Advisors’ Report Card 2025 main table

How advisors and planners in the Report Card series rated their industry channels collectively

Magnifying glass looking at financial data

Research by:
Sangjun (John) Han, Roland Inacay, Tiana Kirton, Diane Lalonde, Ciara Lalor-Lindo, Alisha Mughal and Sai Tamanna Sharma.

Research editor:
Katie Keir

Click the image of the main table below (scroll past the ad if you see one) to obtain a downloadable PDF of the chart. Form requires an email address.

2024 Brokerage Report Card chart

This article appears in the November 2025 issue of Investment Executive. Read the digital edition or read the articles online.