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The 2017 Report on Financial Planning & Investment Advice contains key information used by Executives in many Fortune 500 companies and market leaders. The report helps identify industry changes, trends, key players, and growth opportunities.

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Current State of the Industry . .
Market Size (industry trends) . .
Market Forecast (5-year projection)   .
Products/Services Breakdown   .
Revenue per State . .
Financial Metrics . .
Salary & Compensation Statistics . .
Public Company Information . .
Key Private Companies   .
Government Vendors   .
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2017 Market Research Report on Financial Planning & Investment Advice Industry


Current Research on the Financial Planning & Investment Advice Industry

This section provides answers to fundamental and critical questions about the industry:
  1. What is the total market size ($ millions)?
  2. What is the Financial Planning & Investment Advice industry outlook?
  3. Has the market grown or declined?
  4. What is the market growth rate?
  5. Are long term forecasts positive or negative?
  6. What is the industry size and average company size?
  7. How many companies are in the industry?

Market Size Statistics

The total U.S. market size for the Financial Planning & Investment Advice industry: statistics cover all companies, both public and private. In addition to total revenue, the industry research provides details on employees, companies, and average firm size in the sector. Use this market information to research and analyze growth rates and the Financial Planning & Investment Advice industry trends and market outlook based on quantitative research and economic data.

market size 2017
Charts and graphs can be copied to Microsoft Word and Powerpoint presentations.

Statistics 2011        2012        2013        2014        2015        2016
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 Statistical Analysis



Market Forecast - Financial Planning & Investment Advice[PREMIUM]

Market forecasts show the long term industry outlook & Financial Planning & Investment Advice future growth trends. The following five-year forecast utilizes advanced econometric techniques that project both short-term and long-term market growth outlook. The industry outlook can be used to set a strategy applicable to economic realities.

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 market share than average.

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

Market Trends for Financial Planning & Investment Advice

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 , 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

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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 Planning & Investment Advice

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

Profitability & Valuation Ratios - Financial Planning & Investment AdviceIndustry 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 Ratios - Financial Planning & Investment AdviceIndustry 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%

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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


Companies in Financial Planning & Investment Advice and Similar Industries[PREMIUM]

Financial Planning & Investment Advice market research identifies top companies with the largest estimated market share. Information includes corporate earnings and public company ticker symbols where available.

CompanyAddressRevenue Estimate







Public Financial Planning & Investment Advice Company News

Web scan for recent news about public companies. Financial Planning & Investment Advice market research on key company news, and Financial Planning & Investment Advice statistics.

The market size analysis identifies the overall sales data within the industry. Statistics break down facts about companies within the market.


Government Contracts Related to Financial Planning & Investment Advice

In 2014, the federal government spent a total of $22,488,896 on Financial Planning & Investment Advice. It has awarded 46 contracts to 15 companies, with an average value of $1,499,260 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 market research report includes companies whose primary business is any of the following:
Financial investment advice services, customized, fees paid by client, Investment advice counseling services, Financial planning services, Certified financial planners, Investment advice consulting services, Investment advisory services, etc.



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