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Personal Wealth Management Services Industry Research Report 2026

3 March 2026138 pages

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Industry ResearchPersonal Wealth Management Services Industry Research Report 2026138 pages · $2,950 USDIndustry Growth & TrendsGlobal Personal Wealth Management Services Industry Growth and Trends Forecast to 2032124 pages · $3,450 USDMarket StructureGlobal Personal Wealth Management Services Market by Size, by Type, by Application, by Region, History and Forecast 2021-2032197 pages · $3,950 USDMarket Outlook & Growth OpportunitiesGlobal Personal Wealth Management Services Market Outlook and Growth Opportunities 2026212 pages · $4,250 USDMarket Analysis & ForecastGlobal Personal Wealth Management Services Market Analysis and Forecast 2026-2032213 pages · $4,950 USD

Market perspective

The global Personal Wealth Management Services market was valued at US$ million in 2025 and is projected to reach US$ million by 2032, implying a CAGR of % over 2026–2032.

North America: the Personal Wealth Management Services market is projected to increase from US$ million in 2026 to US$ million by 2032, reflecting a CAGR of % over 2026–2032. Europe: the Personal Wealth Management Services market is projected to rise from US$ million in 2026 to US$ million by 2032, registering a CAGR of % over 2026–2032. Asia Pacific: the Personal Wealth Management Services market is expected to grow from US$ million in 2026 to US$ million by 2032, at a CAGR of % over 2026–2032. Leading global service providers of Personal Wealth Management Services include BNY, Mariner, FNZ, Vanguard, Glenmede, Bernstein Private Wealth Management, Fidelity, Empower and Merrill Lynch, among others; in 2025, the top three vendors together accounted for approximately % of global revenue.

Report Scope

Read the full market overview

This report quantifies the global Personal Wealth Management Services market in terms of revenue (US$ million) and, where applicable, service volume (k units), using 2024 as the base year and providing annual historical and forecast data for 2021–2032.

It standardizes definitions of service Types and end-use Applications, harmonizes provider attribution, and delivers comparable time series by company, Type, Application, and region or country, including indicative price bands (US$/k units) and concentration ratios (CR5/CR10). Outputs are intended to support service design, budgeting, capacity planning, and benchmarking for providers, platforms, channel partners, and investors; the report also reviews technology shifts and notable service innovations relevant to Personal Wealth Management Services.

Key Companies & Market Share Insights

This section profiles leading service providers with 2021–2025 results and a 2026–2032 outlook—covering revenue, market share, price bands, service portfolio and client mix, regional and channel mix, and key developments (M&A, network expansion, certifications). It also provides global revenue, average price, and—where applicable—volume metrics by provider, and calculates CR5/CR10 and rank changes to support comparative benchmarking.

Personal Wealth Management Services Market by Company

BNY

Mariner

FNZ

Vanguard

Glenmede

Bernstein Private Wealth Management

Fidelity

Empower

Merrill Lynch

William Blair

Raymond James

Charles Schwab

Wealthspire Advisors

Cresset

RBC Wealth Management

Wellsfargo

Northwestern Mutual

LPL Financial

Edelman Financial Engines

Evelyn Partners

EP Wealth Advisors

Coutts

Personal Wealth Management Services Segment by Type

Financial Planning

Investment Management

Asset Management

Asset Allocation

Estate Planning

Tax Planning

Retirement Planning

Others

Personal Wealth Management Services Segment by Application

Employees

Business Owners

Retirees

Others

Personal Wealth Management Services Segment by Region

North America

United States

Canada

Mexico

Europe

Germany

France

U.K.

Italy

Spain

Russia

Netherlands

Nordic Countries

Asia-Pacific

China

Japan

South Korea

India

Australia

Taiwan

Southeast Asia

South America

Brazil

Argentina

Chile

Middle East & Africa

Saudi Arabia

Israel

United Arab Emirates

Turkey

Iran

Egypt

Key Drivers & Barriers

High-impact rendering factors and drivers have been studied in this report to aid the readers to understand the general development. Moreover, the report includes restraints and challenges that may act as stumbling blocks on the way of the players. This will assist the users to be attentive and make informed decisions related to business. Specialists have also laid their focus on the upcoming business prospects.

Reasons to Buy This Report

1. This report will help the readers to understand the competition within the industries and strategies for the competitive environment to enhance the potential profit. The report also focuses on the competitive landscape of the global Personal Wealth Management Services market, and introduces in detail the market share, industry ranking, competitor ecosystem, market performance, new product development, operation situation, expansion, and acquisition. etc. of the main players, which helps the readers to identify the main competitors and deeply understand the competition pattern of the market.

2. This report will help stakeholders to understand the global industry status and trends of Personal Wealth Management Services and provides them with information on key market drivers, restraints, challenges, and opportunities.

