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2013 Full Service Investment Firm Ratings

Award Recipient

RBC Wealth Management

Highest in Investor Satisfaction With Full Service Brokerage Firms

  Overall Satisfaction? Investment Advisor? Investment Performance? Account Information? Product Offerings? Fees? Website?
RBC Wealth Management 5 5 5 5 4 4 3
Edward Jones 4 4 5 5 4 3 4
Fidelity Investments 5 3 5 5 5 5 5
Charles Schwab & Co., Inc. 4 3 5 4 5 5 5
Ameriprise Financial 3 3 3 3 3 2 3
LPL Financial 3 3 3 3 3 2 2
Merrill Lynch Wealth Management 3 3 3 3 3 2 3
Raymond James 4 4 5 3 3 3 3
UBS Financial Services 3 3 3 3 3 3 2
Wells Fargo Advisors 3 3 3 3 3 3 3
AXA Advisors, LLC. 2 2 2 2 2 2 2
Chase Investment Services 2 2 2 2 2 2 3
Citigroup (CitiCorp) 2 2 2 2 2 3 2
Morgan Stanley Wealth Management 2 3 2 2 2 2 2
Northwestern Mutual 3 2 3 2 3 3 2
Scoring Legend
 Among the best
 Better than most
 About average
 The rest

*Please note that jdpower.com Ratings may not include all information used to determine J.D. Power awards. Learn more about how J.D. Power Circle Ratings are calculated.