Selected research
Industry Research
Wealth Management Advisory Industry Research Report 2026
Market perspective
The global Wealth Management Advisory 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 Wealth Management Advisory market is projected to increase from US$ million in 2026 to US$ million by 2032, reflecting a CAGR of % over 2026–2032. Europe: the Wealth Management Advisory 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 Wealth Management Advisory 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 Wealth Management Advisory include Goldman Sachs, Raymond James, Accenture, FORVIS, Fidelity, BCG, J.P. Morgan, Boulay Group and Baker Tilly, 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 Wealth Management Advisory 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 Wealth Management Advisory.
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.
Wealth Management Advisory Market by Company
Goldman Sachs
Raymond James
Accenture
FORVIS
Fidelity
BCG
J.P. Morgan
Boulay Group
Baker Tilly
KPMG
Moss Adams
Plante Moran
Allianz Group
Wells Fargo
BlackRock
Morgan Stanley
Schwab
Mirabaud Group
Wealth Management Advisory Segment by Type
Portfolio Management
Funds
Trusts
Investment Advice
Other Financial Vehicles
Wealth Management Advisory Segment by Application
Financial
Internet
e-Commerce
Other
Wealth Management Advisory 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
Colombia
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 Wealth Management Advisory 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 Wealth Management Advisory 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 Wealth Management Advisory.
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 Wealth Management Advisory 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
Scope & coverage.
Types
- Portfolio Management
- Funds
- Trusts
- Investment Advice
- Other Financial Vehicles
Applications
- Financial
- Internet
- e-Commerce
- Other
Companies covered
- Goldman Sachs
- Raymond James
- Accenture
- FORVIS
- Fidelity
- BCG
- J.P. Morgan
- Boulay Group
- Baker Tilly
- KPMG
- Moss Adams
- Plante Moran
- Allianz Group
- Wells Fargo
- BlackRock
- Morgan Stanley
- Schwab
- Mirabaud Group
Inside the report.
1 Preface
- 1.1 Scope of Report
- 1.2 Reasons for Doing This Study
- 1.3 Research Methodology
- 1.4 Research Process
- 1.5 Data Source
- 1.5.1 Secondary Sources
- 1.5.2 Primary Sources
2 Market Overview
- 2.1 Product Definition
- 2.2 Wealth Management Advisory by Type
- 2.2.1 Market Value Comparison by Type (2021 VS 2025 VS 2032)
- 2.2.2 Portfolio Management
- 2.2.3 Funds
- 2.2.4 Trusts
- 2.2.5 Investment Advice
- 2.2.6 Other Financial Vehicles
- 2.3 Wealth Management Advisory by Application
- 2.3.1 Market Value Comparison by Application (2021 VS 2025 VS 2032)
- 2.3.2 Financial
- 2.3.3 Internet
- 2.3.4 e-Commerce
- 2.3.5 Other
- 2.4 Assumptions and Limitations
3 Wealth Management Advisory Breakdown Data by Type
- 3.1 Global Wealth Management Advisory Historic Market Size by Type (2021-2026)
- 3.2 Global Wealth Management Advisory Forecasted Market Size by Type (2027-2032)
4 Wealth Management Advisory Breakdown Data by Application
- 4.1 Global Wealth Management Advisory Historic Market Size by Application (2021-2026)
- 4.2 Global Wealth Management Advisory Forecasted Market Size by Application (2027-2032)
5 Global Growth Trends
- 5.1 Global Wealth Management Advisory Market Perspective (2021-2032)
- 5.2 Global Wealth Management Advisory Growth Trends by Region
- 5.2.1 Global Wealth Management Advisory Market Size by Region: 2021 VS 2025 VS 2032
- 5.2.2 Wealth Management Advisory Historic Market Size by Region (2021-2026)
- 5.2.3 Wealth Management Advisory Forecasted Market Size by Region (2027-2032)
- 5.3 Wealth Management Advisory Market Dynamics
- 5.3.1 Wealth Management Advisory Industry Trends
- 5.3.2 Wealth Management Advisory Market Drivers
- 5.3.3 Wealth Management Advisory Market Challenges
- 5.3.4 Wealth Management Advisory Market Restraints
6 Market Competitive Landscape by Players
- 6.1 Global Top Wealth Management Advisory Players by Revenue
- 6.1.1 Global Top Wealth Management Advisory Players by Revenue (2021-2026)
- 6.1.2 Global Wealth Management Advisory Revenue Market Share by Players (2021-2026)
- 6.2 Global Wealth Management Advisory Industry Players Ranking, 2023 VS 2024 VS 2025
- 6.3 Global Key Players of Wealth Management Advisory Head Office and Area Served
- 6.4 Global Wealth Management Advisory Players, Product Type & Application
- 6.5 Global Wealth Management Advisory Manufacturers Established Date
- 6.6 Global Wealth Management Advisory Market CR5 and HHI
- 6.7 Global Players Mergers & Acquisition
7 North America
- 7.1 North America Wealth Management Advisory Market Size (2021-2032)
- 7.2 North America Wealth Management Advisory Market Growth Rate by Country: 2021 VS 2025 VS 2032
- 7.3 North America Wealth Management Advisory Market Size by Country (2021-2026)
- 7.4 North America Wealth Management Advisory Market Size by Country (2027-2032)
- 7.5 United States
- 7.5 United States
- 7.6 Canada
- 7.7 Mexico
8 Europe
- 8.1 Europe Wealth Management Advisory Market Size (2021-2032)
- 8.2 Europe Wealth Management Advisory Market Growth Rate by Country: 2021 VS 2025 VS 2032
- 8.3 Europe Wealth Management Advisory Market Size by Country (2021-2026)
- 8.4 Europe Wealth Management Advisory Market Size by Country (2027-2032)
- 8.5 Germany
- 8.6 France
- 8.7 U.K.