3. This report will help stakeholders to understand competitors better and gain more insights to strengthen their position in their businesses. The competitive landscape section includes the market share and rank (in volume and value), competitor ecosystem, new product development, expansion, and acquisition.

4. This report stays updated with novel technology integration, features, and the latest developments in the market

5. This report helps stakeholders to gain insights into which regions to target globally

6. This report helps stakeholders to gain insights into the end-user perception concerning the adoption of Personal Wealth Management Services.

7. This report helps stakeholders to identify some of the key players in the market and understand their valuable contribution.

Chapter Outline

Chapter 1: Research objectives, research methods, data sources, data cross-validation;

Chapter 2: Introduces the report scope of the report, executive summary of different market segments (product type, application, etc), including the market size of each market segment, future development potential, and so on. It offers a high-level view of the current state of the market and its likely evolution in the short to mid-term, and long term.

Chapter 3: Provides the analysis of various market segments product types, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.

Chapter 4: Provides the analysis of various market segments 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 5: Introduces executive summary of global market size, regional market size, this section also introduces the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by companies in the industry, and the analysis of relevant policies in the industry.

Chapter 6: Detailed analysis of Personal Wealth Management Services companies’ competitive landscape, revenue market share, latest development plan, merger, and acquisition information, etc.

Chapter 7, 8, 9, 10, 11: North America, Europe, Asia Pacific, South America, Middle East and Africa segment by country. 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, and capacity of each country in the world.

Chapter 12: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including revenue, gross margin, product introduction, recent development, etc.

Chapter 13: The main points and conclusions of the report.

