Brokerage Report Card 2026 main chart

This research report examines investment advisors' experiences with 14 firms

Blurred image of a data table for 2026 Brokerage Report Card research
Investment Executive research

Research by:
Rosa Beig, Roland Inacay, Filip Kovacevic, Diane Lalonde, Ciara Lalor-Lindo, Alisha Mughal and Noah Trenton.

Research editor:
Katie Keir.

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

2026 Brokerage Report Card chart