Bitte beachten Sie, dass die von Ihnen aufgerufene Seite nicht in Ihrer Standardsprache vorliegt. Sie nutzen unsere Plattform nun in einer anderen Sprache.
Most of the assets managed for individuals by investment advisors registered at the U.S. Security and Exchange Commission (SEC) were attributable to high net worth clients. In of 2022, high net worth individuals' assets accounted for 62 percent of the total individual assets managed by SEC-registered investment advisors. This is despite being a
Share of high net worth individuals' assets managed by investment advisors registered at the U.S. Securities and Exchange Commission (SEC) from 2017 to 2022
Basic Account
Get to know the platform
You only have access to basic statistics.
This statistic is not included in your account.
Starter Account
The ideal entry-level account for individual users
- Instant access to 1m statistics
- Download in XLS, PDF & PNG format
- Detailed references
$199 USD / Month *
Professional Account
Full access
Business Solutions including all features.
* Prices do not include sales tax.
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
20
- European-based hedge fund Q1 2015-Q1 2018, by assets
- Leading holding companies in Italy 2019, by net equity
- Value of investable assets of China's UHNWIs 2008-2019
- Client assets at JPMorgan Chase 2013-2022, by client segment
- CAGR of share of China's HNWIs in main hubs 2016-2018
- 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
- Retail client assets at JPMorgan Chase 2014-2022
- Difficulties by wealth management for China's HNWIs 2019
- Client assets at JPMorgan Chase 2013-2022, by region
- Usage of smart customer services by China's HNWIs 2019
- Net worth of the wealthiest living artists worldwide 2013
- Number of billionaires APAC 2019, by city
- Oscar Best Actor nominees net worth 2019
- Stock of outward foreign direct investment by global region 1998
- Korean Air consolidated net profit South Korea 2013-2022
- Global software as a service (SaaS) countries 2024, by number of companies
- Number of seats filled in Fortune 500 companies 2009-2022
- Alorica - revenue by region 2016
Further Content: You might find this interesting as well
Statistics
- European-based hedge fund Q1 2015-Q1 2018, by assets
- Leading holding companies in Italy 2019, by net equity
- Value of investable assets of China's UHNWIs 2008-2019
- Client assets at JPMorgan Chase 2013-2022, by client segment
- CAGR of share of China's HNWIs in main hubs 2016-2018
- 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
- Retail client assets at JPMorgan Chase 2014-2022
- Difficulties by wealth management for China's HNWIs 2019
- Client assets at JPMorgan Chase 2013-2022, by region
- Usage of smart customer services by China's HNWIs 2019
- Net worth of the wealthiest living artists worldwide 2013
- Number of billionaires APAC 2019, by city
- Oscar Best Actor nominees net worth 2019
- Stock of outward foreign direct investment by global region 1998
- Korean Air consolidated net profit South Korea 2013-2022
- Global software as a service (SaaS) countries 2024, by number of companies
- Number of seats filled in Fortune 500 companies 2009-2022
- Alorica - revenue by region 2016
Investment Adviser Association. (June 21, 2023). Share of high net worth individuals' assets managed by investment advisors registered at the U.S. Securities and Exchange Commission (SEC) from 2017 to 2022 [Graph]. In Statista. Retrieved May 21, 2024, from https://www.statista.com/statistics/1251293/advisors-aum-by-clients-net-worth-sec/
Investment Adviser Association. "Share of high net worth individuals' assets managed by investment advisors registered at the U.S. Securities and Exchange Commission (SEC) from 2017 to 2022." Chart. June 21, 2023. Statista. Accessed May 21, 2024. https://www.statista.com/statistics/1251293/advisors-aum-by-clients-net-worth-sec/
Investment Adviser Association. (2023). Share of high net worth individuals' assets managed by investment advisors registered at the U.S. Securities and Exchange Commission (SEC) from 2017 to 2022. Statista. Statista Inc.. Accessed: May 21, 2024. https://www.statista.com/statistics/1251293/advisors-aum-by-clients-net-worth-sec/
Investment Adviser Association. "Share of High Net worth Individuals' Assets Managed by Investment Advisors Registered at The U.S. Securities and Exchange Commission (Sec) from 2017 to 2022." Statista, Statista Inc., 21 Jun 2023, https://www.statista.com/statistics/1251293/advisors-aum-by-clients-net-worth-sec/
Investment Adviser Association, Share of high net worth individuals' assets managed by investment advisors registered at the U.S. Securities and Exchange Commission (SEC) from 2017 to 2022 Statista, https://www.statista.com/statistics/1251293/advisors-aum-by-clients-net-worth-sec/ (last visited May 21, 2024)
Share of high net worth individuals' assets managed by investment advisors registered at the U.S. Securities and Exchange Commission (SEC) from 2017 to 2022 [Graph], Investment Adviser Association, June 21, 2023. [Online]. Available: https://www.statista.com/statistics/1251293/advisors-aum-by-clients-net-worth-sec/