About Kiplinger Readers Choice Awards 2025
The purpose of Kiplinger Readers Choice Awards is to identify and celebrate the best products and services in the individual finance sector. We asked you, our Kiplinger community, to help us name us products and services that you think has been given excellent value in the previous year.
Survey results, which we are sharing here in our second annual readers’ choice awards, provide valuable insight into which the provider shines when it comes to your everyday interactions and experiences with them. Our awards recognize the excellence in credit cards, banks and brokers to insurers, tax software and financial apps to everything. For each category, we have listed a composite winner who has earned the highest score. We have also highlighted other products and services that have earned the up-average score for various criteria that we asked to assess the readers.
By voting, our community has helped us to create our guides for very good financial products. These are products and companies that you think stand out of the crowd.
Kiplinger Readers’ Pick Award: Money Manager
These firms take a holistic look at your finance and advise you to suit you. Beyond assisting with investment strategies, advisors can help you manage credit and loan, savings, property and tax planning, and more. The readers evaluated money managers based on the quality of the financial advice received by them, the credibility of advisors, they recommend others to recommend the firm and recommend their overall satisfaction with the money manager.
Overall winners: Fidelity Wealth Management
Outstanding for:
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- Quality of advice
- Trusted advisor
- Most recommended
- Overall Satisfaction
Fidelity Wealth Management earned a high rating in all the categories conducted. It is easy to pay personally attention and attention to readers such as dedicated advisors of that fidelity.
A satisfied reader says, “I have a wonderful local money manager in the nearby Fidelity Office. Very happy with him.” Another says, “I have used Fidelity Wealth Management since retiring. They are very responsible, I have managed my portfolio.”
Dhan-management prasad, including financial planning, investment management and tax-smart strategies, fall into levels. Fidelity Wealth Management, which requires minimal investment of $ 500,000 (except 401 (k) schemes) in eligible loyalty accounts, charges 0.2% to 1.5% assets under management.
Fidelity Private Wealth Management Client should have a minimum investment of $ 2 million with Fidelity and $ 10 million or more in total investable assets. The fees range from 0.2% to 1.04%, and customers have access to a dedicated team of financial professionals.
Financial
Outstanding for:
- Quality of advice
- Trusted advisor
- Most recommended
- Overall Satisfaction
The readers who have taken advantage of the services of American, noted many positive, long -term relationships with their advisors. A survey defendant assessed the firm’s financial planning services as “actually objective” with “sound recommendations”, directed keeping in mind the best interests of the customer.
Ameriprise serves more than 3.5 million customers with a network of over 10,000 financial advisors. Advisors provide individual financial guidance to customers’ goals, whether they are related to retirement, education, a major purchase or property scheme. Planning services include cash-flow management, tax strategies, insurance and even small-trade schemes.
Bank of America/Merryl Wealth Management Services
Outstanding for:
- Quality of advice
- Trusted advisor
- Overall Satisfaction
Money services from Bank of America and Meril, Bank’s brokerage unit, increased in rank this year, earned high marks for most of the surveyed criteria. Readers spoke about the quality of service. A reader says, “I sleep well at night that my advisor has a back. She stays in contact at the right time for the right time.”
An option for customers is Merryl Lynch Wealth Management, through which you work with a dedicated advisor. Or, with Meril -directed investment, investment professionals have manufactured and managed your portfolio, and you have the option to work with an advisor. Bank of America also provides funds for high-net-welfare customers through its private bank.
UBS
Outstanding for:
- Most recommended
- Overall Satisfaction
UBS Wealth Management provides advice and investment strategies to help you reach your financial goals as well as custom asset allocation and portfolio management. UBS helps you organize your finance with three strategies: now money (liquidity), later money (longevity) and money (inheritance) for others.
The readers had a variety of words to say about their UBS advisors, commenting that their advice is “thoughtful” both and is directed with the “best interest in the heart” of the customers.
Morgan Stanley Wealth Management
Outstanding for:
In addition to virtual consultation, Morgan Stanley provides traditional in-commercial advisory services. These services are generally available to customers who maintain at least $ 500,000 in investmentable assets.
Whether you choose virtual or in-tradition services, your advisory will customize a plan for you in areas such as retirement and college savings, tax efficiency, generation and charity.
Kiplinger readers’ choice award categories
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