The Most Important Wealth Management Statistics You Can’t Afford to Ignore in 2026

If you want to understand where wealth is really heading, ignore the noise and focus on the numbers, because the data tells a very different story than the headlines. 

Right now, money is moving faster, technology is advancing more aggressively, and investor behavior is shifting more sharply than at any point in the last decade.

And if you’re not already watching these changes closely, you’re missing the signals that high-performing investors, advisors, and wealth leaders are already acting on.

This isn’t another generic “state of the industry” roundup.

It’s a distilled snapshot of the most important wealth management statistics shaping 2026 and beyond. 

The stats that show where capital is flowing, what clients actually want, how technology is rewriting the rules, and what risks are quietly building under the surface.

So let’s dive into the data that’s rewriting the global wealth map… and discover what it means for your strategy, your clients, and your financial future. 

Key Wealth Management Statistics (Editor’s Pick)

• Global wealth is projected to reach $156.35 trillion in 2025, rising to $176.54 trillion by 2030 (2.46% CAGR).
• The United States leads the world with 24 million millionaires—four times more than any other country.
• The global asset management industry hit a record $147 trillion AUM in 2025, marking its strongest rebound in a decade.
• Wealthy individuals are expected to transfer $83 trillion over the next 20–25 years.
• Over 70% of high-net-worth individuals invest primarily for growth, while fewer than 6% invest primarily for income.
• 95% of wealth and asset management firms are now scaling GenAI across multiple use cases.
• The U.S. AI in asset management sector will grow from $1.65B (2024) to $14.17B by 2034 (23.99% CAGR).
• 97% of wealth managers believe AI will transform financial advice within three years.
• For clients, macroeconomic pressures remain dominant: 76% say inflation and interest rates are the top drivers of investment decisions.
• The U.S. had 870 billionaires in 2025, retaining the world’s largest ultra-wealthy population.
• Only 10% of HNWIs use a wealth manager for all their assets, despite the industry’s rapid growth.
• Evergreen and semi-liquid funds saw explosive inflows, reaching $348B in AUM with $64B added in 2024 alone.
• Secondary markets hit $700B+ AUM, with $130B raised globally in 2024.
• The top 10% of U.S. earners now hold two-thirds of all national wealth, while the bottom half holds just 2.5%.
• FinTech adoption in wealth management climbed from 8% (2020) to 12% (2024) and continues rising.
• 39% of asset and wealth managers are training their workforce to use new technologies—showing a major capability gap.
• Only 23% of Americans currently use professional financial advisory services at all.
• 54% of wealth managers say intergenerational wealth transfer is their biggest challenge.
• Baby boomers still control 51.4% of U.S. wealth, compared to millennials’ 10.3% share.
• Europe’s total adult wealth reached a record $110 trillion in 2024.

General Wealth Management Statistics

1. The Wealth Management market’s Assets under Management are expected to hit $156.35 trillion in 2025, led by Financial Advisory at $153.31 trillion. With a 2.46% annual growth rate, Assets under Management are projected to reach $176.54 trillion by 2030. (source)

2. Most Swiss clients are cautiously optimistic about the next 12–18 months: 53% feel guarded confidence, and 24% are neutral. Still, optimism is restrained by concerns over inflation and interest rates (76%), geopolitical tensions (62%), and the disruptive impact of emerging technologies (32%). (source)

3. With inflation easing and interest rates settling, 53% of clients feel cautiously optimistic about their investments. Meanwhile, 62% of wealth managers are still worried about geopolitical risks, and 76% of clients view macroeconomic conditions—particularly inflation and interest rates—as the key influences on their investment choices. (source)

4. 53% of wealth management professionals said that expertise in cross-border issues will be essential for Relationship Managers in the coming years, as more clients spread their assets across multiple regions. Another 31% highlighted the rising significance of AI and digital tools in supporting wealth transfers, managing portfolios, and delivering tailored advice. (source)

