United Planners' Financial Services of America
| Quality of investment research | 8.8 |
| Range of products offered | 9.6 |
| Quality of products offered | 9.7 |
| Quality of alternative investments | 9.5 |
| Lending and investment banking | 8.2 |
| Due diligence | 9.5 |
| Managed account and fee offerings | 9.5 |
| Overall rating | 9.6 |
| Methodology | 1=unacceptable, 10=outstanding |