According to J.D. Power's 2022 U.S. Full Service Investor Satisfaction Study, investors value the digital channels their financial advisors provide. The rankings provided are based on a survey of 4,396 investors who work with advisers, conducted from November through January.
The survey asked investors about seven categories: trust, people, products and services, value for fees, ability to manage wealth, problem resolution, and digital channels. The survey showed an increase in investor satisfaction with digital channels, with 63 percent of clients using their firm's website at least once a month and 40 percent using their firm's mobile app every month. According to the survey, 14 percent of clients are receiving comprehensive financial advice from their advisors.
- UBS
- Ranking: 1
- 2022 score: 777
- 2021 score: 751
- 2021 ranking: 5
- Vanguard
- Ranking: 2
- 2022 score: 759
- 2021 score: 735
- 2021 ranking: 11
- Charles Schwab
- Ranking: Tied for 3
- 2022 score: 753
- 2021 score: 735
- 2021 ranking: 10
- Northwestern Mutual
- Ranking: Tied for 3
- 2022 score: 753
- 2021 score: 732
- 2021 ranking: 12
- Morgan Stanley
- Ranking: Tied for 5
- 2022 score: 752
- Stifel
- Ranking: Tied for 5
- 2022 score: 752
- 2021 score: 760
- 2021 ranking: 2
- Fidelity
- Ranking: 7
- 2022 score: 748
- 2021 score: 751
- 2021 ranking: 3
- Merrill Lynch
- Ranking: 8
- 2022 score: 747
- 2021 score: 708
- 2021 ranking: 17
- Ameriprise
- Ranking: Tied for 9
- 2022 score: 746
- 2021 score 746
- 2021 ranking: 6
- Edward Jones
- Ranking: Tied for 9
- 2022 score: 746
- 2021 score: 770
- 2021 ranking: 1
Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.
