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Financial Advisory Services Market - Global Forecast 2025-2030- Product Image
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Financial Advisory Services Market - Global Forecast 2025-2030

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  • 191 Pages
  • August 2025
  • Region: Global
  • 360iResearch™
  • ID: 5967738
UP TO OFF until Jan 01st 2026
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Financial advisory services are undergoing rapid transformation, with providers facing new pressures and opportunities amid evolving technology, regulation, and shifting client demands. Strategic adaptability and a deep understanding of market segmentation are now vital for senior leaders steering through this changing environment.

Market Snapshot: Financial Advisory Services Market

The Financial Advisory Services Market grew from USD 123.89 billion in 2024 to USD 134.87 billion in 2025. With a projected CAGR of 8.70%, the market is estimated to reach USD 204.42 billion by 2030. Ongoing regulatory change, client diversification, and digital innovation continue to shape how firms deliver value to individuals and institutions globally.

Scope & Segmentation

  • Service Types: Estate planning, portfolio management (active and passive discretionary management, non-discretionary), retirement planning (defined benefit and contribution), risk management (insurance advisory, risk assessment), and tax planning (corporate and individual strategy).
  • Client Types: Ultra high net worth and very high net worth individuals, institutional entities (endowments, pension funds), mass affluent, and retail clients.
  • Distribution Channels: Banks, broker dealers, digital platforms (human-assisted digital, robo advisors), direct and independent advisors.
  • Advisor Types: Human, hybrid, and robo.
  • Pricing Models: Asset under management fees, flat fees, performance-based fees, subscription fees.
  • Technology Platforms: Cloud based, on premise.
  • Firm Sizes: Large enterprises, mid sized firms, small firms.
  • Regions: Americas (including United States, Canada, Mexico, Brazil, Argentina), Europe, Middle East & Africa (notably UK, Germany, France, UAE, South Africa, etc.), and Asia-Pacific (China, India, Japan, Australia, and more).
  • Company Profiles: Research includes JPMorgan Chase & Co., The Goldman Sachs Group, Morgan Stanley, Bank of America, Citigroup, Barclays, Lazard, Royal Bank of Canada, Evercore, and UBS Group AG.

Key Takeaways

  • Heightened regulatory complexity is driving renewed focus on compliance frameworks, risk management, and transparent client engagement.
  • Technology adoption, such as robo advisors and AI-driven analytics, is enabling greater operational efficiency and customization, while cloud-based platforms support scalable growth.
  • Shifts in client demographics, including the wealth transfer to younger, tech-savvy cohorts, are prompting firms to innovate service models and expand digital offerings.
  • Partnerships between established institutions and fintech innovators are enhancing the client experience and helping to capture new market segments.
  • Regional variations in regulation, technology use, and wealth creation patterns require locally tailored strategies for optimal growth and risk mitigation.
  • Flexible pricing models, from subscriptions to performance-based fees, align incentives and can improve client retention in a competitive advisory landscape.

Tariff Impact: Strategic Considerations for 2025

  • US tariffs on imported technology are increasing operating costs and driving firms to reassess capital allocation and sourcing strategies.
  • Supply chain disruptions are prompting a greater emphasis on risk assessment and scenario planning in client portfolio management.
  • Volatility in currency and trade policy is heightening the importance of foreign exchange advisory and diversified investment approaches.
  • Demand is rising for specialized guidance on tariff mitigation, including trade finance and derivative instruments tailored to evolving macroeconomic risks.

Methodology & Data Sources

This research utilizes a robust mixed method framework, combining primary executive interviews and quantitative industry surveys with comprehensive secondary analysis of regulatory filings and proprietary databases. Data triangulation and expert review underpin the validity and actionable nature of the results.

SEO Focus: Financial Advisory Services Market

Integrated Trends and Solutions

The primary keyword for this report, Financial Advisory Services Market, is at the core of all research and analysis. Key secondary keywords incorporated include wealth management, regulatory compliance, client segmentation, and digital transformation—supporting a holistic view of the sector’s challenges and opportunities.

Why This Report Matters

  • Offers senior leaders actionable market intelligence to support strategic planning, digital investment, and risk management decisions.
  • Delivers clarity on evolving regulatory demands, demographic shifts, and competitive positioning across major regions and client segments.
  • Enables informed capital allocation and business model adaptation by highlighting critical segmentation and emerging technology trends.

Conclusion

The Financial Advisory Services Market is undergoing dynamic evolution, led by regulatory, technological, and demographic change. This report equips decision makers with strategic clarity to navigate disruption and capture growth in a complex global environment.

 

Additional Product Information:

  • Purchase of this report includes 1 year online access with quarterly updates.
  • This report can be updated on request. Please contact our Customer Experience team using the Ask a Question widget on our website.

