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
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Inaugural year:
2017
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Updated:
annually
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Most recent data:
2025
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Companies:
5 major financial advisors, plus aggregate of independent advisors and smaller advisory firms
Financial Advisors
Satisfaction Benchmarks by Company
| Anchor Link | Company | 2024 | 2025 | % Change |
|---|---|---|---|---|
| Financial Advisors | 80 | 81 | 1% | |
| All Others | 83 | 83 | 0% | |
| #fidelity | Fidelity | 79 | 83 | 5% |
| #charles-schwab | Charles Schwab | 82 | 80 | -2% |
| #morgan-stanley | Morgan Stanley | 80 | 78 | -3% |
| #wells-fargo | Wells Fargo | 80 | 78 | -3% |
| #merrill-bank-of-america | Merrill (Bank of America) | 77 | 77 | 0% |
Financial Advisors
Customer Experience Benchmarks Year-Over-Year Industry Trends
| Benchmarks | 2024 | 2025 |
|---|---|---|
| Ease of opening account | 84 | 85 |
| Quality of mobile app | 84 | 84 |
| Reliability of mobile app (minimal down time, crashes, lags) | 84 | 84 |
| Website satisfaction | 84 | 84 |
| Overall trust and confidence | 82 | 83 |
| Providing mobile options for account management | 82 | 83 |
| Call center satisfaction | 82 | 82 |
| Clearly explaining investment plan, goals, and strategy | 81 | 82 |
| Overall investment performance | 80 | 82 |
| Clearly explaining prices and fees | 81 | 81 |
| Competitiveness of prices and fees | 80 | 81 |
| Providing prospectuses and similar investment information | 80 | 81 |
| Frequency of routine contact (mail, email) | 79 | 80 |
| Frequency of personal contact (phone calls, face-to-face meetings) | 77 | 78 |
Industry averages are weighted by companies’ market shares.
2025 results based on data collected January 2024 – December 2024