What percent of the assets that you manage for clients today is in equities, fixed income, international investments, cash or alternative assets such as private equity or real estate?
Characteristic
Equities
Fixed income
International
Cash and cash alternatives
Other*
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
The chart is not accessible to screen readers. Please switch to the table view to access the data.
You need a ÌÇÐÄÆƽâ°æ Account for unlimited access
* Includes private equity, real estate, derivatives. Registered investment advisors (RIA) are companies managing assets of high net worth individuals. Survey information: 71 percent of the surveyed RIAs were owners/CEOs of the company. Average assets under management were 232 million U.S. dollars. 2014 survey was carried out in January. Percentage points missing to 100 percent are probably due to rounding.
Citation formats
Asset allocation of high net worth individuals in the U.S. 2009-2015
The statistic presents the asset allocation of high net worth individuals in the United States from 2009 to 2015. As of January 2015, ** percent of the high net worth individuals' assets were invested in equities.
Profit from the additional features of your individual account
Currently, you are using a shared account. To use individual functions (e.g., mark statistics as favourites, set
statistic alerts) please log in with your personal account.
If you are an admin, please authenticate by logging in again.
Learn more about how ÌÇÐÄÆƽâ°æ can support your business.
TD Ameritrade. (March 24, 2015). What percent of the assets that you manage for clients today is in equities, fixed income, international investments, cash or alternative assets such as private equity or real estate? [Graph]. In ÌÇÐÄÆƽâ°æ. Retrieved July 24, 2026, from /statistics/322581/hnwi-asset-allocation-usa/
TD Ameritrade. "What percent of the assets that you manage for clients today is in equities, fixed income, international investments, cash or alternative assets such as private equity or real estate?." Chart. March 24, 2015. ÌÇÐÄÆƽâ°æ. Accessed July 24, 2026. /statistics/322581/hnwi-asset-allocation-usa/
TD Ameritrade. (2015). What percent of the assets that you manage for clients today is in equities, fixed income, international investments, cash or alternative assets such as private equity or real estate?. ÌÇÐÄÆƽâ°æ. ÌÇÐÄÆƽâ°æ Inc.. Accessed: July 24, 2026. /statistics/322581/hnwi-asset-allocation-usa/
TD Ameritrade. "What Percent of The Assets That You Manage for Clients Today Is in Equities, Fixed Income, International Investments, Cash or Alternative Assets Such as Private Equity or Real Estate?." ÌÇÐÄÆƽâ°æ, ÌÇÐÄÆƽâ°æ Inc., 24 Mar 2015, /statistics/322581/hnwi-asset-allocation-usa/
TD Ameritrade, What percent of the assets that you manage for clients today is in equities, fixed income, international investments, cash or alternative assets such as private equity or real estate? ÌÇÐÄÆƽâ°æ, /statistics/322581/hnwi-asset-allocation-usa/ (last visited July 24, 2026)
What percent of the assets that you manage for clients today is in equities, fixed income, international investments, cash or alternative assets such as private equity or real estate? [Graph], TD Ameritrade, March 24, 2015. [Online]. Available: /statistics/322581/hnwi-asset-allocation-usa/
