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2025 U.S. Industry Statistics & Market Forecast - Trusts, Estates, and Agency Accounts
Market Size & Industry Statistics
The total U.S. industry market size for Trusts, Estates, and Agency Accounts:
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 Trusts, Estates, and Agency Accounts industry include:- Aging population increasing need for estate and trust services
- Growing interest in digital assets and their incorporation into estates
- Rise in complex family structures necessitating sophisticated estate planning solutions
- Increased regulatory scrutiny on fiduciary activities
- Technological advancements improving efficiency in trust administration
- Growing awareness and importance of ethical investing influencing trust management
- Shift towards more customized and client-centric service offerings
- Heightened focus on intergenerational wealth transfer
- Tax law changes impacting estate planning and trust strategies
- Expansion of services to include elder care management and special needs trusts
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 |
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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 Net Income | ||
Financial Ratio Analysis
Financial ratio information can be used to benchmark how a Trusts, Estates, and Agency Accounts 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 Trusts, Estates, and Agency Accounts 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 Trusts, Estates, and Agency Accounts 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 | 18% | Order at top of page |
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| Top Executives | 8% | |||
| Chief Executives | 1% | |||
| General and Operations Managers | 7% | |||
| General and Operations Managers | 7% | |||
| Operations Specialties Managers | 7% | |||
| Financial Managers | 6% | |||
| Financial Managers | 6% | |||
| Business and Financial Operations Occupations | 34% | |||
| Business Operations Specialists | 8% | |||
| Financial Specialists | 26% | |||
| Accountants and Auditors | 7% | |||
| Accountants and Auditors | 7% | |||
| Financial and Investment Analysts | 10% | |||
| Personal Financial Advisors | 5% | |||
| Sales and Related Occupations | 8% | |||
| Office and Administrative Support Occupations | 22% | |||
| Secretaries and Administrative Assistants | 7% | |||
| Secretaries and Administrative Assistants | 7% | |||
| Other Office and Administrative Support Workers | 6% | |||
| Office Clerks, General | 5% | |||
| Office Clerks, General | 5% | |||
Trusts, Estates, and Agency Accounts Competitor Landscape & Key Companies [PREMIUM]
The most influential companies in the Trusts, Estates, and Agency Accounts 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 Trusts, Estates, and Agency Accounts 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 Trusts, Estates, and Agency Accounts industry. |
Source:
Latest Industry News
- First Trust Advisors L.P. Announces Distribution for First Trust Income Opportunities ETF - First Trust Advisors L.P. ("FTA") is a federally registered investment advisor and serves as the Fund's investment advisor. FTA and its affiliate First Trust Portfolios L.P. ("FTP (07/10/2025)
- Three Estate Planning Documents a Business Owner Can't Afford to Skip - A business owner's estate plan should protect the company and its employees as well as the entrepreneur's heirs. These three documents are critical. (07/10/2025)
- 10 Reasons To Reevaluate Your Estate Plan Following The 2025 Tax Law - The 2025 tax law impacts estate planning for everyone, from young professionals to retirees. Here are 10 reasons to review your estate plan now, regardless of your wealth. (07/07/2025)
- Why living trusts are a good option, most of the time - Living trusts generally allow a smoother, more organized settlement of the estate than other probate-avoidance options. (07/06/2025)
- How a home builds generational wealth: Home equity and your family’s future - In other words, your residence can be a key financial resource for your family. Buying and maintaining a home builds an equity (ownership) stake you can pass down to your heirs. It’s especially significant nowadays, when record-high home prices and elevated mortgage rates can make homeownership feel like an elusive dream. (07/04/2025)
- U.K. High Court slams MI5 over informant deception and lack of transparency - A ruling by London's High Court cited the domestic intelligence agency's failure to explain why representatives had repeatedly misled U.K. courts about an informant accused of violence against women. (07/03/2025)
- Trust & Will Launches Integrated Estate Platform - According to the company CEO, the effort is part of Trust & Will’s ongoing efforts to make advisors part of its service. “Most of our business has been focused on the direct-to-consumer side,” said Cody Barbo, (07/03/2025)
- Pakistani Gang Behind WhatsApp and Mobile Payment Scams Arrested - The National Cyber Crime Investigation Agency (NCCIA) announced Sunday that it has successfully taken down a well-organized cybercrime gang in Multan. The (06/30/2025)
- Arbor Realty Trust: Proactive Loan Management And Insider Buys - Arbor Realty Trust's insider buying, high dividend yield, and strategic moves signal potential upside. Read here for an analysis of ABR stock. (06/24/2025)
- Offshore Real Estate Ownership and Tax Reporting Requirements - What do you need to know about offshore real estate ownership and any associated tax reporting requirements? Are you a U.S. taxpayer or U.S. (05/27/2025)
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