Investment Banking & Securities Dealing Industry - Market Size, Trends, and Growth - 2025-2030
Industry Overview
This industry comprises establishments primarily engaged in underwriting, originating, and/or maintaining markets for issues of securities. Investment bankers act as principals (i.e., investors who buy or sell on their own account) in firm commitment transactions or act as agents in best effort and standby commitments. This industry also includes establishments acting as principals in buying or selling securities generally on a spread basis, such as securities dealers or stock option dealers. Illustrative Examples: Bond dealing (i.e., acting as a principal in dealing securities to investors) Stock options dealing Securities underwriting
Source: U.S. Census BureauMarket Size and Industry Forecast
This research report analyzes the market size and trends in the Investment Banking and Securities Dealing industry. It shows overall market size from 2020 to the present, and predicts industry growth through 2030. Revenues data include both public and private companies.
| Historical | Forecasted |
|---|
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 |
|---|
| Market Size (Total Revenue) | Included in Report |
| % Growth Rate |
| Number of Companies |
| Total Employees |
| Average Revenue per Company |
| Average Employees per Company |
Source: U.S. government financial dataIndustry Revenue ($ Billions)
Industry Forecast ($ Billions)
Advanced econometric models forecast five years of industry growth based on short- and long-term trend analysis. Market size includes revenue generated from all products and services sold within the industry.
Geographic Breakdown by U.S. State
Market size by state reveals local opportunity through the number of companies located in the region. Each state's growth rate is affected by regional economic conditions. Data by state can be used to pinpoint profitable and nonprofitable locations for Investment Banking & Securities Dealing companies in the United States.
Investment Banking & Securities Dealing Revenue by State
Distribution by Company Size
| Company Size | All Industries | Investment Banking & Securities Dealing |
|---|
| Small Business (< 5 Employees) | Included |
| Small Business (5 - 20) |
| Midsized Business (20 - 100) |
| Large Business (100 - 500) |
| Enterprise (> 500) |
Investment Banking & Securities Dealing Industry Income Statement (Average Financial Metrics)
Financial statement analysis determines averages for the following industry forces:
- Cost of goods sold
- Compensation of officers
- Salaries and wages
- Employee benefit programs
- Rent paid
- Advertising and marketing budgets
The report includes a traditional income statement from an "average" company (both public and private companies are included).
| Industry Average | Percent of Sales |
|---|
| Total Revenue | Included |
| Operating Revenue |
| Cost of Goods Sold (COGS) |
| Gross Profit |
| Operating Expenses |
| Operating Income |
| Non-Operating Income |
| Earnings Before Interest and Taxes (EBIT) |
| Interest Expense |
| Earnings Before Taxes |
| Income Tax |
| Net Profit |
Average Income Statement
Cost of Goods Sold
Salaries, Wages, and Benefits
Rent
Advertising
Depreciation and Amortization
Officer Compensation
Net Income
Financial Ratio Analysis
Financial ratios allow a company's performance to be compared against that of its peers.
| Financial Ratio | Industry Average |
|---|
| Profitability Ratios | Included |
| Profit Margin |
| ROE |
| ROA |
| Liquidity Ratios |
| Current Ratio |
| Quick Ratio |
| Activity Ratios |
| Average Collection Period |
| Asset Turnover Ratio |
| Receivables Turnover Ratio |
| Inventory Conversion Ratio |
Products and Services Mix
Product lines and services in the Investment Banking & Securities Dealing industry accounting for the largest revenue sources.
| Product Description | Description | Revenue
($ Millions) |
|---|
| Industry total | Included |
| Financing related to securities |
| Financial planning and investment management products |
| Brokering and dealing products - equities |
| Financial planning and investment mgt serv for bus & govt |
| Scrty lend fees, including scrty borwd from brok invent & margin accts |
| Brokering and dealing products - debt instruments |
| Securities origination products |
| Repurchase agreements |
| Corporate and trust notes and bonds |
Salary information for employees working in the Investment Banking & Securities Dealing industry.
| Title | Percent of Workforce | Bottom Quartile | Average (Median) Salary | Upper Quartile |
|---|
| Management Occupations | 10% | Included |
| Chief Executives | 0% |
| General and Operations Managers | 2% |
| Operations Specialties Managers | 5% |
| Business and Financial Operations Occupations | 35% |
| Business Operations Specialists | 5% |
| Financial Specialists | 30% |
| Financial Analysts and Advisors | 23% |
| Financial Analysts | 8% |
| Personal Financial Advisors | 15% |
| Computer and Mathematical Occupations | 6% |
| Computer Occupations | 6% |
| Sales and Related Occupations | 21% |
| Sales Representatives, Services | 20% |
| Securities, Commodities, and Financial Services Sales Agents | 19% |
| Securities, Commodities, and Financial Services Sales Agents | 19% |
| Office and Administrative Support Occupations | 26% |
| Information and Record Clerks | 10% |
| Secretaries and Administrative Assistants | 7% |
| Secretaries and Administrative Assistants | 7% |
Government Contracts
The federal government spent an annual total of
$209,013,005 on the investment banking & securities dealing industry. It has awarded 59 contracts to 17 companies, with an average value of $12,294,883 per company.
Top Companies in Investment Banking & Securities Dealing and Adjacent Industries
| Company | Address | Revenue
($ Millions) |
|---|
Included |
