Get to know
Over 1.3 million people use Personal Capital to track over $312 billion.
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See Your Net Worth
Link all of your accounts to the Personal Capital Dashboard for a complete picture of your financial life.
Analyze Your Portfolio
Assess the health of your current portfolio with our free tools, such as the Fee Analyzer and the Investment Checkup.
Plan For The
Use the Retirement Planner to build a customized retirement plan or meet with an Advisor to discuss your investing strategy.
How much are hidden fees costing you?
Hidden fees your broker is charging you could be costing you thousands of dollars of your hard-earned retirement savings and preventing you from retiring earlier. Personal Capital's Fee Analyzer allows you to spot hidden fees in your mutual funds, investing accounts and retirement accounts.
Portfolio Management Tailored To Your Lifestyle
Our team manages $4 billion in assets for clients with at least $25,000 to invest.
We combine smart tools with the personal touch of a dedicated advisory team at Personal Capital.
Our investing methodology is built upon sector and style weighting, risk minimization and tax optimization.
Private Client Group
We offer clients who invest $1 million or more with us an extra layer of service and customization with a reduced fee structure.
Why work with us? We're transforming digital wealth management. WATCH HERE
Data-Driven Portfolio Management
We offer the most advanced technology in personal finance. You receive a transparent view into all of your financial accounts through the Personal Capital Dashboard, coupled with expert advice and financial planning services provided by a team of registered financial advisors with a view of your finances in real time.