Asset allocation of high net worth individuals in the U.S. 2009-2015

The statistic presents the asset allocation of high net worth individuals in the United States from 2009 to 2015. As of January 2015, 53 percent of the high net worth individuals' assets were invested in equities.

What percent of the assets that you manage for clients today is in equities, fixed income, international investments, cash or alternative assets such as private equity or real estate?

Exclusive Premium statistic

You need a Single Account for unlimited access.

  • Full access to 1m statistics

  • Incl. source references

  • Available to download in PNG, PDF, XLS format

Single Account

$39 $59 per month *
in the first 12 months
33% Discount until September 30th
*Duration: 12 months, billed annually, single license

Access to this and all other statistics on 80,000 topics from

$468 / Year
$708 / Year

Show detailed source information?
Register for free
Already a member?
Log in

Release date

March 2015


United States

Survey time period

2009 to 2015

Number of respondents

301 registered investment advisors

Method of interview

Telephone interview

Supplementary notes

* Includes private equity, real estate, derivatives.
Registered investment advisors (RIA) are companies managing assets of high net worth individuals.
Survey information: 71 percent of the surveyed RIAs were owners/CEOs of the company. Average assets under management were 232 million U.S. dollars.
2014 survey was carried out in January.
Percentage points missing to 100 percent are probably due to rounding.

Statista Accounts: Access All Statistics. Starting from $468 / Year
Basic Account
Get to know the platform

You only have access to basic statistics.
This statistic is not included in your account.

Single Account
Your perfect start with Statista
  • Instant access to 1m statistics
  • Download in XLS, PDF & PNG format
  • Detailed references
$59 $39 / Month *
in the first 12 months
Corporate Account
Full access

Corporate solution including all features.

* All products require an annual contract; Prices do not include sales tax.

Statistics on "Investors in Benelux"

Statista Accounts: Access All Statistics. Starting from $468 / Year
Learn more about how Statista can support your business.