21
NPS
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Advisor Group
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About Advisor Group's Brand
Advisor Group is one of the largest networks of independent wealth management firms in the United States. Among its major competitors, Advisor Group is ranked in 1st place for NPS while Cetera Financial is 2nd, and Charles Schwab is 3rd.
Brand at a Glance
85%
Customer Loyalty
3.6/5
Product Quality
3.9/5
Pricing
3.9/5
Customer Service
Advisor Group CMO
Advisor Group Ranking
- #1 / 4 of its competitors
Advisor Group NPS
Advisor Group's Net Promoter Score (NPS) is a 21 with 58% Promoters, 5% Passives, and 37% Detractors. Net Promoter Score tracks whether Advisor Group's customers would recommend using the product based on a scale of -100 to 100.
Advisor Group Overall NPS
| 58% | Promoters |
|---|---|
| 5% | Passives |
| 37% | Detractors |
Advisor Group NPS Trend
-100
-50
0
50
100
| Summary | Date | Score |
|---|---|---|
Sep 2021 -100 | Sep 2021 | -100 |
Mar 2022 0 | Mar 2022 | 0 |
Apr 2022 -33 | Apr 2022 | -33 |
Aug 2022 0 | Aug 2022 | 0 |
Sep 2022 43 | Sep 2022 | 43 |
Dec 2022 25 | Dec 2022 | 25 |
Apr 2023 33 | Apr 2023 | 33 |
May 2023 41 | May 2023 | 41 |
Aug 2023 50 | Aug 2023 | 50 |
Oct 2023 34 | Oct 2023 | 34 |
Dec 2023 28 | Dec 2023 | 28 |
May 2024 20 | May 2024 | 20 |
How Other Brands Compare
Advisor Group is ranked first for NPS among its competitors. Cetera Financial and Charles Schwab come in second and third, with HD Vest Financial Services coming in at #4.
Advisor Group |  Charles Schwab |  Cetera Financial |  HD Vest Financial Services | |
| Global Ranking | #- | #239 | #- | #- |
| NPS | 21 | 8 | 20 | -20 |
What is NPS
Net Promoter Score (NPS) is a management tool that can be used to gauge the satisfaction of a firm's customer relationships. NPS has been widely adopted as a key metric often linked to the revenue potential of a company’s product or service. The metric is based on customer responses to the question: "On a scale of 0 to 10, how likely are you to recommend the product to a friend?"
Those who respond with a score of 9 to 10 are known as Promoters, and are widely associated with behaviors that create value, including actively encouraging others to use the product or service. Those who respond with a score of 7 or 8 are categorized as Passives, and they are believed to be less likely to exhibit the value-creation traits of Promoters having a largely neutral effect on other consumers. Detractors are those who fall in the score range of 0 to 6 and represent dissatisfied customers of the product sometimes actively recommending against using the product.
Advisor Group NPS by Gender
Advisor Group's NPS was rated 0 by Male customers on Comparably.
Male
0
Advisor Group's NPS was rated by Male customers on Comparably.
50%
Promoters
0%
Passives
50%
Detractors
Female
N/A
Advisor Group's NPS is not yet rated by Female customers.
0%
Promoters
0%
Passives
0%
Detractors
Advisor Group NPS by Ethnicity
Advisor Group's NPS was rated 34 points by Caucasian customers on Comparably.
-100
-50
0
50
100
| Summary | Ethnicity | Score |
|---|---|---|
Caucasian 34 | Caucasian | 34 |
Advisor Group NPS vs. Competitors
Compared to its competitors, Advisor Group's NPS is rated right above Cetera Financial.
| COMPANY | NPS Score | |
|---|---|---|
| Advisor Group | 21 |
| Cetera Financial | 20 |
| Charles Schwab | 8 |
| HD Vest Financial Services | -20 |
Advisor Group Customer Reviews
Out of the 2 Advisor Group customer reviews 0 were positive and 2 were constructive. Advisor Group customer reviews reflect that all customers expect a better service or product from the company and believe there is room for improvement.
Advisor Group Customer Loyalty
85%
Customer Loyalty is a strong indicator of whether or not a customer will choose a brand repeatedly over a competitor that offers similar products/services.
