Table: How investment advisors rated their firms

Research by:
Jordan Barrera, Daniel Calabretta, Maddie Johnson, Bryson Masse and Marina Tyszkiewicz

Research editor:
Katie Keir

Click the image below or the documents link to download a PDF of the chart.

Table: How investment advisors rated their firms

For each Brokerage Report Card, we also ask advisors whether or not they would recommend their firms Here’s how they responded in 2018 and this year.

Click on the image below to download the chart.

Chart: Would you recommend your firm?