Among the various services that financial advisors can provide to their clients, the creation of investment-management strategies was the most common in the United States in 2020. Maximizing income in retirement was the second most common service, being provided to 47 percent of the investors surveyed in 2020.
Most commonly provided services by financial advisors to investors in the U.S. in 2020
Investors working at least with one financial advisor
Method of interview
Online survey
Supplementary notes
This question was phrased by the source as follows: "Which of the following specific services or support does your advisor provide to you today?"
Multiple answers were possible.
Profit from the additional features of your individual account
Currently, you are using a shared account. To use individual functions (e.g., mark statistics as favourites, set
statistic alerts) please log in with your personal account.
If you are an admin, please authenticate by logging in again.
Learn more about how Statista can support your business.
Investments & Wealth Institute. (June 4, 2020). Most commonly provided services by financial advisors to investors in the U.S. in 2020 [Graph]. In Statista. Retrieved December 18, 2024, from https://www.statista.com/statistics/1249863/services-provided-by-financial-advisors-us/
Investments & Wealth Institute. "Most commonly provided services by financial advisors to investors in the U.S. in 2020." Chart. June 4, 2020. Statista. Accessed December 18, 2024. https://www.statista.com/statistics/1249863/services-provided-by-financial-advisors-us/
Investments & Wealth Institute. (2020). Most commonly provided services by financial advisors to investors in the U.S. in 2020. Statista. Statista Inc.. Accessed: December 18, 2024. https://www.statista.com/statistics/1249863/services-provided-by-financial-advisors-us/
Investments & Wealth Institute. "Most Commonly Provided Services by Financial Advisors to Investors in The U.S. in 2020." Statista, Statista Inc., 4 Jun 2020, https://www.statista.com/statistics/1249863/services-provided-by-financial-advisors-us/
Investments & Wealth Institute, Most commonly provided services by financial advisors to investors in the U.S. in 2020 Statista, https://www.statista.com/statistics/1249863/services-provided-by-financial-advisors-us/ (last visited December 18, 2024)
Most commonly provided services by financial advisors to investors in the U.S. in 2020 [Graph], Investments & Wealth Institute, June 4, 2020. [Online]. Available: https://www.statista.com/statistics/1249863/services-provided-by-financial-advisors-us/
