Investorclaims
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Top Ten Worst Financial Advisor Companies in 2025 - Investment & Securities Fraud Lawyer
October 30, 2025 - Affinity fraud is one of the most ... and Exchange Commission (SEC) announced enforcement actions against Vanguard Advisers and Empower Advisory Group......
Yahoo! Finance
finance.yahoo.com › news › 3-best-worst-companies-investment-150051130.html
3 of the Best and Worst Companies for Investment Advice
May 9, 2022 - Using these parameters, here's a look at three of the best -- and three of the worst -- brokerage firms in terms of investment advice. ... Vanguard was one of the pioneers of low-cost investing, primarily through its no-load mutual funds. In recent decades, the firm has expanded into zero-commission stock trading and two types of financial advisory services: Vanguard Digital Advisor and Vanguard Personal Advisor Services.
Videos
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What Your Financial Advisor Doesn't Want You to Know - YouTube
Financial Advisor Reveals Worst Money Mistake
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Warren Buffett: Ignore Your Financial Advisor - YouTube
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The Dark Side of Financial Brokers | Morgan, Merrill, & Edward ...
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The WORST Financial Advisor... - YouTube
Quora
quora.com › Who-are-the-lowest-ranking-worst-financial-advisor-companies-or-financial-advisors-and-why
Who are the lowest ranking (worst) financial advisor companies or financial advisors, and why? - Quora
Answer (1 of 2): People have varying degrees of success with some companies like Fidelity. I personally have used them and had some success. Motley Fool is a hit and miss. You have to be careful with their advice. However, *unfortunately* I’ve run into many very bad financial advisors.
"12 Worst Financial Advisors in America" - Bogleheads.org
Bogleheads: The Bogleheads Forum frequently warns us about expensive and bad financial advisors. These were among the worst in 2016: 12 Worst Financial Advisors in America: 2016 In an attempt to be balanced, Allan Roth, CPA, CFP, is one of my favorite financial advisors. More on bogleheads.org
Best/worst companies to do financial advisor programs with?
Whatever you do... avoid MassMutual and Liberty Mutual like the plague. You can search in this subreddit why they're so scummy. You'd basically end up being a glorified lead gatherer and insurance salesman and commission only to start out. They're total hack houses that will make you sell inferior financial products and life insurance to your friends and family. One Redditor even said that part of the interview process was to write multiple people's names down to reach out to. More on reddit.com
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November 20, 2019Best/Worst Firm Financial Planning Support
Happy to connect on this—I have some pretty good insight here. If you’re willing to hop on a call, may be easier to talk this out. If not, I’ll respond later today with my two cents. More on reddit.com
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December 1, 2024Does everyone hate financial advisors?
Hate is a strong word, but some of them seem to prey on naive people. Edit: I think they can provide a lot of value for some people, but sometimes I read stories of people who end up with crazy insurance policies that the people who sold them get compensated on, high fee funds that they get commissions from, plus annual fees, etc. It’s a valuable service if the FA is honest and provides value and doesn’t make additional cuts in underhanded ways. More on reddit.com
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March 24, 2024Investmentfraudlawyers
investmentfraudlawyers.com › home › the 5 worst financial advisor companies you should avoid in 2025
The Worst Financial Advisor Companies: Avoid These Poor Choices
May 31, 2025 - Like Wells Fargo, Citibank has received an F rating from the Better Business Bureau. The company has faced multiple CFPB settlements, including issues with servicing student loans and recent high-profile cases involving “operational chaos ...
The White Law Group
whitesecuritieslaw.com › home › the worst financial advisors in america according to think advisor
The Worst Financial Advisors in America - The White Law Group
May 20, 2025 - The list includes financial advisors and brokers charged with various illegal activities including Ponzi schemes, elder fraud, evading the authorities, and murder. ... According to the article, these offenders were gathered from news articles, from the Financial Industry Regulatory Authority and the SEC. Many of the fraudsters have been convicted, and some have charges still pending, according to the article. The following are reportedly the worst financial advisors, (and financial advisor imposters) in America.
SmartAsset
smartasset.com › financial-advisor › warning-signs-of-a-bad-financial-advisor
6 Warning Signs You Hired the Wrong Financial Advisor
1 month ago - A financial advisor should help you make informed decisions, but there are warning signs of a bad financial advisor that could indicate when they are doing otherwise. These signs generally include pushing unsuitable products, lacking transparency about fees, or being unresponsive to your questions or concerns.
BrokerCheck
brokercheck.finra.org
BrokerCheck - Find a broker, investment or financial advisor
BrokerCheck is a trusted tool that shows you employment history, certifications, licenses, and any violations for brokers and investment advisors.
Cedar Peak Wealth
cedarpeakwealth.com › post › the-worst-chart-financial-advisors-use
The worst chart every financial advisor will show you
February 27, 2025 - Most financial advisors mean well. They try to show you graphics that tell the story they want you to hear. There’s a big problem. That story often gets oversimplified to the point of being wrong – at best, it’s misleading.This is the worst chart every financial advisor will show you.If ...
