2025 Financial Planning & Investment Advice Industry Report

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 Bureau

Market Size and Industry Forecast

The Financial Planning and Investment Advice industry report contains historical and forecasted statistics used by leading private equity firms and consultants. Market sizes from 2020 to 2030 reflect industry trends and growth patterns. Revenues include both public and private companies in the Financial Planning & Investment Advice industry.

	Historical					Forecasted
	2020	2021	2022	2023	2024	2025	2026	2027	2028	2029	2030
Market Size (Total Revenue)
% Growth Rate
Number of Companies
Total Employees
Average Revenue per Company
Average Employees per Company

Source: U.S. government financial data



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.

Distribution by Company Size

Company Size	All Industries	Financial Planning & Investment Advice
Small Business (< 5 Employees)
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 included).

	Industry Average	Percent of Sales
Total Revenue
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

Financial Ratio Analysis

Financial ratios allow a company's performance to be compared against that of its peers.

Financial Ratio	Industry Average
Profitability Ratios
Profit Margin
ROE
ROA
Liquidity Ratios
Current Ratio
Quick Ratio
Activity Ratios
Average Collection Period
Asset Turnover Ratio
Receivables Turnover Ratio
Inventory Conversion Ratio

Financial Planning & Investment Advice Industry Product Mix

Product Description	Description	Revenue ($ Millions)
Industry total
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

Financial Planning & Investment Advice Industry Compensation and Salary Surveys

Title	Percent of Workforce	Bottom Quartile	Average (Median) Salary	Upper Quartile
Management Occupations	10%
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)