B
Evidence Grade B
Graded
accuracy verified by the review judge
Safe to Cite
Recent
97%
97% -- client retention rate for financial advice industry (2025)
The financial advice industry has an average client retention rate of around 97%.
- Approximation ('around 97%')
- No primary research source or study cited
Attribution:
View source
Lighthouse Research Team
Last verified:
·
How we verify data →
Source verified
Evidence graded
Value
97%
Unit
Percentage
Data Vintage
2025
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
50
Source Trust
60
Citation Chain
60
Independence
30
Methodology
45
Freshness
95
Source
RFG Advisory
Primary
Tier C
https://rfgadvisory.com/blog/overcoming-the-emotional-hurdles-of-switching-advisors/ ↗
Source Article
How to Help Prospects Overcome the Emotional Hurdles of Switching Advisors
By Brendan Frazier
The notoriously high retention rate in financial advice is a double-edged sword.
With an average retention rate of around 97%, losing clients is rare.
That’s the positive. The challenge? Your competitors are holding onto most of their clients, too.
As a result, Advisors are increa…
Original Research
RFG Advisory
· Original study ↗
Methodology
Cited as industry average by author; no named study identified
Methodology documented
Segmentation
Industrymarketing
Cite this stat
Plain Text
financial advice industry: 97% client retention rate. Source: RFG Advisory (2025). Via Lighthouse Intelligence -- https://lighthousedata.io/data/financial-advisor-client-retention-rate-97
HTML Embed
<blockquote cite="https://lighthousedata.io/data/financial-advisor-client-retention-rate-97" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>97%</strong> -- client retention rate for financial advice industry<br><small>Source: RFG Advisory (2025) · <a href="https://lighthousedata.io/data/financial-advisor-client-retention-rate-97" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
Share
Related Statistics
Use this data in your work
Copy the citation, embed the widget, or explore thousands more verified marketing statistics -- all free.