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HNWI's share of SEC-registered investment advisors' assets 2018-2020

Share of high net worth individuals' assets managed by investment advisors registered at the U.S. Securities and Exchange Commission (SEC) from 2018 to 2020

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Source

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Release date

June 2021

Region

Worldwide

Survey time period

2018 to 2020

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: "Generally, these are individuals with less than $1.0 million in assets under management with an adviser or a net worth of less than $2.1 million (excluding the value of a primary residence)."

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Statistics on "Investment advisors in the United States "

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