The statistic presents the benefits of working with financial advisor in the United States as of January 2014. It was found that 34 percent of the respondents who used an advisor listed creating a formal financial plan to help achieve investment goals as an advantage resulting from cooperating with a financial advisor.
Benefits of working with investment advisor in the United States as of January 2014
Basic Account
Get to know the platform
You only have access to basic statistics.
This statistic is not included in your account.
Starter Account
The ideal entry-level account for individual users
- Instant access to 1m statistics
- Download in XLS, PDF & PNG format
- Detailed references
$149 USD / Month *
Professional Account
Full access
Business Solutions including all features.
* Prices do not include sales tax.
Other statistics that may interest you Statistics on
About the industry
9
- Premium Statistic Share of investors working with financial advisor worldwide 2014, by country
- Premium Statistic Asset allocation of high net worth individuals in the U.S. 2009-2015
- Premium Statistic Assets of affluent investors in the U.S. 2014, by affluence and control type
- Premium Statistic Factors affecting investment decisions of UHNWIs in the Middle East 2016
- Premium Statistic Asset allocation of high net worth individuals in the U.S. 2018
- Premium Statistic Factors affecting investment decisions of UHNWIs globally 2016, by country
- Premium Statistic Factors affecting investment decisions of UHNWIs in Africa 2016
- Premium Statistic Factors affecting investment decisions of UHNWIs in North America 2016
- Premium Statistic Share of investable wealth managed by wealth advisor in 2014, by client age
About the region
10
- Premium Statistic Share of households owning mutual funds in the U.S. 2022, by age of household head
- Basic Statistic Distribution of investment fund assets in the U.S. 2022, by asset class
- Basic Statistic Net issuance of ETF shares in the U.S. 2006-2022
- Premium Statistic Net new cash flow to index mutual funds in the U.S. 2000-2022
- Premium Statistic Number of investment fund industry employees in the U.S. 1997-2017
- Premium Statistic Services of investment advisors to affluent investors U.S. 2014, by affluence level
- Premium Statistic Factors considered when choosing an investment advisor U.S. 2014, by affluence level
- Basic Statistic Share of market securities held by mutual funds in the U.S. in 2022, by security type
- Basic Statistic Net new cash flow to mutual funds in the U.S. 2000-2022, by fund type
- Basic Statistic Number of investment companies reporting to ICI in the U.S. 1997-2022
Other regions
10
- Premium Statistic Barriers to investing internationally 2014, by country
- Premium Statistic Brazil: past decisions with which investors are most satisfied 2017
- Premium Statistic Most active private equity firms in Canada 2022, by number of deals
- Premium Statistic Financial management preferences after COVID-19 outbreak in China 2020, by category
- Premium Statistic Share of venture capital funds raised in Europe in 2017, by type investor
- Premium Statistic Return on equities, bonds and bills South Africa 2000-2016
- Premium Statistic Number of active VC investment funds in Russia 2015-2021
- Premium Statistic Mexico: sources of information for investments 2018
- Premium Statistic Italy: ESG criteria and social responsible investments (SRI) based on reputation 2017
- Premium Statistic Attitudes towards ethical finance in the United Kingdom (UK) as of 2016
Related statistics
10
- Premium Statistic Share of investors worldwide investing internationally 2014, by country
- Premium Statistic Brazil: factors with possible negative effect on investments 2018
- Premium Statistic Leading reasons why investors change financial advisor worldwide 2021
- Basic Statistic Distribution of assets regulated open funds globally 2022, by region
- Basic Statistic Net new cash flow to mutual funds in the U.S. 2000-2022
- Basic Statistic Share of household financial assets held in investment funds in U.S. 1995-2022
- Premium Statistic Total net assets of mutual funds worldwide 2013-2022, by country
- Premium Statistic Leading registered investment advisors in the U.S. 2022, by assets
- Premium Statistic Total net assets of mutual funds worldwide 2007-2014, by region
- Premium Statistic Number of mutual funds worldwide 2011-2014, by country
Further related statistics
10
- Leading financial centers in Western Europe 2023
- Structure of investment portfolio of Allianz Group 2014-2022
- Net revenue from investing and lending at Goldman Sachs 2009-2021
- Prepaid debit card use in U.S. households 2013-2019, by tenure
- Value of assets managed by global ETFs 2010-2017, by region
- Leading inverse and leveraged ETPs in the U.S. 2016, by performance
- Value of global financial assets 1990-2013
- Senior chief financial officer salary per annum in Switzerland 2023
- Return on average common shareholder equity at Goldman Sachs 2009-2022
- Employee compensation and benefits at Deutsche Bank 2006-2022
Further Content: You might find this interesting as well
Statistics
- Leading financial centers in Western Europe 2023
- Structure of investment portfolio of Allianz Group 2014-2022
- Net revenue from investing and lending at Goldman Sachs 2009-2021
- Prepaid debit card use in U.S. households 2013-2019, by tenure
- Value of assets managed by global ETFs 2010-2017, by region
- Leading inverse and leveraged ETPs in the U.S. 2016, by performance
- Value of global financial assets 1990-2013
- Senior chief financial officer salary per annum in Switzerland 2023
- Return on average common shareholder equity at Goldman Sachs 2009-2022
- Employee compensation and benefits at Deutsche Bank 2006-2022
Legg Mason. (June 15, 2014). Benefits of working with investment advisor in the United States as of January 2014 [Graph]. In Statista. Retrieved December 02, 2023, from https://www.statista.com/statistics/323520/benefits-financial-advisors-usa/
Legg Mason. "Benefits of working with investment advisor in the United States as of January 2014." Chart. June 15, 2014. Statista. Accessed December 02, 2023. https://www.statista.com/statistics/323520/benefits-financial-advisors-usa/
Legg Mason. (2014). Benefits of working with investment advisor in the United States as of January 2014. Statista. Statista Inc.. Accessed: December 02, 2023. https://www.statista.com/statistics/323520/benefits-financial-advisors-usa/
Legg Mason. "Benefits of Working with Investment Advisor in The United States as of January 2014." Statista, Statista Inc., 15 Jun 2014, https://www.statista.com/statistics/323520/benefits-financial-advisors-usa/
Legg Mason, Benefits of working with investment advisor in the United States as of January 2014 Statista, https://www.statista.com/statistics/323520/benefits-financial-advisors-usa/ (last visited December 02, 2023)
Benefits of working with investment advisor in the United States as of January 2014 [Graph], Legg Mason, June 15, 2014. [Online]. Available: https://www.statista.com/statistics/323520/benefits-financial-advisors-usa/