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2025 U.S. Industry Statistics & Market Forecast - Trust, Fiduciary, and Custody Activities
Market Size & Industry Statistics
The total U.S. industry market size for Trust, Fiduciary, and Custody 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 Trust, Fiduciary, and Custody Activities industry include:- Rising demand for wealth management services due to global wealth growth
- Increasing regulatory compliance costs
- Technology integration for improved service efficiency
- Growing importance of sustainable and responsible investing
- Shift towards more personalized customer service offerings
- Expansion of services to cater to international clients
- Cybersecurity enhancements to protect sensitive client data
- Impact of global economic fluctuations on asset values
- Aging population increasing need for retirement and estate planning
- Competition from fintech companies offering innovative financial solutions
Product & Services Breakdown
Research products and services in the Trust, Fiduciary, and Custody 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 Debt Instruments |
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Treasury Bills |
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Brokering And Dealing Services For Equities |
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Brokering And Dealing Services For Derivative Contracts |
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Brokering And Dealing Services For Investment Company Securities, Including Mutual Funds, Closed-End Funds, And Unit Investment |
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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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Trading Foreign Currency 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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Personal Trust Services |
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Other Trust Services |
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Support Services For Financial And Commodity Markets |
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Payment Clearing And Settlement Services For Financial Transactions, Except Trades Of Securities And Commodity Contracts |
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Trade Execution, Clearing, And Settlement Services For Security And Commodity Contracts |
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Trading And Clearing System 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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Financial Management Consulting 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) |
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|---|---|---|
| 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 Trust, Fiduciary, and Custody 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 Trust, Fiduciary, and Custody Activities industry is performing. | |
| Profit Margin Gross Profit Margin, Operating Profit Margin, and Net Profit Margin. Show company earnings relative to revenues. |
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| 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). |
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| Return on Assets (ROA) Return on Assets (ROA) is net income relative to total assets. The market research on Trust, Fiduciary, and Custody 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% | |||
Trust, Fiduciary, and Custody Activities Competitor Landscape & Key Companies [PREMIUM]
The most influential companies in the Trust, Fiduciary, and Custody 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 Trust, Fiduciary, and Custody 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 Trust, Fiduciary, and Custody Activities industry. |
Source:
Latest Industry News
- Ripple, Like Circle, Seeks a Bank Charter. The Crypto Companies’ Applications May Be a Slam Dunk. - The trio serve somewhat different functions within the crypto ecosystem, but they’re all jockeying to get in line with shifting federal regulations and claim the spoils of America’s banking system. If the OCC’s history is anything to go by, their applications likely will be approved. (07/03/2025)
- Ripple joins other crypto firms seeking trust bank charters - The application follows on the heels of Circle and Wise, as crypto and payment companies seek crypto custody approval and direct access to the Federal Reserve payment system. (07/02/2025)
- The Fiduciary Firewall: An Expert's Five-Step Guide to Honest Financial Planning - Armed with education and awareness, you can avoid unethical people in the financial industry by seeking fee-only fiduciaries and sharing your knowledge with others. (06/26/2025)
- BNY Mellon eyes Northern Trust merger to supercharge custody and wealth management businesses (BK) - Northern Trust (NTRS) is surging following a Wall Street Journal report that BNY Mellon (BK) approached its smaller rival to discuss a possible merger. While no formal bid has been made, the exploratory talks signal BK's ambition to consolidate its position in the asset servicing and wealth management industries. This development follows closely on the heels of another transformative deal in ... (06/22/2025)
- KuCoin Taps BitGo in $2B 'Trust Project' to Shield Clients With Off-Exchange Custody - Benzinga - Global crypto exchange KuCoin has partnered with BitGo Singapore—a licensed Major Payment Institution under the Monetary Authority of Singapore—via its Go Network for Off-Exchange Settlement ... (06/19/2025)
- US Senate Passes Stablecoin Bill in Milestone for Crypto Industry - US Senate Passes Stablecoin Bill in Milestone for Crypto Industry By Hannah Lang (Reuters) -The U.S. Senate on Tuesday passed a bill to create a regulatory framework for U.S.-dollar-pegged ... (06/17/2025)
- OCC Green-Lights Crypto Activities for Banks - Yahoo Finance - The OCC followed up on this action in May with Interpretive Letter 1184. In it, the OCC further confirmed that banks may engage in certain crypto-asset activities and addressed the roles third ... (06/16/2025)
- OCC Green-Lights Crypto Activities for Banks - CoinDesk - The nation’s banking regulator has opened the way for banks to offer crypto services. Now it’s up to the institutions to show they can be trusted, say attorneys from Venable LLP. (06/16/2025)
- Stuff - Dunedin's Public Trust Building, containing the office of a company being liquidated over a dispute with a Balkan country.HAMICH McNEILLY / FAIRFAX NZ A Balkan nation has taken a New Zealand trust ... (06/14/2025)
- Building Investor Trust: The Legal Evolution Of Crypto Custody - The Shift Towards Institutional Standards In time, the crypto market understood that custody was not only technical but also an issue of trust. Early adopters may have been willing to take ... (06/13/2025)
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