Wealth Management Advisory Market was valued at USD 1,200 Billion in 2022 and is projected to reach USD 2,500 Billion by 2030, growing at a CAGR of 10% from 2024 to 2030.
The global wealth management advisory market has experienced significant growth, driven by increasing demand for personalized financial planning and investment solutions. High-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) seek tailored advice to optimize their financial portfolios and manage wealth across generations. This market has expanded due to rising global income disparities, the complexity of financial products, and the need for strategic asset management in volatile economic environments. Wealth management advisory services now extend beyond traditional asset management, incorporating tax planning, retirement planning, and estate management. Digital platforms have also begun playing a pivotal role, offering automated investment tools and advisory services, making wealth management more accessible to a broader range of clients. The market size continues to increase as financial institutions and independent advisors innovate and adapt to meet evolving client needs.
Trends within the global wealth management advisory market highlight an increased focus on digital transformation and personalized client experiences. Wealth management firms are incorporating artificial intelligence (AI) and machine learning technologies to enhance decision-making, predict market trends, and deliver customized advice more efficiently. Another key trend is the growing interest in sustainable and socially responsible investing, with clients seeking to align their investments with ethical and environmental goals. This shift towards ESG (Environmental, Social, and Governance) investments is driving wealth management firms to diversify their offerings. Furthermore, there is a noticeable trend toward multi-generational wealth planning, as clients prioritize long-term wealth transfer and succession planning. The continued integration of advanced technology, along with rising demand for specialized advisory services, presents significant opportunities for growth in the wealth management advisory sector, ensuring its expansion in both traditional and emerging markets.
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Morgan Stanley
Schwab
Mirabaud Group
Goldman Sachs
Raymond James
Accenture
FORVIS
Fidelity
BCG
J.P. Morgan
Boulay Group
Baker Tilly
KPMG
Moss Adams
Plante Moran
Allianz Group
Wells Fargo
BlackRock
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By the year 2030, the scale for growth in the market research industry is reported to be above 120 billion which further indicates its projected compound annual growth rate (CAGR), of more than 5.8% from 2023 to 2030. There have also been disruptions in the industry due to advancements in machine learning, artificial intelligence and data analytics There is predictive analysis and real time information about consumers which such technologies provide to the companies enabling them to make better and precise decisions. The Asia-Pacific region is expected to be a key driver of growth, accounting for more than 35% of total revenue growth. In addition, new innovative techniques such as mobile surveys, social listening, and online panels, which emphasize speed, precision, and customization, are also transforming this particular sector.
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Growing demand for below applications around the world has had a direct impact on the growth of the Gloabl Wealth Management Advisory Market
Investment Advisory
Retirement Planning
Tax Advisory
Estate Planning
Risk Management
High-net-worth Individuals (HNWIs)
Ultra-high-net-worth Individuals (UHNWIs)
Institutional Clients
Family Offices
Corporate Clients
Mass Affluent
High-net-worth
Ultra-high-net-worth
In-person Advisory
Digital/Online Advisory
Hybrid Advisory
Equities
Fixed Income
Real Estate
Alternative Investments
Commodities
US (United States, US and Mexico)
Europe (Germany, UK, France, Italy, Russia, Turkey, etc.)
Asia-Pacific (China, Japan, Korea, India, Australia, Indonesia, Thailand, Philippines, Malaysia and Vietnam)
South America (Brazil, Argentina, Columbia, etc.)
Middle East and Africa (Saudi Arabia, UAE, Egypt, Nigeria and South Africa)
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1. Introduction of the Gloabl Wealth Management Advisory Market
Overview of the Market
Scope of Report
Assumptions
2. Executive Summary
3. Research Methodology of Verified Market Reports
Data Mining
Validation
Primary Interviews
List of Data Sources
4. Gloabl Wealth Management Advisory Market Outlook
Overview
Market Dynamics
Drivers
Restraints
Opportunities
Porters Five Force Model
Value Chain Analysis
5. Gloabl Wealth Management Advisory Market, By Type
6. Gloabl Wealth Management Advisory Market, By Application
7. Gloabl Wealth Management Advisory Market, By Geography
US
Europe
Asia Pacific
Rest of the World
8. Gloabl Wealth Management Advisory Market Competitive Landscape
Overview
Company Market Ranking
Key Development Strategies
9. Company Profiles
10. Appendix
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