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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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.


2023 U.S. Profiled Brands

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

Employee Segment

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

Independent Segment

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

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