Table of Contents

1. Preface
1.1. Objectives of the Study
1.2. Market Segmentation & Coverage
1.3. Years Considered for the Study
1.4. Currency & Pricing
1.5. Language
1.6. Stakeholders
2. Research Methodology
2.1. Define: Research Objective
2.2. Determine: Research Design
2.3. Prepare: Research Instrument
2.4. Collect: Data Source
2.5. Analyze: Data Interpretation
2.6. Formulate: Data Verification
2.7. Publish: Research Report
2.8. Repeat: Report Update
3. Executive Summary
4. Market Overview
4.1. Introduction
4.2. Market Sizing & Forecasting
5. Market Dynamics
5.1. Rise of AI-driven personalized investment recommendations for high net worth individuals
5.2. Expansion of sustainable finance advisory driven by ESG regulatory requirements globally
5.3. Integration of blockchain technology for transparent and immutable financial advisory records
5.4. Surge in robo-advisory platforms targeting mass affluent segments with low-cost models
5.5. Growing demand for cross-border wealth management solutions amid geopolitical uncertainty
5.6. Adoption of zero-based budgeting tools by financial advisors for personalized client planning
5.7. Proliferation of digital KYC/AML compliance tools to streamline advisor onboarding processes
6. Market Insights
6.1. Porter’s Five Forces Analysis
6.2. PESTLE Analysis
7. Cumulative Impact of United States Tariffs 2025
8. Financial Advisory Services Market, by Service Type
8.1. Introduction
8.2. Estate Planning
8.2.1. Succession Planning
8.2.2. Trusts And Wills
8.3. Portfolio Management
8.3.1. Discretionary
8.3.1.1. Active Management
8.3.1.2. Passive Management
8.3.2. Non-Discretionary
8.4. Retirement Planning
8.4.1. Defined Benefit
8.4.2. Defined Contribution
8.5. Risk Management
8.5.1. Insurance Advisory
8.5.2. Risk Assessment
8.6. Tax Planning
8.6.1. Corporate Tax
8.6.2. Individual Tax
9. Financial Advisory Services Market, by Client Type
9.1. Introduction
9.2. High Net Worth Individuals
9.2.1. Ultra High Net Worth
9.2.2. Very High Net Worth
9.3. Institutional
9.3.1. Endowments
9.3.2. Pension Funds
9.4. Mass Affluent
9.5. Retail
10. Financial Advisory Services Market, by Distribution Channel
10.1. Introduction
10.2. Banks
10.3. Broker Dealers
10.4. Digital Platforms
10.4.1. Human Assisted Digital
10.4.2. Robo Advisors
10.5. Direct
10.6. Independent Advisors
11. Financial Advisory Services Market, by Advisor Type
11.1. Introduction
11.2. Human
11.3. Hybrid
11.4. Robo
12. Financial Advisory Services Market, by Pricing Model
12.1. Introduction
12.2. Asset Under Management Fees
12.3. Flat Fees
12.4. Performance Fees
12.5. Subscription Fees
13. Financial Advisory Services Market, by Technology Platform
13.1. Introduction
13.2. Cloud Based
13.3. On Premise
14. Financial Advisory Services Market, by Firm Size
14.1. Introduction
14.2. Large Enterprises
14.3. Mid Sized Firms
14.4. Small Firms
15. Americas Financial Advisory Services Market
15.1. Introduction
15.2. United States
15.3. Canada
15.4. Mexico
15.5. Brazil
15.6. Argentina
16. Europe, Middle East & Africa Financial Advisory Services Market
16.1. Introduction
16.2. United Kingdom
16.3. Germany
16.4. France
16.5. Russia
16.6. Italy
16.7. Spain
16.8. United Arab Emirates
16.9. Saudi Arabia
16.10. South Africa
16.11. Denmark
16.12. Netherlands
16.13. Qatar
16.14. Finland
16.15. Sweden
16.16. Nigeria
16.17. Egypt
16.18. Turkey
16.19. Israel
16.20. Norway
16.21. Poland
16.22. Switzerland
17. Asia-Pacific Financial Advisory Services Market
17.1. Introduction
17.2. China
17.3. India
17.4. Japan
17.5. Australia
17.6. South Korea
17.7. Indonesia
17.8. Thailand
17.9. Philippines
17.10. Malaysia
17.11. Singapore
17.12. Vietnam
17.13. Taiwan
18. Competitive Landscape
18.1. Market Share Analysis, 2024
18.2. FPNV Positioning Matrix, 2024
18.3. Competitive Analysis
18.3.1. JPMorgan Chase & Co.
18.3.2. The Goldman Sachs Group, Inc.
18.3.3. Morgan Stanley
18.3.4. Bank of America Corporation
18.3.5. Citigroup Inc.
18.3.6. Barclays PLC
18.3.7. Lazard Ltd
18.3.8. Royal Bank of Canada
18.3.9. Evercore Inc.
18.3.10. UBS Group AG
19. ResearchAI
20. ResearchStatistics
21. ResearchContacts
22. ResearchArticles
23. Appendix
List of Figures
FIGURE 1. FINANCIAL ADVISORY SERVICES MARKET RESEARCH PROCESS
FIGURE 2. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, 2018-2030 (USD MILLION)
FIGURE 3. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY REGION, 2024 VS 2025 VS 2030 (USD MILLION)
FIGURE 4. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY COUNTRY, 2024 VS 2025 VS 2030 (USD MILLION)
FIGURE 5. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY SERVICE TYPE, 2024 VS 2030 (%)
FIGURE 6. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY SERVICE TYPE, 2024 VS 2025 VS 2030 (USD MILLION)
FIGURE 7. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY CLIENT TYPE, 2024 VS 2030 (%)
FIGURE 8. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY CLIENT TYPE, 2024 VS 2025 VS 2030 (USD MILLION)
FIGURE 9. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISTRIBUTION CHANNEL, 2024 VS 2030 (%)
FIGURE 10. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISTRIBUTION CHANNEL, 2024 VS 2025 VS 2030 (USD MILLION)
FIGURE 11. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ADVISOR TYPE, 2024 VS 2030 (%)
FIGURE 12. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ADVISOR TYPE, 2024 VS 2025 VS 2030 (USD MILLION)
FIGURE 13. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PRICING MODEL, 2024 VS 2030 (%)
FIGURE 14. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PRICING MODEL, 2024 VS 2025 VS 2030 (USD MILLION)
FIGURE 15. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TECHNOLOGY PLATFORM, 2024 VS 2030 (%)
FIGURE 16. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TECHNOLOGY PLATFORM, 2024 VS 2025 VS 2030 (USD MILLION)
FIGURE 17. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY FIRM SIZE, 2024 VS 2030 (%)
FIGURE 18. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY FIRM SIZE, 2024 VS 2025 VS 2030 (USD MILLION)
FIGURE 19. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY COUNTRY, 2024 VS 2030 (%)
FIGURE 20. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY COUNTRY, 2024 VS 2025 VS 2030 (USD MILLION)
FIGURE 21. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY STATE, 2024 VS 2030 (%)
FIGURE 22. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY STATE, 2024 VS 2025 VS 2030 (USD MILLION)
FIGURE 23. EUROPE, MIDDLE EAST & AFRICA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY COUNTRY, 2024 VS 2030 (%)
FIGURE 24. EUROPE, MIDDLE EAST & AFRICA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY COUNTRY, 2024 VS 2025 VS 2030 (USD MILLION)
FIGURE 25. ASIA-PACIFIC FINANCIAL ADVISORY SERVICES MARKET SIZE, BY COUNTRY, 2024 VS 2030 (%)
