Share of HNWIs as SEC-registered investment advisors' clients 2017-2023

Published by Statista Research Department, Nov 26, 2024

Most of the individuals served by investment advisors registered at the U.S. Security and Exchange Commission (SEC) during the period from 2017 to 2023 were non-high net worth clients. In 2023, only 14.68 percent of the individual clients were high-net worth individuals, which was a slight increase when compared to the previous year. The high net worth clients, however, accounts for the largest share of assets from individual clients.

Share of high net worth individuals as clients of investment advisors registered at the U.S. Securities and Exchange Commission (SEC) from 2017 to 2023

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Release date

June 2024

Region

Worldwide

Survey time period

2017 to 2023

Supplementary notes

Clients not using asset management services are not classified by client type and, therefore, are not included.
The source adds the following information on non-high net worth individuals: The majority of clients (85.3%) were non-high net worth individuals. Generally, these are individuals with less than $1.1 million in assets under management with an adviser or with a net worth of less than $2.2 million, excluding the value of a primary residence

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