Boost Loyalty & Productivity Through Financial Advisor Insight
Financial Advisor Satisfaction Study
The JD 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.
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
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
Customers surveyed in this analysis answer questions about:
- Compensation
- Leadership and Culture
- Operational support
- Products and marketing
- Professional development
- Technology
Key Dates
2026 Financial Advisor Satisfaction Study Milestones
Field Start: December 2026
Publish: June 18, 2026
Press Release: July 9, 2026
2026 Financial Advisor Satisfaction Study Milestones
Field Start: December 2026
Publish: June 18, 2026
Press Release: July 9, 2026
Press Release & Award Information
JD Power will issue a national press release featuring key findings, trends, and brand rankings from the study. Only brands that meet JD Power’s research criteria will be ranked. Brands that rank highest in their segment and meet award criteria may promote their award through the JD Power licensing program—available exclusively to study subscribers.
Read the latest press release
U.S. Financial Advisor Satisfaction Study Press Release
See how our awards make an impact
U.S. Financial Advisor Satisfaction Study Award Information
JD Power will issue a national press release featuring key findings, trends, and brand rankings from the study. Only brands that meet JD Power’s research criteria will be ranked. Brands that rank highest in their segment and meet award criteria may promote their award through the JD Power licensing program—available exclusively to study subscribers.
Read the latest press release
U.S. Financial Advisor Satisfaction Study Press Release
See how our awards make an impact
U.S. Financial Advisor Satisfaction Study Award Information
Make decisions with confidence.
Subscribers to this study have full access to benchmark reporting, competitor analysis, and more with PowerSource.
Subscribers to this study have full access to benchmark reporting, competitor analysis, and more with PowerSource.
Profiled Brands
2026 U.S. Employee Segment
- Ameriprise (Employee)
- Edward Jones
- Morgan Stanley
- Merrill
- Raymond James and Associates
- RBC Wealth Management
- Stifel
- UBS
- Wells Fargo Advisors
2026 U.S. Independent Segment
- Ameriprise (Independent)
- Cambridge
- Cetera
- Commonwealth
- LPL Financial
- Osaic (formerly Advisor Group)
- Raymond James Financial Services
- Wells Fargo Advisors Financial Network
2026 U.S. Employee Segment
- Ameriprise (Employee)
- Edward Jones
- Morgan Stanley
- Merrill
- Raymond James and Associates
- RBC Wealth Management
- Stifel
- UBS
- Wells Fargo Advisors
2026 U.S. Independent Segment
- Ameriprise (Independent)
- Cambridge
- Cetera
- Commonwealth
- LPL Financial
- Osaic (formerly Advisor Group)
- Raymond James Financial Services
- Wells Fargo Advisors Financial Network
Contact Us Today
JD Power studies, products, and services are available for purchase. If you’re interested in subscribing to a JD Power study or becoming a client, please fill out the form, and we'll be in touch. Questions? Click here to find the answers to frequently asked questions.
If you’ve received a JD Power survey and have questions or comments, please contact us here.
For all other inquiries, you can contact us here.
JD Power studies, products, and services are available for purchase. If you’re interested in subscribing to a JD Power study or becoming a client, please fill out the form, and we'll be in touch. Questions? Click here to find the answers to frequently asked questions.
If you’ve received a JD Power survey and have questions or comments, please contact us here.
For all other inquiries, you can contact us here.