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The number of clients served by investment advisors registered at the U.S. Security and Exchange Commission (SED) increased steadily between 2017 and 2022. As of 2022, the number of clients was 61.9 million. Among them, 54.3 million were asset-managed clients.
Number of clients of investment advisors registered at the U.S. Security and Exchange Commission (SEC) from 2017 to 2022, by type (in millions)
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Other statistics that may interest you Investment advisors in the United States
Overview
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- Premium Statistic Total number of of SEC-registered investment advisors 2000-2022
- Premium Statistic Number of Registered Investment Advisors (RIAs) employed in the U.S. 2012-2022
- Premium Statistic Total AUM of SEC-registered investment advisors 2000-2022
- Premium Statistic Number of SEC-registered advisors 2017-2022, by AUM
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Leading firms
3
Robo-advisors
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- Premium Statistic AUM of robo-advisors in the U.S. 2018-2028
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- Premium Statistic Average AUM of robo-advisors in the U.S. 2018-2028
- Premium Statistic RoboAdvisor usage (prospective) in the U.S. 2023
- 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
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Tools
3
Services
3
Clients
5
- Premium Statistic Number of SEC-registered investment advisors' clients 2017-2022, by type
- Premium Statistic Number of SEC-registered investment advisors' clients 2022, by segment
- Premium Statistic Value of SEC-registered investment advisors' assets 2022, by segment
- Premium Statistic Share of HNWIs as SEC-registered investment advisors' clients 2017-2022
- Premium Statistic HNWI's share of SEC-registered investment advisors' assets 2017-2022
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. 2023
Further related statistics
19
- Reasons for staying with primary wealth provider worldwide in 2014, by client assets
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- Reasons for staying with primary wealth provider worldwide in 2014, by region
- Methods of finding financial professionals by U.S. Millennials 2014
- Ways of learning about robo-advisors worldwide 2016
- London Stock Exchange (UK): insurance companies 2021
- Accounting services likely to be used by small businesses in the U.S. 2018
- Top obstacles to the success of small businesses in the U.S. 2018
- Sources of financial information among African Americans in the U.S. 2013
- Number of robo-advisors globally 2017, by country
- Market size distribution robo-advisor market 2012-2017, by country
- Revenue change over last year of small businesses in the U.S. by accountant use 2018
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Statistics
- 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
- Share of investable wealth managed by wealth advisor in 2014, by relationship time
- Chile: main sources of information about financial services 2016
- Reasons for staying with primary wealth provider worldwide in 2014, by region
- Methods of finding financial professionals by U.S. Millennials 2014
- Ways of learning about robo-advisors worldwide 2016
- London Stock Exchange (UK): insurance companies 2021
- Accounting services likely to be used by small businesses in the U.S. 2018
- Top obstacles to the success of small businesses in the U.S. 2018
- Sources of financial information among African Americans in the U.S. 2013
- Number of robo-advisors globally 2017, by country
- Market size distribution robo-advisor market 2012-2017, by country
- Revenue change over last year of small businesses in the U.S. by accountant use 2018
- Leading Fintech locations worldwide 2014, by value of investment
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Investment Adviser Association. (June 21, 2023). Number of clients of investment advisors registered at the U.S. Security and Exchange Commission (SEC) from 2017 to 2022, by type (in millions) [Graph]. In Statista. Retrieved May 21, 2024, from https://www.statista.com/statistics/1251267/number-of-financial-advisors-clients-sec/
Investment Adviser Association. "Number of clients of investment advisors registered at the U.S. Security and Exchange Commission (SEC) from 2017 to 2022, by type (in millions)." Chart. June 21, 2023. Statista. Accessed May 21, 2024. https://www.statista.com/statistics/1251267/number-of-financial-advisors-clients-sec/
Investment Adviser Association. (2023). Number of clients of investment advisors registered at the U.S. Security and Exchange Commission (SEC) from 2017 to 2022, by type (in millions). Statista. Statista Inc.. Accessed: May 21, 2024. https://www.statista.com/statistics/1251267/number-of-financial-advisors-clients-sec/
Investment Adviser Association. "Number of Clients of Investment Advisors Registered at The U.S. Security and Exchange Commission (Sec) from 2017 to 2022, by Type (in Millions)." Statista, Statista Inc., 21 Jun 2023, https://www.statista.com/statistics/1251267/number-of-financial-advisors-clients-sec/
Investment Adviser Association, Number of clients of investment advisors registered at the U.S. Security and Exchange Commission (SEC) from 2017 to 2022, by type (in millions) Statista, https://www.statista.com/statistics/1251267/number-of-financial-advisors-clients-sec/ (last visited May 21, 2024)
Number of clients of investment advisors registered at the U.S. Security and Exchange Commission (SEC) from 2017 to 2022, by type (in millions) [Graph], Investment Adviser Association, June 21, 2023. [Online]. Available: https://www.statista.com/statistics/1251267/number-of-financial-advisors-clients-sec/