FIGURE 26. ASIA-PACIFIC FINANCIAL ADVISORY SERVICES MARKET SIZE, BY COUNTRY, 2024 VS 2025 VS 2030 (USD MILLION)
FIGURE 27. FINANCIAL ADVISORY SERVICES MARKET SHARE, BY KEY PLAYER, 2024
FIGURE 28. FINANCIAL ADVISORY SERVICES MARKET, FPNV POSITIONING MATRIX, 2024
FIGURE 29. FINANCIAL ADVISORY SERVICES MARKET: RESEARCHAI
FIGURE 30. FINANCIAL ADVISORY SERVICES MARKET: RESEARCHSTATISTICS
FIGURE 31. FINANCIAL ADVISORY SERVICES MARKET: RESEARCHCONTACTS
FIGURE 32. FINANCIAL ADVISORY SERVICES MARKET: RESEARCHARTICLES
List of Tables
TABLE 1. FINANCIAL ADVISORY SERVICES MARKET SEGMENTATION & COVERAGE
TABLE 2. UNITED STATES DOLLAR EXCHANGE RATE, 2018-2024
TABLE 3. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, 2018-2024 (USD MILLION)
TABLE 4. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, 2025-2030 (USD MILLION)
TABLE 5. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY REGION, 2018-2024 (USD MILLION)
TABLE 6. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY REGION, 2025-2030 (USD MILLION)
TABLE 7. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY COUNTRY, 2018-2024 (USD MILLION)
TABLE 8. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY COUNTRY, 2025-2030 (USD MILLION)
TABLE 9. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY SERVICE TYPE, 2018-2024 (USD MILLION)
TABLE 10. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY SERVICE TYPE, 2025-2030 (USD MILLION)
TABLE 11. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ESTATE PLANNING, BY REGION, 2018-2024 (USD MILLION)
TABLE 12. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ESTATE PLANNING, BY REGION, 2025-2030 (USD MILLION)
TABLE 13. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY SUCCESSION PLANNING, BY REGION, 2018-2024 (USD MILLION)
TABLE 14. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY SUCCESSION PLANNING, BY REGION, 2025-2030 (USD MILLION)
TABLE 15. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TRUSTS AND WILLS, BY REGION, 2018-2024 (USD MILLION)
TABLE 16. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TRUSTS AND WILLS, BY REGION, 2025-2030 (USD MILLION)
TABLE 17. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ESTATE PLANNING, 2018-2024 (USD MILLION)
TABLE 18. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ESTATE PLANNING, 2025-2030 (USD MILLION)
TABLE 19. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PORTFOLIO MANAGEMENT, BY REGION, 2018-2024 (USD MILLION)
TABLE 20. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PORTFOLIO MANAGEMENT, BY REGION, 2025-2030 (USD MILLION)
TABLE 21. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISCRETIONARY, BY REGION, 2018-2024 (USD MILLION)
TABLE 22. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISCRETIONARY, BY REGION, 2025-2030 (USD MILLION)
TABLE 23. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ACTIVE MANAGEMENT, BY REGION, 2018-2024 (USD MILLION)
TABLE 24. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ACTIVE MANAGEMENT, BY REGION, 2025-2030 (USD MILLION)
TABLE 25. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PASSIVE MANAGEMENT, BY REGION, 2018-2024 (USD MILLION)
TABLE 26. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PASSIVE MANAGEMENT, BY REGION, 2025-2030 (USD MILLION)
TABLE 27. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISCRETIONARY, 2018-2024 (USD MILLION)
TABLE 28. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISCRETIONARY, 2025-2030 (USD MILLION)
TABLE 29. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY NON-DISCRETIONARY, BY REGION, 2018-2024 (USD MILLION)
TABLE 30. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY NON-DISCRETIONARY, BY REGION, 2025-2030 (USD MILLION)
TABLE 31. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PORTFOLIO MANAGEMENT, 2018-2024 (USD MILLION)
TABLE 32. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PORTFOLIO MANAGEMENT, 2025-2030 (USD MILLION)
TABLE 33. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RETIREMENT PLANNING, BY REGION, 2018-2024 (USD MILLION)
TABLE 34. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RETIREMENT PLANNING, BY REGION, 2025-2030 (USD MILLION)
TABLE 35. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DEFINED BENEFIT, BY REGION, 2018-2024 (USD MILLION)
TABLE 36. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DEFINED BENEFIT, BY REGION, 2025-2030 (USD MILLION)
TABLE 37. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DEFINED CONTRIBUTION, BY REGION, 2018-2024 (USD MILLION)
TABLE 38. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DEFINED CONTRIBUTION, BY REGION, 2025-2030 (USD MILLION)
TABLE 39. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RETIREMENT PLANNING, 2018-2024 (USD MILLION)
TABLE 40. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RETIREMENT PLANNING, 2025-2030 (USD MILLION)
TABLE 41. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RISK MANAGEMENT, BY REGION, 2018-2024 (USD MILLION)
TABLE 42. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RISK MANAGEMENT, BY REGION, 2025-2030 (USD MILLION)
TABLE 43. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY INSURANCE ADVISORY, BY REGION, 2018-2024 (USD MILLION)
TABLE 44. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY INSURANCE ADVISORY, BY REGION, 2025-2030 (USD MILLION)
TABLE 45. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RISK ASSESSMENT, BY REGION, 2018-2024 (USD MILLION)
TABLE 46. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RISK ASSESSMENT, BY REGION, 2025-2030 (USD MILLION)
TABLE 47. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RISK MANAGEMENT, 2018-2024 (USD MILLION)
TABLE 48. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RISK MANAGEMENT, 2025-2030 (USD MILLION)
TABLE 49. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TAX PLANNING, BY REGION, 2018-2024 (USD MILLION)
TABLE 50. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TAX PLANNING, BY REGION, 2025-2030 (USD MILLION)
TABLE 51. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY CORPORATE TAX, BY REGION, 2018-2024 (USD MILLION)
TABLE 52. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY CORPORATE TAX, BY REGION, 2025-2030 (USD MILLION)
TABLE 53. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY INDIVIDUAL TAX, BY REGION, 2018-2024 (USD MILLION)
TABLE 54. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY INDIVIDUAL TAX, BY REGION, 2025-2030 (USD MILLION)
TABLE 55. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TAX PLANNING, 2018-2024 (USD MILLION)
TABLE 56. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TAX PLANNING, 2025-2030 (USD MILLION)
TABLE 57. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY CLIENT TYPE, 2018-2024 (USD MILLION)
