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2025 U.S. Industry Statistics & Market Forecast - Miscellaneous Financial Investment Activities
Market Size & Industry Statistics
The total U.S. industry market size for Miscellaneous Financial Investment Activities:
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.
| Statistics | 2020 2021 2022 2023 2024 | |
|---|---|---|
| Market Size (Total Sales/Revenue) |
Order at top of page | |
| Total Firms | ||
| Total Employees | ||
| Average Revenue Per Firm | ||
| Average Employees Per Firm | ||
| Average Revenue Per Employee | ||
Market Forecast
Market forecasts show the long term industry outlook and future growth trends. The following extended five-year forecast projects both short-term and long-term trends.
| Forecast / Industry Outlook | 2025 | 2026 | 2027 | 2028 | 2029 |
|---|---|---|---|---|---|
| Market Forecast ($ millions) | |||||
| Projected Industry Growth Rate (%) | |||||
Industry Insights
Major trends affect the Miscellaneous Financial Investment Activities industry include:- Increased regulatory scrutiny and compliance requirements
- Shift towards sustainable and ethical investments
- Technological advancements, including AI and machine learning
- Growing interest in cryptocurrency and blockchain
- Rise of robo-advisors and digital-only investment platforms
- Impact of global economic instability on investment patterns
- Demand for more personalized and niche investment solutions
- Expansion of emerging markets and global investment opportunities
- Increased competition from non-traditional firms entering the market
- Heightened emphasis on data security and privacy in financial transactions
Product & Services Breakdown
Research products and services in the Miscellaneous Financial Investment Activities industry generating sales. Note that products are broken into categories with different levels of classification.| Product Description | Number of Companies | Sales ($ millions) | Percent of Total Sales |
|---|---|---|---|
Industry Total |
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Brokering And Dealing Services For Equities |
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Financing Related To Securities |
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Securities Lending Fees, Including Securities Borrowed From A Broker's Inventory And Margin Accounts |
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Repurchase Agreements - Net Gains (Losses) |
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Trading Equities On Own Account - Net Gains (Losses) |
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Trading Derivative Contracts On Own Account - Net Gains (Losses) |
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Trust Services - Fiduciary Fees |
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Trust Services For Businesses And Governments |
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Other Trust Services |
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Support Services For Financial And Commodity Markets |
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Trade Execution, Clearing, And Settlement Services For Security And Commodity Contracts |
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Listing Services For Security And Commodity Contracts |
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Support Services For Financial Market And Clearing Products, Not Elsewhere Specified |
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Financial Planning And Investment Management Services |
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Personal Financial Planning And Advice Services |
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Personal Investment Management Services |
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Other Products Supporting Financial Services - Fees |
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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.
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 Average | Percent 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 Net Income | ||
Financial Ratio Analysis
Financial ratio information can be used to benchmark how a Miscellaneous Financial Investment Activities company compares to its peers. Accounting statistics are calculated from the industry-average for income statements and balance sheets.| Profitability & Valuation Ratios | Industry 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 Miscellaneous Financial Investment Activities 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 Miscellaneous Financial Investment Activities measures how efficiently the company leverages its assets to generate profit. ROA is calculated as Net Income divided by Total Assets. |
|
| Liquidity Ratios | Industry 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. |
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| Quick Ratio (Acid Test) Calculates liquid assets relative to liabilities, excluding inventories. |
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| Efficiency Ratios - Key Performance Indicators | Industry 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. |
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| Average Collection Period Based on the Receivables Turnover, this estimates the collection period in days. Calculated as 365 divided by the Receivables Turnover |
