2023
PLANADVISER Retirement Plan Adviser Survey

Top-Rated Investment Firms

Top-Rated Investment Firms

Top-Rated Investment Firms

General Adviser Services and Support
1) J.P. Morgan Asset Management15.6%
2) Capital Group, home of American Funds13.3%
3) Fidelity Investments8.9%
4) John Hancock Investment Management7.8%
5) American Century6.7%
5) Principal Global Investors6.7%
7) T. Rowe Price6.1%
7) Vanguard6.1%
Practice Management Ideas, Tools and Other Value-Added Services
1) J.P. Morgan Asset Management15.4%
2) Fidelity Investments11.1%
3) Capital Group, home of American Funds10.5%
4) John Hancock Investment Management9.3%
5) BlackRock7.4%
5) Invesco7.4%
7) Vanguard5.6%
Retirement Industry Insight and Analysis
1) Fidelity Investments21.3%
2) J.P. Morgan Asset Management18.3%
3) T. Rowe Price11.6%
4) BlackRock7.9%
4) Capital Group, home of American Funds7.9%
6) John Hancock Investment Management7.3%
7) Vanguard6.7%
Wholesaler Knowledge and Responsiveness
1) Capital Group, home of American Funds11.3%
1) J.P. Morgan Asset Management11.3%
3) Fidelity Investments10.7%
4) John Hancock Investment Management7.7%
5) American Century5.4%
5) Vanguard5.4%
7) Franklin Templeton4.8%
7) Principal Global Investors4.8%
7) T. Rowe Price4.8%
Reputation
1) Fidelity Investments32.1%
2) Vanguard23.8%
3) Capital Group, home of American Funds17.9%
4) J.P. Morgan Asset Management10.7%
5) T. Rowe Price7.1%
6) John Hancock Investment Management4.8%
7) American Century2.4%
7) PIMCO2.4%
Investment Value for Price
1) Vanguard37.8%
2) Fidelity Investments19.8%
3) Capital Group, home of American Funds14.5%
4) T. Rowe Price5.8%
5) BlackRock4.7%
6) J.P. Morgan Asset Management4.1%
7) American Century2.3%
7) State Street Global Advisors2.3%
7) TIAA2.3%
Fund Fact Sheets
1) Vanguard13.7%
2) Fidelity Investments12.9%
2) T. Rowe Price12.9%
4) Capital Group, home of American Funds11.3%
4) J.P. Morgan Asset Management11.3%
6) BlackRock8.1%
7) MFS Investment Management4.0%
Quarterly Evaluation Materials
1) J.P. Morgan Asset Management18.5%
2) Fidelity Investments10.8%
2) Vanguard10.8%
4) T. Rowe Price10.0%
5) John Hancock Investment Management7.7%
6) Capital Group, home of American Funds6.2%
7) MFS Investment Management4.6%
Participant Education Materials
1) Fidelity Investments17.1%
2) J.P. Morgan Asset Management10.5%
3) John Hancock Investment Management9.9%
4) Capital Group, home of American Funds9.2%
5) MFS Investment Management8.6%
6) Vanguard7.9%
7) T. Rowe Price5.9%
Plan Participant Support
1) Fidelity Investments21.3%
2) Capital Group, home of American Funds10.3%
3) Empower Capital Management, LLC9.6%
3) Vanguard9.6%
5) T. Rowe Price8.8%
6) John Hancock Investment Management8.1%
7) J.P. Morgan Asset Management7.4%
Plan Sponsor Education Materials
1) Fidelity Investments21.6%
2) John Hancock Investment Management9.5%
2) T. Rowe Price9.5%
4) Vanguard8.1%
5) J.P. Morgan Asset Management7.4%
6) Capital Group, home of American Funds5.4%
7) American Century4.1%
7) Empower Capital Management, LLC4.1%
7) Invesco4.1%
7) Principal Global Investors4.1%
Plan Sponsor Support
1) Fidelity Investments22.3%
2) John Hancock Investment Management11.5%
2) Vanguard11.5%
4) T. Rowe Price8.1%
5) Principal Global Investors6.8%
6) Capital Group, home of American Funds5.4%
6) Empower Capital Management, LLC5.4%