More report detail

Tables and figures
List of Tables Table 1. Secondary Sources Table 2. Primary Sources Table 3. Market Value Comparison by Type (2021 VS 2025 VS 2032) & (US$ Million) Table 4. Market Value Comparison by Application (2021 VS 2025 VS 2032) & (US$ Million) Table 5. Global Personal Wealth Management Services Market Size by Type (2021-2026) & (US$ Million) Table 6. Global Personal Wealth Management Services Revenue Market Share by Type (2021-2026) Table 7. Global Personal Wealth Management Services Forecasted Market Size by Type (2027-2032) & (US$ Million) Table 8. Global Personal Wealth Management Services Revenue Market Share by Type (2027-2032) Table 9. Global Personal Wealth Management Services Market Size by Application (2021-2026) & (US$ Million) Table 10. Global Personal Wealth Management Services Revenue Market Share by Application (2021-2026) Table 11. Global Personal Wealth Management Services Forecasted Market Size by Application (2027-2032) & (US$ Million) Table 12. Global Personal Wealth Management Services Revenue Market Share by Application (2027-2032) Table 13. Global Personal Wealth Management Services Market Size by Region (US$ Million): 2021 VS 2025 VS 2032 Table 14. Global Personal Wealth Management Services Market Size by Region (2021-2026) & (US$ Million) Table 15. Global Personal Wealth Management Services Market Share by Region (2021-2026) Table 16. Global Personal Wealth Management Services Forecasted Market Size by Region (2027-2032) & (US$ Million) Table 17. Global Personal Wealth Management Services Market Share by Region (2027-2032) Table 18. Personal Wealth Management Services Industry Trends Table 19. Personal Wealth Management Services Industry Drivers Table 20. Personal Wealth Management Services Industry Opportunities and Challenges Table 21. Personal Wealth Management Services Market Restraints Table 22. Global Top Personal Wealth Management Services Players by Revenue (US$ Million) & (2021-2026) Table 23. Global Personal Wealth Management Services Revenue Market Share by Players (2021-2026) Table 24. Global Personal Wealth Management Services Industry Players Ranking, 2024 VS 2025 VS 2026 Table 25. Global Key Players of Personal Wealth Management Services, Headquarters and Area Served Table 26. Global Personal Wealth Management Services Players, Product Type & Application Table 27. Global Players Market Concentration Ratio (CR5 and HHI) Table 28. Global Personal Wealth Management Services by Players Type (Tier 1, Tier 2, and Tier 3) & (Based on the Revenue of 2025) Table 29. Players Mergers & Acquisitions, Expansion Plans Table 30. North America Personal Wealth Management Services Market Growth Rate by Country: 2021 VS 2025 VS 2032 (US$ Million) Table 31. North America Personal Wealth Management Services Market Size by Country (2021-2026) & (US$ Million) Table 32. North America Personal Wealth Management Services Market Size by Country (2027-2032) & (US$ Million) Table 33. Europe Personal Wealth Management Services Market Growth Rate by Country: 2021 VS 2025 VS 2032 (US$ Million) Table 34. Europe Personal Wealth Management Services Market Size by Country (2021-2026) & (US$ Million) Table 35. Europe Personal Wealth Management Services Market Size by Country (2027-2032) & (US$ Million) Table 36. Asia Pacific Personal Wealth Management Services Market Growth Rate by Country: 2021 VS 2025 VS 2032 (US$ Million) Table 37. Asia Pacific Personal Wealth Management Services Market Size by Region (2021-2026) & (US$ Million) Table 38. Asia Pacific Personal Wealth Management Services Market Size by Country (2027-2032) & (US$ Million) Table 39. South America Personal Wealth Management Services Market Growth Rate by Country: 2021 VS 2025 VS 2032 (US$ Million) Table 40. South America Personal Wealth Management Services Market Size by Country (2021-2026) & (US$ Million) Table 41. South America Personal Wealth Management Services Market Size by Country (2027-2032) & (US$ Million) Table 42. Middle East & Africa Personal Wealth Management Services Market Growth Rate by Country: 2021 VS 2025 VS 2032 (US$ Million) Table 43. Middle East & Africa Personal Wealth Management Services Market Size by Country (2021-2026) & (US$ Million) Table 44. Middle East & Africa Personal Wealth Management Services Market Size by Country (2027-2032) & (US$ Million) Table 45. BNY Company Information Table 46. BNY Business Overview Table 47. BNY Revenue in Personal Wealth Management Services Business (2021-2026) & (US$ Million) Table 48. BNY Personal Wealth Management Services Product Portfolio Table 49. BNY Recent Developments Table 50. Mariner Company Information Table 51. Mariner Business Overview Table 52. Mariner Revenue in Personal Wealth Management Services Business (2021-2026) & (US$ Million) Table 53. Mariner Personal Wealth Management Services Product Portfolio Table 54. Mariner Recent Developments Table 55. FNZ Company Information Table 56. FNZ Business Overview Table 57. FNZ Revenue in Personal Wealth Management Services Business (2021-2026) & (US$ Million) Table 58. FNZ Personal Wealth Management Services Product Portfolio Table 59. FNZ Recent Developments Table 60. Vanguard Company Information Table 61. Vanguard Business Overview Table 62. Vanguard Revenue in Personal Wealth Management Services Business (2021-2026) & (US$ Million) Table 63. Vanguard Personal Wealth Management Services Product Portfolio Table 64. Vanguard Recent Developments Table 65. Glenmede Company Information Table 66. Glenmede Business Overview Table 67. Glenmede Revenue in Personal Wealth Management Services Business (2021-2026) & (US$ Million) Table 68. Glenmede Personal Wealth Management Services Product Portfolio Table 69. Glenmede Recent Developments Table 70. Bernstein Private Wealth Management Company Information Table 71. Bernstein Private Wealth Management Business Overview Table 