The Financial Advisory Market Overview 2025 report reveals that the market size has grown significantly over the past few years, with projections indicating further expansion.
The Financial Advisory Global Market Report 2025 indicates that the market size has experienced stable growth. It is expected to increase from $209.38 billion in 2024 to $218.96 billion in 2025, with a compound annual growth rate (CAGR) of 4.6%.
The expected market size for the Financial Advisory Global Market by 2029 is projected to be $273.67 billion, growing at a compound annual growth rate (CAGR) of 5.7%.
Download Your Free Sample of the 2025 Financial Advisory Market Report and Uncover Key Trends Now!The key drivers in the financial advisory market are:
• Evolving regulations in the financial sector
• Growth of sustainable and ESG investing
• The rise in demand for retirement planning services
• Increase in personalization and customization services in financial advisory
The financial advisory market covered in this report is segmented –
1) By Type: Corporate Finance, Accounting Advisory, Tax Advisory, Transaction Services, Risk Management, Other Types
2) By Organization Size: Large Enterprises, Small And Medium-Sized Enterprises
3) By Industry Vertical: Banking, Financial Services And Insurance (BFSI), IT And Telecom, Manufacturing, Retail And E-Commerce, Public Sector, Healthcare, Other Industry Verticals
The key trends in the financial advisory market are:
• The adoption of digital transformation strategies is a key emerging trend.
• Technological advancements are significantly influencing the future of the market.
• There is an increased focus on ESG investments shaping the financial advisory landscape.
• The rise of robo-advisors and personalized financial planning are increasingly prevalent.
Major companies in the financial advisory market are:
• JP Morgan Chase & Co.
• Bank of America Corporation
• Wells Fargo & Co
• Accenture plc
• Morgan Stanley
• PricewaterhouseCoopers International Limited (PwCIL)
• Goldman Sachs Group Inc.
• Ernst & Young Global Limited
• UBS Group AG
• KPMG International Limited
• Deloitte Touche Tohmatsu Ltd.
• Credit Suisse Group AG
• Charles Schwab Corporation
• Ameriprise Financial Inc.
• Edward D. Jones & Co., L.P.
• Boston Consulting Group
• RWBaird
• Mercer
• Protiviti Consulting Pvt. Ltd.
• Fisher Investments
• Alvarez & Marsal Holdings, LLC
• Luther King Capital Management
• Heritage Investment Group
• Eubel Brady & Suttman
• Dana Investment Advisors Inc.
• Leavell Investment Management
• Janney Montgomery Scott LLC
• LPL Financial
• Merrill Lynch Wealth Management
• Northwestern Mutual Wealth Management Company
• Raymond James Financial Inc.
• RBC Wealth Management
• Stifel Financial Corp.
• Vanguard Group
Asia-Pacific was the largest region in the financial advisory market in 2024