4 Assets That Makes People Rich Money Management Advice Finance Vanguard. vanguard is the second largest financial advisor firm and had about $8.6 trillion in assets under management as of december 31, 2023. the firm is well known for its affordable etfs and. High net worth individuals put money into different classifications of financial and real assets, including stocks, mutual funds, retirement accounts and real estate. according to the firm henley & partners, the u.s. has 5.5 million millionaires in 2024 and ranks first in liquid investable assets, with $67 trillion.
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