Among the various services that financial advisors can provide to their clients, the creation of investment-management strategies was the most common in the United States in 2020. Maximizing income in retirement was the second most common service, being provided to 47 percent of the investors surveyed in 2020.
Most commonly provided services by financial advisors to investors in the U.S. in 2020
Basic Account
Get to know the platform
You only have access to basic statistics.
This statistic is not included in your account.
Starter Account
The ideal entry-level account for individual users
- Instant access to 1m statistics
- Download in XLS, PDF & PNG format
- Detailed references
$199 USD / Month *
Professional Account
Full access
Business Solutions including all features.
* Prices do not include sales tax.
Other statistics that may interest you Statistics on
About the industry
10
- Premium Statistic Assets under management (AUM) of investment management companies in Japan 2014-2023
- Premium Statistic Assets under management of investment management companies Japan 2017-2023, by type
- Premium Statistic Value of AUM in discretionary accounts in Japan 2017-2023, by type of client
- Premium Statistic Assets under management in wrap accounts in Japan 2017-2023, by type of client
- Premium Statistic Performance of selected robo-advisors worldwide 2021
- Premium Statistic Number of robo-advisors globally 2017, by country
- Premium Statistic Ways of learning about robo-advisors worldwide 2016
- Premium Statistic Preferred methods of seeking financial advice in the U.S. 2016, by type
- Premium Statistic Assets under management of robo-advisors globally 2015-2020
- Premium Statistic Number of digital advisory companies launched in the U.S. 2008-2015
About the region
10
- Premium Statistic Number of financial institutions used in the U.S. 2016, by generation
- Basic Statistic Number of employees in the advertising industry in the U.S. 2009-2021, by segment
- Basic Statistic No. of establishments in the advertising industry in the U.S. 2007-2021, by segment
- Premium Statistic Integrated services revenue of U.S. advertising agencies 2010-2021
- Basic Statistic Estimated revenue of public relations agencies in the U.S. 2000-2022
- Basic Statistic PR agencies' revenue in the U.S. 2022, by source
- Premium Statistic Estimated revenue of U.S. media buying agencies 2000-2021
- Basic Statistic Estimated expenses of the ad, PR, and related services industry in the U.S. 2007-2022
- Premium Statistic Revenue sources of U.S. direct mail advertising companies 2021
- Basic Statistic Estimated revenue of out-of-home (OOH) advertising companies in the U.S. 2000-2022
Other regions
10
- Basic Statistic Brazil: net revenue of B3 2009-2022
- Premium Statistic Contract value in global outsourcing by industry segment 2011
- Premium Statistic Breakdown of Chinese FDI companies 2022, by sector
- Premium Statistic Financial asset investing industry employees New Zealand 2018 by region
- Premium Statistic Projected size of the African language services market 2010-2014
- Premium Statistic Market size of the language services market in the Oceania region 2010-2014
- Premium Statistic Projected revenue European language services market 2015-2019
- Premium Statistic Knowledge robo-advisors Japan 2017
- Premium Statistic Main obstacles for artificial intelligence (AI) ecosystem in Vietnam 2018
- Premium Statistic Financial activities undertaken by Chinese consumers through online channels 2018
Related statistics
10
- Premium Statistic Largest asset managers worldwide 2023, by value of assets
- Premium Statistic Fintech fundraising value in Brazil 2014-2022
- Premium Statistic Value of sustainable investment assets worldwide 2014-2020, by region
- Premium Statistic Latin America: fintech as share of VC deals 2019, by country
- Premium Statistic Leading wealth management companies in the U.S. 2018, by value of client assets
- Premium Statistic Reasons for interest in digital advice in the U.S. 2015
- Premium Statistic Factors considered when choosing an investment advisor U.S. 2014, by affluence level
- Premium Statistic Assets of affluent investors in the U.S. 2014, by affluence and control type
- Premium Statistic Share of investors worldwide investing internationally 2014, by country
- Premium Statistic Share of investable wealth managed by wealth advisor in 2014, by client age
Further related statistics
10
- Global ITO and BPO - Value of industrywide contracts 2012
- Information technology outsourcing market by function 2006-2011
- Senior chief financial officer salary per annum in Switzerland 2023
- Total assets of the Industrial and Commercial Bank of China 2012-2023
- Operating income of the Industrial and Commercial Bank of China 2013-2023
- Total assets of the Bank of Communications 2013-2023
- Operating income of the Bank of Communications 2013-2023
- Total assets of the China Construction Bank 2013-2023
- Ping An Insurance's annual revenue 2012-2022
- Total assets of China Pacific Insurance 2012-2022
Further Content: You might find this interesting as well
Statistics
- Global ITO and BPO - Value of industrywide contracts 2012
- Information technology outsourcing market by function 2006-2011
- Senior chief financial officer salary per annum in Switzerland 2023
- Total assets of the Industrial and Commercial Bank of China 2012-2023
- Operating income of the Industrial and Commercial Bank of China 2013-2023
- Total assets of the Bank of Communications 2013-2023
- Operating income of the Bank of Communications 2013-2023
- Total assets of the China Construction Bank 2013-2023
- Ping An Insurance's annual revenue 2012-2022
- Total assets of China Pacific Insurance 2012-2022
Investments & Wealth Institute. (June 4, 2020). Most commonly provided services by financial advisors to investors in the U.S. in 2020 [Graph]. In Statista. Retrieved June 01, 2024, from https://www.statista.com/statistics/1249863/services-provided-by-financial-advisors-us/
Investments & Wealth Institute. "Most commonly provided services by financial advisors to investors in the U.S. in 2020." Chart. June 4, 2020. Statista. Accessed June 01, 2024. https://www.statista.com/statistics/1249863/services-provided-by-financial-advisors-us/
Investments & Wealth Institute. (2020). Most commonly provided services by financial advisors to investors in the U.S. in 2020. Statista. Statista Inc.. Accessed: June 01, 2024. https://www.statista.com/statistics/1249863/services-provided-by-financial-advisors-us/
Investments & Wealth Institute. "Most Commonly Provided Services by Financial Advisors to Investors in The U.S. in 2020." Statista, Statista Inc., 4 Jun 2020, https://www.statista.com/statistics/1249863/services-provided-by-financial-advisors-us/
Investments & Wealth Institute, Most commonly provided services by financial advisors to investors in the U.S. in 2020 Statista, https://www.statista.com/statistics/1249863/services-provided-by-financial-advisors-us/ (last visited June 01, 2024)
Most commonly provided services by financial advisors to investors in the U.S. in 2020 [Graph], Investments & Wealth Institute, June 4, 2020. [Online]. Available: https://www.statista.com/statistics/1249863/services-provided-by-financial-advisors-us/