Edward Jones Q3 2026 Update: Building on Client Trust, Investing in the Future

Strong client relationships, advisory momentum and strategic investments reinforce the firm's commitment to helping more people achieve financial fulfillment.

Key Takeaways

• Edward Jones introduced Digital Managed Solutions™, a new investment advisory platform that will support the firm's future hybrid advice offering, combining digital tools with access to human guidance for investors earlier in their financial journeys.
• The firm announced the development of an AI-powered Retirement Plan Management Center in collaboration with Aboon and Retirement Plan Advisory Group (RPAG ®), part of Great Gray Group, to help financial advisors better serve business owners and their employees.
• New research from Edward Jones and Morning Consult explored the evolving role of financial advisors, finding that 68% of surveyed advisors believe long-term client trust requires a human touch.
• Edward Jones expanded its Financial Futures community impact program, announcing a new cohort of 12 small businesses receiving grants and financial advisor support to help create economic opportunity and build long-term wealth.

ST. LOUIS, Nov. 6, 2026 — Edward Jones continued to build on its growth momentum in Q3 2026, reflecting the strength of its client relationships, increasing demand for personalized financial advice and disciplined investments in the firm's future.

The firm's quarterly results demonstrate its ability to grow at scale while remaining focused on what matters most: helping clients navigate life's financial decisions with confidence. With more than 20,000 financial advisors serving over 9 million clients across North America, Edward Jones continues to expand its capabilities to deliver more comprehensive, personalized planning and advice.

Sustaining Growth Through Strong Client Relationships

Edward Jones ended Q3 with $2.7 trillion in client assets under care, an 11% increase year over year, including $1.2 trillion in advisory assets, up 19%. That growth can be attributed to higher market values, continued client investment in advisory programs and $19 billion in net new asset flows during Q3 2026.

The firm's advisory business continued to expand, with advisory program fee revenue growing 22% in Q3 and 23% year-to-date.

The firm's financial performance provides a strong foundation for future investment:

• Net revenue increased 13% to $5.1 billion in Q3 and 14% to $14.8 billion year-to-date.
• Income before allocations rose 20% to $630 million in Q3 and 18% to $1.8 billion year-to-date.

Together, these results demonstrate the firm's ability to generate growth while maintaining the financial discipline needed to strengthen its capabilities and support clients through changing market environments.

Evolving Financial Advice to Meet Clients' Changing Needs

Edward Jones continued investing in technology and solutions that complement its relationship-based approach to financial advice, helping financial advisors serve clients more effectively while expanding access to guidance for investors at different stages of life.

• Edward Jones introduced Digital Managed Solutions™, an investment advisory platform initially available to a small group of associates as part of the firm's development of a future hybrid advice offering. Designed for investors earlier in their financial journeys, the offering will combine self-service digital tools with access to human guidance. Broader availability is planned for mid-2027.
• The firm announced development of an AI-powered, end-to-end retirement plan management tool in collaboration with Aboon, and Retirement Plan Advisory Group (RPAG®), part of Great Gray Group. The Retirement Plan Management Center will roll out to Edward Jones financial advisors in 2027 and will better enable advisors to serve business owners with workplace retirement plans.

These solutions reflect the firm's approach to using technology to enhance, rather than replace, personalized financial advice, an approach that was validated through new research in Q3 from Edward Jones and Morning Consult. 69% of surveyed financial advisors believe AI has had a positive impact on the industry, while 68% say building and maintaining long-term client trust requires a human touch, supporting the expansion of digitally enabled, hybrid models.

Together, these investments and insights reflect Edward Jones' focus on combining the benefits of technology with the personal relationships and professional guidance that help clients make informed financial decisions.

Deepening Connections with Clients and Communities

Edward Jones reinforced its commitment to expanding economic opportunity through Financial Futures, its community impact program designed to support long-term wealth building in underserved communities. In July, Edward Jones announced a new cohort of 12 small businesses across six states through its Main Street Initiative, each receiving a $30,000 grant and one-on-one support from a local Edward Jones financial advisor.

Financial Futures brings together nonprofits, community financial institutions and financial advisors to expand access to financial education, capital and wealth-building opportunities. In 2025, the program reached more than 23,000 people across more than 11,000 ZIP codes nationwide, awarded $6.5 million for higher education and contributed $2.9 million directly to small businesses.

FAQs

How many clients does Edward Jones have?

Edward Jones serves more than 9 million clients across North America through more than 20,000 financial advisors. As of September 25, 2026, the firm had approximately 6.3 million client households and $2.7 trillion in client assets under care.

How is Edward Jones investing in technology while maintaining its focus on personal relationships?

Edward Jones is investing in technologies designed to complement the work of its financial advisors, enhance the client experience and expand access to advice. These include Digital Managed Solutions™, a new platform supporting the development of a hybrid advice offering, and an AI-powered Retirement Plan Management Center for workplace retirement planning.

The firm's approach centers on using technology to make financial guidance more accessible and efficient while preserving the human relationships that are central to helping clients navigate important financial decisions.

What is Edward Jones Digital Managed Solutions™?

Digital Managed Solutions is an investment advisory platform that will be part of Edward Jones' future hybrid advice offering for investors earlier in their financial journeys. The offering is being designed to combine digital investment management and self-service financial tools with access to trusted human guidance. An initial rollout to a small group of associates began in August 2026, with broader availability planned for mid-2027.

What is the Retirement Plan Management Center?

Edward Jones is developing an AI-powered Retirement Plan Management Center in collaboration with Aboon and Retirement Plan Advisory Group (RPAG®), part of Great Gray Group. The solution, expected to begin rolling out in 2027, is designed to help financial advisors serve business owners and their employees more efficiently and effectively through an integrated approach to workplace retirement plan management.

SOURCE Edward Jones