Wealth

Investor Satisfaction Study

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Study Announcement

J.D. Power Investor Satisfaction Study Consolidation for 2025

Starting with the conclusion of our 2024 final publish, the J.D. Power Full-Service Satisfaction Study and the Self-Directed Study will merge into a single comprehensive study—the J.D. Power 2025 U.S. Investor Satisfaction Study.

The newly designed study will rank firms into two segments: 

  • Advised Investors: Clients who invest through a dedicated advisor or with guidance from a team of financial professionals. 
  • Do-It-Yourself (DIY) Investors: Clients who independently build and manage their own investment portfolios.  

By combining these studies, subscribers can leverage the strengths of each to provide subscribers with streamlined access to a robust and holistic picture of today’s market. Subscribers will have a single point of access to a wider range of data in PowerSource, simplifying analysis, reporting, and implementation.

Learn more about the new J.D. Power 2025 U.S. Investor Satisfaction Study Contact Us

2024 Full-Service Investor Satisfaction Study and 2024 Self-Directed Investor Satisfaction Study

J.D. Power Investor Satisfaction research spans four segments across the investment advice spectrum  – Full-Service, Digital Advice, Seeking Guidance, and DIY. With the purchase of the Full-Service Satisfaction Study and Self-Directed Satisfaction Study, you will be equipped with the insights needed to be the firm of choice for investors.

The Full-Service Investor Satisfaction Study measures overall investor satisfaction among those who invest through a dedicated advisor or team of advisors. Revealing differing preferences and needs that drive satisfaction among different segments of investors, such as affluence (investable assets), age, and gender. Subscribers gain a broad understanding of how their wealth management firm can improve client satisfaction, loyalty, retention, investment, and advocacy.

The Self-Directed Investor Satisfaction Study examines investor satisfaction with self-directed investment platforms, providing critical insights into the needs, expectations, and desires of today’s self-directed investors. This study helps subscribers to identify best practices for improving satisfaction, loyalty, retention, and advocacy and gain an understanding of dynamics—such as portfolio size and trading activity—that drive satisfaction among different types of investors.

Full service, digital advice, seeking guidance, diy
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Benefits

Why subscribe?

With increasing competition in wealth management from f irms as diverse as banks and fintechs, investors have more options than ever and rising expectations about the level of advice and service they receive. We pinpoint the factors that matter most to investors and drive their satisfaction. The study sets a quality benchmark for the industry, and provides a thorough understanding of the needs, expectations, and desires of today’s investors.

Experiences Explored

  • Trust
  • People
  • Products and services
  • Value for fees
  • Ability to manage wealth how and when I want
  • Problem resolution
  • Digital channels
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Press Release & Award Information

J.D. Power issues national press releases highlighting key findings and top-to-bottom rankings from award-eligible studies. The brand(s) that rank highest in each award-eligible segment and meet predetermined award criteria will have the opportunity to enter into a licensing agreement through the J.D. Power Awards Program, which requires subscribing to the study as a prerequisite.

Read the latest press release 

U.S. Full-Service Investor Satisfaction Study Press Release
U.S. Self-Directed Investor Satisfaction Study Press Release
CA Full-Service Investor Satisfaction Study Press Release
CA Self-Directed Investor Satisfaction Study Press Release

See how our Awards make an impact. 

U.S. Full-Service Investor Satisfaction Study Award Information 
U.S. Self-Directed Investor Satisfaction Study Award Information
CA Full-Service Investor Satisfaction Study Award Information 
CA Self-Directed Investor Satisfaction Study Award Information

Brands that rank above the industry average for their segment and subscribe to the study earn the opportunity to commission a J.D. Power Performance Report, a customized, client-commissioned report that highlights this above-average performance. Learn more 

J.D. Power Awards

Make decisions with confidence.

Subscribers to this study have full access to benchmark reporting, competitor analysis, and more with PowerSource.

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Profiled Brands

2024 U.S. Full Service Profiled Brands

  •   Ameriprise
  •   Charles Schwab
  •   Citigroup
  •   Edward Jones
  •   Equitable
  •   Fidelity
  •   J.P. Morgan Private Client Advisors
  •   Lincoln Financial Group
  •   LPL
  •   Mass Mutual
  •   Merrill
  •   Morgan Stanley
  •   Northwestern Mutual
  •   PNC
  •   Prudential
  •   Raymond James
  •   RBC
  •   Stifel
  •   Thrivent*
  •   TIAA
  •   Truist
  •   U.S. Bank
  •   UBS
  •   Vanguard
  •   Wells Fargo Advisors

 

*Profiled but not ranked. 

2024 Canada Full Service Profiled Brands

  • ATB
  • Aviso
  • BMO Nesbitt Burns
  • Canaccord Genuity Wealth Management
  • CI Assante Wealth Management
  • CIBC Wood Gundy
  • Desjardins
  • Edward Jones
  • iA Private Wealth
  • IG Wealth Management
  • Manulife
  • National Bank Financial
  • Raymond James
  • RBC Dominion Securities
  • ScotiaMcLeod
  • Sun Life Financial
  • TD Wealth PIA (Private Investment Advice)

2024 U.S. Self-Directed Profiled Brands

Self-Directed Investor: DIY

  • Acorns
  • Charles Schwab
  • E*TRADE
  • Fidelity
  • J.P. Morgan Self Directed Investing
  • Merrill Edge
  • Robinhood
  • Stash
  • T. Rowe Price
  • TD Ameritrade
  • Vanguard
  • WellsTrade

Self-Directed Investor: Seeking Guidance

  • Charles Schwab
  • Citigroup
  • E*TRADE
  • Fidelity
  • J.P. Morgan Wealth Management
  • Merrill Edge
  • T. Rowe Price
  • Vanguard
  • Wells Fargo Advisor Solutions

2024 Canada Self-Directed Profiled Brands

  • BMO
  • CIBC
  • Desjardins
  • HSBC
  • National Bank Financial
  • Qtrade Investor
  • Questrade
  • RBC Royal Bank
  • Scotiabank
  • TD Bank
  • Wealthsimple

2025 U.S. Advised Investor Profiled Brands

  • Ameriprise
  • Charles Schwab
  • J.P. Morgan Wealth Management
  • Citi
  • Edward Jones
  • Equitable
  • Fidelity 
  • Lincoln Financial Group
  • LPL Financial
  • Mass Mutual
  • Merrill
  • Morgan Stanley
  • Northwestern Mutual
  • PNC
  • Prudential
  • Raymond James
  • Stifel
  • T. Rowe Price
  • TIAA
  • Truist
  • U.S. Bank
  • UBS
  • Vanguard
  • Wells Fargo Advisors
     

2025 U.S. DIY Investor Profiled Brands

  • Acorns
  • Charles Schwab
  • J.P. Morgan Wealth Management
  • E*TRADE
  • Fidelity
  • Merrill Edge
  • Robinhood
  • Stash
  • T. Rowe Price
  • TIAA
  • Vanguard
  • WellsTrade


SoFi*
WeBull*

 

*Profiled but not ranked
 

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