research
AnythingResearch - Industry Analysis and Market Research Reports
Better Data, Better Decisions



-   Instant Download - Available immediately
-   Download both PDF and Excel
Download to PDF Download to Excel

AnythingResearch

2018 Market Analysis & Industry Outlook: Financial Planning & Investment Advice


Overview of the U.S. Financial Planning & Investment Advice Industry

This section provides answers to key questions about the industry:
  1. What is the total market size (industry revenue)?
  2. What is the industry outlook?
  3. Market Analysis: Is the market growing or declining, and how quickly?
  4. Are long-term forecasts positive or negative?
  5. What is the average company size in the industry?
  6. How many companies are in the industry?

Market Size & Industry Statistics

The total U.S. industry market size for Financial Planning & Investment Advice: Industry statistics cover all companies in the United States, both public and private, ranging in size from small businesses to market leaders. In addition to revenue, the industry market analysis shows information on employees, companies, and average firm size.

Investors, banks, and business executives use growth rates and industry trends to understand the market outlook and opportunity.

market size 2018
Charts and graphs can be copied to Microsoft Word and Powerpoint presentations.

Statistics 2012        2013        2014        2015        2016        2017
Market Size
(Total Sales/Revenue)


Order at top of page
Total Firms
Total Employees
Average Revenue Per Firm
Average Employees Per Firm
Statistics Source: U.S. Census, AnythingResearch Market Analysis



Market Forecast[PREMIUM]

Market forecasts show the long term industry outlook and future growth trends. The following five-year demand forecast projects both short-term and long-term trends.

market forecast

Forecast / Industry Outlook 2017 2018 2019 2020 2021 2022
Market Forecast ($ millions)
Projected Industry Growth Rate (%)
Source: AnythingResearch Economic Analysis

Product & Services Breakdown

Research products and services in the Financial Planning & Investment Advice industry generating sales. Note that products are broken into categories with different levels of classification.

Product DescriptionNumber of Companies Sales ($ millions) Percent of Total Sales

Industry Total

Securities Origination Services

Brokering And Dealing Services For Debt Instruments

Negotiable Certificates Of Deposit

Brokering And Dealing Services For Equities

Brokering And Dealing Services For Derivative Contracts

Futures Contracts, Exchange-Traded

Options Contracts, Exchange-Traded

Brokering And Dealing Services For Investment Company Securities, Including Mutual Funds, Closed-End Funds, And Unit Investment

Financing Related To Securities

Financing Related To Securities, Excluding Securities Lending And Repurchase Agreements - Net Gains (Losses)

Trust Services - Fiduciary Fees

Other Trust Services

Support Services For Financial And Commodity Markets

Support Services For Financial Market And Clearing Products, Not Elsewhere Specified

Financial Planning And Investment Management Services

Financial Management Consulting Services

Personal Financial Planning And Advice Services

Personal Investment Management Services

Mergers And Acquisition Financial Consulting Services

Other Products Supporting Financial Services - Fees

Insurance Brokerage And Agency Services - Commissions



U.S. Geographic Distribution: Revenue Statistics by State

Market Size by State ($ millions) indicates how the industry's competition is distributed throughout the country. State-level information can identify areas with higher and lower industry market share than average.

U.S. map of Financial Planning & Investment Advice by state

Financial Planning & Investment Advice Industry Price Trends

Rise and fall in market prices are affectedd by supply, demand, and the cost of goods/services sold. Higher demand or COGS will put upward price pressure on prices. Higher competition among Financial Planning & Investment Advice companies will put a downward pressure on prices. The chart shows how prices are changing within the industry, month-to-month over the last three years.

price index trends

Income Statement (Average Financial Metrics)

Financial metrics provide a snapshot view of a benchmark "average" company. Key business metrics show revenue and operating costs. The data collected covers both public and private companies.

Industry AveragePercent of Sales
(Industry Benchmark)
Total Revenue

Order at top of page
Operating Revenue
Cost of Goods Sold
Gross Profit

Operating Expenses
Pension, profit sharing plans, stock, annuity
Repairs
Rent paid on business property
Charitable Contributions
Depletion
Domestic production activities deduction
Advertising
Compensation of officers
Salaries and wages
Employee benefit programs
Taxes and Licenses
Bad Debts
Depreciation
Amortization
Other Operating Expenses
Total Operating Expenses
Operating Income
Non-Operating Income
EBIT (Earnings Before Interest and Taxes)
Interest Expense
Earnings Before Taxes
Income Tax
Net Profit
 
Source: AnythingResearch Analysis of U.S. federal statistics




Financial Ratio Analysis

Financial ratio information can be used to benchmark how a Financial Planning & Investment Advice company compares to its peers. Accounting statistics are calculated from the industry-average for income statements and balance sheets.

