Most valued wealth management services in the U.S. 2023

Published by Statista Research Department, Jul 26, 2024

In 2023, nearly 20 percent of wealth management clients viewed legal needs as the most valuable service provided by wealth management firms. Tax preparation was also one of the most important services, with 17 percent of respondents seeing it as the most valuable service from wealth institutions.

Most valued wealth management services among clients in the United States in 2023

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Release date

January 2024

Region

United States

Survey time period

2023

Number of respondents

7,000 respondents

Age group

18 years and older

Supplementary notes

Question asked - "What services would you or do you find most valuable if provided by your wealth institution?"

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Statistics on " Private wealth management in the United States "

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Overview

3

Assets

6

Management and advisory in the United States

8

Leading wealth management firms by assets

5

Wealth distribution in the United States

4

Wealth clients

4

Robo-advisors

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Topics

Private wealth managementInvestment bankingMutual funds worldwidePrivate equity worldwidePrivate wealth management in China
Access all statistics starting from $2,388 USD yearly *

* For commercial use only

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For single users
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$199 USD
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