TABLE 58. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY CLIENT TYPE, 2025-2030 (USD MILLION)
TABLE 59. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY HIGH NET WORTH INDIVIDUALS, BY REGION, 2018-2024 (USD MILLION)
TABLE 60. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY HIGH NET WORTH INDIVIDUALS, BY REGION, 2025-2030 (USD MILLION)
TABLE 61. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ULTRA HIGH NET WORTH, BY REGION, 2018-2024 (USD MILLION)
TABLE 62. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ULTRA HIGH NET WORTH, BY REGION, 2025-2030 (USD MILLION)
TABLE 63. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY VERY HIGH NET WORTH, BY REGION, 2018-2024 (USD MILLION)
TABLE 64. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY VERY HIGH NET WORTH, BY REGION, 2025-2030 (USD MILLION)
TABLE 65. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY HIGH NET WORTH INDIVIDUALS, 2018-2024 (USD MILLION)
TABLE 66. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY HIGH NET WORTH INDIVIDUALS, 2025-2030 (USD MILLION)
TABLE 67. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY INSTITUTIONAL, BY REGION, 2018-2024 (USD MILLION)
TABLE 68. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY INSTITUTIONAL, BY REGION, 2025-2030 (USD MILLION)
TABLE 69. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ENDOWMENTS, BY REGION, 2018-2024 (USD MILLION)
TABLE 70. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ENDOWMENTS, BY REGION, 2025-2030 (USD MILLION)
TABLE 71. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PENSION FUNDS, BY REGION, 2018-2024 (USD MILLION)
TABLE 72. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PENSION FUNDS, BY REGION, 2025-2030 (USD MILLION)
TABLE 73. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY INSTITUTIONAL, 2018-2024 (USD MILLION)
TABLE 74. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY INSTITUTIONAL, 2025-2030 (USD MILLION)
TABLE 75. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY MASS AFFLUENT, BY REGION, 2018-2024 (USD MILLION)
TABLE 76. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY MASS AFFLUENT, BY REGION, 2025-2030 (USD MILLION)
TABLE 77. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RETAIL, BY REGION, 2018-2024 (USD MILLION)
TABLE 78. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RETAIL, BY REGION, 2025-2030 (USD MILLION)
TABLE 79. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISTRIBUTION CHANNEL, 2018-2024 (USD MILLION)
TABLE 80. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISTRIBUTION CHANNEL, 2025-2030 (USD MILLION)
TABLE 81. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY BANKS, BY REGION, 2018-2024 (USD MILLION)
TABLE 82. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY BANKS, BY REGION, 2025-2030 (USD MILLION)
TABLE 83. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY BROKER DEALERS, BY REGION, 2018-2024 (USD MILLION)
TABLE 84. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY BROKER DEALERS, BY REGION, 2025-2030 (USD MILLION)
TABLE 85. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DIGITAL PLATFORMS, BY REGION, 2018-2024 (USD MILLION)
TABLE 86. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DIGITAL PLATFORMS, BY REGION, 2025-2030 (USD MILLION)
TABLE 87. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY HUMAN ASSISTED DIGITAL, BY REGION, 2018-2024 (USD MILLION)
TABLE 88. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY HUMAN ASSISTED DIGITAL, BY REGION, 2025-2030 (USD MILLION)
TABLE 89. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ROBO ADVISORS, BY REGION, 2018-2024 (USD MILLION)
TABLE 90. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ROBO ADVISORS, BY REGION, 2025-2030 (USD MILLION)
TABLE 91. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DIGITAL PLATFORMS, 2018-2024 (USD MILLION)
TABLE 92. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DIGITAL PLATFORMS, 2025-2030 (USD MILLION)
TABLE 93. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DIRECT, BY REGION, 2018-2024 (USD MILLION)
TABLE 94. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DIRECT, BY REGION, 2025-2030 (USD MILLION)
TABLE 95. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY INDEPENDENT ADVISORS, BY REGION, 2018-2024 (USD MILLION)
TABLE 96. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY INDEPENDENT ADVISORS, BY REGION, 2025-2030 (USD MILLION)
TABLE 97. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ADVISOR TYPE, 2018-2024 (USD MILLION)
TABLE 98. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ADVISOR TYPE, 2025-2030 (USD MILLION)
TABLE 99. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY HUMAN, BY REGION, 2018-2024 (USD MILLION)
TABLE 100. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY HUMAN, BY REGION, 2025-2030 (USD MILLION)
TABLE 101. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY HYBRID, BY REGION, 2018-2024 (USD MILLION)
TABLE 102. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY HYBRID, BY REGION, 2025-2030 (USD MILLION)
TABLE 103. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ROBO, BY REGION, 2018-2024 (USD MILLION)
TABLE 104. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ROBO, BY REGION, 2025-2030 (USD MILLION)
TABLE 105. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PRICING MODEL, 2018-2024 (USD MILLION)
TABLE 106. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PRICING MODEL, 2025-2030 (USD MILLION)
TABLE 107. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ASSET UNDER MANAGEMENT FEES, BY REGION, 2018-2024 (USD MILLION)
TABLE 108. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ASSET UNDER MANAGEMENT FEES, BY REGION, 2025-2030 (USD MILLION)
TABLE 109. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY FLAT FEES, BY REGION, 2018-2024 (USD MILLION)
TABLE 110. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY FLAT FEES, BY REGION, 2025-2030 (USD MILLION)
TABLE 111. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PERFORMANCE FEES, BY REGION, 2018-2024 (USD MILLION)
TABLE 112. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PERFORMANCE FEES, BY REGION, 2025-2030 (USD MILLION)
TABLE 113. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY SUBSCRIPTION FEES, BY REGION, 2018-2024 (USD MILLION)
TABLE 114. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY SUBSCRIPTION FEES, BY REGION, 2025-2030 (USD MILLION)
TABLE 115. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TECHNOLOGY PLATFORM, 2018-2024 (USD MILLION)
TABLE 116. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TECHNOLOGY PLATFORM, 2025-2030 (USD MILLION)
TABLE 117. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY CLOUD BASED, BY REGION, 2018-2024 (USD MILLION)