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| Inventory Turnover A low turnover rate may point to overstocking, obsolescence, or deficiencies in the product line or marketing effort. |
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| 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. |
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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.| Title | Percent of Workforce | Bottom Quartile | Average (Median) Salary | Upper Quartile |
|---|---|---|---|---|
| Management Occupations | 14% | Order at top of page |
||
| Chief Executives | 0% | |||
| General and Operations Managers | 4% | |||
| Operations Specialties Managers | 7% | |||
| Financial Managers | 5% | |||
| Financial Managers | 5% | |||
| Business and Financial Operations Occupations | 42% | |||
| Business Operations Specialists | 6% | |||
| Financial Specialists | 35% | |||
| Financial Analysts and Advisors | 29% | |||
| Financial and Investment Analysts | 8% | |||
| Personal Financial Advisors | 20% | |||
| Computer and Mathematical Occupations | 7% | |||
| Computer Occupations | 6% | |||
| Sales and Related Occupations | 17% | |||
| Sales Representatives, Services | 16% | |||
| Securities, Commodities, and Financial Services Sales Agents | 16% | |||
| Securities, Commodities, and Financial Services Sales Agents | 16% | |||
| Office and Administrative Support Occupations | 19% | |||
| Information and Record Clerks | 7% | |||
| Secretaries and Administrative Assistants | 5% | |||
| Secretaries and Administrative Assistants | 5% | |||
Miscellaneous Financial Investment Activities Competitor Landscape & Key Companies [PREMIUM]
The most influential companies in the Miscellaneous Financial Investment Activities industry and adjacent industries either have large market share or are developing new business models and methods that could disrupt the status quo. We look at leading and emerging companies in the Miscellaneous Financial Investment Activities industry and adjacent sectors:| Market Leaders: Direct Competitors Companies with the largest market share, focused in this industry |
Market leaders: Diversified Competitors Largest companies that have diversified operations in this and other industries |
| Innovators: Direct Competitors Innovative, Emerging, and Disruptive Companies that may influence the future direction of the industry. |
Innovators: Diversified Competitors Innovators and Disruptors in adjacent industries that may also affect the Miscellaneous Financial Investment Activities industry. |
Source:
Latest Industry News
- Creating The Ultimate Night In - The appeal of dining out has diminished as restaurants become increasingly expensive and overcrowded. You spend considerable time in traffic, wait for (07/07/2025)
- The real cost of back-to-school: Financial lessons from home - THE start of a new school year always feels like a fresh chapter. For kids, it’s a chance to see friends again, crack open new notebooks and dream about the year ahead. For parents, though, this season often brings a different kind of anticipation. (07/07/2025)
- Zacks Industry Outlook Highlights Mondelez International, Sysco, McCormick and Celsius - Detailed price information for Celsius Holdings Inc (CELH-Q) from The Globe and Mail including charting and trades. (07/03/2025)
- Brazil’s 17.5% crypto tax: How the new rules hurt small investors most - Brazil’s MP 1303 scrapped crypto tax exemptions, introducing a 17.5% flat tax on capital gains. Here’s how the new crypto tax law impacts investors in 2025. (07/02/2025)
- Greif And Packaging Corporation of America Strike A Win-Win Deal - Greif's $1.8B containerboard sale to Packaging Corporation of America cuts debt and boosts 2027 EBITDA goals. Read why both GEF and PKG benefit from the deal. (07/02/2025)
- The Zacks Analyst Blog Highlights Berkshire Hathaway, Netflix, Toyota Motor, Crimson Wine and Cemtrex - BRK.B, NFLX, and TM headline analyst picks, with diverse strengths in insurance, streaming, and hybrid EVs despite macro headwinds. (06/30/2025)
- Top Analyst Reports for Berkshire Hathaway, Netflix & Toyota Motor - NFLX gains momentum with strong subscriber growth and bold 2030 goals, while TM faces margin pressure and BRK.B expands in Japan. (06/27/2025)
- Worthington Steel Reports Fourth Quarter and Full Year Fiscal 2025 Results - Worthington Steel, a market-leading metals processing company, today reported results for the fiscal 2025 fourth quarter and year ended May 31, 2025. (06/25/2025)
- Top Research Reports for Apple, AMD & Applied Materials - The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Apple Inc. (AAPL), Advanced Micro Devices, (06/25/2025)
- GROUPE PARTOUCHE: Solid Half-Year Income in a period of significant growth investments - Consolidated EBITDA is made up of the balance of income and expenses of the current operating income, excluding depreciation (allocations and reversals) and provisions (allocations and reversals) linked to the Group’ business activity included in the current operating income but excluded from Ebitda due to their non-recurring nature. (06/24/2025)
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