5. Under 25% of high-net-worth individuals (HNWIs) used wealth management services for part of their assets in 2024. Only 10% worked with a wealth manager for all their assets, while more than half showed no interest in using such services. (source) 

6. Wealth & Asset Management firms are seeing minimal workforce changes so far (97%), but 68% expect significant transformations in middle- and back-office roles over the next 5 years. (source) 

7. CAPTRUST was the top registered investment advisory firm in the US in 2025, with assets under management (AUM) of approximately $1.08 billion at the end of 2024. (source)

8. Wealth management clients showed high satisfaction (over 70%) with actively managed funds, but low satisfaction (under 30%) with digital asset services. (source)

9. Europe’s wealth management market is valued at $44.92 trillion in 2025 and expected to hit $55.74 trillion by 2030, growing at a 4.41% CAGR. High-net-worth individuals held 58.89% market share in 2024; the ultra-high-net-worth cohort is set to grow at a 7.24% CAGR to 2030. (source)

10. The global asset and wealth management market is projected to grow from $3.2 trillion in 2023 to $6.5 trillion by 2032, at a CAGR of 8.1%. (source)

11. The Latin America Wealth Management Market is expected to grow from $1.21 trillion in 2025 to $1.36 trillion by 2030, at a 2.34% CAGR. To keep up, traditional firms are going digital, with 73% of Brazil’s retail transactions already happening online. This shift is driven by a growing HNWI population, rising financial literacy, and increasing demand for sophisticated services. (source)

12. In 2024, Moneta Group ranked third in the US for wealth management AUM ($37.5 billion). Pathstone was second ($48.5 billion), and Creative Planning led with $175.27 billion AUM. (source)

13. The US had the world’s largest wealth management market in 2024, with nearly $88.4 trillion in assets under management (AUM), expected to hit $101 trillion by 2029. The UK ranked second with over $11 trillion AUM, followed by France with around $9.4 trillion. (source)

14. The US wealth management market’s AUM is expected to rise by $22.5 trillion (+35.94%) from 2024 to 2028, reaching a record $85.14 trillion. (source)

15. In 2025, the US wealth management market’s Financial Advisory segment is expected to see a 4.5% change in assets under management. By 2029, this growth is projected to slow to 1.4%, although assets under management will still increase. (source)

16. In 2025, the top three wealth management firms were neck and neck in client satisfaction. Bank of America Private Bank took the top spot with a 96.67% score, followed closely by Morgan Stanley’s Private Wealth Management (0.01% behind UBS), and UBS Wealth Management rounded out the top three. (source)

17. Merrill Wealth Management’s Global Corporate & Institutional Advisory Services topped as the best performing private wealth management in the US with $129.4 billion AUM in 2025. Morgan Stanley’s Polk Wealth Management Group was close behind with $127 billion in AUM. (source)

18. The number of financial advisors in the US wealth management sector is expected to grow significantly, reaching around 511,000 by 2029, up from nearly 380,000 in 2024. (source)

19. In 2023, 20% of wealth management clients valued legal services most, while 17% prioritized tax preparation. (source)

20. In 2018, 30% of wealth management clients preferred one-stop-shop solutions, increasing to 47% by 2023, who sought holistic advice for their financial needs. (source)

21. As of 2025, LPL Financial leads the US registered investment advisors with over 1.8 million clients, while Edelman Financial Engines follows closely with around 1.27 million clients. (source)

22. 46% of US HNWIs plan to switch or add new wealth management providers within the next 2 years. (source)

23. 52% of wealth management consumers prioritize saving and planning, while 45% focus on investment and portfolio management, indicating a growing demand for advisory services. (source)

24. The top wealth management centers, ranked by competitiveness, are Switzerland, followed closely by Singapore, then the US, Hong Kong, the UAE, and the UK. (source)

Global Wealth Overview Statistics

25. In 2025, the United States had the largest billionaire population, with 870 individuals, followed by China with 823. India, the United Kingdom, and Germany also had substantial numbers of billionaires. (source) 