85% of Advisor Group users/customers answered "Yes" when asked: "Would you consider yourself a loyal user/customer?"
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Advisor Group Customer Loyalty Score by Gender
Advisor Group's Customer Loyalty score was rated 100 by Male customers on Comparably.
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Male
100%
Yes
Female
N/A
Yes
Advisor Group Customer Loyalty Score by Ethnicity
Advisor Group's Customer Loyalty score was rated 100% by Caucasian customers on Comparably.
% who answered "Yes"
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100
out of 100
Caucasian
Advisor Group Customer Loyalty vs. Competitors
Compared to its competitors, Advisor Group's Customer Loyalty score is rated right above Charles Schwab, and is preceded by HD Vest Financial Services.
| COMPANY | Customer Loyalty Score | |
|---|---|---|
| HD Vest Financial Services | 100% |
| Advisor Group | 85% |
| Charles Schwab | 79% |
| Cetera Financial | 68% |
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Advisor Group Product Quality
3.6/5
Advisor Group has an overall Product Quality score of 3.6 out of 5 stars rated by its users and customers.
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Advisor Group Product Information
Advisor Group’s product quality score is a 3.6 out of 5 as rated by its users and customers.
- Website
- http://www.advisorgroup.com/
- Company Size
- 501-1,000 Employees
Industry
Banking and Financial Services
Quick Insights into Advisor Group Product Quality
Advisor Group's Product Quality score was rated highest by Caucasian customers.
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Ranked Advisor Group Product Quality the Highest
Advisor Group Product Quality Score by Gender
Advisor Group's Product Quality score was rated 3.2 by Male customers on Comparably.
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Male
3.2/5
Female
N/A
Advisor Group Product Quality Score by Ethnicity
Advisor Group's Product Quality score was rated 3.5 stars by Caucasian customers on Comparably.
Sign Up for Brand Profile PRO to get the full Product Quality by Ethnicity data of Advisor Group.
0
1
2
3
4
5
| Summary | Ethnicity | Score |
|---|---|---|
Caucasian 3.5 | Caucasian | 3.5 |
Advisor Group Product Quality vs. Competitors
Compared to its competitors, Advisor Group's Product Quality score is rated right above Charles Schwab, and is preceded by Cetera Financial.
| COMPANY | Product Quality Score | |
|---|---|---|
| Cetera Financial | 3.6/5 |
| Advisor Group | 3.6/5 |
| Charles Schwab | 3.4/5 |
| HD Vest Financial Services | 3.2/5 |
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Advisor Group Pricing
Advisor Group ROI & Value For Money
3.9/5
Advisor Group has a value for money and ROI score of 3.9 out of 5 stars rated by its users and customers.
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Quick Insights into Advisor Group ROI
Advisor Group's ROI score was rated highest by Caucasian customers.
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Ranked Advisor Group ROI the Highest
Advisor Group ROI Score by Gender
Advisor Group's ROI score was rated 3.2 by Male customers on Comparably.
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Male
3.2/5
Female
N/A
Advisor Group ROI Score by Ethnicity
Advisor Group's ROI score was rated 3.5 stars by Caucasian customers on Comparably.
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0
1
2
3
4
5
| Summary | Ethnicity | Score |
|---|---|---|
Caucasian 3.5 | Caucasian | 3.5 |
Advisor Group Pricing vs. Competitors
Compared to its competitors, Advisor Group's ROI score is rated right above Cetera Financial.
| COMPANY | Pricing Score | |
|---|---|---|
| Advisor Group | 3.9/5 |
| Cetera Financial | 3.5/5 |
| Charles Schwab | 3.4/5 |
| HD Vest Financial Services | 3.2/5 |
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Advisor Group Customer Satisfaction (CSAT)
Advisor Group Customer Satisfaction (CSAT) Score
60 / 100
Advisor Group has an overall Customer Satisfaction score of 60 rated by its users and customers.
Sign Up to see the full customer demographics data and the people that answered "How would you rate your overall satisfaction with the service you received?"
