The statistic presents the investment advisors' services to affluent investors in the United States from the fourth quarter of 2013 to the third quarter of 2014, by affluence level. It was found that 64 percent of ultra-high-net-worth individuals needed an investment advisor in order to diversify their assets from a concentrated position.
Services of investment advisors to affluent investors in the United States as of 3rd quarter 2014, by affluence level
approximately 1,500 mass affluent households, 1,000 millionaire households and 500 ultra-high-net-worth households.
Method of interview
Online interview
Supplementary notes
* UHNW stands for ultra-high-net-worth. The source adds the following information: "the wealth segments are as follows - mass affluent: 100,000 to one million U.S. dollars in net worth (does not include primary residence), millionaires: one million to five million U.S. dollars in net worth, UHNW: five million to 25 million U.S. dollars in net worth." Multiple answers were possible.
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Spectrem Group, & Vanguard. (March 24, 2015). Services of investment advisors to affluent investors in the United States as of 3rd quarter 2014, by affluence level [Graph]. In Statista. Retrieved December 22, 2024, from https://www.statista.com/statistics/323768/investment-advisors-services-affluent-investors-usa/
Spectrem Group, und Vanguard. "Services of investment advisors to affluent investors in the United States as of 3rd quarter 2014, by affluence level." Chart. March 24, 2015. Statista. Accessed December 22, 2024. https://www.statista.com/statistics/323768/investment-advisors-services-affluent-investors-usa/
Spectrem Group, Vanguard. (2015). Services of investment advisors to affluent investors in the United States as of 3rd quarter 2014, by affluence level. Statista. Statista Inc.. Accessed: December 22, 2024. https://www.statista.com/statistics/323768/investment-advisors-services-affluent-investors-usa/
Spectrem Group, and Vanguard. "Services of Investment Advisors to Affluent Investors in The United States as of 3rd Quarter 2014, by Affluence Level." Statista, Statista Inc., 24 Mar 2015, https://www.statista.com/statistics/323768/investment-advisors-services-affluent-investors-usa/
Spectrem Group & Vanguard, Services of investment advisors to affluent investors in the United States as of 3rd quarter 2014, by affluence level Statista, https://www.statista.com/statistics/323768/investment-advisors-services-affluent-investors-usa/ (last visited December 22, 2024)
Services of investment advisors to affluent investors in the United States as of 3rd quarter 2014, by affluence level [Graph], Spectrem Group, & Vanguard, March 24, 2015. [Online]. Available: https://www.statista.com/statistics/323768/investment-advisors-services-affluent-investors-usa/
