Top6 Score
Best for individuals and families seeking a blend of personalized financial planning and digital tools to manage their wealth effectively.
Empower
A feature-rich, user-friendly, and low-priced cloud service
Provides comprehensive financial services, including retirement planning, investment management, and tax strategies.
Combines expert human advice with digital tools for a hybrid advisory experience.
Transparent platform allows clients to monitor investments and track financial progress in real-time.
Tailored plans designed to align with clients’ unique financial goals and life stages.
Strong customer support and access to educational resources for informed decision-making.
Top6 Score
Top6 Score
Best for comprehensive financial advisory services.
WiseAdvisor
A feature-rich, user-friendly, and low-priced cloud service
Personalized financial plans for individuals and businesses.
Diverse expertise within the team for well-rounded guidance.
Access to a wide range of investment options and strategies.
Online tools for convenient account management.
Transparent fee structure catering to various financial needs.
Top6 Score
Top6 Score
Best for specialized wealth management services.
1900 Wealth
A feature-rich, user-friendly, and low-priced cloud service
Tailored solutions addressing unique financial needs.
Nuanced approach to wealth preservation and growth.
Advisors dedicated to client satisfaction.
Transparent fee structure for clarity.
Availability may vary based on location and financial requirements.
Top6 Score
Top6 Score
Best for comprehensive investment advisory and retirement planning.
CapTrust
A feature-rich, user-friendly, and low-priced cloud service
Seasoned advisors offering strategic financial guidance.
Personalized plans for individual investment and retirement goals.
Integration of various investment strategies.
Transparent communication and a client-focused approach.
Services may be more tailored to high-net-worth individuals.
Top6 Score
Top6 Score
Best for investors seeking professional portfolio management.
Fisher Investments
A feature-rich, user-friendly, and low-priced cloud service
Tailored investment solutions for long-term growth.
Experienced team offering a variety of investment strategies.
Regular portfolio reviews and adjustments based on market conditions.
Transparent fee structure and client education.
Minimum investment requirements may apply.
Top6 Score
Top6 Score
Best for personalized wealth management for high-net-worth individuals.
Private Wealth
A feature-rich, user-friendly, and low-priced cloud service
Tailored financial strategies for unique needs and goals.
Experienced advisors dedicated to exceptional client service.
Comprehensive solutions for wealth preservation and growth.
Transparent fee structure with open communication.
Services may be more tailored to higher net worth individuals.
Top6 Score
Top6 Score
Best for individuals seeking comprehensive financial planning and investment management services
Domain Money
A feature-rich, user-friendly, and low-priced cloud service
Personalized financial planning to meet individual goals and needs
Diverse investment options and portfolios for effective wealth management
Transparent fee structure with no hidden costs for clear financial management
Robust risk management strategies to protect and grow investments
Dedicated customer support for ongoing assistance and guidance
Top6 Score
