Raymond James ranks #1 for advised investor satisfaction, named most trusted in 2025 J.D. Power study
ST. PETERSBURG, Fla. – Raymond James Financial, Inc. (NYSE: RJF) has earned the highest ranking for investor satisfaction among those working with a dedicated financial advisor or team of advisors and was recognized as the most trusted company among advised investors in wealth management in the J.D. Power 2025 U.S. Investor Satisfaction Study.
The study measured the satisfaction of over 7,800 investors with 24 advice-based investment firms, evaluating each across key dimensions. In addition to leading in advised investor satisfaction, Raymond James ranked first in the following categories: “my level of trust with the firm,” “people” and “product and service offerings meet my needs.” Overall, Raymond James scored 34 points above its peer average.
“Putting clients first has been the cornerstone of Raymond James’ values since our inception, and that commitment remains at the center of everything we do,” said Raymond James CEO Paul Shoukry. “This prestigious honor demonstrates the strength of our client-centric culture and our steadfast dedication to supporting advisors and empowering them with sophisticated resources, support and technology.”
Private Client Group President Tash Elwyn added, “This recognition is a testament to the values and service-minded approach that Raymond James affiliated financial advisors embody. We are particularly proud to be recognized as the most trusted company in wealth management among advised investors, as it reflects the confidence clients have in their advisors’ understanding of their needs, as well as their expertise and ability to execute plans."
About Raymond James Financial, Inc.
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Total client assets are $1.58 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at www.raymondjames.com.
JD Power US Investor Satisfaction Study Award – Advised Index Model 2025
The J.D. Power U.S. Investor Satisfaction StudySM is a syndicated benchmarking study profiling the experiences of investors working with a wealth management firm, in either an advised or DIY capacity. Responses are weighted against each firm’s actual market share, based on incidence collected. Brands receiving 100 or more completed surveys are eligible to be included in the rankings for that respective segment. Participants rate the following in the Advised Index Model: product & service offerings, resolving problems, ease of doing business, digital channels, people, value for fees paid, level of trust. By aggregating the ratings of the 7,876 completed surveys received, one company was identified as the winner for advised investor satisfaction. The rating is based on the period from January 2024 through December 2024 and was released on 3/20/2025. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award and J.D. Power is not affiliated with Raymond James.