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Financial Planning Service Market Size, Share 2024
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.
| Report Attributes |
Report Details |
| Report Title |
Financial Planning Service Market, Global Outlook and Forecast 2024-2030 |
| Historical Year |
2018 to 2022 (Data from 2010 can be provided as per availability) |
| Base Year |
2023 |
| Forecast Year |
2031 |
| Number of Pages |
67 Pages |
| Customization Available |
Yes, the report can be customized as per your need. |
TABLE OF CONTENTS
1 Introduction to Research & Analysis Reports
1.1 Financial Planning Service Market Definition
1.2 Market Segments
1.2.1 Market by Type
1.2.2 Market by Application
1.3 Global Financial Planning Service Market Overview
1.4 Features & Benefits of This Report
1.5 Methodology & Sources of Information
1.5.1 Research Methodology
1.5.2 Research Process
1.5.3 Base Year
1.5.4 Report Assumptions & Caveats
2 Global Financial Planning Service Overall Market Size
2.1 Global Financial Planning Service Market Size: 2023 VS 2030
2.2 Global Financial Planning Service Market Size, Prospects & Forecasts: 2019-2030
2.3 Key Market Trends, Opportunity, Drivers and Restraints
2.3.1 Market Opportunities & Trends
2.3.2 Market Drivers
2.3.3 Market Restraints
3 Company Landscape
3.1 Top Financial Planning Service Players in Global Market
3.2 Top Global Financial Planning Service Companies Ranked by Revenue
3.3 Global Financial Planning Service Revenue by Companies
3.4 Top 3 and Top 5 Financial Planning Service Companies in Global Market, by Revenue in 2023
3.5 Global Companies Financial Planning Service Product Type
3.6 Tier 1, Tier 2 and Tier 3 Financial Planning Service Players in Global Market
3.6.1 List of Global Tier 1 Financial Planning Service Companies
3.6.2 List of Global Tier 2 and Tier 3 Financial Planning Service Companies
4 Market Sights by Product
4.1 Overview
4.1.1 By Type - Global Financial Planning Service Market Size Markets, 2023 & 2030
4.1.2 Insurance Planning
4.1.3 Retirement Planning
4.1.4 Investment Planning
4.1.5 Other
4.2 By Type - Global Financial Planning Service Revenue & Forecasts
4.2.1 By Type - Global Financial Planning Service Revenue, 2019-2024
4.2.2 By Type - Global Financial Planning Service Revenue, 2025-2030
4.2.3 By Type - Global Financial Planning Service Revenue Market Share, 2019-2030
5 Sights by Application
5.1 Overview
5.1.1 By Application - Global Financial Planning Service Market Size, 2023 & 2030
5.1.2 Personal
5.1.3 Business
5.2 By Application - Global Financial Planning Service Revenue & Forecasts
5.2.1 By Application - Global Financial Planning Service Revenue, 2019-2024
5.2.2 By Application - Global Financial Planning Service Revenue, 2025-2030
5.2.3 By Application - Global Financial Planning Service Revenue Market Share, 2019-2030
6 Sights by Region
6.1 By Region - Global Financial Planning Service Market Size, 2023 & 2030
6.2 By Region - Global Financial Planning Service Revenue & Forecasts
6.2.1 By Region - Global Financial Planning Service Revenue, 2019-2024
6.2.2 By Region - Global Financial Planning Service Revenue, 2025-2030
6.2.3 By Region - Global Financial Planning Service Revenue Market Share, 2019-2030
6.3 North America
6.3.1 By Country - North America Financial Planning Service Revenue, 2019-2030
6.3.2 US Financial Planning Service Market Size, 2019-2030
6.3.3 Canada Financial Planning Service Market Size, 2019-2030
6.3.4 Mexico Financial Planning Service Market Size, 2019-2030