72. Bernstein Private Wealth Management Revenue in Personal Wealth Management Services Business (2021-2026) & (US$ Million) Table 73. Bernstein Private Wealth Management Personal Wealth Management Services Product Portfolio Table 74. Bernstein Private Wealth Management Recent Developments Table 75. Fidelity Company Information Table 76. Fidelity Business Overview Table 77. Fidelity Revenue in Personal Wealth Management Services Business (2021-2026) & (US$ Million) Table 78. Fidelity Personal Wealth Management Services Product Portfolio Table 79. Fidelity Recent Developments Table 80. Empower Company Information Table 81. Empower Business Overview Table 82. Empower Revenue in Personal Wealth Management Services Business (2021-2026) & (US$ Million) Table 83. Empower Personal Wealth Management Services Product Portfolio Table 84. Empower Recent Developments Table 85. Merrill Lynch Company Information Table 86. Merrill Lynch Business Overview Table 87. Merrill Lynch Revenue in Personal Wealth Management Services Business (2021-2026) & (US$ Million) Table 88. Merrill Lynch Personal Wealth Management Services Product Portfolio Table 89. Merrill Lynch Recent Developments Table 90. William Blair Company Information Table 91. William Blair Business Overview Table 92. William Blair Revenue in Personal Wealth Management Services Business (2021-2026) & (US$ Million) Table 93. William Blair Personal Wealth Management Services Product Portfolio Table 94. William Blair Recent Developments Table 95. Raymond James Company Information Table 96. Raymond James Business Overview Table 97. Raymond James Revenue in Personal Wealth Management Services Business (2021-2026) & (US$ Million) Table 98. Raymond James Personal Wealth Management Services Product Portfolio Table 99. Raymond James Recent Developments Table 100. Charles Schwab Company Information Table 101. Charles Schwab Business Overview Table 102. Charles Schwab Revenue in Personal Wealth Management Services Business (2021-2026) & (US$ Million) Table 103. Charles Schwab Personal Wealth Management Services Product Portfolio Table 104. Charles Schwab Recent Developments Table 105. Wealthspire Advisors Company Information Table 106. Wealthspire Advisors Business Overview Table 107. Wealthspire Advisors Revenue in Personal Wealth Management Services Business (2021-2026) & (US$ Million) Table 108. Wealthspire Advisors Personal Wealth Management Services Product Portfolio Table 109. Wealthspire Advisors Recent Developments Table 110. Cresset Company Information Table 111. Cresset Business Overview Table 112. Cresset Revenue in Personal Wealth Management Services Business (2021-2026) & (US$ Million) Table 113. Cresset Personal Wealth Management Services Product Portfolio Table 114. Cresset Recent Developments Table 115. RBC Wealth Management Company Information Table 116. RBC Wealth Management Business Overview Table 117. RBC Wealth Management Revenue in Personal Wealth Management Services Business (2021-2026) & (US$ Million) Table 118. RBC Wealth Management Personal Wealth Management Services Product Portfolio Table 119. RBC Wealth Management Recent Developments Table 120. Wellsfargo Company Information Table 121. Wellsfargo Business Overview Table 122. Wellsfargo Revenue in Personal Wealth Management Services Business (2021-2026) & (US$ Million) Table 123. Wellsfargo Personal Wealth Management Services Product Portfolio Table 124. Wellsfargo Recent Developments Table 125. Northwestern Mutual Company Information Table 126. Northwestern Mutual Business Overview Table 127. Northwestern Mutual Revenue in Personal Wealth Management Services Business (2021-2026) & (US$ Million) Table 128. Northwestern Mutual Personal Wealth Management Services Product Portfolio Table 129. Northwestern Mutual Recent Developments Table 130. LPL Financial Company Information Table 131. LPL Financial Business Overview Table 132. LPL Financial Revenue in Personal Wealth Management Services Business (2021-2026) & (US$ Million) Table 133. LPL Financial Personal Wealth Management Services Product Portfolio Table 134. LPL Financial Recent Developments Table 135. Edelman Financial Engines Company Information Table 136. Edelman Financial Engines Business Overview Table 137. Edelman Financial Engines Revenue in Personal Wealth Management Services Business (2021-2026) & (US$ Million) Table 138. Edelman Financial Engines Personal Wealth Management Services Product Portfolio Table 139. Edelman Financial Engines Recent Developments Table 140. Evelyn Partners Company Information Table 141. Evelyn Partners Business Overview Table 142. Evelyn Partners Revenue in Personal Wealth Management Services Business (2021-2026) & (US$ Million) Table 143. Evelyn Partners Personal Wealth Management Services Product Portfolio Table 144. Evelyn Partners Recent Developments Table 145. EP Wealth Advisors Company Information Table 146. EP Wealth Advisors Business Overview Table 147. EP Wealth Advisors Revenue in Personal Wealth Management Services Business (2021-2026) & (US$ Million) Table 148. EP Wealth Advisors Personal Wealth Management Services Product Portfolio Table 149. EP Wealth Advisors Recent Developments Table 150. Coutts Company Information Table 151. Coutts Business Overview Table 152. Coutts Revenue in Personal Wealth Management Services Business (2021-2026) & (US$ Million) Table 153. Coutts Personal Wealth Management Services Product Portfolio Table 154. Coutts Recent Developments Table 155. Authors List of This Report List of Figures Figure 1. Research Methodology Figure 2. Research Process Figure 3. Key Executives Interviewed Figure 4. Personal Wealth Management Services Product Image Figure 5. Global Personal Wealth Management Services Market Size Comparison by Type (2021 VS 2025 VS 2032) & (US$ Million) Figure 6. Global Personal Wealth Management Services Market Share by Type: 2025 VS 2032 