26. The United States led the world with nearly 24 million millionaires in 2024. China ranked second with over six million, followed by France in third with approximately three million individuals worth more than one million U.S. dollars. (source) 

27. In the first quarter of 2025, the top 10% of earners possessed almost two-thirds of the total wealth in the United States. By contrast, the bottom half of earners held only 2.5 percent of the nation’s wealth. (source) 

28. The total wealth of Europe’s adult population reached its highest point in 2024, totaling approximately 110.015 trillion U.S. dollars. Between 2010 and 2024, wealth levels experienced fluctuations, hitting a low of about 76.812 trillion U.S. dollars in 2016. As of now, the total wealth stands at 110.015 trillion U.S. dollars. (source)

29. Global AUM is projected to reach $171 trillion by 2028, growing at a 5.9% CAGR, with alternatives growing faster at 6.7% CAGR. (source)

30. Wealthy individuals’ alternative asset holdings are expected to rise from $4 trillion (24%) to $12 trillion (33%) by 2030. (source)

31. As of August 2025, Euroclear led global fund managers with $44.8 trillion in assets under management (AUM). BlackRock followed closely with $12.5 trillion AUM, while Schwab ranked third with $10.35 trillion in managed fund assets. (source)

32. India’s wealth management market is expected to grow at a CAGR of 10.02% from FY2025 to FY2032, reaching USD 331.13 billion from USD 154.25 billion in FY2024. As the country nears a USD 5 trillion economy, more individuals are seeking professional financial planning and investment management to preserve and grow their assets. Nearly three individuals join the ultra-high-net-worth (UHNW) club daily, with a net worth over USD 30 million, creating a larger customer base for wealth management services. (source)

33. The US has the most millionaires, with approximately 22 million individuals. China ranks second with over 6 million millionaires, followed by the UK with around 3 million. The US hosts 38% of the world’s millionaires, while Western Europe accounts for 28% and China 10%. (source)

34. The world’s wealth pyramid is topped by 14 individuals with a collective wealth of nearly $2 trillion. The second-highest tier consists of 12 people with $50-100 billion. The next tier has around 2,600 individuals with $1-50 billion. Below these tiers are a broad band of approximately 58 million people with $1 million to $1 billion. (source)

35. Approximately $83 trillion is expected to be transferred within the next 20-25 years. Notably, people over 75 years old currently hold nearly 20% of the world’s total wealth. (source)

36. An estimated $9 trillion in wealth will be transferred between spouses within the same generation. Of the total $83.5 trillion expected to be transferred, over 10% is likely to come from women passing wealth to the next generation. (source)

37. The total assets of euro area financial institutions grew from 107.41 trillion USD in 2022 to 108.92 trillion USD in 2023, showing a slight increase with some fluctuations between 2002 and 2023. (source)

38. Global revenue from alternative investment products is projected to rise until 2028, reaching $343 billion (57% of total revenue), up from 32% in 2005. (source)

39. Switzerland remains the largest booking center with $2.2 trillion in international assets, narrowly ahead of the UK. Total international managed assets reached $10.1 trillion in 2023, up 2.9% from the previous year. The market share shifts saw the UK, US, Hong Kong, and Luxembourg gain, while Switzerland and Panama & Caribbean lost share. (source)

40. Global net wealth reached $477 trillion in 2023, growing 4.3% from the previous year. This includes financial wealth, liabilities, and real assets. (source) 

41. Financial wealth grew 7% in 2023 to $275 trillion, driven by a 15.8% surge in global equities to $72.5 trillion, following a strong rebound in corporate earnings and a decline in global inflation. (source)

42. The US is the fastest-growing booking center for Western wealth, with cross-border wealth inflows increasing 5.6% in 2023 and expected to grow 6.9% annually through 2028. (source)

