Edward Jones Regains Top Investor Satisfaction Ranking After Five-Year Gap
Event summary
- Edward Jones has reclaimed the #1 spot in the JD Power 2026 U.S. Investor Satisfaction Study for Advised Investors, its first top ranking since 2021.
- The firm achieved Best-in-Class performance in four of seven key satisfaction dimensions: trust, people, products meeting client needs, and ease of doing business.
- Edward Jones’ overall satisfaction score was 754, significantly above the advised-industry average of 725.
- The firm manages $2.5 trillion in client assets under care as of December 31, 2025, and serves over 9 million clients.
The big picture
Edward Jones’ return to the top of the JD Power rankings signals a potential inflection point in the competitive landscape for wealth management. The firm’s success highlights the enduring value of personalized, relationship-based advice, even as digital channels gain prominence. This achievement underscores the challenges faced by firms relying solely on technology and scale, and suggests a renewed emphasis on human connection in financial services.
What we're watching
- Client Retention
- Whether Edward Jones can sustain this satisfaction advantage and translate it into improved client retention rates, particularly given the competitive landscape and evolving client expectations.
- Digital Integration
- How Edward Jones balances its relationship-driven model with continued investment in digital capabilities, as client preferences increasingly shift towards hybrid service models.
- Advisor Productivity
- The extent to which Edward Jones’ investments in advisor education and technology will impact advisor productivity and profitability, and whether this will be sufficient to offset rising operational costs.
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