6.4 Europe
6.4.1 By Country - Europe Financial Planning Service Revenue, 2019-2030
6.4.2 Germany Financial Planning Service Market Size, 2019-2030
6.4.3 France Financial Planning Service Market Size, 2019-2030
6.4.4 U.K. Financial Planning Service Market Size, 2019-2030
6.4.5 Italy Financial Planning Service Market Size, 2019-2030
6.4.6 Russia Financial Planning Service Market Size, 2019-2030
6.4.7 Nordic Countries Financial Planning Service Market Size, 2019-2030
6.4.8 Benelux Financial Planning Service Market Size, 2019-2030
6.5 Asia
6.5.1 By Region - Asia Financial Planning Service Revenue, 2019-2030
6.5.2 China Financial Planning Service Market Size, 2019-2030
6.5.3 Japan Financial Planning Service Market Size, 2019-2030
6.5.4 South Korea Financial Planning Service Market Size, 2019-2030
6.5.5 Southeast Asia Financial Planning Service Market Size, 2019-2030
6.5.6 India Financial Planning Service Market Size, 2019-2030
6.6 South America
6.6.1 By Country - South America Financial Planning Service Revenue, 2019-2030
6.6.2 Brazil Financial Planning Service Market Size, 2019-2030
6.6.3 Argentina Financial Planning Service Market Size, 2019-2030
6.7 Middle East & Africa
6.7.1 By Country - Middle East & Africa Financial Planning Service Revenue, 2019-2030
6.7.2 Turkey Financial Planning Service Market Size, 2019-2030
6.7.3 Israel Financial Planning Service Market Size, 2019-2030
6.7.4 Saudi Arabia Financial Planning Service Market Size, 2019-2030
6.7.5 UAE Financial Planning Service Market Size, 2019-2030
7 Financial Planning Service Companies Profiles
7.1 Charles Schwab
7.1.1 Charles Schwab Company Summary
7.1.2 Charles Schwab Business Overview
7.1.3 Charles Schwab Financial Planning Service Major Product Offerings
7.1.4 Charles Schwab Financial Planning Service Revenue in Global Market (2019-2024)
7.1.5 Charles Schwab Key News & Latest Developments
7.2 Vanguard
7.2.1 Vanguard Company Summary
7.2.2 Vanguard Business Overview
7.2.3 Vanguard Financial Planning Service Major Product Offerings
7.2.4 Vanguard Financial Planning Service Revenue in Global Market (2019-2024)
7.2.5 Vanguard Key News & Latest Developments
7.3 Fidelity
7.3.1 Fidelity Company Summary
7.3.2 Fidelity Business Overview
7.3.3 Fidelity Financial Planning Service Major Product Offerings
7.3.4 Fidelity Financial Planning Service Revenue in Global Market (2019-2024)
7.3.5 Fidelity Key News & Latest Developments
7.4 Edward Jones
7.4.1 Edward Jones Company Summary
7.4.2 Edward Jones Business Overview
7.4.3 Edward Jones Financial Planning Service Major Product Offerings
7.4.4 Edward Jones Financial Planning Service Revenue in Global Market (2019-2024)
7.4.5 Edward Jones Key News & Latest Developments
7.5 Ameriprise Financial
7.5.1 Ameriprise Financial Company Summary
7.5.2 Ameriprise Financial Business Overview
7.5.3 Ameriprise Financial Financial Planning Service Major Product Offerings
7.5.4 Ameriprise Financial Financial Planning Service Revenue in Global Market (2019-2024)
7.5.5 Ameriprise Financial Key News & Latest Developments
7.6 Raymond James
7.6.1 Raymond James Company Summary
7.6.2 Raymond James Business Overview
7.6.3 Raymond James Financial Planning Service Major Product Offerings
7.6.4 Raymond James Financial Planning Service Revenue in Global Market (2019-2024)
7.6.5 Raymond James Key News & Latest Developments
7.7 Merrill Lynch
7.7.1 Merrill Lynch Company Summary
7.7.2 Merrill Lynch Business Overview
7.7.3 Merrill Lynch Financial Planning Service Major Product Offerings