Demographic Breakdown in Wealth Management 

43. In 2024, wealth preservation was the second most popular investment goal for high net worth individuals (HNWIs), with over 70% investing primarily for growth and less than 6% aiming for income generation. (source)

44. In 2024, only about 25% of HNWIs used wealth management services for some assets, 10% worked with a wealth manager for all assets, and over 50% weren’t interested in using a wealth manager. (source)

45. Baby boomers were the least satisfied with their wealth management firms’ investment product services, particularly with digital assets, where less than 15% were satisfied. (source)

46. As of 2024, real estate equity made up 17 percent of the global asset portfolios of high-net-worth individuals (HNWIs). The largest share was held by public company equity, representing nearly half of total assets, whereas private company investments constituted 15 percent. (source)

47. In 2024, cash represented the largest share of total assets held by high-net-worth investors. In contrast, for family offices, cash comprised only 11% of assets under management (AUM). Instead, alternative investments dominated family office portfolios, making up more than half of their AUM allocation. (source)

48. As of May 2024, financial advisors employed in securities, commodity contracts, and other financial investment services were the highest earners in the United States, with an average annual income of 176,470 U.S. dollars. They were followed by advisors in non-depository credit intermediation, who earned an average of 155,000 U.S. dollars per year. (source)

49. In the first quarter of 2025, baby boomers held 51.4 percent of the total wealth in the United States, while millennials owned approximately 10.3 percent. Despite this gap in wealth, the population shares of millennials and baby boomers were nearly equal in 2024. (source)

50. There are over 116,025 wealth management advisors currently employed in the United States. (source)

51. The US wealth management industry comprises 30.9% female advisors and 69.1% male advisors. (source)

52. The average age of a wealth management advisor in the US is 44 years old. (source)

53. The ethnic breakdown of US wealth management advisors is predominantly White (72.2%), followed by Hispanic or Latino (9.4%), Asian (8.3%), and Black or African American (5.6%). (source)

54. In the wealth management industry, women earn 84 cents for every dollar earned by men, with a median income of $76,363 for women compared to $90,621 for men. (source)

55. The average salary for wealth management advisors in the US is $91,605, with a typical range of $49,000 to $168,000 per year. The average hourly rate is $44.04. (source)

Wealth Management Technology Statistics

56. In 2024, full-service institutions and universal banks were the most used by wealth management clients globally, serving about 33% of private wealth clients. Meanwhile, FinTech adoption in wealth management rose from 8% in 2020 to 12% in 2024. (source) 

57. In 2024, full-service institutions and universal banks had the highest usage among wealth management clients globally, with roughly 33 percent relying on them for private wealth management. Meanwhile, the share of clients using FinTech solutions grew from 8 percent in 2020 to 12 percent in 2024. (source)

58. Wealth management clients prefer direct communication with their advisors, especially through virtual tools. However, for creating and maintaining a financial plan, clients prefer in-person meetings. (source)

59.  72% of asset and wealth managers believe disruptive tech will shift customer preferences towards tech-enabled solutions. (source)

60. Only 18% of asset and wealth managers currently offer digital assets, but those who do report an 80% increase in inflows. (source)

61. 81% of asset and wealth managers are considering partnerships, consolidations, or M&A to boost their tech capabilities. (source)

62. Only 39% of asset and wealth managers are upskilling staff to leverage new technologies. (source)

63. 54% of asset and wealth managers believe disruptive technologies will significantly impact their cybersecurity measures. (source)

64. Over 90% of asset managers are utilizing disruptive technologies such as AI, big data, and blockchain. (source)

65. 80% of surveyed asset and wealth managers say disruptive technology drives revenue growth. (source)

66. 68% of asset and wealth managers allocate less than 1/6 of their capital expenditure to innovative technologies. (source)

67. 58% of asset and wealth managers see inadequate technology infrastructure as a barrier to adopting disruptive tech. (source) 

68. The wealth management platform market is expected to be worth USD 4.0 billion in 2025 and to grow to USD 10.4 billion by 2035, reflecting a compound annual growth rate (CAGR) of 10.0% during the forecast period. (source) 

