Financial Planning & Investment Advice Industry - Market Research, Industry Statistics, Company Data

Financial Planning & Investment Advice - Market Size and Industry Forecast

The Financial Planning and Investment Advice market research report contains both historical and forecasted industry statistics. Total market size revenues from 2014 through 2024 reveal industry growth patterns and trends. Market size figures include both public and private companies in the Financial Planning & Investment Advice industry.

2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Market Size (Total Revenue)

Included

% Growth Rate
Number of Companies
Total Employees
Average Revenue per Company
Average Employees per Company
Source: U.S. government financial data.

Financial Planning & Investment Advice Industry Revenue ($ Billions)

Financial Planning & Investment Advice Industry Revenue
  • 2014
  • 2015
  • 2016
  • 2017
  • 2018
  • 2019
  • 2020


Advanced econometric models forecast five years of industry growth based on short- and long-term trend analysis. Market size includes revenue generated from all products and services sold within the Financial Planning & Investment Advice industry.

Financial Planning & Investment Advice - Geographic Breakdown by U.S. State

Market size by state reveals local opportunity through the number of companies located in the region. Each state's growth rate is affected by regional economic conditions. Data by state can be used to pinpoint profitable and nonprofitable locations for financial planning & investment advice companies in the United States.

Financial Planning & Investment Advice Revenue by State

Market Share by State

Financial Planning & Investment Advice - Distribution by Company Size

Company Size All Industries Financial Planning & Investment Advice
Small Business (< 5 Employees)

Included

Small Business (5 - 20)
Midsized Business (20 - 100)
Large Business (100 - 500)
Enterprise (> 500)

Financial Planning & Investment Advice - Income Statement (Average Financial Metrics)

Financial statement analysis determines averages for the following industry forces:
The report includes a traditional income statement from an "average" company (both public and private companies included).

Industry Average Percent of Sales
Total Revenue

Included

Operating Revenue
Cost of Goods Sold (COGS)
Gross Profit
Operating Expenses
Operating Income
Non-Operating Income
Earnings Before Interest and Taxes (EBIT)
Interest Expense
Earnings Before Taxes
Income Tax
Net Profit


Average Income Statement

Average Income Statement

Cost of Goods Sold

Salaries, Wages, and Benefits

Rent

Advertising

Depreciation and Amortization

Officer Compensation

Net Income


Financial Planning & Investment Advice - Financial Ratio Analysis

Financial ratios allow a company's performance to be compared against that of its peers.

Financial RatioIndustry Average
Profitability Ratios

Included

Profit Margin
ROE
ROA
Liquidity Ratios
Current Ratio
Quick Ratio
Activity Ratios
Average Collection Period
Asset Turnover Ratio
Receivables Turnover Ratio
Inventory Conversion Ratio

Financial Planning & Investment Advice · Product Mix

Product Description Description Revenue
($ Millions)
Industry total

Included

Financial planning and investment management products
Financial planning and investment mgt serv for bus & govt
Personal financial planning and advice products
Personal investment management products
Brokering and dealing products - equities
Securities origination products
Brokering and dealing products - derivative contracts
Other products supporting financial services - fees
Futures contracts, exchange-traded

Financial Planning & Investment Advice - Compensation and Salary Surveys

TitlePercent of Workforce Bottom Quartile Average (Median) Salary Upper Quartile
Management Occupations 10%

Included

Chief Executives 0%
General and Operations Managers 2%
Operations Specialties Managers 5%
Business and Financial Operations Occupations 35%
Business Operations Specialists 5%
Financial Specialists 30%
Financial Analysts and Advisors 23%
Financial Analysts 8%
Personal Financial Advisors 15%
Computer and Mathematical Occupations 6%
Computer Occupations 6%
Sales and Related Occupations 21%
Sales Representatives, Services 20%
Securities, Commodities, and Financial Services Sales Agents 19%
Securities, Commodities, and Financial Services Sales Agents 19%
Office and Administrative Support Occupations 26%
Information and Record Clerks 10%
Secretaries and Administrative Assistants 7%
Secretaries and Administrative Assistants 7%

Financial Planning & Investment Advice - Government Contracts

In 2008, the federal government spent a total of $36,598,115 on the financial planning & investment advice industry. It has awarded 53 contracts to 20 companies, with an average value of $1,829,906 per company.

Financial Planning & Investment Advice and Adjacent Industries · Top Companies

Company Address Revenue
($ Millions)

Included





Financial Planning & Investment Advice Industry Report
Geography United States  
Publication Date October 2019
Report Format PDF Download  
Price $499

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