Parallel Wealth Management Competitors

Edward Jones is a leading North American financial services firm in the U.S. and through its affiliate in Canada. The firm’s more than 20,000 financial advisors throughout North America serve more than 9 million clients with a total of $2.2 trillion in client assets under care as of December 31, 2024. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 54,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.

We bring an Out of the Ordinary approach to creating and managing wealth. Founded in South Africa as a small finance company, today we offer clients our services as a global bank and asset management group. Follow us on LinkedIn for unique insights from leading minds within the world of finance and Out of the Ordinary stories about our people, communities and partners.

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager. In business since 1742. A FTSE 250 listed company. Managing more than £113 billion* for our clients. 20+ offices throughout the UK and Jersey. *Funds under management at 30 September 2025.