The Investment Center
| Continuing education | Inc. |
| Marketing services | 10 |
| Practice management support | 9.9 |
| Succession planning support | 9.9 |
| Access to in-house financial planning experts | 9.9 |
| Access to in-house product selection experts | 9.9 |
| National and/or regional sales conferences | 9.9 |
| Peer networking | 10 |
| Sales coaching | 10 |
| Overall rating | 9.9 |
| Methodology | 10 |