7.7.4 Merrill Lynch Financial Planning Service Revenue in Global Market (2019-2024)
7.7.5 Merrill Lynch Key News & Latest Developments
7.8 Wells Fargo Advisors
7.8.1 Wells Fargo Advisors Company Summary
7.8.2 Wells Fargo Advisors Business Overview
7.8.3 Wells Fargo Advisors Financial Planning Service Major Product Offerings
7.8.4 Wells Fargo Advisors Financial Planning Service Revenue in Global Market (2019-2024)
7.8.5 Wells Fargo Advisors Key News & Latest Developments
7.9 Morgan Stanley
7.9.1 Morgan Stanley Company Summary
7.9.2 Morgan Stanley Business Overview
7.9.3 Morgan Stanley Financial Planning Service Major Product Offerings
7.9.4 Morgan Stanley Financial Planning Service Revenue in Global Market (2019-2024)
7.9.5 Morgan Stanley Key News & Latest Developments
7.10 UBS Financial Services
7.10.1 UBS Financial Services Company Summary
7.10.2 UBS Financial Services Business Overview
7.10.3 UBS Financial Services Financial Planning Service Major Product Offerings
7.10.4 UBS Financial Services Financial Planning Service Revenue in Global Market (2019-2024)
7.10.5 UBS Financial Services Key News & Latest Developments
8 Conclusion
9 Appendix
9.1 Note
9.2 Examples of Clients
9.3 Disclaimer
LIST OF TABLES & FIGURES
List of Tables
Table 1. Financial Planning Service Market Opportunities & Trends in Global Market
Table 2. Financial Planning Service Market Drivers in Global Market
Table 3. Financial Planning Service Market Restraints in Global Market
Table 4. Key Players of Financial Planning Service in Global Market
Table 5. Top Financial Planning Service Players in Global Market, Ranking by Revenue (2023)
Table 6. Global Financial Planning Service Revenue by Companies, (US$, Mn), 2019-2024
Table 7. Global Financial Planning Service Revenue Share by Companies, 2019-2024
Table 8. Global Companies Financial Planning Service Product Type
Table 9. List of Global Tier 1 Financial Planning Service Companies, Revenue (US$, Mn) in 2023 and Market Share
Table 10. List of Global Tier 2 and Tier 3 Financial Planning Service Companies, Revenue (US$, Mn) in 2023 and Market Share
Table 11. By Type ? Global Financial Planning Service Revenue, (US$, Mn), 2023 & 2030
Table 12. By Type - Financial Planning Service Revenue in Global (US$, Mn), 2019-2024
Table 13. By Type - Financial Planning Service Revenue in Global (US$, Mn), 2025-2030
Table 14. By Application ? Global Financial Planning Service Revenue, (US$, Mn), 2023 & 2030
Table 15. By Application - Financial Planning Service Revenue in Global (US$, Mn), 2019-2024
Table 16. By Application - Financial Planning Service Revenue in Global (US$, Mn), 2025-2030
Table 17. By Region ? Global Financial Planning Service Revenue, (US$, Mn), 2023 & 2030
Table 18. By Region - Global Financial Planning Service Revenue (US$, Mn), 2019-2024
Table 19. By Region - Global Financial Planning Service Revenue (US$, Mn), 2025-2030
Table 20. By Country - North America Financial Planning Service Revenue, (US$, Mn), 2019-2024
Table 21. By Country - North America Financial Planning Service Revenue, (US$, Mn), 2025-2030
Table 22. By Country - Europe Financial Planning Service Revenue, (US$, Mn), 2019-2024
Table 23. By Country - Europe Financial Planning Service Revenue, (US$, Mn), 2025-2030
Table 24. By Region - Asia Financial Planning Service Revenue, (US$, Mn), 2019-2024
Table 25. By Region - Asia Financial Planning Service Revenue, (US$, Mn), 2025-2030
Table 26. By Country - South America Financial Planning Service Revenue, (US$, Mn), 2019-2024
