Wealth

Financial Advisor Satisfaction Study

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The J.D. Power Financial Advisor Satisfaction Study helps wealth management firms understand how effectively profiled firms are servicing their affiliated financial advisors. Delivering a financial advisor experience that maximizes both loyalty and productivity is critical for success.

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Benefits

Why subscribe?

Given the risk of dissatisfied advisors taking your firm’s clients to a competitor. Your subscription will help you to understand and leverage the dynamics that drive satisfaction among different types of advisors.

  • Employee advisors - those who are employed by an investment services firm
  • Independent advisors - those who are affiliated with a broker-dealer but operate independently

Experiences Explored

Customers surveyed in this analysis answer questions about:

  • Compensation
  • Leadership and Culture
  • Operational support
  • Products and marketing
  • Professional development
  • Technology

Press Release & Award Information

J.D. Power will issue a national press release that will highlight key findings and trends from the study and include top-to-bottom rankings of the brands in the study that meet J.D. Power’s predetermined research criteria. The brand(s) that ranks highest in each of the regions profiled this year and meets predetermined award criteria will have the opportunity to leverage their award publicly through the J.D. Power award licensing program, which requires subscribing to the study as a prerequisite.

Awards

2023 U.S. Profiled Brands

Profiled brands as of October 2022.  Profiled brands are subject to change.

Employee Segment

Wells Fargo Advisors
Merrill
Edward Jones
Morgan Stanley
UBS
Charles Schwab
Stifel
RBC Wealth Management
Raymond James & Associates
Ameriprise

Independent Segment

LPL Financial
Northwestern Mutual
Cetera
MML Investors
Advisor Group
Equitable Advisors
Cambridge   
Commonwealth
Ameriprise 
Raymond James Financial Services
Avantax Investment Services
Wells Fargo Advisors Financial Network

J.D. Power Solutions

Deep Dives

An enhancement to our syndicated studies that allows your company to field additional surveys using a sample that is provided by your company.

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