Financial Planning & Investment Advice Industry - Market Size, Trends, and Growth - 2025-2030
Industry Overview
This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Illustrative Examples: Financial investment advice services, customized, fees paid by client Investment advisory services, customized, fees paid by client Financial planning services, customized, fees paid by client
Source: U.S. Census BureauMarket Size and Industry Forecast
This research report analyzes the market size and trends in the Financial Planning and Investment Advice 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 Financial Planning & Investment Advice companies in the United States.
Financial Planning & Investment Advice Revenue by State
Distribution by Company Size
| Company Size | All Industries | Financial Planning & Investment Advice |
|---|
| Small Business (< 5 Employees) | Included |
| Small Business (5 - 20) |
| Midsized Business (20 - 100) |
| Large Business (100 - 500) |
| Enterprise (> 500) |
Financial Planning & Investment Advice 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 Financial Planning & Investment Advice industry accounting for the largest revenue sources.
| Product Description | Description | Revenue
($ Millions) |
|---|
| Industry total | Included |
| Financial planning and investment management products |
| Financial planning and investment mgt serv for bus & govt |
| Personal financial planning and advice products |
| Personal investment management products |
| Brokering and dealing products - equities |
| Securities origination products |
| Brokering and dealing products - derivative contracts |
| Other products supporting financial services - fees |
| Futures contracts, exchange-traded |
Salary information for employees working in the Financial Planning & Investment Advice 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
$36,598,115 on the financial planning & investment advice industry. It has awarded 53 contracts to 20 companies, with an average value of $1,829,906 per company.
Top Companies in Financial Planning & Investment Advice and Adjacent Industries
| Company | Address | Revenue
($ Millions) |
|---|
Included |
