You must diversify your investments if you want a prosperous financial future. This could be the time to start collecting securities if you haven’t already. Top 6 investment services you should use in 2025 can help guide your investment strategy.
Investing your money can be a great way to grow your wealth — provided you invest it wisely. When you partner with a skilled financial advisor, you can make the most of your money while minimizing losses.
Top 6 – Investment Services Outlook in 2025
However, not everyone shared this optimism, and soon markets and the general public began to express grave concerns about escalating inflation. Not sure how to get started? Check out these great investment services:
Vanguard
One of the most well-known brands in investing is Vanguard. One of its two customized services can be profitable if you have a sizable amount of money to invest.
You can be eligible for the Vanguard Personal Advisor, which blends technology and human help, with a minimum investment of $50,000. You will have access to both financial counselors and automated investment choices.
Vanguard Personal Advisor Select is available to you if you have at least $500,000. A Certified Financial Planner (CFP) is part of this plan and will offer you individualized planning, portfolio stress testing, and other services.
Fidelity
You might not yet have the investment minimum that many companies require if you’re thinking about investing early in your career. Working with the well-known financial company Fidelity is a wise choice if that is the case. It was rated as the best broker overall for 2025 by StockBrokers.com.
There are no transaction commissions, minimum investment requirements, or account fees associated with Fidelity. You can employ a specialized wealth management advisor or use Fidelity’s robo-advisor, depending on your needs.
TD Ameritrade
This company has been around since 1971, when it first opened as Ameritrade. It offers portfolio management that takes into account your individual goals, financial timeline, and risk tolerance.
If you’re new to investing and want to learn a little more about it, TD Ameritrade offers unique, personalized financial education to help you better understand the investment process and other aspects of personal finance.
Some investment services — especially automated ones — are lacking when it comes to customer service. Not this one: StockBrokers.com rated it #1 in customer service.
Wealthfront
Looking for investing advice without interacting with an actual person?Wealthfront is your best bet if that’s the case. For a fair price, Wealthfront offers a robo-advisor and a variety of financial tools to help you manage your finances.
You don’t have to be entirely alone, of course. One helpful feature is Wealthfront’s automatic portfolio rebalancing service. When choosing the best investment options, this company will look at several separate asset classes:
- Natural resources
- U.S. stocks
- Emerging market stocks
- Foreign developed market stocks
- Municipal bonds
- Emerging market bonds
- Real estate
- Dividend growth stocks
- Corporate bonds
- Government bonds
- Risk parity
Working with Wealthfront ensures that you have a diverse portfolio, helping minimize your risk in the event of a market downturn.
Advisormatch
This service offers a great advantage, especially if you’ve never invested before and are hesitant to start. All Advisormatch financial advisors are fiduciaries. This means that they are legally obligated to act in your best interests.
Somewhat surprisingly, not all financial advisors are required to act with your best interests in mind. Technically, anyone offering financial advice can call themselves a financial advisor.
With Advisormatch, you’ll be matched with an advisor in three minutes. From there, you can book a no-obligation call to see if the advisor’s services are right for you.
Zoe Financial
If finding a skilled and trustworthy financial advisor is of the utmost importance to you, make sure to check out Zoe Financial. This wealth planning platform lets you find and hire members of the top 5% of U.S. financial advisors. The most qualified advisors on the platform receive the Zoe Seal of Approval, so it’s easy to make sure you hire the best.
Zoe lets you receive personalized advice and planning through every step of the investment process. This type of guidance was once available only to very wealthy investors. But if you have a $100,000 minimum investment, Zoe can help make your financial dreams come true.
Choosing the Right Investment Service
Selecting an investment service isn’t a decision you should take lightly. After all, when you’re choosing an advisor, you’re entrusting your financial future to someone else. Take your time, select a service that offers what you need, and you should be well on your way to building wealth. Top 6 – investment services you should use in 2025 / 2026 can help you make an informed choice.
