Top 5 Alternatives to Edward Jones

4. Fidelity Investments

Assets Under Management (AUM) as of December 31, 2023: $4.9 Trillion

Number of Customers/Clients: 50 Million

Annual Revenue (2023): $28.2 Billion

Fidelity Investments reported annual revenue worth $28.2 billion in 2023. Fidelity Investments, formerly known as Fidelity Management & Research, is a financial services company based in Massachusetts, United States. It offers financial planning and advice to more than 50 million individuals. It is home to more than 74,000 associates across nine countries.