Table 27. By Country - South America Financial Planning Service Revenue, (US$, Mn), 2025-2030
Table 28. By Country - Middle East & Africa Financial Planning Service Revenue, (US$, Mn), 2019-2024
Table 29. By Country - Middle East & Africa Financial Planning Service Revenue, (US$, Mn), 2025-2030
Table 30. Charles Schwab Company Summary
Table 31. Charles Schwab Financial Planning Service Product Offerings
Table 32. Charles Schwab Financial Planning Service Revenue (US$, Mn) & (2019-2024)
Table 33. Charles Schwab Key News & Latest Developments
Table 34. Vanguard Company Summary
Table 35. Vanguard Financial Planning Service Product Offerings
Table 36. Vanguard Financial Planning Service Revenue (US$, Mn) & (2019-2024)
Table 37. Vanguard Key News & Latest Developments
Table 38. Fidelity Company Summary
Table 39. Fidelity Financial Planning Service Product Offerings
Table 40. Fidelity Financial Planning Service Revenue (US$, Mn) & (2019-2024)
Table 41. Fidelity Key News & Latest Developments
Table 42. Edward Jones Company Summary
Table 43. Edward Jones Financial Planning Service Product Offerings
Table 44. Edward Jones Financial Planning Service Revenue (US$, Mn) & (2019-2024)
Table 45. Edward Jones Key News & Latest Developments
Table 46. Ameriprise Financial Company Summary
Table 47. Ameriprise Financial Financial Planning Service Product Offerings
Table 48. Ameriprise Financial Financial Planning Service Revenue (US$, Mn) & (2019-2024)
Table 49. Ameriprise Financial Key News & Latest Developments
Table 50. Raymond James Company Summary
Table 51. Raymond James Financial Planning Service Product Offerings
Table 52. Raymond James Financial Planning Service Revenue (US$, Mn) & (2019-2024)
Table 53. Raymond James Key News & Latest Developments
Table 54. Merrill Lynch Company Summary
Table 55. Merrill Lynch Financial Planning Service Product Offerings
Table 56. Merrill Lynch Financial Planning Service Revenue (US$, Mn) & (2019-2024)
Table 57. Merrill Lynch Key News & Latest Developments
Table 58. Wells Fargo Advisors Company Summary
Table 59. Wells Fargo Advisors Financial Planning Service Product Offerings
Table 60. Wells Fargo Advisors Financial Planning Service Revenue (US$, Mn) & (2019-2024)
Table 61. Wells Fargo Advisors Key News & Latest Developments
Table 62. Morgan Stanley Company Summary
Table 63. Morgan Stanley Financial Planning Service Product Offerings
Table 64. Morgan Stanley Financial Planning Service Revenue (US$, Mn) & (2019-2024)
Table 65. Morgan Stanley Key News & Latest Developments
Table 66. UBS Financial Services Company Summary
Table 67. UBS Financial Services Financial Planning Service Product Offerings
Table 68. UBS Financial Services Financial Planning Service Revenue (US$, Mn) & (2019-2024)
Table 69. UBS Financial Services Key News & Latest Developments
List of Figures
Figure 1. Financial Planning Service Segment by Type in 2023
Figure 2. Financial Planning Service Segment by Application in 2023
Figure 3. Global Financial Planning Service Market Overview: 2023
Figure 4. Key Caveats
Figure 5. Global Financial Planning Service Market Size: 2023 VS 2030 (US$, Mn)
Figure 6. Global Financial Planning Service Revenue, 2019-2030 (US$, Mn)
Figure 7. The Top 3 and 5 Players Market Share by Financial Planning Service Revenue in 2023
Figure 8. By Type - Global Financial Planning Service Revenue Market Share, 2019-2030
Figure 9. By Application - Global Financial Planning Service Revenue Market Share, 2019-2030
Figure 10. By Type - Global Financial Planning Service Revenue, (US$, Mn), 2023 & 2030
