Penetrating the Wealth Market

Penetrating the Wealth Market

Advisors would like to serve ever wealthier clients. But how do the wealthy differ from the affluent client generally serve?

  • How do they prefer to access financial advice?
  • How do they feel about different kinds of providers?
  • Where do they get their financial advice now?


The Macromonitor consumer survey has an oversample of 1,500 affluent households that enables us to compare the attitudes and financial behavior of households with investable assets of:

  • $1 to $3 million
  • $3 to $5 million
  • More than $5 million.


The Macromonitor survey has been conducted every other year since 1978, providing visibility in long run trends in attitudes and financial behavior, and how the wealthy respond to bull markets, market volatility, and the pandemic. 

Kehrer Bielan is looking for a sponsor to collaborate on mining the Macromonitor for insights on how advisors can capture the business of the wealthy.