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 Statista Research Department, Aug 14, 2026

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 Insights page on Financial Advisory.

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