Data & ResearchFebruary 2, 2026

Advisers Using AI, by the Numbers

While 87% of surveyed advisers said they planned to use artificial intelligence-powered tools in the following 12 months, accuracy remained a major concern.

Reported by Edward Rueda

The financial advisory space is at a turning point when it comes to using artificial intelligence-powered tools. When ISS Market Intelligence surveyed 466 financial advisers in June 2025 as part of its “Advisor Pulse” series, nearly half (48%) said they already used AI tools and 87% said they planned to use AI tools in the next 12 months. (ISS Market Intelligence, like PLANADVISER, is owned by ISS STOXX.)

Registered investment advisers had the highest reported usage of AI tools at 56%—roughly 20% more than the percentage of surveyed wirehouse advisers and regional, independent and bank advisers. However, 78% of RIAs said their firms did not have written policies on AI, compared with 35% of regional, independent and bank advisers.

ISS MI asked advisers how they were using AI, and what were the top concerns of both advisers who use and have yet to adopt AI.

Most Common Tasks Where Advisers Use AI

Summarizing information

58%

Generating written content

55%

General research and brainstorming

55%

Investment research

42%

Processing Data

24%

Performance analysis

23%

Generating visual content

21%

Investment recommendation / portfolio construction

19%

ISS MI Advisor Pulse—July 2025.

What Concerns Advisers the Most About AI

Advisers that use AI

Advisers that do not use AI

Accuracy

40%

25%

Data Privacy

22%

23%

Lack of Understanding of AI Capabilities

22%

38%

Lack of Integration With Other Tools

Resistance from Advisory Firm

Source: ISS MI Adviser Pulse