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

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?

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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.

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