CA Investor Satisfaction Study
Understand the Investor Experience That Drives Growth
The JD Power U.S. & Canada Investor Satisfaction Study delivers a comprehensive view of how retail investors perceive their investment firms—across advised and do-it-yourself relationships. By capturing feedback from investors throughout the year, the study equips financial firms with actionable insight to improve satisfaction, strengthen trust, and compete more effectively in a rapidly evolving wealth landscape.
A Comprehensive View of Investor Satisfaction
The study measures eight key investor experience dimensions:
• Quality of advice
• Digital platforms and tools
• Service and support
• Products and offerings
• Fees and transparency
• Problem resolution
• Client communication
• Relationship experience
Includes:
• Advised investor segment
• DIY investor segment
• Robo-advisory insights
• Competitive benchmarking
How the Investor Satisfaction Study Works
• Surveys investors across advised and self-directed investment relationships
• Measures satisfaction across key components of the investor experience
• Benchmarks performance against firms and category leaders
• Applies KPI analysis to identify key drivers of satisfaction and trust
• Delivers insights to guide strategy, retention, and experience improvements
Improve Experience, Strengthen Investor Relationships
• Identifies rising demand for personalized financial advice
• Highlights impact of hybrid models on expectations and transparency
• Shows role of digital platforms in investor loyalty
• Reveals drivers of AUM growth, retention, and fee sensitivity
Increase Trust, Improve Client Retention
• Illuminates satisfaction drivers across both DIY and advised channels
• Highlights where digital platforms and advisory services fall short
• Identifies perceived value issues tied to fees and commissions
• Provides competitive comparisons to guide firmwide strategy
• Informs product and technology investments tied to client loyalty
Key Dates
2026
Field Start: January 2025
Publish: March 19, 2026
Press Release: April 2, 2026
Press Release & Award Information
JD Power will issue a national press release that will highlight key findings and trends from the stud(ies) and includes top-to-bottom rankings of the brands in the study that meet JD Power’s predetermined research criteria. The brand(s) that ranks highest in each of the segments profiled and meets predetermined award criteria will have the opportunity to leverage their award publicly through the JD Power award licensing program, which requires subscribing to the study as a prerequisite.
Profiled Brands
2026 CA Advised Investor Profiled Brands
ATB Wealth
Aviso Wealth (formerly Credential)
BMO Nesbitt Burns
CI Financial (Assante Wealth Management)
CIBC Wood Gundy
Desjardins
Edward Jones
iA Private Wealth
IG Wealth Management
Manulife Wealth
National Bank Financial
Raymond James
RBC Dominion Securities Inc.
ScotiaMcLeod
Sun Life Financial
TD Wealth PIA (Private Investment Advice)
2026 CA DIY Investor Profiled Brands
BMO InvestorLine
CIBC Investor’s Edge
Desjardins Online Brokerage (Disnat)
Interactive Brokers
National Bank Direct Brokerage
Qtrade
Questrade
RBC Direct Investing
Scotia iTRADE
TD Direct Investing
Wealthsimple
2027 U.S. Advised Profiled Brands
Ameriprise
Charles Schwab
Citi
Citizens Bank Wealth Management
Edward Jones
Equitable
Fidelity
J.P. Morgan Wealth Management
LPL Financial
Merrill
Morgan Stanley
Northwestern Mutual
PNC
Principal
Prudential
Raymond James
RBC Wealth Management
Stifel
TIAA
Truist
U.S. Bank
UBS
Vanguard
Wells Fargo Advisors
2027 U.S. DIY Profiled Brands
Acorns
Ally
Charles Schwab
Citi
E*Trade from Morgan Stanley
Fidelity
J.P. Morgan Wealth Management
Merrill Edge
PNC
Robinhood
SoFi
Stash
T. Rowe Price
TIAA
Truist
U.S. Bank
Vanguard
WeBull
WellsTrade
Who should use it
Built for Wealth and Investment Leaders
• Investment management firms
• Wealth management organizations
• Brokerage and advisory platforms
• Financial services executives focused on client experience strategy
PowerSource
Insights Available at a Touch of a Button
Subscribers to this study have full access to benchmark reporting, competitor analysis, and more with PowerSource.
