U.S. Financial Advisor Satisfaction Study
Understand and Improve the Advisor Experience That Drives Loyalty and Productivity
The Financial Advisor Satisfaction Study measurres how effectively the largest U.S. wealth management firms support their financial advisors—both employee and independent.
What the Study Measures
The Industry Benchmark for Advisor Satisfaction
Evaluates advisor experience across six core dimensions:
• Compensation and earnings potential
• Firm leadership and organizational culture
• Operational support and efficiency
• Products and marketing support
• Professional development opportunities
• Technology and platform capabilities
Tracks:
• Experiences across employee and independent advisors
• Satisfaction across major FINRA-registered firms
• Drivers of advisor productivity and retention
Includes:
• Annual rankings and opportunity to license awards
• Performance dashboard benchmarking each brand’s performance across indices, dimensions, and KPIs
• Customized executive presentation and strategy session with data-driven, actionable recommendations.
How It Works
How the Financial Advisor Satisfaction Study Works
• Captures how advisors evaluate support from their firms
• Measures satisfaction across compensation, leadership, operations, and technology
• Includes both employee and independent advisor perspectives
• Links experience to productivity, retention, and advocacy
Core Strengths
Stronger Advisors, Faster Growth
• Identifies how advisor satisfaction impacts client retention and growth
• Highlights link between experience and advisor productivity
• Reveals differences across employee and independent advisor needs
• Shows how to retain high performers and optimize support
Business Impact
Turn Advisor Insight Into Advantage
• Identifies operational friction points affecting advisor efficiency
• Benchmarks compensation, support, and platform quality vs competitors
• Strengthens advisor trust through leadership, culture, and communication
• Improves technology, training, and marketing tools
• Supports recruiting with credible third-party validation
Key Dates
2026
Field Start: December 2026
Publish: June 18, 2026
Press Release: July 9, 2026
Press Release & Award Information
JD Power will issue a national press release featuring key findings, trends, and brand rankings from the study. Only brands that meet JD Power’s research criteria will be ranked. Brands that rank highest in their segment and meet award criteria may promote their award through the JD Power licensing program—available exclusively to study subscribers.
Profiled Brands
2026 U.S. Independent Segment
Ameriprise (Independent)
Cambridge
Cetera
Commonwealth
LPL Financial
Osaic (formerly Advisor Group)
Raymond James Financial Services
Wells Fargo Advisors Financial Network
Who should use it
Designed for Leaders Supporting Advisor Success
• C-suite executives
• Wealth management division leaders
• HR and people operations leaders
• Advisor engagement leaders
• Operations executives
• Technology and platform teams
• Marketing and product leaders
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.
