Investment Account Reviews
NerdWallet reviews investment accounts, including online brokerage accounts, robo-advisors, financial advisors and crypto platforms.
The investing information provided on this page is for educational purposes only. NerdWallet, Inc. does not offer advisory or brokerage services, nor does it recommend or advise investors to buy or sell particular stocks, securities or other investments.
Our editorial team spends hours researching investing products, including testing brokerage accounts, trading platforms and cryptocurrency exchange. We ask the hard questions so you don't have to, then rate each product on a scale of 1 to 5 according to detailed methodologies.
Brokerage reviews
Read our methodology for reviewing online brokers.
Financial advisor reviews
Facet Review 2025: Pros, Cons and How It Compares
Facet offers virtual, full-service financial planning from certified financial planners. The company charges a flat annual fee based on the complexity of a member's planning needs.
Zoe Financial Review 2025: Pros, Cons and How It Compares
Zoe Financial can help you find a financial advisor specific to your needs — and your budget.
Harness Wealth Review 2025: Pros, Cons and How It Compares
Harness Wealth curates and connects financial, tax and estate planning firms with individuals based on their specific needs — at no cost to the client.
Vanguard Personal Advisor Review 2025
For a reasonable cost, Vanguard Personal Advisor provides unlimited access to financial advisors. It pairs Vanguard's solid fund lineup with technology to design customized financial plans.
Wealthramp Review 2025: Pros, Cons and How It Compares
Wealthramp can help you find a financial advisor specific to your needs and your budget.
Ellevest Wealth Management Review 2025: Pros, Cons and How It Compares
Ellevest Wealth Management specializes in helping high-net-worth clients meet their investing goals while prioritizing values and impact.
Robo-advisor reviews
Read our methodology for reviewing robo-advisors.
Cryptocurrency wallet and platform reviews
Read our methodology for reviewing crypto platforms and for reviewing crypto wallets.