TABLE 118. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY CLOUD BASED, BY REGION, 2025-2030 (USD MILLION)
TABLE 119. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ON PREMISE, BY REGION, 2018-2024 (USD MILLION)
TABLE 120. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ON PREMISE, BY REGION, 2025-2030 (USD MILLION)
TABLE 121. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY FIRM SIZE, 2018-2024 (USD MILLION)
TABLE 122. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY FIRM SIZE, 2025-2030 (USD MILLION)
TABLE 123. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY LARGE ENTERPRISES, BY REGION, 2018-2024 (USD MILLION)
TABLE 124. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY LARGE ENTERPRISES, BY REGION, 2025-2030 (USD MILLION)
TABLE 125. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY MID SIZED FIRMS, BY REGION, 2018-2024 (USD MILLION)
TABLE 126. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY MID SIZED FIRMS, BY REGION, 2025-2030 (USD MILLION)
TABLE 127. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY SMALL FIRMS, BY REGION, 2018-2024 (USD MILLION)
TABLE 128. GLOBAL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY SMALL FIRMS, BY REGION, 2025-2030 (USD MILLION)
TABLE 129. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY SERVICE TYPE, 2018-2024 (USD MILLION)
TABLE 130. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY SERVICE TYPE, 2025-2030 (USD MILLION)
TABLE 131. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ESTATE PLANNING, 2018-2024 (USD MILLION)
TABLE 132. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ESTATE PLANNING, 2025-2030 (USD MILLION)
TABLE 133. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PORTFOLIO MANAGEMENT, 2018-2024 (USD MILLION)
TABLE 134. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PORTFOLIO MANAGEMENT, 2025-2030 (USD MILLION)
TABLE 135. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISCRETIONARY, 2018-2024 (USD MILLION)
TABLE 136. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISCRETIONARY, 2025-2030 (USD MILLION)
TABLE 137. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RETIREMENT PLANNING, 2018-2024 (USD MILLION)
TABLE 138. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RETIREMENT PLANNING, 2025-2030 (USD MILLION)
TABLE 139. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RISK MANAGEMENT, 2018-2024 (USD MILLION)
TABLE 140. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RISK MANAGEMENT, 2025-2030 (USD MILLION)
TABLE 141. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TAX PLANNING, 2018-2024 (USD MILLION)
TABLE 142. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TAX PLANNING, 2025-2030 (USD MILLION)
TABLE 143. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY CLIENT TYPE, 2018-2024 (USD MILLION)
TABLE 144. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY CLIENT TYPE, 2025-2030 (USD MILLION)
TABLE 145. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY HIGH NET WORTH INDIVIDUALS, 2018-2024 (USD MILLION)
TABLE 146. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY HIGH NET WORTH INDIVIDUALS, 2025-2030 (USD MILLION)
TABLE 147. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY INSTITUTIONAL, 2018-2024 (USD MILLION)
TABLE 148. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY INSTITUTIONAL, 2025-2030 (USD MILLION)
TABLE 149. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISTRIBUTION CHANNEL, 2018-2024 (USD MILLION)
TABLE 150. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISTRIBUTION CHANNEL, 2025-2030 (USD MILLION)
TABLE 151. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DIGITAL PLATFORMS, 2018-2024 (USD MILLION)
TABLE 152. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DIGITAL PLATFORMS, 2025-2030 (USD MILLION)
TABLE 153. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ADVISOR TYPE, 2018-2024 (USD MILLION)
TABLE 154. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ADVISOR TYPE, 2025-2030 (USD MILLION)
TABLE 155. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PRICING MODEL, 2018-2024 (USD MILLION)
TABLE 156. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PRICING MODEL, 2025-2030 (USD MILLION)
TABLE 157. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TECHNOLOGY PLATFORM, 2018-2024 (USD MILLION)
TABLE 158. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TECHNOLOGY PLATFORM, 2025-2030 (USD MILLION)
TABLE 159. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY FIRM SIZE, 2018-2024 (USD MILLION)
TABLE 160. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY FIRM SIZE, 2025-2030 (USD MILLION)
TABLE 161. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY COUNTRY, 2018-2024 (USD MILLION)
TABLE 162. AMERICAS FINANCIAL ADVISORY SERVICES MARKET SIZE, BY COUNTRY, 2025-2030 (USD MILLION)
TABLE 163. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY SERVICE TYPE, 2018-2024 (USD MILLION)
TABLE 164. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY SERVICE TYPE, 2025-2030 (USD MILLION)
TABLE 165. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ESTATE PLANNING, 2018-2024 (USD MILLION)
TABLE 166. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ESTATE PLANNING, 2025-2030 (USD MILLION)
TABLE 167. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PORTFOLIO MANAGEMENT, 2018-2024 (USD MILLION)
TABLE 168. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PORTFOLIO MANAGEMENT, 2025-2030 (USD MILLION)
TABLE 169. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISCRETIONARY, 2018-2024 (USD MILLION)
TABLE 170. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISCRETIONARY, 2025-2030 (USD MILLION)
TABLE 171. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RETIREMENT PLANNING, 2018-2024 (USD MILLION)
TABLE 172. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RETIREMENT PLANNING, 2025-2030 (USD MILLION)
TABLE 173. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RISK MANAGEMENT, 2018-2024 (USD MILLION)
TABLE 174. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RISK MANAGEMENT, 2025-2030 (USD MILLION)
TABLE 175. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TAX PLANNING, 2018-2024 (USD MILLION)
TABLE 176. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TAX PLANNING, 2025-2030 (USD MILLION)
TABLE 177. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY CLIENT TYPE, 2018-2024 (USD MILLION)
TABLE 178. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY CLIENT TYPE, 2025-2030 (USD MILLION)
TABLE 179. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY HIGH NET WORTH INDIVIDUALS, 2018-2024 (USD MILLION)
TABLE 180. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY HIGH NET WORTH INDIVIDUALS, 2025-2030 (USD MILLION)
TABLE 181. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY INSTITUTIONAL, 2018-2024 (USD MILLION)
