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Most of the assets of the investment advisors registered at the U.S. Securities and Exchange Commission (SEC) were recorded under the pooled vehicles client segment, including investment companies and private funds. Despite being the largest client segment in terms of total assets,
Total assets of investment advisors registered at the U.S. Securities and Exchange Commission (SEC) in 2022, by client segment (in billion U.S. dollars)
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Other statistics that may interest you Investment advisors in the United States
Overview
5
- 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
- Premium Statistic Ten most common countries by number of SEC-registered investment advisors 2018-2022
Leading firms
3
Robo-advisors
7
- Premium Statistic AUM of robo-advisors in the U.S. 2018-2028
- Premium Statistic Assets under management growth of robo-advisors in the U.S. 2019-2028
- 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
- Premium Statistic Institutional investors perceived impact of AI on investment outcomes 2021
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
16
- European-based hedge fund Q1 2015-Q1 2018, by assets
- Number of China's HNWIs by investable assets 2008-2019
- Amount of investable assets of China's HNWIs 2008-2019
- Pension assets in selected countries worldwide 2001-2013
- Value of investable assets of China's UHNWIs 2008-2019
- CAGR of share of China's HNWIs in main hubs 2016-2018
- Client assets at JPMorgan Chase 2013-2022, by client segment
- Difficulties by wealth management for China's HNWIs 2019
- Retail client assets at JPMorgan Chase 2014-2022
- Usage of smart customer services by China's HNWIs 2019
- Client assets at JPMorgan Chase 2013-2022, by region
- Sogou's total assets 2015-2020
- Chile: main sources of information about financial services 2016
- Breakdown of carbon dioxide emissions worldwide 2000-2050, by region
- Worldwide managed file transfer software revenue of CA Technologies 2013
- Internal tourism revenue of trending destinations 2020, by market
Further Content: You might find this interesting as well
Statistics
- European-based hedge fund Q1 2015-Q1 2018, by assets
- Number of China's HNWIs by investable assets 2008-2019
- Amount of investable assets of China's HNWIs 2008-2019
- Pension assets in selected countries worldwide 2001-2013
- Value of investable assets of China's UHNWIs 2008-2019
- CAGR of share of China's HNWIs in main hubs 2016-2018
- Client assets at JPMorgan Chase 2013-2022, by client segment
- Difficulties by wealth management for China's HNWIs 2019
- Retail client assets at JPMorgan Chase 2014-2022
- Usage of smart customer services by China's HNWIs 2019
- Client assets at JPMorgan Chase 2013-2022, by region
- Sogou's total assets 2015-2020
- Chile: main sources of information about financial services 2016
- Breakdown of carbon dioxide emissions worldwide 2000-2050, by region
- Worldwide managed file transfer software revenue of CA Technologies 2013
- Internal tourism revenue of trending destinations 2020, by market
Investment Adviser Association. (June 21, 2023). Total assets of investment advisors registered at the U.S. Securities and Exchange Commission (SEC) in 2022, by client segment (in billion U.S. dollars) [Graph]. In Statista. Retrieved May 21, 2024, from https://www.statista.com/statistics/1251282/financial-advisors-assets-by-segment-sec/
Investment Adviser Association. "Total assets of investment advisors registered at the U.S. Securities and Exchange Commission (SEC) in 2022, by client segment (in billion U.S. dollars)." Chart. June 21, 2023. Statista. Accessed May 21, 2024. https://www.statista.com/statistics/1251282/financial-advisors-assets-by-segment-sec/
Investment Adviser Association. (2023). Total assets of investment advisors registered at the U.S. Securities and Exchange Commission (SEC) in 2022, by client segment (in billion U.S. dollars). Statista. Statista Inc.. Accessed: May 21, 2024. https://www.statista.com/statistics/1251282/financial-advisors-assets-by-segment-sec/
Investment Adviser Association. "Total Assets of Investment Advisors Registered at The U.S. Securities and Exchange Commission (Sec) in 2022, by Client Segment (in Billion U.S. Dollars)." Statista, Statista Inc., 21 Jun 2023, https://www.statista.com/statistics/1251282/financial-advisors-assets-by-segment-sec/
Investment Adviser Association, Total assets of investment advisors registered at the U.S. Securities and Exchange Commission (SEC) in 2022, by client segment (in billion U.S. dollars) Statista, https://www.statista.com/statistics/1251282/financial-advisors-assets-by-segment-sec/ (last visited May 21, 2024)
Total assets of investment advisors registered at the U.S. Securities and Exchange Commission (SEC) in 2022, by client segment (in billion U.S. dollars) [Graph], Investment Adviser Association, June 21, 2023. [Online]. Available: https://www.statista.com/statistics/1251282/financial-advisors-assets-by-segment-sec/