Balance Sheets of the American Investor: An Analysis of the Survey of Consumer Finance

Wealth managers are aligning products and services with the demonstrated needs of investor segments.

January 3, 2023 – Wealth management continues to evolve from pure investment management to the comprehensive management of all aspects of the household balance sheet. Doing so requires an in-depth understanding of the type of financial assets, nonfinancial assets, and various forms of debt that households across the affluence spectrum navigate to achieve their financial goals.

This report provides a quantitative overview of the balance sheets of U.S. households to help wealth managers serve evolving client needs. The data presented draws from estimates derived from the 2019 Survey of Consumer Finance.

Clients of Aite-Novarica Group’s Wealth Management service can download this report and the corresponding charts.

This report mentions The Federal Reserve, Bureau of Economic Analysis, U.S. Census Bureau, and the Internal Revenue Service.

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