TABLE 182. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY INSTITUTIONAL, 2025-2030 (USD MILLION)
TABLE 183. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISTRIBUTION CHANNEL, 2018-2024 (USD MILLION)
TABLE 184. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISTRIBUTION CHANNEL, 2025-2030 (USD MILLION)
TABLE 185. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DIGITAL PLATFORMS, 2018-2024 (USD MILLION)
TABLE 186. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DIGITAL PLATFORMS, 2025-2030 (USD MILLION)
TABLE 187. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ADVISOR TYPE, 2018-2024 (USD MILLION)
TABLE 188. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ADVISOR TYPE, 2025-2030 (USD MILLION)
TABLE 189. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PRICING MODEL, 2018-2024 (USD MILLION)
TABLE 190. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PRICING MODEL, 2025-2030 (USD MILLION)
TABLE 191. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TECHNOLOGY PLATFORM, 2018-2024 (USD MILLION)
TABLE 192. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TECHNOLOGY PLATFORM, 2025-2030 (USD MILLION)
TABLE 193. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY FIRM SIZE, 2018-2024 (USD MILLION)
TABLE 194. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY FIRM SIZE, 2025-2030 (USD MILLION)
TABLE 195. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY STATE, 2018-2024 (USD MILLION)
TABLE 196. UNITED STATES FINANCIAL ADVISORY SERVICES MARKET SIZE, BY STATE, 2025-2030 (USD MILLION)
TABLE 197. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY SERVICE TYPE, 2018-2024 (USD MILLION)
TABLE 198. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY SERVICE TYPE, 2025-2030 (USD MILLION)
TABLE 199. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ESTATE PLANNING, 2018-2024 (USD MILLION)
TABLE 200. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ESTATE PLANNING, 2025-2030 (USD MILLION)
TABLE 201. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PORTFOLIO MANAGEMENT, 2018-2024 (USD MILLION)
TABLE 202. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PORTFOLIO MANAGEMENT, 2025-2030 (USD MILLION)
TABLE 203. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISCRETIONARY, 2018-2024 (USD MILLION)
TABLE 204. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISCRETIONARY, 2025-2030 (USD MILLION)
TABLE 205. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RETIREMENT PLANNING, 2018-2024 (USD MILLION)
TABLE 206. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RETIREMENT PLANNING, 2025-2030 (USD MILLION)
TABLE 207. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RISK MANAGEMENT, 2018-2024 (USD MILLION)
TABLE 208. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RISK MANAGEMENT, 2025-2030 (USD MILLION)
TABLE 209. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TAX PLANNING, 2018-2024 (USD MILLION)
TABLE 210. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TAX PLANNING, 2025-2030 (USD MILLION)
TABLE 211. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY CLIENT TYPE, 2018-2024 (USD MILLION)
TABLE 212. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY CLIENT TYPE, 2025-2030 (USD MILLION)
TABLE 213. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY HIGH NET WORTH INDIVIDUALS, 2018-2024 (USD MILLION)
TABLE 214. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY HIGH NET WORTH INDIVIDUALS, 2025-2030 (USD MILLION)
TABLE 215. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY INSTITUTIONAL, 2018-2024 (USD MILLION)
TABLE 216. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY INSTITUTIONAL, 2025-2030 (USD MILLION)
TABLE 217. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISTRIBUTION CHANNEL, 2018-2024 (USD MILLION)
TABLE 218. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISTRIBUTION CHANNEL, 2025-2030 (USD MILLION)
TABLE 219. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DIGITAL PLATFORMS, 2018-2024 (USD MILLION)
TABLE 220. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DIGITAL PLATFORMS, 2025-2030 (USD MILLION)
TABLE 221. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ADVISOR TYPE, 2018-2024 (USD MILLION)
TABLE 222. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ADVISOR TYPE, 2025-2030 (USD MILLION)
TABLE 223. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PRICING MODEL, 2018-2024 (USD MILLION)
TABLE 224. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PRICING MODEL, 2025-2030 (USD MILLION)
TABLE 225. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TECHNOLOGY PLATFORM, 2018-2024 (USD MILLION)
TABLE 226. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TECHNOLOGY PLATFORM, 2025-2030 (USD MILLION)
TABLE 227. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY FIRM SIZE, 2018-2024 (USD MILLION)
TABLE 228. CANADA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY FIRM SIZE, 2025-2030 (USD MILLION)
TABLE 229. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY SERVICE TYPE, 2018-2024 (USD MILLION)
TABLE 230. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY SERVICE TYPE, 2025-2030 (USD MILLION)
TABLE 231. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ESTATE PLANNING, 2018-2024 (USD MILLION)
TABLE 232. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ESTATE PLANNING, 2025-2030 (USD MILLION)
TABLE 233. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PORTFOLIO MANAGEMENT, 2018-2024 (USD MILLION)
TABLE 234. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PORTFOLIO MANAGEMENT, 2025-2030 (USD MILLION)
TABLE 235. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISCRETIONARY, 2018-2024 (USD MILLION)
TABLE 236. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISCRETIONARY, 2025-2030 (USD MILLION)
TABLE 237. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RETIREMENT PLANNING, 2018-2024 (USD MILLION)
TABLE 238. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RETIREMENT PLANNING, 2025-2030 (USD MILLION)
TABLE 239. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RISK MANAGEMENT, 2018-2024 (USD MILLION)
TABLE 240. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RISK MANAGEMENT, 2025-2030 (USD MILLION)
TABLE 241. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TAX PLANNING, 2018-2024 (USD MILLION)
TABLE 242. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TAX PLANNING, 2025-2030 (USD MILLION)
TABLE 243. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY CLIENT TYPE, 2018-2024 (USD MILLION)
TABLE 244. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY CLIENT TYPE, 2025-2030 (USD MILLION)
TABLE 245. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY HIGH NET WORTH INDIVIDUALS, 2018-2024 (USD MILLION)
