HNWI's share of SEC-registered investment advisors' assets 2017-2022

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

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Release date

June 2023

Region

Worldwide

Survey time period

2017 to 2022

Supplementary notes

Clients not using asset management services are not classified by client type and, therefore, are not included.
The source adds the following information on non-high net worth individuals: The majority of clients (85.8%) were non-high net worth individuals. Generally, these are individuals with less than $1.1 million in assets under management with an adviser or with a net worth of less than $2.2 million, excluding the value of a primary residence

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Statistics on " Investment advisors in the United States "

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Robo-advisors

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Client-advisor relationship

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