Sponsored By
Wealth Management Magazine features the best of WealthManagement.com, including news, trends, topics and research important to financial advisors.

Gallery: Pass or Fail? How Wirehouse Advisors Grade Their FirmsGallery: Pass or Fail? How Wirehouse Advisors Grade Their Firms

Diana Britton, Managing Editor

January 16, 2013

10 Slides
Wealth Management logo in a gray background | Wealth Management

Already have an account?

At the end of 2012, WealthManagement.com surveyed 3,402 advisors at Edward Jones, Merrill Lynch, Morgan Stanley, Raymond James & Associates, UBS and Wells Fargo Advisors asking them to grade their firms along several criteria. Except when expressed as percentages, the results here are the average of responses ranging from 1 (unacceptable) to 10 (extraordinary).

About the Author

Diana Britton

Managing Editor, WealthManagement.com

Diana Britton is the Managing Editor of WealthManagement.com, covering covering independent broker/dealers and RIAs from all angles. She's also the host of The Healthy Advisor, a podcast focused on advisor health and wellbeing. A native of Los Angeles, she now lives in Rocklin, Calif.