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Planned out: Revenue is projected to continue increasing as financial markets improve

Financial Planning & Advice in the US

Growth in the Financial Planning and Advice industry is compounding swiftly, following a brief decline as a result of the financial crisis. Consequently, revenue is projected to continue to increase over the five years to 2021 as financial markets improve. A growing number of affluent households and rising equity markets will help increase total assets under management for the industry, and raise revenue generated from fees charged on the value of assets under management.

This industry comprises companies that provide financial planning, financial advice and wealth management to individuals and business clients. Operators also offer advice, in conjunction with other activities such as portfolio management, protection planning and brokerage services. This industry does not include mutual fund companies, hedge funds, discount brokers, insurance brokers or other companies that deliver these services, outside the context of a written financial plan.

This report covers the scope, size, disposition and growth of the industry including the key sensitivities and success factors. Also included are five year industry forecasts, growth rates and an analysis of the industry key players and their market shares.

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Table Of Contents

Financial Planning and Advice in the US - Industry Market Research Report


Industry Definition
Main Activities
Similar Industries
Additional Resources


Executive Summary
Key External Drivers
Current Performance
Industry Outlook
Industry Life Cycle

Supply Chain
Products and Services
Demand Determinants
Major Markets
International Trade
Business Locations

Market Share Concentration
Key Success Factors
Cost Structure Benchmarks
Basis of Competition
Barriers to Entry
Industry Globalization


Capital Intensity
Technology and Systems
Revenue Volatility
Regulation and Policy
Industry Assistance

Industry Data
Annual Change
Key Ratios



Bank of America Corporation

Wells Fargo and Company

Ameriprise Financial Inc.

Morgan Stanley Wealth Management

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