*This calculation is based on a 2024 survey in which Capital Group anonymously polled more than 1,500 financial professionals who together provided a representative view of the U.S. advisor landscape. In the “Pathways to Growth, 2024 Advisor Benchmark Study,” high-growth, highest growth or fastest growing advisors were defined as those advisors in the “top quintile in terms of growth as measured by a composite of assets, revenue and number of clients. Top quintile based on growth in AUM, revenue and number of households between 2021 and 2023. Percentage and absolute growth are equally weighted in the calculation.”
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