The State of Retail Wealth Management 2017

May 2018

Our 7th edition of The State of Retail Wealth Management uncovered trends in the wealth management industry including record highs in both assets and revenues per advisor and an accelerating increase in the proportion of fee-based revenues and assets. Key performance metrics are reported as of December 31, 2017. As in past studies, PriceMetrix found no significant differences between the U.S. and Canadian markets, so all results presented in this paper are for the combined North American market.

This report is drawn from the PriceMetrix aggregated database representing 12 million retail investors, one billion transactions, and over $6.0 trillion in investment assets. PriceMetrix combines its patented process for collecting and classifying data with proprietary measures of revenue, assets, and households to create the most insightful and granular retail wealth management database available today.

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