Report overview
The global Wealth Management Advisory 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.
Portfolio Management Segment to Reach $ Million by 2030, with a % CAGR in next six years.
The global key manufacturers of Wealth Management Advisory include Morgan Stanley, Schwab, Mirabaud Group, Goldman Sachs, Raymond James, Accenture, FORVIS, Fidelity and BCG, 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 Wealth Management Advisory, 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 Wealth Management Advisory. This report contains market size and forecasts of Wealth Management Advisory in global, including the following market information:
Global Wealth Management Advisory Market Revenue, 2019-2024, 2025-2030, ($ millions)
Global top five companies in 2023 (%)
We surveyed the Wealth Management Advisory 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 Wealth Management Advisory Market, by Type, 2019-2024, 2025-2030 ($ millions)
Global Wealth Management Advisory Market Segment Percentages, by Type, 2023 (%)
Portfolio Management
Funds
Trusts
Investment Advice
Other Financial Vehicles
Global Wealth Management Advisory Market, by Application, 2019-2024, 2025-2030 ($ millions)
Global Wealth Management Advisory Market Segment Percentages, by Application, 2023 (%)
Financial
Internet
e-Commerce
Other
Global Wealth Management Advisory Market, By Region and Country, 2019-2024, 2025-2030 ($ Millions)
Global Wealth Management Advisory 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 Wealth Management Advisory revenues in global market, 2019-2024 (estimated), ($ millions)
Key companies Wealth Management Advisory revenues share in global market, 2023 (%)
Further, the report presents profiles of competitors in the market, key players include:
Morgan Stanley
Schwab
Mirabaud Group
Goldman Sachs
Raymond James
Accenture
FORVIS
Fidelity
BCG
J.P. Morgan
Boulay Group
Baker Tilly
KPMG
Moss Adams
Plante Moran
Allianz Group
Wells Fargo
BlackRock
Outline of Major Chapters:
Chapter 1: Introduces the definition of Wealth Management Advisory, market overview.
Chapter 2: Global Wealth Management Advisory market size in revenue.
Chapter 3: Detailed analysis of Wealth Management Advisory 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 Wealth Management Advisory 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.
