03/18/2026
We’re excited to share our No. 1 ranking for Client Satisfaction among Advised Investors and four Best-in-Class rankings in the JD Power 2026 U.S. Investor Satisfaction Study.
For us, this demonstrates everything we stand for.
Relationships: We help our clients plan for what matters most, by getting to know them personally and understanding what they value. We believe that being rich isn’t just about reaching a big number. It’s about reaching a level of fulfillment, whatever that looks like.
Trusted advice: Our clients’ well-being guides our advice, supported by over 100 years of knowledge to draw from and next-level tools to unlock research and insights.
Wealth management: Our more than 20,000 financial advisors work one-on-one with clients every day. We welcome every age and life stage, promising to look after their financial well-being with empathy and well-researched solutions.
We’re grateful to our entire U.S. team for upholding our tradition of excellence and care. When we put clients first, we believe good things follow.
JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.