Very Satisfied
47%
Satisfied
13%
Neither Satisfied nor Dissatisfied
27%
Dissatisfied
0%
Very Dissatisfied
13%
What is Customer Satisfaction (CSAT) Score
Customer Satisfaction Score (also known as CSAT), is a metric used to quantify how satisfied customers are with a company or brand’s products and services. The Customer Satisfaction Score is based on customers response to the question: “How would you rate your overall satisfaction with the service you received?” The score is calculated using the formula: (The total number answer of “Very Satisfied” and “Satisfied”) ÷ (The total response) x100, and it is generally displayed in percentages. Some of the main benefits of the CSAT for businesses are tracking retention, identifying happy customers and growing relationships, and gaining repeat business to build a sustainable brand.
Quick Insights into Advisor Group Customer Satisfaction
Advisor Group's Customer Satisfaction score was rated highest by Caucasian customers.
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Ranked Advisor Group Customer Satisfaction the Highest
Advisor Group Customer Satisfaction Score by Gender
Advisor Group's Customer Satisfaction score was rated 50 by Male customers on Comparably.
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50 / 100
MaleVery Satisfied | 50% | |
|---|---|---|
Satisfied | 0% | |
Neither Satisfied nor Dissatisfied | 25% | |
Dissatisfied | 0% | |
Very Dissatisfied | 25% |
Advisor Group Customer Satisfaction Score by Ethnicity
CSAT according to Caucasian
Advisor Group's Customer Satisfaction (CSAT) score was rated 67% according to Caucasian users and customers.
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67 / 100
Very Satisfied
67%
Satisfied
0%
Neither Satisfied nor Dissatisfied
0%
Dissatisfied
0%
Very Dissatisfied
33%
Advisor Group Customer Satisfaction vs. Competitors
Compared to its competitors, Advisor Group's Customer Satisfaction score is rated right above Charles Schwab, and is preceded by Cetera Financial.
| COMPANY | Customer Satisfaction (CSAT) Score | |
|---|---|---|
| HD Vest Financial Services | 100% |
| Cetera Financial | 75% |
| Advisor Group | 60% |
| Charles Schwab | 56% |
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Advisor Group Customer Service
3.9/5
Advisor Group has an overall Customer Service score of 3.9 out of 5 stars rated by its users and customers.
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About Advisor Group's Customer Service
Address
20 E. Thomas Road, Suite 2000, Phoenix, AZ 85012
Website
http://www.advisorgroup.com/
Phone Number
602-744-3159
Advisor Group's Social Links
Quick Insights into Advisor Group Customer Service
Advisor Group's Customer Service score was rated highest by Caucasian customers.
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Ranked Advisor Group Customer Service the Highest
Advisor Group Customer Service Score by Gender
Advisor Group's Customer Service score was rated 3.2 by Male customers on Comparably.
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Male
3.2/5
Female
N/A
Advisor Group Customer Service Score by Ethnicity
Advisor Group's Customer Service score was rated 3.5 stars by Caucasian customers on Comparably.
Sign Up for Brand Profile PRO to get the full Customer Service by Ethnicity data of Advisor Group.
0
20
40
60
80
100
| Summary | Ethnicity | Customer Service Score |
|---|---|---|
Caucasian 3.5 | Caucasian | 3.5 |
Advisor Group Customer Service vs. Competitors
Compared to its competitors, Advisor Group's Customer Service score is rated right above Cetera Financial.
| COMPANY | Customer Service Score | |
|---|---|---|
| Advisor Group | 3.9/5 |
| Cetera Financial | 3.7/5 |
| Charles Schwab | 3.5/5 |
| HD Vest Financial Services | 3.1/5 |
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Advisor Group as an Employer
2.6/5
Advisor Group has a 2.6/5 stars for its overall company culture rated by their employees
bottom
25%
Consumer vs. Employees
Advisor Group scored a 21 for Net Promoter Score and a -32 for Employee Net Promoter Score. NPS gauges how likely a customer of Advisor Group would recommend the brand to a friend. ENPS measures how likely Advisor Group employees would recommend working at Advisor Group to a friend.
Net Promoter Score
21
NPS Score
| 58% | Promoters |
|---|---|
| 5% | Passive |
| 37% | Detractors |
Employee Net Promoter Score
-32
eNPS Score
| 26% | Promoters |
|---|---|
| 16% | Passive |
| 58% | Detractors |
