德勤：2026年财富管理企业的转型之道：优胜者特质解码研究报告（英文版）

The U.S. wealth management market stands at roughly $58T USD (as of YE 2024) and has grown more than 180% since 2017, generating revenue of $363B and profit of $76B2. Over the next five years, we project the U.S. wealth management market to reach $90T USD, continuing the trend of strong top-line growth [Exhibit 1]. However, U.S. wealth demographics continue to evolve creating an imperative for clear client prioritization