Report overview
The global Financial Planning Service market was valued at US$ million in 2023 and is projected to reach US$ million by 2030, at a CAGR of % during the forecast period. The influence of COVID-19 and the Russia-Ukraine War were considered while estimating market sizes.
The U.S. Market is Estimated at $ Million in 2023, While China is to reach $ Million.
Insurance Planning Segment to Reach $ Million by 2030, with a % CAGR in next six years.
The global key manufacturers of Financial Planning Service include Charles Schwab, Vanguard, Fidelity, Edward Jones, Ameriprise Financial, Raymond James, Merrill Lynch, Wells Fargo Advisors and Morgan Stanley, etc. in 2023, the global top five players have a share approximately % in terms of revenue.
This report aims to provide a comprehensive presentation of the global market for Financial Planning Service, with both quantitative and qualitative analysis, to help readers develop business/growth strategies, assess the market competitive situation, analyze their position in the current marketplace, and make informed business decisions regarding Financial Planning Service. This report contains market size and forecasts of Financial Planning Service in global, including the following market information:
Global Financial Planning Service Market Revenue, 2019-2024, 2025-2030, ($ millions)
Global top five companies in 2023 (%)
We surveyed the Financial Planning Service companies, and industry experts on this industry, involving the revenue, demand, product type, recent developments and plans, industry trends, drivers, challenges, obstacles, and potential risks.
Total Market by Segment:
Global Financial Planning Service Market, by Type, 2019-2024, 2025-2030 ($ millions)
Global Financial Planning Service Market Segment Percentages, by Type, 2023 (%)
Insurance Planning
Retirement Planning
Investment Planning
Other
Global Financial Planning Service Market, by Application, 2019-2024, 2025-2030 ($ millions)
Global Financial Planning Service Market Segment Percentages, by Application, 2023 (%)
Personal
Business
Global Financial Planning Service Market, By Region and Country, 2019-2024, 2025-2030 ($ Millions)
Global Financial Planning Service Market Segment Percentages, By Region and Country, 2023 (%)
North America
US
Canada
Mexico
Europe
Germany
France
U.K.
Italy
Russia
Nordic Countries
Benelux
Rest of Europe
Asia
China
Japan
South Korea
Southeast Asia
India
Rest of Asia
South America
Brazil
Argentina
Rest of South America
Middle East & Africa
Turkey
Israel
Saudi Arabia
UAE
Rest of Middle East & Africa
Competitor Analysis
The report also provides analysis of leading market participants including:
Key companies Financial Planning Service revenues in global market, 2019-2024 (estimated), ($ millions)
Key companies Financial Planning Service revenues share in global market, 2023 (%)
Further, the report presents profiles of competitors in the market, key players include:
Charles Schwab
Vanguard
Fidelity
Edward Jones
Ameriprise Financial
Raymond James
Merrill Lynch
Wells Fargo Advisors
Morgan Stanley
UBS Financial Services
Outline of Major Chapters:
Chapter 1: Introduces the definition of Financial Planning Service, market overview.
Chapter 2: Global Financial Planning Service market size in revenue.
Chapter 3: Detailed analysis of Financial Planning Service company competitive landscape, revenue and market share, latest development plan, merger, and acquisition information, etc.
Chapter 4: Provides the analysis of various market segments by type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter 5: Provides the analysis of various market segments by application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter 6: Sales of Financial Planning Service in regional level and country level. It provides a quantitative analysis of the market size and development potential of each region and its main countries and introduces the market development, future development prospects, market space of each country in the world.
Chapter 7: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product sales, revenue, price, gross margin, product introduction, recent development, etc.
Chapter 8: The main points and conclusions of the report.
