An investment firm’s goal is to increase the value of the investor’s capital assets, generate additional income through dividends, or do both. Investment firms typically offer services like portfolio management, recording, legal, accounting, and tax management. Their main tasks are to assess the client’s goals, assess risk, design investment strategies and monitor the growth of the investment. Based on the above factors, the investment firms that have been successful and popular are:

BlackRock
Blackrock was founded in 1984 and is a large multinational advisory firm specializing in investment management and financial services. Its clients include private investment funds, pension funds, charities, real estate investment funds, governments, businesses, and individuals. Minimum account sizes of investment begin from $250,000 and may vary based on the firm’s discretion. Some of the investment services offered by BlackRock include:
Portfolio management
Investment management
Limited financial services

Charles Schwab Asset Management
Charles Schwab Asset Management is one of the largest and most experienced investment firms. They manage more than 100 funds with about $665 billion in assets with 9 million clients so far. High customer satisfaction and personalized portfolio management at different tiers have spurred their growth. The firm remains accessible to all types of investors, accepting minimum investments of $1000 for standard accounts. You can handle your investments online, by phone, or through their 300 offices across the country. Some key services Charles Schwab Asset Management offers include:
Managed portfolios
Managed account select
Personalized indexing
Wealth Advisory
Automated investing and professional guidance

Facet Wealth
Facet Wealth offers virtual and online advisory services that are low-cost and customized. Not just advice, they assign a certified financial planner who helps and guides you about how an investment works. They allow you to handle your investments independently from your dashboard. Facet wealth provides services like:
Stock investments
Tax and insurance planning
College and retirement planning
Legacy and estate planning
Debt reduction and debt management
Investment management

Fidelity Investments
Fidelity has been operating since 1946 and offers personalized investment services based on extensive and meticulous research. They offer services for novices, casual and hardcore investors, and traders. Their services are affordable as they offer commission-free online trading for ETFs, stocks, and penny stocks. They do not charge for transactions through a check, domestic wires, or any investment transfer or account closure. Their online portal and mobile app are friendly to use. Some of Fidelity’s products include:
Stocks and penny stocks
Mutual funds
Corporate, municipal, treasury, and CD bonds
Forex
Fractional shares
ETPs, IPOs, rights, warrants, foreign ORDs and ARDs, TIPS

Key points to note before choosing an investment firm
There is always a risk associated with investing. Therefore, it is important that you properly investigate the companies you are considering before choosing one. The level of customer service and general consumer satisfaction can be determined online. Ask them whether they provide individualized service and if they would designate a specific officer to you.

To determine if their commission and fees are reasonable, compare them to those of comparable companies. Check if the company provides instruments and sources for instruction and direction. There are numerous investment possibilities. To make an informed choice, you must know the firm’s offerings. Examine their most recent financial statements to understand their financial situation. Most importantly, research if the firm is facing any lawsuit for fraud or malpractice.