TABLE 246. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY HIGH NET WORTH INDIVIDUALS, 2025-2030 (USD MILLION)
TABLE 247. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY INSTITUTIONAL, 2018-2024 (USD MILLION)
TABLE 248. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY INSTITUTIONAL, 2025-2030 (USD MILLION)
TABLE 249. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISTRIBUTION CHANNEL, 2018-2024 (USD MILLION)
TABLE 250. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISTRIBUTION CHANNEL, 2025-2030 (USD MILLION)
TABLE 251. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DIGITAL PLATFORMS, 2018-2024 (USD MILLION)
TABLE 252. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DIGITAL PLATFORMS, 2025-2030 (USD MILLION)
TABLE 253. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ADVISOR TYPE, 2018-2024 (USD MILLION)
TABLE 254. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ADVISOR TYPE, 2025-2030 (USD MILLION)
TABLE 255. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PRICING MODEL, 2018-2024 (USD MILLION)
TABLE 256. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PRICING MODEL, 2025-2030 (USD MILLION)
TABLE 257. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TECHNOLOGY PLATFORM, 2018-2024 (USD MILLION)
TABLE 258. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TECHNOLOGY PLATFORM, 2025-2030 (USD MILLION)
TABLE 259. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY FIRM SIZE, 2018-2024 (USD MILLION)
TABLE 260. MEXICO FINANCIAL ADVISORY SERVICES MARKET SIZE, BY FIRM SIZE, 2025-2030 (USD MILLION)
TABLE 261. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY SERVICE TYPE, 2018-2024 (USD MILLION)
TABLE 262. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY SERVICE TYPE, 2025-2030 (USD MILLION)
TABLE 263. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ESTATE PLANNING, 2018-2024 (USD MILLION)
TABLE 264. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ESTATE PLANNING, 2025-2030 (USD MILLION)
TABLE 265. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PORTFOLIO MANAGEMENT, 2018-2024 (USD MILLION)
TABLE 266. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PORTFOLIO MANAGEMENT, 2025-2030 (USD MILLION)
TABLE 267. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISCRETIONARY, 2018-2024 (USD MILLION)
TABLE 268. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISCRETIONARY, 2025-2030 (USD MILLION)
TABLE 269. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RETIREMENT PLANNING, 2018-2024 (USD MILLION)
TABLE 270. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RETIREMENT PLANNING, 2025-2030 (USD MILLION)
TABLE 271. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RISK MANAGEMENT, 2018-2024 (USD MILLION)
TABLE 272. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RISK MANAGEMENT, 2025-2030 (USD MILLION)
TABLE 273. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TAX PLANNING, 2018-2024 (USD MILLION)
TABLE 274. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TAX PLANNING, 2025-2030 (USD MILLION)
TABLE 275. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY CLIENT TYPE, 2018-2024 (USD MILLION)
TABLE 276. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY CLIENT TYPE, 2025-2030 (USD MILLION)
TABLE 277. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY HIGH NET WORTH INDIVIDUALS, 2018-2024 (USD MILLION)
TABLE 278. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY HIGH NET WORTH INDIVIDUALS, 2025-2030 (USD MILLION)
TABLE 279. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY INSTITUTIONAL, 2018-2024 (USD MILLION)
TABLE 280. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY INSTITUTIONAL, 2025-2030 (USD MILLION)
TABLE 281. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISTRIBUTION CHANNEL, 2018-2024 (USD MILLION)
TABLE 282. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISTRIBUTION CHANNEL, 2025-2030 (USD MILLION)
TABLE 283. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DIGITAL PLATFORMS, 2018-2024 (USD MILLION)
TABLE 284. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DIGITAL PLATFORMS, 2025-2030 (USD MILLION)
TABLE 285. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ADVISOR TYPE, 2018-2024 (USD MILLION)
TABLE 286. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ADVISOR TYPE, 2025-2030 (USD MILLION)
TABLE 287. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PRICING MODEL, 2018-2024 (USD MILLION)
TABLE 288. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PRICING MODEL, 2025-2030 (USD MILLION)
TABLE 289. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TECHNOLOGY PLATFORM, 2018-2024 (USD MILLION)
TABLE 290. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TECHNOLOGY PLATFORM, 2025-2030 (USD MILLION)
TABLE 291. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY FIRM SIZE, 2018-2024 (USD MILLION)
TABLE 292. BRAZIL FINANCIAL ADVISORY SERVICES MARKET SIZE, BY FIRM SIZE, 2025-2030 (USD MILLION)
TABLE 293. ARGENTINA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY SERVICE TYPE, 2018-2024 (USD MILLION)
TABLE 294. ARGENTINA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY SERVICE TYPE, 2025-2030 (USD MILLION)
TABLE 295. ARGENTINA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ESTATE PLANNING, 2018-2024 (USD MILLION)
TABLE 296. ARGENTINA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY ESTATE PLANNING, 2025-2030 (USD MILLION)
TABLE 297. ARGENTINA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PORTFOLIO MANAGEMENT, 2018-2024 (USD MILLION)
TABLE 298. ARGENTINA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY PORTFOLIO MANAGEMENT, 2025-2030 (USD MILLION)
TABLE 299. ARGENTINA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISCRETIONARY, 2018-2024 (USD MILLION)
TABLE 300. ARGENTINA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY DISCRETIONARY, 2025-2030 (USD MILLION)
TABLE 301. ARGENTINA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RETIREMENT PLANNING, 2018-2024 (USD MILLION)
TABLE 302. ARGENTINA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RETIREMENT PLANNING, 2025-2030 (USD MILLION)
TABLE 303. ARGENTINA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RISK MANAGEMENT, 2018-2024 (USD MILLION)
TABLE 304. ARGENTINA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY RISK MANAGEMENT, 2025-2030 (USD MILLION)
TABLE 305. ARGENTINA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TAX PLANNING, 2018-2024 (USD MILLION)
TABLE 306. ARGENTINA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY TAX PLANNING, 2025-2030 (USD MILLION)
TABLE 307. ARGENTINA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY CLIENT TYPE, 2018-2024 (USD MILLION)
TABLE 308. ARGENTINA FINANCIAL ADVISORY SERVICES MARKET SIZE, BY CLIENT TYPE, 2025-2030 (U

