Investacorp
| Continuing education | Inc. |
| Marketing services | 8.5 |
| Practice management support | 7.7 |
| Succession planning support | 8.2 |
| Access to in-house financial planning experts | 7.9 |
| Access to in-house product selection experts | 7.5 |
| National and/or regional sales conferences | 7.9 |
| Peer networking | 8.9 |
| Sales coaching | 7.9 |
| Overall rating | 7.6 |
| Methodology | 8.3 |