Figure 7. Financial Planning Product Figure 8. Investment Management Product Figure 9. Asset Management Product Figure 10. Asset Allocation Product Figure 11. Estate Planning Product Figure 12. Tax Planning Product Figure 13. Retirement Planning Product Figure 14. Others Product Figure 15. Global Personal Wealth Management Services Market Size by Application (2021 VS 2025 VS 2032) & (US$ Million) Figure 16. Global Personal Wealth Management Services Market Share by Application: 2025 VS 2032 Figure 17. Employees Product Figure 18. Business Owners Product Figure 19. Retirees Product Figure 20. Others Product Figure 21. Global Personal Wealth Management Services Market Size (US$ Million), Year-over-Year: 2021-2032 Figure 22. Global Personal Wealth Management Services Market Size, (US$ Million), 2021 VS 2025 VS 2032 Figure 23. Global Personal Wealth Management Services Market Share by Region: 2025 VS 2032 Figure 24. Global Personal Wealth Management Services Market Share by Players in 2025 Figure 25. Global Personal Wealth Management Services Manufacturers Established Date Figure 26. Global Top 5 and 10 Personal Wealth Management Services Players Market Share by Revenue in 2025 Figure 27. Players Type (Tier 1, Tier 2, and Tier 3): 2021 VS 2025 Figure 28. North America Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 29. North America Personal Wealth Management Services Market Share by Country (2021-2032) Figure 30. United States Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 31. Canada Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 32. Mexico Personal Wealth Management Services Market Share by Country (2021-2032) Figure 33. Europe Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 34. Europe Personal Wealth Management Services Market Share by Country (2021-2032) Figure 35. Germany Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 36. France Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 37. U.K. Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 38. Italy Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 39. Spain Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 40. Russia Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 41. Netherlands Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 42. Nordic Countries Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 43. Asia-Pacific Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 44. Asia-Pacific Personal Wealth Management Services Market Share by Country (2021-2032) Figure 45. China Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 46. Japan Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 47. South Korea Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 48. India Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 49. India Personal Wealth Management Services Market Share by Country (2021-2032) Figure 50. Australia Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 51. China Taiwan Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 52. Southeast Asia Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 53. South America Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 54. South America Personal Wealth Management Services Market Share by Country (2021-2032) Figure 55. Brazil Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 56. Argentina Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 57. Chile Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 58. Colombia Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 59. Peru Personal Wealth Management Services Market Size YoY Growth (2021-2032) & (US$ Million) Figure 60. BNY Revenue Growth Rate in Personal Wealth Management Services Business (2021-2026) Figure 61. Mariner Revenue Growth Rate in Personal Wealth Management Services Business (2021-2026) Figure 62. FNZ Revenue Growth Rate in Personal Wealth Management Services Business (2021-2026) Figure 63. Vanguard Revenue Growth Rate in Personal Wealth Management Services Business (2021-2026) Figure 64. Glenmede Revenue Growth Rate in Personal Wealth Management Services Business (2021-2026) Figure 65. Bernstein Private Wealth Management Revenue Growth Rate in Personal Wealth Management Services Business (2021-2026) Figure 66. Fidelity Revenue Growth Rate in Personal Wealth Management Services Business (2021-2026) Figure 67. Empower Revenue Growth Rate in Personal Wealth Management Services Business (2021-2026) Figure 68. Merrill Lynch Revenue Growth Rate in Personal Wealth Management Services Business (2021-2026) Figure 69. William Blair Revenue Growth Rate in Personal Wealth Management Services Business (2021-2026) Figure 70. Raymond James Revenue Growth Rate in Personal Wealth Management Services Business (2021-2026) Figure 71. Charles Schwab Revenue Growth Rate in Personal Wealth Management Services Business (2021-2026) Figure 72. Wealthspire Advisors Revenue Growth Rate in Personal Wealth Management Services Business (2021-2026) Figure 73. Cresset Revenue Growth Rate in Personal Wealth Management Services Business (2021-2026) Figure 74. RBC Wealth Management Revenue Growth Rate in Personal Wealth Management Services Business (2021-2026) Figure 75. Wellsfargo Revenue Growth Rate in Personal Wealth Management Services Business (2021-2026) Figure 76. Northwestern Mutual Revenue Growth Rate in Personal Wealth Management Services Business (2021-2026) Figure 77. LPL Financial Revenue Growth Rate in Personal Wealth Management Services Business (2021-2026) Figure 78. Edelman Financial Engines Revenue Growth Rate in Personal Wealth Management Services Business (2021-2026) Figure 79. Evelyn Partners Revenue Growth Rate in Personal Wealth Management Services Business (2021-2026) Figure 80. EP Wealth Advisors Revenue Growth Rate in Personal Wealth Management Services Business (2021-2026) Figure 81. Coutts Revenue Growth Rate in Personal Wealth Management Services Business (2021-2026)

