BUCKHANNON – Edward Jones has reclaimed the No. 1 spot among 23 advice-based firms in the J.D. Power 2026 U.S. Investor Satisfaction Study, marking the first time the firm has earned the top rank since 2021, according to a press release from the firm’s Buckhannon branch.
The achievement reflects meaningful progress in Edward Jones’ journey to deliver comprehensive advice and planning and expanded products and services to serve more clients, more completely, the release states.
Edward Jones achieved Best-in-Class performance in four of the seven most influential dimensions of investor satisfaction, including trust, people, products meeting client needs and ease of doing business, all while continuing to enhance its digital capabilities and value for fees paid. The firm earned an Overall Satisfaction score of 754 on a 1,000-point scale, one of only three firms scoring significantly above the advised-industry average of 725. The results underscore the strength of Edward Jones’ relationship-based model and the trust clients place in the firm in an increasingly competitive landscape.
The firm’s financial advisors take a personalized, relationship-driven approach by partnering with clients to learn about their goals, priorities and life circumstances before developing tailored financial strategies. Supported by the firm’s financial planning capabilities, investment solutions and digital tools, this model is designed to deliver advice that evolves with clients over time and helps them stay focused on achieving their long-term financial goals.
In recent years, the firm has invested in advanced technology, financial advisor education and a range of new product offerings to help improve the financial advisor experience and better meet clients’ needs. This includes integrated banking capabilities, expanded private-client wealth services and alternative investments, and new portfolio-management technology to support personalized managed accounts. The firm also launched Edward Jones Ventures to invest in and incubate innovations that can enhance financial planning, advisor capabilities and client experiences.
The study evaluates the experiences of investors working with a wealth management firm, in either an advised or DIY capacity in seven dimensions: digital channels, ease of doing business, people, product and service offerings, resolving problems or complaints, trust and value for fees paid.
The J.D. Power 2026 U.S. Investor Satisfaction Study was fielded from January 2025 through January 2026 and is based on responses from 7,982 advised and 4,335 DIY investors.
Edward Jones operates throughout North America with more than 20,000 financial advisors serving more than 9 million clients with a total of $2.5 trillion in client assets under care as of December 31, 2025. The firm has a branch presence in 68% of U.S. counties. The local Edward Jones branch is located at 4 East Main Street in Buckhannon.