Figure 11. By Type - Global Financial Planning Service Revenue Market Share, 2019-2030
Figure 12. By Application - Global Financial Planning Service Revenue, (US$, Mn), 2023 & 2030
Figure 13. By Application - Global Financial Planning Service Revenue Market Share, 2019-2030
Figure 14. By Region - Global Financial Planning Service Revenue Market Share, 2019-2030
Figure 15. By Country - North America Financial Planning Service Revenue Market Share, 2019-2030
Figure 16. US Financial Planning Service Revenue, (US$, Mn), 2019-2030
Figure 17. Canada Financial Planning Service Revenue, (US$, Mn), 2019-2030
Figure 18. Mexico Financial Planning Service Revenue, (US$, Mn), 2019-2030
Figure 19. By Country - Europe Financial Planning Service Revenue Market Share, 2019-2030
Figure 20. Germany Financial Planning Service Revenue, (US$, Mn), 2019-2030
Figure 21. France Financial Planning Service Revenue, (US$, Mn), 2019-2030
Figure 22. U.K. Financial Planning Service Revenue, (US$, Mn), 2019-2030
Figure 23. Italy Financial Planning Service Revenue, (US$, Mn), 2019-2030
Figure 24. Russia Financial Planning Service Revenue, (US$, Mn), 2019-2030
Figure 25. Nordic Countries Financial Planning Service Revenue, (US$, Mn), 2019-2030
Figure 26. Benelux Financial Planning Service Revenue, (US$, Mn), 2019-2030
Figure 27. By Region - Asia Financial Planning Service Revenue Market Share, 2019-2030
Figure 28. China Financial Planning Service Revenue, (US$, Mn), 2019-2030
Figure 29. Japan Financial Planning Service Revenue, (US$, Mn), 2019-2030
Figure 30. South Korea Financial Planning Service Revenue, (US$, Mn), 2019-2030
Figure 31. Southeast Asia Financial Planning Service Revenue, (US$, Mn), 2019-2030
Figure 32. India Financial Planning Service Revenue, (US$, Mn), 2019-2030
Figure 33. By Country - South America Financial Planning Service Revenue Market Share, 2019-2030
Figure 34. Brazil Financial Planning Service Revenue, (US$, Mn), 2019-2030
Figure 35. Argentina Financial Planning Service Revenue, (US$, Mn), 2019-2030
Figure 36. By Country - Middle East & Africa Financial Planning Service Revenue Market Share, 2019-2030
Figure 37. Turkey Financial Planning Service Revenue, (US$, Mn), 2019-2030
Figure 38. Israel Financial Planning Service Revenue, (US$, Mn), 2019-2030
Figure 39. Saudi Arabia Financial Planning Service Revenue, (US$, Mn), 2019-2030
Figure 40. UAE Financial Planning Service Revenue, (US$, Mn), 2019-2030
Figure 41. Charles Schwab Financial Planning Service Revenue Year Over Year Growth (US$, Mn) & (2019-2024)
Figure 42. Vanguard Financial Planning Service Revenue Year Over Year Growth (US$, Mn) & (2019-2024)
Figure 43. Fidelity Financial Planning Service Revenue Year Over Year Growth (US$, Mn) & (2019-2024)
Figure 44. Edward Jones Financial Planning Service Revenue Year Over Year Growth (US$, Mn) & (2019-2024)
Figure 45. Ameriprise Financial Financial Planning Service Revenue Year Over Year Growth (US$, Mn) & (2019-2024)
Figure 46. Raymond James Financial Planning Service Revenue Year Over Year Growth (US$, Mn) & (2019-2024)
Figure 47. Merrill Lynch Financial Planning Service Revenue Year Over Year Growth (US$, Mn) & (2019-2024)
Figure 48. Wells Fargo Advisors Financial Planning Service Revenue Year Over Year Growth (US$, Mn) & (2019-2024)
Figure 49. Morgan Stanley Financial Planning Service Revenue Year Over Year Growth (US$, Mn) & (2019-2024)
Figure 50. UBS Financial Services Financial Planning Service Revenue Year Over Year Growth (US$, Mn) & (2019-2024)