Samples

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Companies Mentioned

The major companies profiled in this Financial Advisory Services market report include:
  • JPMorgan Chase & Co.
  • The Goldman Sachs Group, Inc.
  • Morgan Stanley
  • Bank of America Corporation
  • Citigroup Inc.
  • Barclays PLC
  • Lazard Ltd
  • Royal Bank of Canada
  • Evercore Inc.
  • UBS Group AG

Table Information

Report AttributeDetails
No. of Pages191
PublishedAugust 2025
Forecast Period2025 - 2030
Estimated Market Value ( USD ) in 2025 $ 134.87 Billion
Forecasted Market Value ( USD ) by 2030 $ 204.42 Billion
Compound Annual Growth Rate8.7%
Regions CoveredGlobal
No. of Companies Mentioned11

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About the Market

Financial Advisors are professionals who provide advice and guidance to individuals and organizations on financial matters. They help clients make informed decisions about their investments, retirement planning, estate planning, and other financial goals. Financial Advisors typically work with clients to develop a comprehensive financial plan that takes into account the client's current financial situation, future goals, and risk tolerance. They also provide advice on tax planning, insurance, and other financial products. Financial Advisors are an important part of the Wealth Management industry. Wealth Management is a holistic approach to managing a client's financial assets, including investments, retirement planning, estate planning, and other financial goals. Wealth Managers provide advice and guidance to clients on how to best manage their financial assets to achieve their goals. Some of the companies in the Financial Advisor market include Edward Jones, Merrill Lynch, UBS, Morgan Stanley, and Charles Schwab. Show Less Read more

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