69. North America’s wealth management software market was $2.0 billion in 2024 and is projected to reach $4.2 billion by 2030, growing at a 13.4% CAGR. (source)

70. Europe’s wealth management software market was $1.4 billion in 2024 and is projected to reach $3.0 billion by 2030, growing at a 13.1% CAGR. (source)

71. 90% of Hong Kong’s wealthy people have increased their use of digital channels for wealth management services over the past two years. (source)

72. Hong Kong’s wealthy individuals primarily manage their wealth through self-service channels, with 53% using the internet, 52% using mobile apps, and 46% utilizing online chats with wealth managers. (source)

73. When accessing investment or wealth management services remotely, 39% of Hong Kong’s wealthy people prefer a hybrid approach combining digital self-service and human interaction, outnumbering those who prefer fully digital (33%) or fully human-led (27%) services. (source)

74. 68% of investors expect wealth management firms’ digital experiences to match leading tech companies’, driving demand for seamless omnichannel delivery. (source)

Regional Wealth Management Statistics

75. As of 2025, discretionary accounts managed by investment firms in Japan contained about 597.1 trillion Japanese yen in assets. This marked a 0.7 percent rise from the prior year. In comparison, assets held in collective investment schemes saw a sharper increase of 17.1 percent. (source) 

76. Wealth management firms in Europe expect CRM and KYC/AML tech to primarily shape the industry’s future by 2025, while advanced robo-advisory tools were ranked as the least expected to have an impact. (source) 

77. By 2025, the Nigerian wealth management market is projected to hold about USD 32.05 billion in assets under management (AUM). The financial advisory segment is expected to account for the largest share, reaching an estimated USD 21.71 billion. From 2025 to 2030, the market is forecast to expand at a compound annual growth rate (CAGR) of 4.28%, bringing total AUM to roughly USD 39.52 billion by 2030. (source)

78. In 2023, nearly 50% of Australasia’s ultra-high-net-worth individuals (UHNWIs) expected a marginal wealth increase (<10%), while around 20% anticipated a significant increase (>10%). (source)

79. As of December 2024, South Korea had 492 asset management companies, an increase from roughly 470 the year before. The number of such firms has expanded rapidly in recent years, reflecting steady growth in the country’s asset management industry.  (source)

80. India’s wealth management industry AUM is projected to reach $1.8 trillion within the next 4-5 years. (source)

81. India’s wealth management market is projected to grow from $154.25 billion in FY2024 to $331.13 billion in FY2032, at a 10.02% CAGR. (source)

82. Among Hong Kong’s wealthy individuals, 45% prefer face-to-face meetings with wealth managers, a preference that remains strong even among younger respondents (41% of those aged 19-34). (source)

83. In Hong Kong, 75% of wealthy people manage part of their wealth themselves, with 55% using wealth managers, 52% using robo-advisors. In contrast, mainland China’s wealthy people are more likely to self-manage (66%) and less likely to use robo-advisors (41%). (source)

84. China’s Investment and Asset Management industry reached $16.4 billion in revenue in 2024. The industry has experienced an average annual decline of 0.6% from 2019 to 2024. (source) 

85. In 2025, assets under management (AUM) in Africa’s wealth management market are expected to total around USD 782.78 billion. The financial advisory segment is projected to lead the market, accounting for approximately USD 739.34 billion. Overall, AUM is anticipated to grow at a compound annual growth rate (CAGR) of 1.84% between 2025 and 2030, reaching about USD 857.57 billion by 2030. (source)

86. By 2025, South Africa’s wealth management market is projected to hold around USD 609.98 billion in assets under management (AUM). The financial advisory segment is expected to account for the majority of this amount, with a projected value of USD 601.49 billion. Over the period from 2025 to 2030, AUM is anticipated to increase at a compound annual growth rate (CAGR) of 1.25%, reaching approximately USD 648.99 billion by 2030. (source) 

