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2024 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 | 2019 2020 2021 2022 2023 | |
|---|---|---|
| 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 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|
| Market Forecast ($ millions) | ||||||
| Projected Industry Growth Rate (%) | ||||||
Industry Insights
The Miscellaneous Financial Investment Activities industry, which includes a range of non-banking financial institutions and service providers, is undergoing several key trends that are shaping its future growth and profitability. One important trend is the increasing use of digital technologies and automation in financial transactions and investment management. These technologies are facilitating faster and more efficient transactions, enabling greater transparency and reducing costs for investors. Many financial institutions are investing heavily in the development of fintech platforms and software to enhance their competitive advantage.Another trend is the growing demand for sustainable and socially responsible investments. Investors are increasingly seeking ways to align their investments with their personal values and beliefs, and this has created a significant market for impact investing, green bonds, and other sustainable investment products. The growing interest in Environmental, Social, and Governance (ESG) investing is driving innovation in new products and strategies across the industry.
Regulatory compliance continues to be a critical issue for financial institutions, with greater scrutiny and scrutiny leading to greater enforcement and penalties. In response, many financial companies are investing in compliance technology and processes to ensure compliance with ever-changing regulations.
Finally, an aging population and the increasing need for retirement and wealth management services is driving the growth of robo-advisors. These online platforms leverage advanced algorithms to provide personalized investment advice and portfolio management services to clients, often at a lower cost than traditional human advisors. The growth of robo-advisors is expected to continue as more investors seek cost-effective and efficient investment advice and management services.
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. |
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| 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 |
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| 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:
Recent Federal Contracts for Miscellaneous Financial Investment Activities- Mar 28, 2024: TRANSWORLD SYSTEMS INC. (Fort Washington, PA) awarded $20,943,906
- Mar 13, 2024: MSCI ESG RESEARCH LLC (New York, NY) awarded $368,480
- Feb 23, 2024: V & V CONSULTING GROUP LLC (Coral Gables, FL) awarded $79,780
- Feb 12, 2024: S&P GLOBAL MARKET INTELLIGENCE LLC (New York, NY) awarded $477,744
- Feb 01, 2024: PIONEER CREDIT RECOVERY INCORPORATED (Arcade, NY) awarded $32,306,322
- Jan 29, 2024: DELOITTE CONSULTING L.L.P. (Arlington, VA) awarded $36,025,593
- Mar 28, 2024: TRANSWORLD SYSTEMS INC. (Fort Washington, PA) awarded $20,943,906
- Mar 13, 2024: MSCI ESG RESEARCH LLC (New York, NY) awarded $368,480
- Feb 23, 2024: V & V CONSULTING GROUP LLC (Coral Gables, FL) awarded $79,780
- Feb 12, 2024: S&P GLOBAL MARKET INTELLIGENCE LLC (New York, NY) awarded $477,744
- Feb 01, 2024: PIONEER CREDIT RECOVERY INCORPORATED (Arcade, NY) awarded $32,306,322
- Jan 29, 2024: DELOITTE CONSULTING L.L.P. (Arlington, VA) awarded $36,025,593
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