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Financial Planners & Investment Advisers

Publisher First Research, Inc.
Published Feb 02, 2026
SKU # FRRS20830081

Description

Brief Excerpt from Industry Overview Chapter:

Companies in this industry provide customized investment advice and financial planning services. Major companies include US-based Ameriprise Financial and AXA, and units of diversified financial services companies such as Morgan Stanley, as well as AMP Limited (Australia) and IGM Financial (Canada).

The value of assets under management (AuM) worldwide, an indicator of demand for financial planning and investment advice services, is about $120 trillion in 2023, according to Boston Consulting Group. AuM is forecast to be about $205 trillion by 2032, with a compound annual growth rate (CAGR) of 5.5%, according to Credence Research.

The US industry includes about 20,000 establishments (single-location companies and units of multi-location companies) with combined annual revenue of about $40 billion.

Table of Contents

Industry Overview
Quarterly Industry Update
Business Challenges
Business Trends
Industry Opportunities
Call Preparation Questions
Financial Information
Industry Forecast
Web Links and Acronyms

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