Financial Planning & Investment Advice Industry: Statistics, Forecasts, and Company Data

Financial Planning & Investment Advice - Market Size and Industry Forecast

The 2023 Financial Planning and Investment Advice Industry Report contains historical and forecasted statistics used by leading private equity firms and consultants. Market sizes from 2018 to 2028 reflect industry trends and growth patterns. Revenues include both public and private companies in the financial planning & investment advice industry.

HistoricalForecasted
20182019202020212022202320242025202620272028
Market Size (Total Revenue)

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

Industry Revenue ($ Billions)

Industry Revenue Forecast
  • 2016
  • 2017
  • 2018
  • 2019
  • 2020
  • 2021
  • 2022


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 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 Size by State

Distribution by Company Size

Company SizeAll IndustriesFinancial Planning & Investment Advice
Small Business (< 5 Employees)

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 AveragePercent of Sales
Total Revenue

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

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 DescriptionDescriptionRevenue
($ Millions)
Industry total

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 WorkforceBottom QuartileAverage (Median) SalaryUpper Quartile
Management Occupations10%

Chief Executives0%
General and Operations Managers2%
Operations Specialties Managers5%
Business and Financial Operations Occupations35%
Business Operations Specialists5%
Financial Specialists30%
Financial Analysts and Advisors23%
Financial Analysts8%
Personal Financial Advisors15%
Computer and Mathematical Occupations6%
Computer Occupations6%
Sales and Related Occupations21%
Sales Representatives, Services20%
Securities, Commodities, and Financial Services Sales Agents19%
Securities, Commodities, and Financial Services Sales Agents19%
Office and Administrative Support Occupations26%
Information and Record Clerks10%
Secretaries and Administrative Assistants7%
Secretaries and Administrative Assistants7%

Government Contracts

In the past, the federal government spent an annual 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

CompanyAddressRevenue
($ Millions)





Financial Planning & Investment Advice Industry Report
GeographyUnited States  
Publication DateJune 2023
Report FormatPDF Download  
Price

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