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Most common services provided by financial advisors in the U.S. 2020

Published by Statista Research Department, Jun 13, 2022
Among the various services that financial advisors can provide to their clients, the creation of investment-management strategies was the most common in the United States in 2020. Maximizing income in retirement was the second most common service, being provided to 47 percent of the investors surveyed in 2020.

Most commonly provided services by financial advisors to investors in the U.S. in 2020

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Sources

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Release date

June 2020

Region

United States

Survey time period

March 2020

Number of respondents

751 respondents

Special properties

Investors working at least with one financial advisor

Method of interview

Online survey

Supplementary notes

This question was phrased by the source as follows: "Which of the following specific services or support does your advisor provide to you today?"
Multiple answers were possible.

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