B
Evidence Grade B
Graded
accuracy verified by the review judge
Safe to Cite
Current
52.5%
52.5% -- share of clients prioritizing financial goal help for financial advisory clients (2026)
About 52.5% of financial advisory clients primarily want help meeting financial goals.
Attribution:
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Lighthouse Research Team
Last verified:
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Source verified
Evidence graded
Value
52.5%
Unit
Percentage
Data Vintage
2026
Entity
Evidence Quality
B
Strong, reliable evidence
Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.
Single source - not yet corroborated
Score breakdown
Extraction
75
Source Trust
60
Citation Chain
20
Independence
30
Methodology
45
Freshness
95
Source
The American College Granum Center for Financial Security
Primary
Tier B
https://www.aryzedesign.com/blog/your-advisory-website-is-a-pre-first-meeting-experience ↗
Source Article
Why Your Website Is a Pre-First
Original Research
The American College Granum Center for Financial Security
· Original study ↗
Methodology
Research from The American College's Granum Center for Financial Security
Methodology documented
Segmentation
Industrymarketing
Cite this stat
Plain Text
financial advisory clients: 52.5% share of clients prioritizing financial goal help. Source: The American College Granum Center for Financial Security (2026). Via Lighthouse Intelligence -- https://lighthousedata.io/data/clients-want-goal-help-vs-investment-eval
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<blockquote cite="https://lighthousedata.io/data/clients-want-goal-help-vs-investment-eval" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>52.5%</strong> -- share of clients prioritizing financial goal help for financial advisory clients<br><small>Source: The American College Granum Center for Financial Security (2026) · <a href="https://lighthousedata.io/data/clients-want-goal-help-vs-investment-eval" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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