Wirehouse Advisors:
Where Affluent Investors Turn
Wealth Managers employed at local, regional or national full-service brokerage firms are collectively referred to as "wirehouse advisors”, and are the financial professionals affluent investors turn to most for investmentadvice and management.
Percent of affluent investors using*:
Wirehouse Advisors
31%
Investment Advisor
17%
Financial Planner
14%
Investment Manager
14%
Accountant
9%
*Source: Spectrem Group Study of investors
with $500,000 or more in investable assets
with $500,000 or more in investable assets
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