HNW individuals' financial progress with a wealth manager in the U.S. 2018

Published by Statista Research Department, Dec 19, 2022
When high net worth (HNW) individuals worked with a wealth manager, their average progress towards their financial goals was 65 percent. Without an advisor, this figure was only 51 percent.

Average progress of HNW individuals towards their financial goals with and without a wealth manager in 2018

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Release date

November 2018

Region

United States

Survey time period

January and February 2018

Number of respondents

892 respondents

Special properties

HNW individuals with 3 million U.S. dollars or more in investable assets

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