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Asset allocation of high net worth individuals in the U.S. 2018

Published by M. Szmigiera, Jan 9, 2019
The statistic presents the asset allocation of high net worth individuals in the United States in 2017 and 2018. As of January 2018, 62 percent of the high net worth individuals' assets were invested in equities.

Asset allocation of high net worth individuals in the United States in 2017 and 2018

20172018
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Release date

January 2018

Region

United States

Survey time period

2017 and 2018

Number of respondents

300 respondents

Special properties

registered investment advisors

Method of interview

Telephone interview

Supplementary notes

Registered investment advisors (RIA) are companies managing assets of high net worth individuals.
2018 survey information: 87 percent of the surveyed RIAs were owners/CEOs of the company. Average assets under management were 161 million U.S. dollars.
Percentage points missing to 100 percent are probably due to rounding.

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