B
Evidence Grade B
Graded
accuracy verified by the review judge
Safe to Cite
Dated
54%
54% -- client attrition rate for wealth management clients (2023)
According to a 2023 survey cited by YCharts, 54% of wealth clients actually left their advisor.
Attribution:
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Lighthouse Research Team
Last verified:
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Source verified
Evidence graded
Value
54%
Unit
Percentage
Data Vintage
2023
Entity
Evidence Quality
B
Strong, reliable evidence
Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.
Single source - not yet corroborated
Score breakdown
Extraction
50
Source Trust
60
Citation Chain
20
Independence
30
Methodology
45
Freshness
95
Source
YCharts
Primary
Tier C
https://www.inter-val.ai/insights/whos-the-most-trusted-advisor-to-a-business-owner ↗
Source Article
Who’s the Most Trusted Advisor to a Business Owner?
How to Become the “go-to” Advisor for your Clients
Why do we become (and stay in) professional services? Whether it be accountants, bankers, or wealth...
By: Matt Beecher May 26, 2025 3:41:48 PM
It’s not always who you think. And it’s probably not you… yet.
Let’s start with a dirty little secret:
Th…
Original Research
YCharts
· Original study ↗
Methodology
Survey cited via YCharts Advisor Client Communication Survey
Methodology documented
Segmentation
Industryhr
Cite this stat
Plain Text
wealth management clients: 54% client attrition rate. Source: YCharts (2023). Via Lighthouse Intelligence -- https://lighthousedata.io/data/wealth-clients-actually-left-advisor-2023
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<blockquote cite="https://lighthousedata.io/data/wealth-clients-actually-left-advisor-2023" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>54%</strong> -- client attrition rate for wealth management clients<br><small>Source: YCharts (2023) · <a href="https://lighthousedata.io/data/wealth-clients-actually-left-advisor-2023" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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