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HNWI's share of SEC-registered investment advisors' assets 2017-2021

Share of high net worth individuals' assets managed by investment advisors registered at the U.S. Securities and Exchange Commission (SEC) from 2017 to 2021

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Source

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Release date

June 2022

Region

Worldwide

Survey time period

2017 to 2021

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 (86.4%) were non-high net worth individuals. Typically these clients hold assets worth less than 1.1 million U.S. dollars with a financial advisor or the clients net worth is below 2.2 million U.S dollars (not including the values of their primary residence).

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Statistics on " Investment advisors in the United States "

Statistics on Investment advisors in the United States

Overview

5

Leading firms

3

Robo-advisors

7

Tools

3

Services

4

Clients

5

Client-advisor relationship

4

Further related statistics

20
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