What do investors really want from their financial advisor in 2025? Orion surveyed hundreds of investors who actively work with an advisor to find out. While 95% of investors say they’re satisfied with their advisor, the survey uncovered key areas where expectations are rising—and loyalty isn’t guaranteed*.

Download the results to explore:

• The #1 reason investors would consider switching advisors*

• Why younger generations are less satisfied and what they want more of

• How tech preferences differ across age groups—from mobile apps to AI-powered tools

• What investors are looking for in their advisor relationships and communication style