Financial Advisory: market data & analysis

Market Insights report

Financial Advisory: market data & analysis

The Financial Advisory market is experiencing steady growth, driven by shifting customer preferences and technological advancements. Customers now seek transparent, holistic services, favoring fee-based advisory models and convenient digital solutions to manage their financial goals.

Key trends include the integration of technology in traditional financial advisory services and the rise of robo-advisors, offering cost-efficient investment solutions to tech-savvy investors. Regulatory reforms and demographic shifts, such as aging populations, further shape the market, creating both opportunities and challenges. With a CAGR of 2.23% projected through 2029, the Financial Advisory market is poised for continued expansion, supporting individuals and institutions in navigating complex financial landscapes and achieving their goals.

What's included?

  • All relevant Financial Advisory data, including market size & forecasts until 2029
  • Overview and worldwide comparison
  • Trends and market developments

Table of contents

The Financial Advisory market focuses on providing personalized guidance to clients on a wide range of financial matters, including investments, retirement planning, taxes, and insurance. This market includes traditional wealth management services offered by financial institutions and advisors, covering revenues from B2C and B2B services. Assets under Management (AUM) are a key indicator of the market's size and growth, projected to reach US$159.50 trillion in 2024.

This report provides a detailed analysis of the Financial Advisory market, including metrics such as AUM, average revenue per advisor, and the number of financial advisors. The market is expected to grow at a compound annual growth rate (CAGR) of 2.23%, reaching US$178.10 trillion by 2029. As financial institutions and advisors continue to cater to customer demands for comprehensive financial guidance, the market plays a critical role in wealth management and financial planning worldwide.​​ ​

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