Try our corporate solution for free!

Factors considered when choosing an investment advisor U.S. 2014, by affluence level

What is important when choosing a new advisor?

Exclusive Premium statistic

You need a Statista Account for unlimited access.

  • Full access to 1m statistics
  • Incl. source references
  • Available to download in PNG, PDF, XLS format
Statista Accounts

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

Use Ask Statista Research Service

Release date

March 2015


United States

Survey time period

Q4 2013 to Q3 2014

Number of respondents

approximately 3000

Special properties

approximately 1,500 mass affluent households, 1,000 millionaire households and 500 ultra-high-net-worth households.

Method of interview

Online interview

Supplementary notes

* UHNW - ultra-high-net-worth.
The source adds the following information: "the wealth segments are as follows - mass affluent: 100,000 to 1 million U.S. dollars in net worth (does not include primary residence), millionaires: 1 million to 5 million U.S. dollars in net worth, UHNW: 5 million to 25 million U.S. dollars in net worth."
Multiple answers were possible.

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
The ideal entry-level account for individual users
  • 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.

* Prices do not include sales tax.

Statistics on "Investment advisors in the United States "

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