87. According to Cowrywise, the top wealth management firms in Nigeria are:

88. In 2024, Australia’s wealth management market was valued at USD 110.3 million. Looking ahead, the market is projected to expand to USD 213.2 million by 2033, reflecting a compound annual growth rate (CAGR) of 7.60% between 2025 and 2033. (source)

89. Africa’s wealth totals $2.5 trillion in liquid investable assets, with 135,200 millionaires, 342 centi-millionaires, and 21 billionaires on the continent. (source)

AI in Wealth Management Statistics

90. There’s a gap between enthusiasm and satisfaction – only 66% are satisfied with their firm’s current AI tools, despite the optimism around AI adoption. (source) 

91. 40% of wealth managers and advisors think AI could be competing with them for clients within a year, and a whopping 97% believe AI will transform financial advice in the next 3 years. (source) 

92. 35% of wealth managers think Investment Management will be the area most impacted by AI. (source) 

93. 96% of wealth managers see AI transforming client advice, and 96% believe GenAI tools are crucial for their role. However, only 66% are satisfied with their firm’s digital GenAI tools. (source) 

94. In 2024, the U.S. AI in the asset management market was valued at USD 1.65 billion and is expected to reach approximately USD 14.17 billion by 2034. The market is projected to expand at a compound annual growth rate (CAGR) of 23.99% between 2025 and 2034. (source) 

95. 80% of asset and wealth managers believe AI will drive revenue growth, with “tech-as-a-service” potentially boosting revenues by 12% by 2028. (source) 

96. 73% of assets and wealth management (AWM) organisations believe AI will be the most transformative technology in the next 2-3 years. (source)

97. 71% of asset and wealth managers believe cloud technology will shape the industry’s future over the next 2-3 years. (source)

98. Generative AI (GenAI) is revolutionizing the wealth and asset management (WAM) industry, with 95% of firms scaling their adoption to multiple use cases. A staggering 78% are already exploring agentic AI to unlock deeper strategic advantages. This technology is being used to enhance investment decisions, improve client engagement, and increase operational efficiency. (source) 

99. GenAI is set to dominate retail investment advice, growing from its current early stage to 78% usage in 2028, and potentially becoming the top source of advice by 2027, according to the Deloitte Center for Financial Services. (source) 

100. GenAI is being used in wealth management for various tasks, with top use cases including writing assistance, note-taking, and meeting prep (80%), and AI assistants or copilots (over 50%). (source) 

101. Over 2/3 of wealth management leaders and advisors are already using GenAI, with half piloting and the other half using it at scale for specific or multiple use cases. (source) 

102. 45% of wealth management tech leaders are already using GenAI at scale in their firms. (source) 

103. 65% of wealth managers believe gen AI can improve productivity, 63% see its value in risk management and fraud detection, and 54% acknowledge its role in personalizing client offerings. (source)

104. Nearly three-quarters (74%) of wealthy individuals in Hong Kong are comfortable with AI-driven wealth management decisions. (source)

105. The global AI in asset management market was valued at USD 4.62 billion in 2024 and is projected to grow from USD 5.75 billion in 2025 to around USD 38.94 billion by 2034. This represents a strong compound annual growth rate (CAGR) of 23.76% over the period from 2025 to 2034. (source)

106. Wealth managers and advisors are feeling bullish about AI, with 98% saying they’re optimistic and enthusiastic about adopting more AI-based client engagement and collaboration tools. (source) 

107. 62% of wealth management firms believe AI will significantly transform their operations, driven by investor expectations, as 68% want digital experiences comparable to leading tech companies. (source)

Wealth Management Investment Trends

108. In 2024, wealth preservation was the second most common investment goal for high-net-worth individuals (HNWIs). Fewer than 6% sought income from their investments, while over 70% focused primarily on growth. (source) 

