IBD Report Card

The Top Broker-Rated IBDs 2016

Volatile markets, continuing fee compression and changing regulatory frameworks have created challenges for advisors. And while many are taking these changes in stride, their overall satisfaction with their independent broker/dealers dimmed slightly this year. WealthManagement.com’s Independent Broker/Dealer Report Card allows advisors to rate their firms on a number of factors, with the average approval rating of the 15 firms surveyed coming in at 9.1 on a scale of 1 (unacceptable) to 10 (outstanding).

How This Survey Was Conducted: Between Jan. 11 and Feb. 10, 2016, WealthManagement.com emailed invitations to participate in an online survey to print subscribers and advisors in the Meridian-IQ database at more than 80 independent broker/dealers. A total of 1,501 completed responses were received. 

Next: A Deeper Look

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