that best align with our clients’ needs. Start a no-obligation discussion with Pillar Wealth Management today.


To be 100% transparent, we published this page to help filter through the mass influx of prospects, who come to us through our website and referrals, to gain only a handful of the right types of new clients who wish to engage us.

We enjoy working with high net worth and ultra-high net worth investors and families who want what we call financial serenity – the feeling that comes when you know your finances and the lifestyle you desire have been secured for life, and that you don’t have to do any of the work to manage and maintain it because you hired a trusted advisor to take care of everything.

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