Scope & coverage.

Types
  • Financial Planning
  • Investment Management
  • Asset Management
  • Asset Allocation
  • Estate Planning
  • Tax Planning
  • Retirement Planning
  • Others
Applications
  • Employees
  • Business Owners
  • Retirees
  • Others
Companies covered
  • BNY
  • Mariner
  • FNZ
  • Vanguard
  • Glenmede
  • Bernstein Private Wealth Management
  • Fidelity
  • Empower
  • Merrill Lynch
  • William Blair
  • Raymond James
  • Charles Schwab
  • Wealthspire Advisors
  • Cresset
  • RBC Wealth Management
  • Wellsfargo
  • Northwestern Mutual
  • LPL Financial
  • Edelman Financial Engines
  • Evelyn Partners
  • EP Wealth Advisors
  • Coutts

Inside the report.

1 Preface
  1. 1.1 Scope of Report
  2. 1.2 Reasons for Doing This Study
  3. 1.3 Research Methodology
  4. 1.4 Research Process
  5. 1.5 Data Source
  6. 1.5.1 Secondary Sources
  7. 1.5.2 Primary Sources
2 Market Overview
  1. 2.1 Product Definition
  2. 2.2 Personal Wealth Management Services by Type
  3. 2.2.1 Market Value Comparison by Type (2021 VS 2025 VS 2032)
  4. 2.2.2 Financial Planning
  5. 2.2.3 Investment Management
  6. 2.2.4 Asset Management
  7. 2.2.5 Asset Allocation
  8. 2.2.6 Estate Planning
  9. 2.2.7 Tax Planning
  10. 2.2.8 Retirement Planning
  11. 2.2.9 Others
  12. 2.3 Personal Wealth Management Services by Application
  13. 2.3.1 Market Value Comparison by Application (2021 VS 2025 VS 2032)
  14. 2.3.2 Employees
  15. 2.3.3 Business Owners
  16. 2.3.4 Retirees
  17. 2.3.5 Others
  18. 2.4 Assumptions and Limitations
3 Personal Wealth Management Services Breakdown Data by Type
  1. 3.1 Global Personal Wealth Management Services Historic Market Size by Type (2021-2026)
  2. 3.2 Global Personal Wealth Management Services Forecasted Market Size by Type (2027-2032)
4 Personal Wealth Management Services Breakdown Data by Application
  1. 4.1 Global Personal Wealth Management Services Historic Market Size by Application (2021-2026)
  2. 4.2 Global Personal Wealth Management Services Forecasted Market Size by Application (2027-2032)
5 Global Growth Trends
  1. 5.1 Global Personal Wealth Management Services Market Perspective (2021-2032)
  2. 5.2 Global Personal Wealth Management Services Growth Trends by Region
  3. 5.2.1 Global Personal Wealth Management Services Market Size by Region: 2021 VS 2025 VS 2032
  4. 5.2.2 Personal Wealth Management Services Historic Market Size by Region (2021-2026)
  5. 5.2.3 Personal Wealth Management Services Forecasted Market Size by Region (2027-2032)
  6. 5.3 Personal Wealth Management Services Market Dynamics
  7. 5.3.1 Personal Wealth Management Services Industry Trends
  8. 5.3.2 Personal Wealth Management Services Market Drivers
  9. 5.3.3 Personal Wealth Management Services Market Challenges
  10. 5.3.4 Personal Wealth Management Services Market Restraints
6 Market Competitive Landscape by Players
  1. 6.1 Global Top Personal Wealth Management Services Players by Revenue
  2. 6.1.1 Global Top Personal Wealth Management Services Players by Revenue (2021-2026)
  3. 6.1.2 Global Personal Wealth Management Services Revenue Market Share by Players (2021-2026)
  4. 6.2 Global Personal Wealth Management Services Industry Players Ranking, 2023 VS 2024 VS 2025
  5. 6.3 Global Key Players of Personal Wealth Management Services Head Office and Area Served
  6. 6.4 Global Personal Wealth Management Services Players, Product Type & Application
  7. 6.5 Global Personal Wealth Management Services Manufacturers Established Date
  8. 6.6 Global Personal Wealth Management Services Market CR5 and HHI
  9. 6.7 Global Players Mergers & Acquisition
7 North America
  1. 7.1 North America Personal Wealth Management Services Market Size (2021-2032)
  2. 7.2 North America Personal Wealth Management Services Market Growth Rate by Country: 2021 VS 2025 VS 2032
  3. 7.3 North America Personal Wealth Management Services Market Size by Country (2021-2026)
  4. 7.4 North America Personal Wealth Management Services Market Size by Country (2027-2032)
  5. 7.5 United States
  6. 7.5 United States
  7. 7.6 Canada
  8. 7.7 Mexico
8 Europe
  1. 8.1 Europe Personal Wealth Management Services Market Size (2021-2032)
  2. 8.2 Europe Personal Wealth Management Services Market Growth Rate by Country: 2021 VS 2025 VS 2032
  3. 8.3 Europe Personal Wealth Management Services Market Size by Country (2021-2026)
  4. 8.4 Europe Personal Wealth Management Services Market Size by Country (2027-2032)
  5. 8.5 Germany
  6. 8.6 France
  7. 8.7 U.K.
  8. 8.8 Italy
  9. 8.9 Spain
  10. 8.10 Russia
  11. 8.11 Netherlands
  12. 8.12 Nordic Countries
9 Asia-Pacific
