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UBS, Tops J.D. Power’s Client Survey

UBS is top ranked on J.D. Power’s 2022 U.S. Full-Service Investor Satisfaction Study. So reports Financial Planning.

UBSVanguard, Charles Schwab and Northwestern Mutual also ranked high on the list, which was created based on input from more than 4,000 investors who work with FAs.

Here is the full list:

1 – UBS

2 – Vanguard

3  – Charles Schwab (tied)

3 – Northwestern Mutual (tied)

5 – Morgan Stanley (tied)

5 – Stifel Financial (tied)

7 – Fidelity Investments

8 – Merrill

9 – Ameriprise (tied)

9 – Edward Jones (tied)

11 – Raymond James

12 – Wells Fargo Advisors

13 – J.P. Morgan Wealth Management

14 – Citigroup

15 – PNC Investments

16 – LPL Financial

17 – Prudential

Read the full article from Financial Planning.




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