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Investment vehicles recommended by U.S. financial advisors to clients 2008-2020

85 percent of financial advisors in the United States recommended investments in exchange-traded funds in 2020, which was a decrease compared to the previous year when the share was 88 percent. 75 percent of financial advisors recommended investments in cash and equivalents.

Which investment vehicles do you currently use/recommend with clients?

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Release date

May 2020


United States

Survey time period

2008 to 2020

Number of respondents

242 respondents

Special properties

Among financial advisors

Method of interview

Online survey

Supplementary notes

2020 survey date: March 2020

The source adds the following information: "not all options available here, only ones comparable year-over-year."

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Statistics on "Loan investments in Europe"

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