Investment advisors in the United States

Statistics report on investment advisors in the United States

Investment advisors in the United States

There were approximately 14,800 investment advisors registered at the U.S. Security and Exchange Commission (SEC) in 2021, helping clients (the investors) with investments through direct investment management, or through recommendation or guidance. This report presents statistics on investment advisors in the United States to give an overview of the size of investment advisors, the leading firms, robo-advisors, tools used by investment advisors, and services provided. It further includes figures on who their clients are, and on client-investor relationship.

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Table of contents

Overview

5
  • Premium Statistic Total number of of SEC-registered investment advisors 2000-2022
  • Premium Statistic Number of Registered Investment Advisors (RIAs) employed in the U.S. 2012-2022
  • Premium Statistic Total AUM of SEC-registered investment advisors 2000-2022
  • Premium Statistic Number of SEC-registered advisors 2017-2022, by AUM
  • Premium Statistic Ten most common countries by number of SEC-registered investment advisors 2018-2022

Leading firms

3
  • Premium Statistic Leading registered investment advisors in the U.S. 2023, by assets
  • Premium Statistic Assets per client of largest registered investment advisor companies in the U.S. 2021
  • Premium Statistic RIAs with the highest growth in managed assets in the U.S. 2020-2021

Robo-advisors

7
  • Premium Forecast AUM of robo-advisors in the U.S. 2018-2028
  • Premium Forecast Assets under management growth of robo-advisors in the U.S. 2019-2028
  • Premium Forecast Average AUM of robo-advisors in the U.S. 2018-2028
  • Premium Forecast RoboAdvisor usage (prospective) in the U.S. 2023
  • Premium Statistic Investor preference for human or robo-advisor 2021, by country
  • Premium Statistic Level of investor trust in robo-advisors 2021, by investor age group
  • Premium Statistic Institutional investors perceived impact of AI on investment outcomes 2021

Tools

3
  • Premium Statistic Highest valued software for financial planning firms worldwide 2023
  • Premium Statistic Investors preferred channel of communication with advisors 2021 by event type
  • Premium Statistic Social media usage among SEC investment advisors 2017-2022, by social media

Services

3
  • Premium Statistic Leading financial advisors in the US 2022, by AUM (in billion U.S. dollars)
  • Premium Statistic U.S: financial advisors projected strategies 2023-2024, by investment type
  • Premium Statistic SEC-registered investment advisors by compensation scheme 2022

Clients

5
  • Premium Statistic Number of SEC-registered investment advisors' clients 2017-2022, by type
  • Premium Statistic Number of SEC-registered investment advisors' clients 2022, by segment
  • Premium Statistic Value of SEC-registered investment advisors' assets 2022, by segment
  • Premium Statistic Share of HNWIs as SEC-registered investment advisors' clients 2017-2023
  • Premium Statistic HNWI's share of SEC-registered investment advisors' assets 2017-2023

Client-advisor relationship

4
  • Premium Statistic Leading trust factors in an investor/financial advisor relationship the 2021
  • Premium Statistic The importance of shared values in an investor/advisor relationship 2021, by country
  • Premium Statistic Main reason to leave investment advisor/asset managers worldwide 2020-2022
  • Premium Statistic Most common inquiries of financial advisors' clients in past six months U.S. 2024
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