📊Financial Advisory Firms Trust Index

Financial Advisor AI Trust Score & Governance Assessment

Industry-wide AI trust, governance, and risk intelligence derived from 538 anonymized assessments. See where your organization stands.

See How You Compare
63

Avg Trust Score

83

Top 10%

59

Avg Governance

61

Avg Readiness

51

Avg Risk Exposure

Trust Score Distribution Tiers

Bottom 25%Industry AvgTop 25%Top 10%0255075100

Average Trust Score Trend

+10 pts YTD
JanFebMarAprMayJun4853586368

Score Distribution — 538 Organizations

0–39
7%
40–54
22%
55–69
36%
70–84
25%
85–100
10%

Industry Risk Landscape

2

Critical

5

High

8

Medium

  • AI investment recommendation oversight
  • Client data in AI systems
  • SEC/FINRA AI compliance gaps
  • Algorithmic bias in client recommendations

Executive Insights

  • RIAs with AI governance policies score 16% above average

  • Firms with formal client data AI protocols outperform by 19%

  • Multi-advisor firms with unified governance show 13% advantage

Next Step

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