Thinkadvisor
thinkadvisor.com › 2025 › 07 › 16 › best--worst-bds-for-financial-advisor-satisfaction-jd-power-2025
Best & Worst BDs for Financial Advisor Satisfaction: J.D. Power, 2025
July 16, 2025 - Younger advisors want more support from their firms, the research group finds.
Bogleheads.org
bogleheads.org › board index › us investors › investing - theory, news & general
"12 Worst Financial Advisors in America" - Bogleheads.org
May 3, 2017 - Bogleheads: The Bogleheads Forum frequently warns us about expensive and bad financial advisors. These were among the worst in 2016: 12 Worst Financial Advisors in America: 2016 In an attempt to be balanced, Allan Roth, CPA, CFP, is one of my favorite financial advisors.
Nstarcapital
nstarcapital.com › home › blog › misconduct! 10 worst & 10 best behaving advisory firms
Misconduct! 10 Worst & 10 Best Behaving Advisory Firms - NorthStar Capital Advisors
March 4, 2016 - New research shows the level of financial advisor misconduct is alarmingly high. “It’s everywhere, not just small firms. It is pervasive,” said Dr. Amit Seru, a finance professor at the […]
Newsweek
rankings.newsweek.com › home › finance › america’s top financial advisory firms 2025
America's Top Financial Advisory Firms 2025
November 19, 2024 - We analyzed over 15,000 financial advisories registered with the SEC and scored them based on the following factors: asset performance, client performance, adviser expertise and client ratio, breadth of service offerings and conflicts of interest. Companies like Facet Wealth, Sarofim Trust Co.
Reddit
reddit.com › r/financialcareers › best/worst companies to do financial advisor programs with?
r/FinancialCareers on Reddit: Best/worst companies to do financial advisor programs with?
November 20, 2019 -
Does anyone have any thoughts on certain companies to go for or avoid for programs like FADP and general financial advisor programs? Particular companies I’m interested in hearing thoughts on are Merrill, Raymond James, and Thrivent. Thanks in advance everyone!
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Whatever you do... avoid MassMutual and Liberty Mutual like the plague. You can search in this subreddit why they're so scummy. You'd basically end up being a glorified lead gatherer and insurance salesman and commission only to start out. They're total hack houses that will make you sell inferior financial products and life insurance to your friends and family. One Redditor even said that part of the interview process was to write multiple people's names down to reach out to.
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To echo the first comment, Northwestern Mutual might be worse
Wiseradvisor
wiseradvisor.com › article › 10-things-financial-advisors-dont-want-you-to-know-835
10 Things Financial Advisors Don't Want You to Know | WiserAdvisor.com
February 24, 2014 - But now that banks offer to handle your investments, insurance, estate issues, 401(k), and so on, it's no longer safe to regard their advice as unbiased. CPA's are the largest group moving into financial planning products. H&R Block is now H&R ...
TikTok
tiktok.com › discover › worst-financial-advisor-firms-to-work-at
Worst Financial Advisor Firms to Work at | TikTok
3 weeks ago - Discover the worst financial advisor firms to work at and uncover red flags in the financial industry. Find out which companies to avoid!See more videos about Top Worst Architect Firms to Work for, Best Accounting Firms, Worst Prop Firms, Worst Debt on Financial Audit, Worst Work, Worst Shift ...
Unbiased
unbiased.com › discover › financial-advice › best-financial-advisor
Top Financial Advisor Firms & Companies (2026) - unbiased.com
3 days ago - Our article has pulled together the top financial advisor firms in the US, helping you discover who is the most trustworthy financial advisor for your needs and the best financial advisors for retirement by comparing features, pricing, and overall pros and cons.
Forbes
forbes.com › forbes homepage › money › personal finance
11 Financial Advisors Share Their Worst Investing Blunders
December 15, 2020 - The truth is, the vast majority of investors aren't perfect – and that includes financial advisors. Many of us learn through trial and error just like everyone else. Want proof? Here are some of the worst financial mistakes some popular financial advisors made when they were first starting out:
Reddit
reddit.com › r/cfp › best/worst firm financial planning support
r/CFP on Reddit: Best/Worst Firm Financial Planning Support
December 1, 2024 -
What firms do you think are offering the best financial planning support to their advisors? What offerings make it “the best”? What firms have seen have the worst support? With more firms targeting HNW it seems like they’re moving away from the foundational support to assist up and coming advisors to get to the point of working with HNW.
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Happy to connect on this—I have some pretty good insight here. If you’re willing to hop on a call, may be easier to talk this out. If not, I’ll respond later today with my two cents.
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I think Ameriprise still has one of the more robust career starting points available. It's not a place that I would stay forever, but it's a great place to cut your teeth. I spent a bit too much time there before going independent.
Investopedia
investopedia.com › articles › 02 › 100902.asp
How To Resolve Disputes With Your Financial Advisor
September 12, 2025 - Yvan Byeajee, author of Trading Composure: Mastering Your Mind for Trading Success, says too many investors find it "difficult to focus on the probabilistic nature of trading, where the process matters more than any single outcome." As such, they tend to engage in rash trades or blame the messenger, in many cases, their financial advisor, when they're just on the wrong end of the normal risks that go with investing.