- 8.8 Italy
- 8.9 Spain
- 8.10 Russia
- 8.11 Netherlands
- 8.12 Nordic Countries
9 Asia-Pacific
- 9.1 Asia-Pacific Wealth Management Advisory Market Size (2021-2032)
- 9.2 Asia-Pacific Wealth Management Advisory Market Growth Rate by Country: 2021 VS 2025 VS 2032
- 9.3 Asia-Pacific Wealth Management Advisory Market Size by Country (2021-2026)
- 9.4 Asia-Pacific Wealth Management Advisory Market Size by Country (2027-2032)
- 9.5 China
- 9.6 Japan
- 9.7 South Korea
- 9.8 India
- 9.9 Australia
- 9.10 China Taiwan
- 9.11 Southeast Asia
10 South America
- 10.1 South America Wealth Management Advisory Market Size (2021-2032)
- 10.2 South America Wealth Management Advisory Market Growth Rate by Country: 2021 VS 2025 VS 2032
- 10.3 South America Wealth Management Advisory Market Size by Country (2021-2026)
- 10.4 South America Wealth Management Advisory Market Size by Country (2027-2032)
- 10.5 Brazil
- 10.6 Argentina
- 10.7 Chile
- 10.8 Colombia
- 10.9 Peru
11 Middle East & Africa
- 11.1 Middle East & Africa Wealth Management Advisory Market Size (2021-2032)
- 11.2 Middle East & Africa Wealth Management Advisory Market Growth Rate by Country: 2021 VS 2025 VS 2032
- 11.3 Middle East & Africa Wealth Management Advisory Market Size by Country (2021-2026)
- 11.4 Middle East & Africa Wealth Management Advisory Market Size by Country (2027-2032)
- 11.5 Saudi Arabia
- 11.6 Israel
- 11.7 United Arab Emirates
- 11.8 Turkey
- 11.9 Iran
- 11.10 Egypt
12 Players Profiled
- 12.1 Goldman Sachs
- 12.1.1 Goldman Sachs Company Information
- 12.1.2 Goldman Sachs Business Overview
- 12.1.3 Goldman Sachs Revenue in Wealth Management Advisory Business (2021-2026)
- 12.1.4 Goldman Sachs Wealth Management Advisory Product Portfolio
- 12.1.5 Goldman Sachs Recent Developments
- 12.2 Raymond James
- 12.2.1 Raymond James Company Information
- 12.2.2 Raymond James Business Overview
- 12.2.3 Raymond James Revenue in Wealth Management Advisory Business (2021-2026)
- 12.2.4 Raymond James Wealth Management Advisory Product Portfolio
- 12.2.5 Raymond James Recent Developments
- 12.3 Accenture
- 12.3.1 Accenture Company Information
- 12.3.2 Accenture Business Overview
- 12.3.3 Accenture Revenue in Wealth Management Advisory Business (2021-2026)
- 12.3.4 Accenture Wealth Management Advisory Product Portfolio
- 12.3.5 Accenture Recent Developments
- 12.4 FORVIS
- 12.4.1 FORVIS Company Information
- 12.4.2 FORVIS Business Overview
- 12.4.3 FORVIS Revenue in Wealth Management Advisory Business (2021-2026)
- 12.4.4 FORVIS Wealth Management Advisory Product Portfolio
- 12.4.5 FORVIS Recent Developments
- 12.5 Fidelity
- 12.5.1 Fidelity Company Information
- 12.5.2 Fidelity Business Overview
- 12.5.3 Fidelity Revenue in Wealth Management Advisory Business (2021-2026)
- 12.5.4 Fidelity Wealth Management Advisory Product Portfolio
- 12.5.5 Fidelity Recent Developments
- 12.6 BCG
- 12.6.1 BCG Company Information
- 12.6.2 BCG Business Overview
- 12.6.3 BCG Revenue in Wealth Management Advisory Business (2021-2026)
- 12.6.4 BCG Wealth Management Advisory Product Portfolio
- 12.6.5 BCG Recent Developments
- 12.7 J.P. Morgan
- 12.7.1 J.P. Morgan Company Information
- 12.7.2 J.P. Morgan Business Overview
- 12.7.3 J.P. Morgan Revenue in Wealth Management Advisory Business (2021-2026)
- 12.7.4 J.P. Morgan Wealth Management Advisory Product Portfolio
