This statistic presents the methods of finding a financial professional among Millennials in the United States in 2014. During the survey period, it was found that nine percent of the U.S. Millennials found a financial professional through their employer.
How did you meet your financial professional?
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Statistics on Investment advisors in the United States
Overview
5
- Premium Statistic Total number of of SEC-registered investment advisors 2000-2021
- Premium Statistic Number of Registered Investment Advisors (RIAs) employed in the U.S. 2012-2021
- Premium Statistic Total AUM of SEC-registered investment advisors 2000-2021
- Premium Statistic Number of SEC-registered advisors 2017-2021, by AUM
- Premium Statistic Ten most common countries by number of SEC-registered investment advisors 2018-2021
Leading firms
3
Robo-advisors
7
- Premium Statistic AUM of robo-advisors in the U.S. 2017-2027
- Premium Statistic Revenue growth of robo-advisors in the U.S. 2018-2027
- Premium Statistic Average AUM of robo-advisors in the U.S. 2017-2027
- Premium Statistic RoboAdvisor usage (prospective) in the U.S. 2022
- Premium Statistic Investor preference for human or robo-advisor 2021, by country
- Premium Statistic Level of investor trust in robo-advisors 2021, by investor age group
- Premium Statistic Institutional investors perceived impact of AI on investment outcomes 2021
Tools
3
Services
4
- Premium Statistic Leading financial advisors in the US 2022, by AUM (in billion U.S. dollars)
- Premium Statistic Investment vehicles recommended by financial advisors U.S. 2021-2022
- Premium Statistic U.S: financial advisors projected strategies 2021-2022, by investment type
- Premium Statistic SEC-registered investment advisors by compensation scheme 2021
Clients
5
- Premium Statistic Number of SEC-registered investment advisors' clients 2017-2021, by type
- Premium Statistic Number of SEC-registered investment advisors' clients 2021, by segment
- Premium Statistic Value of SEC-registered investment advisors' assets 2021, by segment
- Premium Statistic Share of HNWIs as SEC-registered investment advisors' clients 2017-2021
- Premium Statistic HNWI's share of SEC-registered investment advisors' assets 2017-2021
Client-advisor relationship
4
- Premium Statistic Leading trust factors in an investor/financial advisor relationship the 2021
- Premium Statistic The importance of shared values in an investor/advisor relationship 2021, by country
- Premium Statistic Main reason to leave investment advisor/asset managers worldwide 2020-2022
- Premium Statistic Most common inquiries of financial advisors' clients in past six months U.S. 2022
Further related statistics
20
- Life events prompting U.S. Millennials to seek a financial advisor 2014
- Asset level at which U.S. Millennials would work with a financial professional 2014
- Reasons why U.S. Millennials chose to work with a financial professional 2014
- Methods of finding financial professionals by U.S. Millennials 2014
- Communication methods used by wealthy millennials with advisors in the U.S. 2019
- Communication methods preferred by wealthy Millennials with advisors in the U.S. 2020
- Share of U.S. Millennials working with financial professionals 2014
- Reasons for working with financial professional among U.S. Millennials 2014
- Financial research sources of the U.S. Millennials 2014
- Level of trust in online financial advisors in China 2018
- Millennial's investment ownership Indonesia 2018
- Male millennial's information source on investment products Indonesia 2018
- Married millennials with kids' investment ownership Indonesia 2018 by type
- Married millennials with kids' purpose to own an investment product Indonesia 2018
- Married millennials without kids' investment ownership Indonesia 2018 by type
- Married millennials without kids' purpose to own an investment product Indonesia 2018
- Product information search activities in Poland 2013
- Product information search activities in Switzerland 2013
- India: product information search activities 2013
- Product information search activities in Turkey 2013
Further Content: You might find this interesting as well
Statistics
- Life events prompting U.S. Millennials to seek a financial advisor 2014
- Asset level at which U.S. Millennials would work with a financial professional 2014
- Reasons why U.S. Millennials chose to work with a financial professional 2014
- Methods of finding financial professionals by U.S. Millennials 2014
- Communication methods used by wealthy millennials with advisors in the U.S. 2019
- Communication methods preferred by wealthy Millennials with advisors in the U.S. 2020
- Share of U.S. Millennials working with financial professionals 2014
- Reasons for working with financial professional among U.S. Millennials 2014
- Financial research sources of the U.S. Millennials 2014
- Level of trust in online financial advisors in China 2018
- Millennial's investment ownership Indonesia 2018
- Male millennial's information source on investment products Indonesia 2018
- Married millennials with kids' investment ownership Indonesia 2018 by type
- Married millennials with kids' purpose to own an investment product Indonesia 2018
- Married millennials without kids' investment ownership Indonesia 2018 by type
- Married millennials without kids' purpose to own an investment product Indonesia 2018
- Product information search activities in Poland 2013
- Product information search activities in Switzerland 2013
- India: product information search activities 2013
- Product information search activities in Turkey 2013
Principal Financial Group. (March 10, 2015). How did you meet your financial professional? [Graph]. In Statista. Retrieved May 29, 2023, from https://www.statista.com/statistics/500172/millennials-methods-of-finding-a-financial-professional-usa/
Principal Financial Group. "How did you meet your financial professional?." Chart. March 10, 2015. Statista. Accessed May 29, 2023. https://www.statista.com/statistics/500172/millennials-methods-of-finding-a-financial-professional-usa/
Principal Financial Group. (2015). How did you meet your financial professional?. Statista. Statista Inc.. Accessed: May 29, 2023. https://www.statista.com/statistics/500172/millennials-methods-of-finding-a-financial-professional-usa/
Principal Financial Group. "How Did You Meet Your Financial Professional?." Statista, Statista Inc., 10 Mar 2015, https://www.statista.com/statistics/500172/millennials-methods-of-finding-a-financial-professional-usa/
Principal Financial Group, How did you meet your financial professional? Statista, https://www.statista.com/statistics/500172/millennials-methods-of-finding-a-financial-professional-usa/ (last visited May 29, 2023)
How did you meet your financial professional? [Graph], Principal Financial Group, March 10, 2015. [Online]. Available: https://www.statista.com/statistics/500172/millennials-methods-of-finding-a-financial-professional-usa/