Advisors and investors have their say on the Unified Managed Household.

We surveyed more than 500 financial advisors and 300 high-net-worth investors about the Unified Managed Household (UMH).

Nearly 8 out of 10 is how advisors rated the importance of household portfolio management
Yet only 7% of advisors report managing 100% of client assets
46% of investors who would consider placing all assets with one advisor said the ability to save money on taxes would motivate them

Get more results and what they suggest for advisory practices by filling in this form.

Get the UMH survey results.

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Advisor survey: SEI surveyed 518 financial advisors about household portfolio management between Jan. 27 and Jan. 29, 2026. Among respondents, the average advisor age was 55. The average client net worth was $2.9 million. Average firm AUM was $523 million for advisors working as part of a team, and $205 million for advisors in individual practices.The survey was conducted by FUSE Research Network, LLC.

Investor survey: SEI surveyed 302 U.S. adults (158 male, 144 female) between ages 50 and 70 who are currently working with a financial advisor and have investable assets of at least $1 million. The survey was conducted April 24, 2026, through April 30, 2026 by YouGov from its national panel of individuals who have agreed to answer surveys.