When you're choosing a financial advisor, you're not just picking a firm. You're picking the people, the products, and the relationship that will guide some of the most important decisions of your financial life. That’s why it matters when investors themselves weigh in on which firms are getting it right.
In the J.D. Power 2026 U.S. Investor Satisfaction Study℠, Edward Jones ranked #1 in advised investor satisfaction among 23 advice-based wealth management firms — its first top finish since 2021. The firm scored 754 out of 1,000, well above the advised-industry average of 725.
Here’s a closer look at what helped Edward Jones earn the top spot, and what that could mean for investors looking for personalized financial guidance.
What Investors Said Matters Most
According to the study, Edward Jones achieved Best-in-Class performance in four of the seven most influential dimensions of investor satisfaction evaluated by J.D. Power in 2026:
- Trust: Reflecting the deep, long-term relationships financial advisors build with clients and their families
- People: Recognizing the expertise, responsiveness, and care delivered by the firm’s practice teams nationwide
- Products Meeting Client Needs: Acknowledging the expanding range of financial solutions — including integrated banking, private-client wealth services, alternative investments, and personalized managed accounts
- Ease of Doing Business: Highlighting the firm’s ongoing improvements to streamline client interactions through both digital and in-person channels
The other three dimensions in the study: digital channels, resolving problems or complaints, and value for fees paid, also showed continued improvement across the platform throughout 2025 and into 2026.
How Edward Jones Has Invested in the Client Experience
In recent years, Edward Jones has made significant investments in technology, advisor education, and product expansion.
Key strategic initiatives include:
Integrated banking capabilities that allow clients to manage more of their financial life through a single relationship
Expanded private-client wealth services and alternative investment options for high-net-worth and complex planning needs
New portfolio-management technology to support personalized managed accounts, enabling advisors to tailor investment strategies at scale
The launch of Edward Jones Ventures, a dedicated initiative to invest in and incubate innovations that enhance financial planning, advisor capabilities, and client experiences
Advanced digital tools and enhanced self-service options that complement the firm’s in-person advisory model
These investments are designed to support the firm’s personalized approach while helping financial advisors better meet the evolving needs of its 9 million+ clients.
A Relationship-Driven Approach
Edward Jones serves more than 9 million clients through approximately 20,000 financial advisors across the U.S. and Canada. The firm’s model centers on pairing clients with a dedicated financial advisor who takes time to understand their goals, priorities and life circumstances before developing financial strategies.
That personalized approach continues to resonate with many investors seeking guidance that evolves alongside their long-term financial goals.
As David Gunn, Principal and Head of U.S. and Canada Business Units at Edward Jones, explained, the recognition reflects the collective effort behind the client experience:
“This recognition belongs to associates across Edward Jones, from practice teams to our regional and home office colleagues, who work together every day to help clients navigate complex and personal financial decisions. Regaining the number one position reflects our commitment to expanding choice and deepening partnerships, all to help our clients pursue their unique financial goals with greater clarity and confidence.”
The J.D. Power recognition reinforces what many Edward Jones clients already experience firsthand: a relationship-driven approach focused on personalized support, trust and long-term financial well-being.
As investors navigate evolving financial goals and economic uncertainty, many continue looking for financial guidance that feels both personal and practical.
