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Financial advisory change in managed assets in the United States from 2024 to 2029

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Supplementary notes

Data were modeled for: 2024, 2025, 2026, 2027, 2028, and 2029.

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Financial advisory change in managed assets in the United States 2024-2029

Published by ÌÇÐÄÆƽâ°æ Research Department, Aug 18, 2025

The change in assets under management in the 'Financial Advisory' segment of the wealth management market in the United States was modeled to stand at *** percent in 2025. The change in assets under management is expected to shrink to *** percent in 2029, yet with a positive increase in assets under management. 

Further information about the methodology, more market segments, and metrics can be found on the dedicated Market ÌÇÐÄÆƽâ°æ page on Financial Advisory.

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Statistics on " Private wealth management in the United States "

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