Profitability & Valuation RatiosIndustry Average
Company valuation can be measured based on the firm's own performance, as well as in comparison against its industry competitors. These metrics show how the average company in the Financial Planning & Investment Advice industry is performing.
Profit Margin
Gross Profit Margin, Operating Profit Margin, and Net Profit Margin. Show company earnings relative to revenues.
Return on Equity (ROE)
Return on Equity (ROE) is net income as a percentage of shareholders' equity. Shareholders' Equity is defined as the company's total assets minus total liabilities. ROE shows how much profits a company generates with the money shareholders invested (or with retained earnings).
Return on Assets (ROA)
Return on Assets (ROA) is net income relative to total assets. The market research on Financial Planning & Investment Advice measures how efficiently the company leverages its assets to generate profit. ROA is calculated as Net Income divided by Total Assets.


Liquidity RatiosIndustry Average
Bankers and suppliers use liquidity to determine creditworthiness and identify potential threats to a company's financial viability.
Current Ratio
Measures a firm's ability to pay its debts over the next 12 months.
Quick Ratio (Acid Test)
Calculates liquid assets relative to liabilities, excluding inventories.


Efficiency Ratios - Key Performance IndicatorsIndustry Average
Measure how quickly products and services sell, and effectively collections policies are implemented.
Receivables Turnover Ratio
If this number is low in your business when compared to the industry average in the research report, it may mean your payment terms are too lenient or that you are not doing a good enough job on collections.
Average Collection Period
Based on the Receivables Turnover, this estimates the collection period in days. Calculated as 365 divided by the Receivables Turnover
Inventory Turnover
A low turnover rate may point to overstocking, obsolescence, or deficiencies in the product line or marketing effort.
Fixed-Asset Turnover
Generally, higher is better, since it indicates the business has less money tied up in fixed assets for each dollar of sales revenue.



Compensation & Salary Surveys for Employees

Compensation statistics provides an accurate assessment of industry-specific jobs and national salary averages. This information can be used to identify which positions are most common, and high, low, and average annual wages.

TitlePercent of WorkforceBottom Quartile Average (Median) SalaryUpper Quartile
Management Occupations 10%

Order at top of page
Chief Executives0%
General and Operations Managers3%
Business and Financial Operations Occupations 42%
Business Operations Specialists 5%
Financial Specialists 37%
Accountants and Auditors 6%
Accountants and Auditors 6%
Financial Analysts and Advisors 27%
Financial Analysts 10%
Personal Financial Advisors 17%
Computer and Mathematical Occupations 6%
Computer Occupations 6%
Sales and Related Occupations 11%
Sales Representatives, Services 11%
Securities, Commodities, and Financial Services Sales Agents 9%
Securities, Commodities, and Financial Services Sales Agents 9%
Office and Administrative Support Occupations 27%
Information and Record Clerks 7%
Secretaries and Administrative Assistants 10%
Secretaries and Administrative Assistants 10%
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive 6%
Other Office and Administrative Support Workers 5%
Source: Bureau of Labor Statistics


Financial Planning & Investment Advice Industry Market Share [PREMIUM]

Largest companies in the industry and related industries, with private company revenue estimates.

CompanyAddressRevenue Estimate









Innovation News

  • Spire Investment Partners trademarks "SPIRE INVESTMENT CONSULTING GROUP" - Financial consulting - 05/25/2017
  • Orthochronos Forecasting trademarks "OC ORTHOCHRONOS THE RIGHT TIMING" - Financial Forecasting - 05/16/2017
  • Toli Group trademarks "TOLI VAULT" - online management of insurance policies for others - 03/27/2012




  • Top Innovators

    6
    CompanyInnovation Score
    Blackrock Financial Management6
    Ibbotson Associates
    Mid Market America

    Additional companies, details and innovation scoring in the full report.

