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Investment Services Audit: Brand Consideration & Ad Performance

September 15, 2021

The Phoenix MI Investment Services Brand & Advertising Audit uses syndicated brand and advertising metrics for investment services brands, which is fielded monthly among affluent investors with $500k+ HH investable assets exclusive of 401k.

“Please indicate how likely you would be to consider each of the following investment service companies (including the ones you are currently doing business with) if you or your household had a need for investment services. You can base this rating on anything you know, or have heard, about each company.”

Brands tracked include Ameriprise Financial, Betterment, Charles Schwab, Edward Jones, E*Trade, Fidelity, Fisher Investments, Invesco, John Hancock, JPMorgan Chase, Merrill Lynch, Brighthouse Financial, Morgan Stanley, Personal Capital, Prudential Financial, Raymond James, Robinhood, T. Rowe Price, TD Ameritrade, UBS, Vanguard, USAA, Wells Fargo, Wells Fargo Advisors.

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