  1. 9.1 Asia-Pacific Personal Wealth Management Services Market Size (2021-2032)
  2. 9.2 Asia-Pacific Personal Wealth Management Services Market Growth Rate by Country: 2021 VS 2025 VS 2032
  3. 9.3 Asia-Pacific Personal Wealth Management Services Market Size by Country (2021-2026)
  4. 9.4 Asia-Pacific Personal Wealth Management Services Market Size by Country (2027-2032)
  5. 9.5 China
  6. 9.6 Japan
  7. 9.7 South Korea
  8. 9.8 India
  9. 9.9 Australia
  10. 9.10 China Taiwan
  11. 9.11 Southeast Asia
10 South America
  1. 10.1 South America Personal Wealth Management Services Market Size (2021-2032)
  2. 10.2 South America Personal Wealth Management Services Market Growth Rate by Country: 2021 VS 2025 VS 2032
  3. 10.3 South America Personal Wealth Management Services Market Size by Country (2021-2026)
  4. 10.4 South America Personal Wealth Management Services Market Size by Country (2027-2032)
  5. 10.5 Brazil
  6. 10.6 Argentina
  7. 10.7 Chile
  8. 10.8 Colombia
  9. 10.9 Peru
11 Middle East & Africa
  1. 11.1 Middle East & Africa Personal Wealth Management Services Market Size (2021-2032)
  2. 11.2 Middle East & Africa Personal Wealth Management Services Market Growth Rate by Country: 2021 VS 2025 VS 2032
  3. 11.3 Middle East & Africa Personal Wealth Management Services Market Size by Country (2021-2026)
  4. 11.4 Middle East & Africa Personal Wealth Management Services Market Size by Country (2027-2032)
  5. 11.5 Saudi Arabia
  6. 11.6 Israel
  7. 11.7 United Arab Emirates
  8. 11.8 Turkey
  9. 11.9 Iran
  10. 11.10 Egypt
12 Players Profiled
  1. 12.1 BNY
  2. 12.1.1 BNY Company Information
  3. 12.1.2 BNY Business Overview
  4. 12.1.3 BNY Revenue in Personal Wealth Management Services Business (2021-2026)
  5. 12.1.4 BNY Personal Wealth Management Services Product Portfolio
  6. 12.1.5 BNY Recent Developments
  7. 12.2 Mariner
  8. 12.2.1 Mariner Company Information
  9. 12.2.2 Mariner Business Overview
  10. 12.2.3 Mariner Revenue in Personal Wealth Management Services Business (2021-2026)
  11. 12.2.4 Mariner Personal Wealth Management Services Product Portfolio
  12. 12.2.5 Mariner Recent Developments
  13. 12.3 FNZ
  14. 12.3.1 FNZ Company Information
  15. 12.3.2 FNZ Business Overview
  16. 12.3.3 FNZ Revenue in Personal Wealth Management Services Business (2021-2026)
  17. 12.3.4 FNZ Personal Wealth Management Services Product Portfolio
  18. 12.3.5 FNZ Recent Developments
  19. 12.4 Vanguard
  20. 12.4.1 Vanguard Company Information
  21. 12.4.2 Vanguard Business Overview
  22. 12.4.3 Vanguard Revenue in Personal Wealth Management Services Business (2021-2026)
  23. 12.4.4 Vanguard Personal Wealth Management Services Product Portfolio
  24. 12.4.5 Vanguard Recent Developments
  25. 12.5 Glenmede
  26. 12.5.1 Glenmede Company Information
  27. 12.5.2 Glenmede Business Overview
  28. 12.5.3 Glenmede Revenue in Personal Wealth Management Services Business (2021-2026)
  29. 12.5.4 Glenmede Personal Wealth Management Services Product Portfolio
  30. 12.5.5 Glenmede Recent Developments
  31. 12.6 Bernstein Private Wealth Management
  32. 12.6.1 Bernstein Private Wealth Management Company Information
  33. 12.6.2 Bernstein Private Wealth Management Business Overview
  34. 12.6.3 Bernstein Private Wealth Management Revenue in Personal Wealth Management Services Business (2021-2026)
  35. 12.6.4 Bernstein Private Wealth Management Personal Wealth Management Services Product Portfolio
  36. 12.6.5 Bernstein Private Wealth Management Recent Developments
  37. 12.7 Fidelity
  38. 12.7.1 Fidelity Company Information
  39. 12.7.2 Fidelity Business Overview
  40. 12.7.3 Fidelity Revenue in Personal Wealth Management Services Business (2021-2026)
  41. 12.7.4 Fidelity Personal Wealth Management Services Product Portfolio
  42. 12.7.5 Fidelity Recent Developments
  43. 12.8 Empower
  44. 12.8.1 Empower Company Information
  45. 12.8.2 Empower Business Overview
  46. 12.8.3 Empower Revenue in Personal Wealth Management Services Business (2021-2026)
  47. 12.8.4 Empower Personal Wealth Management Services Product Portfolio
  48. 12.8.5 Empower Recent Developments
  49. 12.9 Merrill Lynch
  50. 12.9.1 Merrill Lynch Company Information
  51. 12.9.2 Merrill Lynch Business Overview
  52. 12.9.3 Merrill Lynch Revenue in Personal Wealth Management Services Business (2021-2026)
  53. 12.9.4 Merrill Lynch Personal Wealth Management Services Product Portfolio
  54. 12.9.5 Merrill Lynch Recent Developments
  55. 12.10 William Blair
  56. 12.10.1 William Blair Company Information
  57. 12.10.2 William Blair Business Overview
