The statistic presents the investment advisors' services to affluent investors in the United States from the fourth quarter of 2013 to the third quarter of 2014, by affluence level. It was found that 64 percent of ultra-high-net-worth individuals needed an investment advisor in order to diversify their assets from a concentrated position.
Services of investment advisors to affluent investors in the United States as of 3rd quarter 2014, by affluence level
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Statistics on Private wealth management
Overview
5
- Premium Statistic Sources of wealth for ultra wealthy individuals worldwide 2020
- Basic Statistic Number of billionaires worldwide by wealth source 2021
- Premium Statistic Primary industries for the world's ultra wealthy 2019
- Premium Statistic Ultra high net worth individuals: population of global 1 percent 2021, by country
- Premium Statistic Cities with the highest number of UHNW individuals worldwide 2020
Wealth distribution
8
- Premium Statistic Number of ultra high net worth individuals 2021, by region
- Basic Statistic HNWI population worldwide 2010-2021, by region
- Premium Statistic Ultra high net worth individuals 2021, by country
- Premium Statistic Top 20 billionaire countries 2022
- Premium Statistic Countries with the highest wealth per adult 2021
- Basic Statistic Number of people with wealth over one million U.S dollars 2021, by country
- Premium Statistic Financial investable wealth of ultra-high net worth individuals 2020, by country
- Premium Statistic Leading billionaire cities 2022
Wealth managers
3
Asset allocation
6
- Premium Statistic Asset allocation of high net worth individuals worldwide 2021
- Premium Statistic Assets of HNWIs and UHNWIs worldwide 2020 by region and type
- Premium Statistic Asset allocation of family offices worldwide 2021
- Premium Statistic Alternative investments among wealth management clients worldwide 2021, by region
- Premium Statistic Alternative investments among wealth management clients worldwide 2021, by generation
- Premium Statistic Alternative investments among wealth management clients worldwide 2021, by wealth
Wealth management
4
- Premium Statistic Main financial goals dealt with by wealth managers worldwide 2019-2021
- Premium Statistic Technology improvements in investing according to HNWI 2021, by region
- Premium Statistic Primary mission of family offices worldwide 2021
- Premium Statistic Planned and taken wealth management actions by billionaires globally 2020
Wealth management in the U.S.
7
- Basic Statistic The richest people in America 2022
- Basic Statistic U.S. states with highest ratio of millionaire households per capita 2020
- Premium Statistic Number of households who are millionaires. by state U.S. 2020
- Premium Statistic Leading independent broker-dealers in the U.S. 2021, by gross revenue
- Premium Statistic Leading registered investment advisors in the U.S. 2021, by assets
- Premium Statistic Largest private wealth management teams in the U.S. 2021, by client assets
- Premium Statistic Asset allocation of high net worth individuals in North America 2021
Further related statistics
18
- Assets of affluent investors in the U.S. 2014, by affluence and control type
- Reasons why affluent investors change financial advisor U.S. 2014, by affluence level
- Factors considered when choosing an investment advisor U.S. 2014, by affluence level
- Leading areas of improvement for investment advisors worldwide 2014
- Areas of improvement for investment advisors in the U.S. 2014
- Share of investors working with financial advisor worldwide 2014, by country
- Benefits of working with investment advisor in the U.S. 2014
- Share of investable wealth managed by wealth advisor in 2014, by relationship time
- Reasons for staying with primary wealth provider worldwide in 2014, by client assets
- Share of investable wealth managed by wealth advisor in 2014, by client age
- Level of trust in online financial advisors in China 2018
- Reasons for staying with primary wealth provider worldwide in 2014, by region
- Ways of HNW virtual communication with financial advisor worldwide 2014, by age
- Services offered by financial advisors to retirees in the U.S. 2019
- Annual growth rate the wealth management industry in China 2014-2019
- Leading securities companies in China based on value of client monies 2021
- Post-Brexit company relocations in the UK in finance sector 2016-2021, by city
- Global drivers for organizational investment in ITAM 2021
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Statistics
- Assets of affluent investors in the U.S. 2014, by affluence and control type
- Reasons why affluent investors change financial advisor U.S. 2014, by affluence level
- Factors considered when choosing an investment advisor U.S. 2014, by affluence level
- Leading areas of improvement for investment advisors worldwide 2014
- Areas of improvement for investment advisors in the U.S. 2014
- Share of investors working with financial advisor worldwide 2014, by country
- Benefits of working with investment advisor in the U.S. 2014
- Share of investable wealth managed by wealth advisor in 2014, by relationship time
- Reasons for staying with primary wealth provider worldwide in 2014, by client assets
- Share of investable wealth managed by wealth advisor in 2014, by client age
- Level of trust in online financial advisors in China 2018
- Reasons for staying with primary wealth provider worldwide in 2014, by region
- Ways of HNW virtual communication with financial advisor worldwide 2014, by age
- Services offered by financial advisors to retirees in the U.S. 2019
- Annual growth rate the wealth management industry in China 2014-2019
- Leading securities companies in China based on value of client monies 2021
- Post-Brexit company relocations in the UK in finance sector 2016-2021, by city
- Global drivers for organizational investment in ITAM 2021
Spectrem Group, & Vanguard. (March 24, 2015). Services of investment advisors to affluent investors in the United States as of 3rd quarter 2014, by affluence level [Graph]. In Statista. Retrieved January 30, 2023, from https://www.statista.com/statistics/323768/investment-advisors-services-affluent-investors-usa/
Spectrem Group, und Vanguard. "Services of investment advisors to affluent investors in the United States as of 3rd quarter 2014, by affluence level." Chart. March 24, 2015. Statista. Accessed January 30, 2023. https://www.statista.com/statistics/323768/investment-advisors-services-affluent-investors-usa/
Spectrem Group, Vanguard. (2015). Services of investment advisors to affluent investors in the United States as of 3rd quarter 2014, by affluence level. Statista. Statista Inc.. Accessed: January 30, 2023. https://www.statista.com/statistics/323768/investment-advisors-services-affluent-investors-usa/
Spectrem Group, and Vanguard. "Services of Investment Advisors to Affluent Investors in The United States as of 3rd Quarter 2014, by Affluence Level." Statista, Statista Inc., 24 Mar 2015, https://www.statista.com/statistics/323768/investment-advisors-services-affluent-investors-usa/
Spectrem Group & Vanguard, Services of investment advisors to affluent investors in the United States as of 3rd quarter 2014, by affluence level Statista, https://www.statista.com/statistics/323768/investment-advisors-services-affluent-investors-usa/ (last visited January 30, 2023)
Services of investment advisors to affluent investors in the United States as of 3rd quarter 2014, by affluence level [Graph], Spectrem Group, & Vanguard, March 24, 2015. [Online]. Available: https://www.statista.com/statistics/323768/investment-advisors-services-affluent-investors-usa/