Financial Advisors
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FINANCIAL ADVISORS
The financial advisory industry has seen significant growth in recent years and is forecasted to grow at even higher rates in the future. This massive surge can be attributed to the changing economic landscape and calls for a better understanding of the key drivers and opportunities for improving client satisfaction.
At a glance:
Financial Advisors
- Inaugural year:
2017
- Updated:
annually
- Most recent data:
2026
- Companies:
8 major financial advisors, plus aggregate of independent advisors and smaller advisory firms
Financial Advisors
Satisfaction Benchmarks by Company
| Anchor Link | Company | 2025 | 2026 | % Change |
|---|---|---|---|---|
| Financial Advisors | 81 | 82 | 1% | |
| All Others | 83 | 83 | 0% | |
| #fidelity | Fidelity | 83 | 82 | -1% |
| #merrill-bank-of-america | Merrill (Bank of America) | 77 | 82 | 6% |
| #wells-fargo | Wells Fargo | 78 | 81 | 4% |
| #charles-schwab | Charles Schwab | 80 | 80 | 0% |
| #ameriprise-financial | Ameriprise Financial | NA | 78 | NA |
| #morgan-stanley | Morgan Stanley | 78 | 78 | 0% |
| #chase | Chase | NA | 77 | NA |
| #edward-jones | Edward Jones | NA | 77 | NA |
NA = Not Available
Financial Advisors
Customer Experience Benchmarks Year-Over-Year Industry Trends
| Benchmarks | 2025 | 2026 |
|---|---|---|
| Ease of opening account | 85 | 88 |
| Reliability of mobile app (minimal down time, crashes, lags) | 84 | 88 |
| Website satisfaction | 84 | 87 |
| Overall trust and confidence | 83 | 86 |
| Quality of mobile app | 84 | 86 |
| Clearly explaining investment plan, goals, and strategy | 82 | 84 |
| Overall investment performance | 82 | 84 |
| Providing mobile options for account management | 83 | 84 |
| Providing prospectuses and similar investment information | 81 | 84 |
| Call center satisfaction | 82 | 83 |
| Clearly explaining prices and fees | 81 | 83 |
| Competitiveness of prices and fees | 81 | 83 |
| Frequency of routine contact (mail, email) | 80 | 83 |
| Frequency of personal contact (phone calls, face-to-face meetings) | 78 | 80 |
Industry averages are weighted by companies’ market shares.
2026 results based on data collected January 2025 – December 2025