Investment Advisory Services Market Global Report 2026

The investment advisory services market size has grown strongly in recent years. It will grow from $103.38 billion in 2025 to $112.53 billion in 2026 at a compound annual growth rate (CAGR) of 8.9%. The growth during the historic period can be attributed to increasing awareness of financial planning, rising demand for professional investment guidance, growing wealth accumulation among individuals, expanding participation in capital markets, and the need for effective risk management solutions.

The investment advisory services market size is expected to see strong growth in the next few years. It will grow to $155.52 billion in 2030 at a compound annual growth rate (CAGR) of 8.4%. The growth in the forecast period can be attributed to increasing demand for customized investment advisory solutions, rising adoption of hybrid advisory models, growing focus on sustainable investment approaches, expanding wealth management requirements among new investors, and increasing need for data-driven portfolio optimization strategies. Major trends in the forecast period include the growing adoption of personalized investment advisory and goal-oriented financial planning, expansion of fee-based and subscription-driven advisory models, increasing demand for comprehensive wealth management solutions, integration of behavioral finance principles into investment decisions, and rising expansion of cross-border investment advisory services.

The increasing cross-border investment activities are expected to propel the growth of the investment advisory services market going forward. Cross-border investment activities refer to the allocation of capital by individuals, institutions, or businesses into financial assets, companies, or projects located outside their home country to achieve diversification, growth, and return objectives. The growth in cross-border investment activities is driven by globalization, broader access to international financial markets, advancements in digital trading platforms, and increasing investor interest in geographic portfolio diversification. Investment advisory services support cross-border investment activities by providing expertise in international market opportunities, regulatory compliance, taxation, currency risk management, and global asset allocation strategies, enabling investors to make informed decisions across multiple jurisdictions. For instance, in March 2026, according to the International Monetary Fund (IMF), a US-based international financial institution, cross-border portfolio investment (CBPI) asset positions reached $89 trillion as of June 2025, representing an 11.6% increase compared with December 2024. Therefore, the increasing cross-border investment activities are driving the growth of the investment advisory services market.

Major companies operating in the investment advisory services market are focusing on innovative investment solutions, such as exchange-traded fund (ETF) model portfolios, to improve portfolio construction, enhance investment diversification, and support financial advisors in delivering customized investment strategies for clients. ETF model portfolios are professionally designed investment frameworks that combine multiple exchange-traded funds into a single portfolio strategy, enabling wealth managers and advisors to efficiently manage client assets, optimize asset allocation, and streamline investment decision-making. These portfolios can incorporate both active and passive investment approaches while providing access to a broad range of asset classes and investment strategies. For instance, in February 2025, Fidelity Investments, a US-based financial services company, launched two all-ETF model portfolios for wealth management firms. The new portfolios combine active and passive exchange-traded funds from Fidelity and third-party providers, helping advisors navigate the expanding ETF market and build diversified client portfolios more effectively.

In April 2025, West Shore Bank, a US-based community bank, acquired the wealth management, investment advisory, and trust services business of Auto Club Trust FSB for an undisclosed amount. Through this acquisition, West Shore Bank aims to strengthen its wealth management and investment advisory capabilities by expanding its presence in Southeast Michigan and enhancing personalized financial advisory services for its customers. Auto Club Trust FSB is a US-based financial institution that provides wealth management, investment advisory, and trust services.

Major companies operating in the investment advisory services market are BlackRock Inc., The Charles Schwab Corporation, The Vanguard Group Inc., JPMorgan Chase & Co., Morgan Stanley, UBS Group AG, BNY Mellon, Franklin Resources Inc., Fidelity Investments, Ameriprise Financial Inc., Raymond James Financial Inc., LPL Financial Holdings Inc., Principal Financial Group Inc., Edward D. Jones & Co. L.P., Invesco Ltd., Empower Retirement LLC, Stifel Financial Corp., 360 ONE WAM Ltd., Motilal Oswal Financial Services Limited, Mercer Advisors Inc., Mariner Wealth Advisors LLC, Betterment Holdings Inc., Morningstar Inc.

North America was the dominating region in the investment advisory services market in 2025. Asia-Pacific is expected to be the rapidly growing region in the forecast period. The regions covered in the investment advisory services market report are Asia-Pacific, South East Asia, Western Europe, Eastern Europe, North America, South America, Middle East, Africa.

The countries covered in the investment advisory services market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Taiwan, Russia, South Korea, UK, USA, Canada, Italy, Spain.

The investment advisory service market includes revenues earned by entities by providing services such as financial planning services, portfolio management services, retirement advisory services, wealth management consulting, risk assessment services, and investment strategy advisory services. The market value includes the value of related goods sold by the service provider or included within the service offering. Only goods and services traded between entities or sold to end consumers are included.

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