Research by Spectrem Group shows accountants top discount and online brokers, family offices, full-service brokers, independent investment advisors and mutual fund companies in two of the five criteria that affluent investors use in assessing financial services providers.

Investors’ perceptions of the best provider, according to the other three criteria:

*Expertise in wealth management: independent investment advisors

*Innovative products and services: mutual fund companies

*Talented advisors: full-service brokers

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