  58. 12.10.3 William Blair Revenue in Personal Wealth Management Services Business (2021-2026)
  59. 12.10.4 William Blair Personal Wealth Management Services Product Portfolio
  60. 12.10.5 William Blair Recent Developments
  61. 12.11 Raymond James
  62. 12.11.1 Raymond James Company Information
  63. 12.11.2 Raymond James Business Overview
  64. 12.11.3 Raymond James Revenue in Personal Wealth Management Services Business (2021-2026)
  65. 12.11.4 Raymond James Personal Wealth Management Services Product Portfolio
  66. 12.11.5 Raymond James Recent Developments
  67. 12.12 Charles Schwab
  68. 12.12.1 Charles Schwab Company Information
  69. 12.12.2 Charles Schwab Business Overview
  70. 12.12.3 Charles Schwab Revenue in Personal Wealth Management Services Business (2021-2026)
  71. 12.12.4 Charles Schwab Personal Wealth Management Services Product Portfolio
  72. 12.12.5 Charles Schwab Recent Developments
  73. 12.13 Wealthspire Advisors
  74. 12.13.1 Wealthspire Advisors Company Information
  75. 12.13.2 Wealthspire Advisors Business Overview
  76. 12.13.3 Wealthspire Advisors Revenue in Personal Wealth Management Services Business (2021-2026)
  77. 12.13.4 Wealthspire Advisors Personal Wealth Management Services Product Portfolio
  78. 12.13.5 Wealthspire Advisors Recent Developments
  79. 12.14 Cresset
  80. 12.14.1 Cresset Company Information
  81. 12.14.2 Cresset Business Overview
  82. 12.14.3 Cresset Revenue in Personal Wealth Management Services Business (2021-2026)
  83. 12.14.4 Cresset Personal Wealth Management Services Product Portfolio
  84. 12.14.5 Cresset Recent Developments
  85. 12.15 RBC Wealth Management
  86. 12.15.1 RBC Wealth Management Company Information
  87. 12.15.2 RBC Wealth Management Business Overview
  88. 12.15.3 RBC Wealth Management Revenue in Personal Wealth Management Services Business (2021-2026)
  89. 12.15.4 RBC Wealth Management Personal Wealth Management Services Product Portfolio
  90. 12.15.5 RBC Wealth Management Recent Developments
  91. 12.16 Wellsfargo
  92. 12.16.1 Wellsfargo Company Information
  93. 12.16.2 Wellsfargo Business Overview
  94. 12.16.3 Wellsfargo Revenue in Personal Wealth Management Services Business (2021-2026)
  95. 12.16.4 Wellsfargo Personal Wealth Management Services Product Portfolio
  96. 12.16.5 Wellsfargo Recent Developments
  97. 12.17 Northwestern Mutual
  98. 12.17.1 Northwestern Mutual Company Information
  99. 12.17.2 Northwestern Mutual Business Overview
  100. 12.17.3 Northwestern Mutual Revenue in Personal Wealth Management Services Business (2021-2026)
  101. 12.17.4 Northwestern Mutual Personal Wealth Management Services Product Portfolio
  102. 12.17.5 Northwestern Mutual Recent Developments
  103. 12.18 LPL Financial
  104. 12.18.1 LPL Financial Company Information
  105. 12.18.2 LPL Financial Business Overview
  106. 12.18.3 LPL Financial Revenue in Personal Wealth Management Services Business (2021-2026)
  107. 12.18.4 LPL Financial Personal Wealth Management Services Product Portfolio
  108. 12.18.5 LPL Financial Recent Developments
  109. 12.19 Edelman Financial Engines
  110. 12.19.1 Edelman Financial Engines Company Information
  111. 12.19.2 Edelman Financial Engines Business Overview
  112. 12.19.3 Edelman Financial Engines Revenue in Personal Wealth Management Services Business (2021-2026)
  113. 12.19.4 Edelman Financial Engines Personal Wealth Management Services Product Portfolio
  114. 12.19.5 Edelman Financial Engines Recent Developments
  115. 12.20 Evelyn Partners
  116. 12.20.1 Evelyn Partners Company Information
  117. 12.20.2 Evelyn Partners Business Overview
  118. 12.20.3 Evelyn Partners Revenue in Personal Wealth Management Services Business (2021-2026)
  119. 12.20.4 Evelyn Partners Personal Wealth Management Services Product Portfolio
  120. 12.20.5 Evelyn Partners Recent Developments
  121. 12.21 EP Wealth Advisors
  122. 12.21.1 EP Wealth Advisors Company Information
  123. 12.21.2 EP Wealth Advisors Business Overview
  124. 12.21.3 EP Wealth Advisors Revenue in Personal Wealth Management Services Business (2021-2026)
  125. 12.21.4 EP Wealth Advisors Personal Wealth Management Services Product Portfolio
  126. 12.21.5 EP Wealth Advisors Recent Developments
  127. 12.22 Coutts
  128. 12.22.1 Coutts Company Information
  129. 12.22.2 Coutts Business Overview
  130. 12.22.3 Coutts Revenue in Personal Wealth Management Services Business (2021-2026)
  131. 12.22.4 Coutts Personal Wealth Management Services Product Portfolio
  132. 12.22.5 Coutts Recent Developments
13 Report Conclusion
    14 Disclaimer

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