B Evidence Grade B Graded accuracy verified by the review judge Safe to Cite Recent

9.3%

9.3% -- share of advisors using testimonials in marketing for US financial advisors (2025)

Name: Share Of Advisors Using Testimonials In Marketing Statistics
Creator: Lighthouse Intelligence
Published: 2026-10-02

2025 · Investment Adviser Industry Snapshot

Only 9.3% of investment advisers use testimonials or reviews in their marketing.

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Attribution: Investment Adviser Industry Snapshot View source

Lighthouse Research Team

Last verified: 2026-10-02 · How we verify data →

Source verified Evidence graded

Value

9.3%

Unit

Percentage

Data Vintage

2025

Entity

US financial advisors

Geography

Evidence Quality

Strong, reliable evidence

Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.

61/100 confidence

Single source - not yet corroborated

Score breakdown

Extraction

Source Trust

Citation Chain

Independence

Methodology

Freshness

Source

Investment Adviser Industry Snapshot Primary Tier B

https://www.aryzedesign.com/blog/conversion-optimized-marketing-funnels-for-financial-advisors ↗

Confidence: 53/100 Vintage: 2025 Channel: Common Crawl

Source Article

Build a Financial Advisor Marketing Funnel That Converts

Original Research

Investment Adviser Industry Snapshot · Original study ↗

Methodology

2025 Investment Adviser Industry Snapshot

Methodology documented

Segmentation

IndustryFinTech RegionUS RoleAll marketers Channelmulti-channel

Cite this stat

Plain Text

US financial advisors: 9.3% share of advisors using testimonials in marketing. Source: Investment Adviser Industry Snapshot (2025). Via Lighthouse Intelligence -- https://lighthousedata.io/data/advisors-testimonials-9-3

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<blockquote cite="https://lighthousedata.io/data/advisors-testimonials-9-3" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>9.3%</strong> -- share of advisors using testimonials in marketing for US financial advisors<br><small>Source: Investment Adviser Industry Snapshot (2025) · <a href="https://lighthousedata.io/data/advisors-testimonials-9-3" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>

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