- 12.7.5 J.P. Morgan Recent Developments
- 12.8 Boulay Group
- 12.8.1 Boulay Group Company Information
- 12.8.2 Boulay Group Business Overview
- 12.8.3 Boulay Group Revenue in Wealth Management Advisory Business (2021-2026)
- 12.8.4 Boulay Group Wealth Management Advisory Product Portfolio
- 12.8.5 Boulay Group Recent Developments
- 12.9 Baker Tilly
- 12.9.1 Baker Tilly Company Information
- 12.9.2 Baker Tilly Business Overview
- 12.9.3 Baker Tilly Revenue in Wealth Management Advisory Business (2021-2026)
- 12.9.4 Baker Tilly Wealth Management Advisory Product Portfolio
- 12.9.5 Baker Tilly Recent Developments
- 12.10 KPMG
- 12.10.1 KPMG Company Information
- 12.10.2 KPMG Business Overview
- 12.10.3 KPMG Revenue in Wealth Management Advisory Business (2021-2026)
- 12.10.4 KPMG Wealth Management Advisory Product Portfolio
- 12.10.5 KPMG Recent Developments
- 12.11 Moss Adams
- 12.11.1 Moss Adams Company Information
- 12.11.2 Moss Adams Business Overview
- 12.11.3 Moss Adams Revenue in Wealth Management Advisory Business (2021-2026)
- 12.11.4 Moss Adams Wealth Management Advisory Product Portfolio
- 12.11.5 Moss Adams Recent Developments
- 12.12 Plante Moran
- 12.12.1 Plante Moran Company Information
- 12.12.2 Plante Moran Business Overview
- 12.12.3 Plante Moran Revenue in Wealth Management Advisory Business (2021-2026)
- 12.12.4 Plante Moran Wealth Management Advisory Product Portfolio
- 12.12.5 Plante Moran Recent Developments
- 12.13 Allianz Group
- 12.13.1 Allianz Group Company Information
- 12.13.2 Allianz Group Business Overview
- 12.13.3 Allianz Group Revenue in Wealth Management Advisory Business (2021-2026)
- 12.13.4 Allianz Group Wealth Management Advisory Product Portfolio
- 12.13.5 Allianz Group Recent Developments
- 12.14 Wells Fargo
- 12.14.1 Wells Fargo Company Information
- 12.14.2 Wells Fargo Business Overview
- 12.14.3 Wells Fargo Revenue in Wealth Management Advisory Business (2021-2026)
- 12.14.4 Wells Fargo Wealth Management Advisory Product Portfolio
- 12.14.5 Wells Fargo Recent Developments
- 12.15 BlackRock
- 12.15.1 BlackRock Company Information
- 12.15.2 BlackRock Business Overview
- 12.15.3 BlackRock Revenue in Wealth Management Advisory Business (2021-2026)
- 12.15.4 BlackRock Wealth Management Advisory Product Portfolio
- 12.15.5 BlackRock Recent Developments
- 12.16 Morgan Stanley
- 12.16.1 Morgan Stanley Company Information
- 12.16.2 Morgan Stanley Business Overview
- 12.16.3 Morgan Stanley Revenue in Wealth Management Advisory Business (2021-2026)
- 12.16.4 Morgan Stanley Wealth Management Advisory Product Portfolio
- 12.16.5 Morgan Stanley Recent Developments
- 12.17 Schwab
- 12.17.1 Schwab Company Information
- 12.17.2 Schwab Business Overview
- 12.17.3 Schwab Revenue in Wealth Management Advisory Business (2021-2026)
- 12.17.4 Schwab Wealth Management Advisory Product Portfolio
- 12.17.5 Schwab Recent Developments
- 12.18 Mirabaud Group
- 12.18.1 Mirabaud Group Company Information
- 12.18.2 Mirabaud Group Business Overview
- 12.18.3 Mirabaud Group Revenue in Wealth Management Advisory Business (2021-2026)
- 12.18.4 Mirabaud Group Wealth Management Advisory Product Portfolio
- 12.18.5 Mirabaud Group Recent Developments
13 Report Conclusion
14 Disclaimer
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