America’s Best TAMPs Showcase - Flipbook - Page 9
2026 AMERICA’S BEST TAMPS
BEST
TECHNOLOGY
BEST
SERVICE
BEST
INVESTMENT
EXPERIENCE
TM
BEST
VALUE
BEST
OVERALL
1
1
1
1
1
PLACE
PLACE
PLACE
PLACE
PLACE
(TIE)
(TIE)
2
2
2
PLACE
PLACE
PLACE
3
PLACE
3
PLACE
3
3
3
PLACE
PLACE
PLACE
®
4
PLACE
4
4
4
4
PLACE
PLACE
PLACE
PLACE
5
5
5
5
5
PLACE
PLACE
PLACE
PLACE
PLACE
Special Distinction:
®
Special Distinction:
Special Distinction:
Special Distinction:
Special Distinction:
New and Notable:
New and Notable:
New and Notable:
New and Notable:
Disclaimer: Each TAMP (“Provider”) included in America’s Best TAMPs 2026 is based on the results presented below of an independent survey of all Wealth Advisor subscribers. The methodology used for this
independent survey of The Wealth Advisor’s registered subscribers was deployed in December 2025. The survey uncovered advisor familiarity and overall satisfaction covering three categories set forth above for the
TAMP solution providers we track. Additional survey results will be published in updates to the 2026 edition of America’s Best TAMPs. Each TAMP provider paid the same sponsorship fee to be listed in America’s Best
TAMPs. Sponsorship fee has no tie-in or connection to survey results. The fee entitles providers to also receive marketing services from The Wealth Advisor.
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