HNWI's share of investment advisors' assets 2022

Most of the assets managed for individuals by investment advisors registered at the U.S. Security and Exchange Commission (SEC) were attributable to high net worth clients. In of 2022, high net worth individuals' assets accounted for 62 percent of the total individual assets managed by SEC-registered investment advisors. This is despite being a small share of the total individual clients of SEC-registered investment advisors.

Share of high net worth individuals' assets managed by investment advisors registered at the U.S. Securities and Exchange Commission (SEC) from 2017 to 2022

Characteristic	Non-high net worth individuals	High net worth individuals
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Release date

June 2023

More information

Region

Worldwide

Survey time period

2017 to 2022

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 (85.8%) 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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