04.16.25

Wealth Grew Fastest for HNW Households, Putting Pressure on Advisors To Adapt: Cerulli

by: Alex Ortolani

According to new research from Cerulli Associates, U.S. household wealth rose 16% year-over-year in 2024 to $90 trillion, which should be a sign for financial advisors helping clients manage those investments through volatile markets in 2025. Advisors, however, may need to consider their client mix in terms of those assets, as high-net-worth (HNW) households with at least $5 million did the best, accounting for 54% of the total wealth.

Read the full article on WealthManagement.com