109. Evergreen vehicles and semi-liquid funds are on fire in private wealth, with US AUM hitting $348 billion and $64 billion inflows in 2024. Secondaries are also hot, with $700B+ AUM and $130B raised globally in 2024. (source) 

110. Most art professionals (91%), wealth managers (88%), and art collectors (87%) agree that art and collectibles should be part of wealth management services. (source) 

111. 36% of wealth managers see sustainable investing as a top opportunity for the next two years. (source)

112. Over 50% of UK and European wealth managers plan to increase their emerging market equity exposure in the coming years. (source)

113. 45% of wealth managers prioritized private markets as a top investment focus for the year. (source)

114. 90% of art collectors consider art market research/information the most important wealth management service, followed by art valuation services (72%). (source)

Statistics on Wealth Management Challenges or Concerns

115. Wealth management clients identified three main challenges they face: 54% cited intergenerational wealth transfers, noting the contrast between older clients’ focus on legacy and younger heirs’ demand for innovation. 53% highlighted rising regulatory pressures driven by ESG and broader compliance demands, and 42% pointed to technological transformation, as client expectations for seamless digital experiences outpace the ease of integrating AI and other tools into legacy systems. (source) 

116. Wealth managers with $501m-$25b AUM are saving big on compliance and risk management, while large asset managers ($2t-$25t AUM) are seeing major IT infrastructure efficiency gains. (source) 

117. 81% of wealth managers who avoid illiquid assets cited lengthy lock-in periods as the primary reason. (source)

118. Wealth managers’ main concerns are volatile markets (40%), higher inflation (28%), and low investment returns (28%). (source)

119. Wealth managers’ top crypto concerns are inadequate transparency/education (43%), insufficient regulation (43%), and security/custody risks (43%). (source)

120. One in six asset and wealth management firms is expected to merge or go out of business within the next five years. (source)

121. In 2024, the use of professional financial advisory services for wealth management in the United States remained relatively low, with only 23 percent of individuals seeking assistance from financial advisors to manage their wealth. (source)

122. In 2024, US financial advisors reported that 74% of clients were concerned about inflation’s impact on investments, while 75% were concerned about interest rates’ effects on financial decisions. (source)

Asset Management Statistics 

123. In 2024, the use of professional financial advisory services for wealth management in the United States remained relatively low, with only 23 percent of individuals seeking assistance from financial advisors to manage their wealth. (source)

124. In 2024, US financial advisors reported that 74% of clients were concerned about inflation’s impact on investments, while 75% were concerned about interest rates’ effects on financial decisions. (source)

125. Only 39% of asset and wealth managers are training their internal teams to effectively utilize new technologies. (source) 

126. Asset management finally got its rebound in 2024-2025, with global AUM hitting a record $147 trillion in June 2025, though the ride was a bit bumpy. (source) 

127. The Global Asset under management market jumped $15 trillion to $135 trillion, the biggest one-year rise in a decade, driven 70% by market gains and 30% by new client money across various channels and strategies. (source) 

128. In 2024, the United States had 7,038 mutual funds, marking a decline from the previous year. This continues the downward trend that began in 2019, when the number of mutual funds dropped below 8,000. (source)

129. 59% of asset and wealth managers are adopting or considering big data analytics for investment operations. (source)

130. As of August 2025, the world’s ten largest asset management firms each oversaw more than one trillion U.S. dollars in assets under management. The industry leader, New York City–based BlackRock, managed significantly more than this amount. Vanguard Asset Management ranked second, serving as BlackRock’s main competitor, though its total assets under management were about four trillion U.S. dollars lower. (source)

131. In 2024, Goldman Sachs’ asset management division earned the highest net revenue from management and other fees, totaling around USD 10.4 billion. Additional contributions to asset management net revenue came from private banking and lending, debt and equity investments, and incentive fees, pushing the total asset and wealth management net revenue to over USD 16 billion. (source)

132. 73% of asset managers are considering a strategic merger with another asset manager. (source)

Wealth Management Statistics FAQs