research charts
Type of adviser Client’s likelihood of recommending adviser (average; scale of 1–10) Percent ranking 9 or higher Financial…
| Type of adviser | Client’s likelihood of recommending adviser (average; scale of 1–10) | Percent ranking 9 or higher |
|---|---|---|
| Financial planner | 8.4 | 59% |
| Estate planner or attorney | 8.3 | 50% |
| Registered representative at a broker-dealer | 8.0 | 48% |
| Investment adviser representative | 7.9 | 46% |
| CPA or accountant | 7.7 | 52% |
| Private banker | 7.5 | 43% |
| Insurance agent | 6.6 | 43% |
| Digital-only or robo-adviser | 6.2 | 12% |
| Online broker | 5.3 | 0% |
Younger investors less likely to believe they receive personalized and unique advice
Percent of respondents who agreed with the following statements
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