The best Financial Planning Firms in the us

According to recent data the best financial planning firms in the U.S. are Fisher Investments, Smith Barney, Fidelity, Credit Suisse First Boston, J.P. [email protected] Co., E* TRADE, A.G. Edwards, WR Hambrecht, ING, Friedman, Billings, Ramsey and Co., and US Trust. Since the collapse of some of the major financial institutions in 2008, the list has become shorter.

These financial firms are at the top of the list because they have managed their finances well.

Fisher Investments

Fisher investments make education the core of their business. They mix proprietary research, capital market technology and over 20 years of asset management experience into a cluster of educational materials.

Smith Barney

Smith Barney is the private riches management sector of Citigroup Global Markets, Inc. It is a leading provider of complex financial planning and advisory services to stock holders, companies, conglomerates and private businesses, governments and foundations. This company believes in the power of hard work, a desire to remain active and dream a better life for others. It has been their work ethic since 1873.


This company was established to provide clients with helpful investment tools. What makes this company so successful is that they believe in putting the client first. Their needs are more important than anything so when a person sees that, they trust their money with Fidelity.

J.P Morgan @ Co.

J.P Morgan is a leader in wholesale financial help, providing intelligent answers across of the most complex global foundations around. They keep customers at the top of their minds, developing long-term relationships. This mixture of product endurance, smart capital and integrity sets them apart as an industry giant.

They serve one of the biggest customer franchises in the world. Their clients include hedge funds, conglomerates, and institutional stock holders, governments and wealthy people in more than 100 countries. J.P. Morgan is part of J.P Morgan Chase @ Co. a leading global financial services company for clients, commercial banking and small businesses.

These are just a few of the top financial planning institutions in the world.They are the best because they are able to offer clients and potential clients something different that they can not attain from another financial institution. When a company caters to direct needs of a client, they will have returning customer for years to come. This is what makes them successful.