Which Adviser's Style Suits You Best?
Assuming the same level of knowledge, choose the personality you're most compatible with:
By Amanda Gengler

(MONEY Magazine) – THE BRAIN

An expert who provides advice in numerical terms "Albert Einstein. I would want the figures and calculations and returns." --Martin Gorner, Paris

THE GRANDFATHER

A calm, patient explainer (the opposite of a disciplinarian) "A mix between Mr. Rogers and Einstein. I want them to know their facts, and to be able to trust them." --Joshua Boyer, Bayonne, N.J.

THE BEST FRIEND

A pro who's not intimidating and who makes you feel at ease "It's easier to take advice from someone who's not just telling you what to do, and who you can trust." --Mirlaine Onelien, New York City

THE SCOLD

An authority figure who takes no nonsense and tells you what to do "Judge Judy. I want some sort of objective view and not to be swayed too much." --Beth Conway, Boston

THE COACH

A cheerleader and motivator who pushes you hard to reach your goals "Sports coaches have good intuition and leadership skills." --Thomas Johansen, Copenhagen, Denmark

Interviews conducted outside branches of Fidelity and Schwab in midtown Manhattan.

Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer. Morningstar: © 2018 Morningstar, Inc. All Rights Reserved. Factset: FactSet Research Systems Inc. 2018. All rights reserved. Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor's Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2018 and/or its affiliates.

Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer. Morningstar: © 2018 Morningstar, Inc. All Rights Reserved. Factset: FactSet Research Systems Inc. 2018. All rights reserved. Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor's Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2018 and/or its affiliates.