    Latest Industry News

    • Time's up for feminine famine in financial planning? - There are now more than 80,000 certified financial planning professionals ... As Ms. Siracuse said in a Jan. 8 editorial: "For the financial advice industry to evolve into a true profession, it must look more like the population it serves — or will ... (01/10/2018)
    • What to Look for in a Financial Advisor - You can check out the Financial Planning Association and the National Association ... investment manager to a client for providing a bundle of services, such as investment advice, investment research or brokerage services. Performance Compensation ... (01/10/2018)
    • Comprehensive Financial Planning: What It Is, Why It Matters - Comprehensive financial planning is about building wealth through a process ... This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. (01/10/2018)
    • Financial Tips : 5 investment moves to make in your 30's - Planning for retirement should be in your twenties while ... Look for a good financial advisor to give you good financial advice before investing in the stock market. ALSO READ: Frugal lifestyle habits to help you save more If you feel there is so much ... (01/08/2018)
    • Callahan Financial Planning Adopts CFA Institute Asset Manager Code of Professional Conduct - Jan. 5, 2018 /PRNewswire/ -- CFA Institute, the global association of investment professionals that sets standards for professional excellence, has added Callahan Financial Planning Company ... when receiving financial advice. This action provides a ... (01/05/2018)
    • Get Richer In 2018. Start Financial Planning Today! - Financial planning can be a painful activity for many of us because it makes us follow the rules. It imposes do's and don'ts - don't we abhor having conditions imposed? We don't need any advice on spending ... ignorant about their investment portfolio ... (01/03/2018)
    • Follow Star Wars' advice for financial planning in 2018 - Stay on target | Opinion - As the calendar turns, investors should focus on matters they can actually control, and not get swept up in the drama unfolding on Wall Street and in the financial press: The Force may not be real, but the power of sage advice is discernable and lasting. (01/03/2018)
    • Investment and Retirement Advice - Instead you can use your pensions savings in a way that suits your circumstances. The expert face-to-face advice the Telegraph Investment ... to retirement planning or call 0800 131 0404 No charge will apply for an initial review of your financial ... (01/03/2018)
    • NERD WALLET: Are you paying too much for financial advice? - Financial advice can encompass a lot of different services, which fall primarily into two camps: • Investment management, which includes picking the right mix of stocks, bonds and cash. • Financial planning, which can include everything from budgeting ... (12/31/2017)
    • The 3 Principles Of Good Financial Advice - When a commission is involved, chances are that the advice will be biased toward the highest-paying investment ... when picking a financial advisor are whether he or she has the technological platform for data aggregation, planning and reporting. (12/29/2017)


    Government Contracts

    In 2016, the federal government spent a total of $36,598,115 on Financial Planning & Investment Advice. It has awarded 53 contracts to 20 companies, with an average value of $1,829,906 per company.   

    Top government vendors:

    CompanyFederal ContractsTotal Award Amount



    Growth Opportunities / Competitive Threats

    Companies in other industries may also sell similar products. Since there is an overlap in the customer base, there may be an opportunity for companies in Financial Planning & Investment Advice to sell additional products/services offered by these adjacent industries. Alternatively, these industries may identify further products in this industry to target. Products most at risk are those with the highest profit margins and lowest barriers to entry.

    The following industries are competing channels for sales of similar products/services.

    Financial Planning And Investment Management Products
    Competing IndustrySales Relative to Financial Planning & Investment AdviceOpportunity/Threat
    Portfolio Management
    Investment Banking & Securities Dealing
    Securities Brokerage
    Commercial Banking Competing industry
    Venture Capital, Multifamily Investment Firms & Other Intermediation Competing industry

    Sales from other industries of Financial Planning And Investment Management Products are less than those from Financial Planning & Investment Advice. This may mean that other channels are a competitive risk of increasing their Financial Planning And Investment Management Products sales, taking market share from this industry.
    Financial Planning And Investment Management Products Product Sales Report



    Financial Planning And Investment Mgt Serv For Bus & Govt
    Competing IndustrySales Relative to Financial Planning & Investment AdviceOpportunity/Threat
    Portfolio Management
    Investment Banking & Securities Dealing
    Commercial Banking Competing industry
    Securities Brokerage Competing industry
    Venture Capital, Multifamily Investment Firms & Other Intermediation Competing industry

    Sales from other industries of Financial Planning And Investment Mgt Serv For Bus & Govt are less than those from Financial Planning & Investment Advice. This may mean that other channels are a competitive risk of increasing their Financial Planning And Investment Mgt Serv For Bus & Govt sales, taking market share from this industry.
    Financial Planning And Investment Mgt Serv For Bus & Govt Product Sales Report



    Personal Financial Planning And Advice Products
    Personal Financial Planning And Advice Products Product Sales Report

    Personal Investment Management Products
    Personal Investment Management Products Product Sales Report

    Brokering And Dealing Products - Equities
    Brokering And Dealing Products - Equities Product Sales Report

    Securities Origination Products
    Securities Origination Products Product Sales Report

    Brokering And Dealing Products - Derivative Contracts
    Brokering And Dealing Products - Derivative Contracts Product Sales Report

    Futures Contracts, Exchange-Traded
    Futures Contracts, Exchange-Traded Product Sales Report

    Options Contracts, Exchange-Traded
    Options Contracts, Exchange-Traded Product Sales Report

    Insurance Brokerage And Agency Products - Commissions
    Insurance Brokerage And Agency Products - Commissions Product Sales Report



    Segments classified within this market research report

    This industry market research report includes companies whose primary business is any of the following:
    Investment advice counseling services, customized, fees paid by client, Financial investment advice services, Investment advisory services, Financial planning services, Investment advice consulting services, Certified financial planners, etc.



    Related Reports

    Can't find what you're looking for? We have over a thousand market research reports. Ask us and an analyst will help you find what you need.

    Industries Related to Financial Planning & Investment Advice

    Financial Planning & Investment Advice