Investment advisors in the United States

Investment advisors in the United States
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Statista Dossier on investment advisors in the United States

There were approximately 14,800 investment advisors registered at the U.S. Security and Exchange Commission (SEC) in 2021, helping clients (the investors) with investments through direct investment management, or through recommendation or guidance. This dossier presents statistics on investment advisors in the United States to give an overview of the size of investment advisors, the leading firms, robo-advisors, tools used by investment advisors, and services provided. It further includes figures on who their clients are, and on client-investor relationship.

Table of contents

    • Total number of of SEC-registered investment advisors 2000-2021

    • Number of Registered Investment Advisors (RIAs) employed in the U.S. 2012-2021

    • Total AUM of SEC-registered investment advisors 2000-2021

    • Number of SEC-registered advisors 2017-2021, by AUM

    • Ten most common countries by number of SEC-registered investment advisors 2018-2021

    • Leading registered investment advisors in the U.S. 2021, by assets

    • Assets per client of largest registered investment advisor companies in the U.S. 2021

    • RIAs with the highest growth in managed assets in the U.S. 2020-2021

    • Assets under management of robo-advisors in the United States 2017-2027

    • Projected growth of AUM by robo-advisors in the U.S. 2018-2027

    • Average assets under management per user of robo-advis in the United States 2017-2027

    • RoboAdvisor usage in the U.S. 2022

    • Investor preference for human or robo-advisor 2021, by country

    • Level of investor trust in robo-advisors 2021, by investor age group

    • Institutional investors perceived impact of AI on investment outcomes 2021

    • Highest valued software for financial planning firms worldwide 2022

    • Investors preferred channel of communication with advisors 2021 by event type

    • Social media usage among SEC investment advisors 2017-2021, by social media

    • Leading financial advisors in the US 2022, by AUM (in billion U.S. dollars)

    • Investment vehicles recommended by financial advisors U.S. 2021-2022

    • U.S: financial advisors projected strategies 2021-2022, by investment type

    • SEC-registered investment advisors by compensation scheme 2021

    • Number of SEC-registered investment advisors' clients 2017-2021, by type

    • Number of SEC-registered investment advisors' clients 2021, by segment

    • Value of SEC-registered investment advisors' assets 2021, by segment

    • Share of HNWIs as SEC-registered investment advisors' clients 2017-2021

    • HNWI's share of SEC-registered investment advisors' assets 2017-2021

    • Leading trust factors in an investor/financial advisor relationship the 2021

    • The importance of shared values in an investor/advisor relationship 2021, by country

    • Main reason to leave investment advisor/asset managers worldwide 2020-2022

    • Most common inquiries of financial advisors' clients in past six months U.S. 2022

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