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Private wealth management in the United States

Statistics report on private wealth management in the United States

This report aims to provide an overview of wealth management in the United States. It includes chapters with rankings of wealth management and advisory firms by client satisfaction and assets under management, figures on wealth distribution, and client sentiments. The report then provides a deeper insight into the breakdown of assets in the United States. It further includes a chapter focusing specifically on robo-advisors in the United States.

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Table of contents

Overview

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  • Premium Forecast Leading countries worldwide by AUM 2024-2025 forecast to 2030
  • Premium Statistic Average return of the S&P 500 by political environment in the U.S. from 1928 to 2023
  • Premium Statistic Rate of return on the S&P 500 by political party in selected years from 1928 to 2020

Assets

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  • Premium Forecast Financial advisory assets under management in the United States 2017-2030
  • Premium Forecast Financial advisory change in managed assets in the United States 2024-2029
  • Premium Statistic Gross financial assets and liabilities worldwide 2024, by country
  • Basic Statistic Total financial assets of U.S. households non-profit organizations 2000-2024
  • Premium Statistic Asset allocation as a percent of AUM of HNW investors and family offices U.S. 2024
  • Basic Statistic Net flows as a percentage of wealth management AUM in the United States 2022

Management and advisory in the United States

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  • Premium Statistic Leading wealth management and advisory firms worldwide, 2025, by client satisfaction
  • Premium Statistic Ranking of leading wealth management teams in the United States 2025
  • Premium Statistic Ranking of leading registered investment advisors (RIAs) in the United States 2025
  • Premium Statistic U.S: financial advisors projected strategies 2023-2024, by investment type
  • Premium Statistic Adoption of financial advisory for wealth management in the U.S. in 2024
  • Premium Forecast Number of wealth management advisors in the United States 2017-2024 forecast to 2029
  • Premium Statistic Employment of financial advisors in the U.S. 2025, by industry
  • Premium Statistic Average annual salary of financial advisors in the U.S. 2025, by industry

Leading wealth management firms by assets

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  • Premium Statistic Leading wealth management firms in the U.S. 2024, by total AUM
  • Premium Statistic Total AUM of wealth management firm Creative Planning in the U.S. 2016-2023
  • Premium Statistic Total AUM of wealth management firm Pathstone in the U.S., 2018-2024
  • Premium Statistic Total AUM of wealth management firm Moneta Group in the U.S. 2016-2024
  • Premium Statistic Total AUM of wealth management firm Savant Wealth Management in the U.S. 2016-2024

Wealth distribution in the United States

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  • Premium Forecast Number of high net worth individuals in the United States 2017-2024 forecast to 2028
  • Basic Statistic Quarterly wealth distribution in the U.S. 1989-2026, by generation
  • Basic Statistic Wealth distribution in the U.S. Q1 2026, by generation
  • Premium Statistic Household wealth distribution in the U.S. Q1 2026 by wealth percentile

Wealth clients

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  • Basic Statistic Most valued wealth management services in the U.S. 2023
  • Premium Statistic Most common inquiries of financial advisors' clients in past six months U.S. 2024
  • Basic Statistic Share of wealth clients who prefer holistic management advice in the U.S. 2023
  • Basic Statistic Monetary change in wealth management client assets in the United States 2022

Robo-advisors

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  • Premium Forecast AUM of robo-advisors in the U.S. 2018-2029
  • Premium Forecast Assets under management growth of robo-advisors in the U.S. 2018-2029
  • Premium Forecast Average AUM of robo-advisors in the United States 2017-2030
  • Premium Forecast Users in the robo-advisors segment of the fintech market United States 2017-2029
  • Premium Forecast Revenue in the robo-advisors segment of the fintech market United States 2018-2029
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