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Market Research Report

Global Financial Planning and Advice Market Insights, Size, and Forecast By Client Type (Individuals, Small Businesses, Corporations, Non-Profit Organizations), By Service Type (Investment Planning, Retirement Planning, Tax Planning, Estate Planning), By Delivery Channel (In-Person Consultation, Online Consultation, Hybrid Consultation), By Advisory Model (Fee-Only, Commission-Based, Hybrid Advisory), By Region (North America, Europe, Asia-Pacific, Latin America, Middle East and Africa), Key Companies, Competitive Analysis, Trends, and Projections for 2026-2035

Report ID:46214
Published Date:Jan 2026
No. of Pages:233
Base Year for Estimate:2025
Format:
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Key Market Insights

Global Financial Planning and Advice Market is projected to grow from USD 185.5 Billion in 2025 to USD 394.2 Billion by 2035, reflecting a compound annual growth rate of 8.7% from 2026 through 2035. The market encompasses a broad range of services designed to help individuals and businesses manage their financial resources to achieve specific goals. This includes investment management, retirement planning, estate planning, tax planning, risk management, and debt management, delivered through various channels and advisory models. Key drivers propelling this growth include a rising global affluent population, increasing financial literacy, the complexity of investment products, and the longevity of individuals requiring long term financial security. Furthermore, a shifting demographic landscape, particularly the aging population in developed economies and the growing middle class in emerging markets, is fueling demand for specialized financial advice. Technological advancements, such as AI powered planning tools and robo advisory platforms, are also enhancing accessibility and efficiency, making financial planning more attainable for a wider client base. However, the market faces restraints such as regulatory scrutiny, high service costs for traditional models, and a lack of trust in financial institutions among certain demographics. Economic uncertainties and market volatility can also lead to reduced investment and a cautious approach to financial planning.

Global Financial Planning and Advice Market Value (USD Billion) Analysis, 2025-2035

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8.7%
CAGR from
2025 - 2035
Source:
www.makdatainsights.com

Important trends shaping the market include the personalization of advice, with a greater emphasis on holistic financial well being beyond just investment returns. The integration of environmental, social, and governance ESG factors into investment strategies is gaining significant traction, particularly among younger generations. Hybrid advisory models, combining digital tools with human expertise, are emerging as a popular choice, offering a balance of affordability and personalized guidance. The market is also witnessing a surge in demand for specialized advice related to cryptocurrency and digital assets, reflecting the evolving investment landscape. North America stands as the dominant region in the global market, driven by a mature financial services industry, high levels of disposable income, and a strong culture of financial planning. The region benefits from a robust regulatory framework and a technologically advanced infrastructure that supports innovative service delivery. Asia Pacific is poised to be the fastest growing region, propelled by rapid economic growth, an expanding middle class, and increasing wealth creation. Emerging economies within Asia Pacific are experiencing a significant uptake in financial planning services as disposable incomes rise and awareness of long term financial security grows.

Market opportunities abound in underserved segments, such as women and millennials, who often seek different approaches to financial planning and wealth management. The expansion of virtual and remote advisory services offers significant potential for geographical reach and cost efficiency. Furthermore, the increasing need for intergenerational wealth transfer planning presents a lucrative niche for advisors. Key players like Vanguard Group, Edward Jones, Goldman Sachs, T. Rowe Price, BNY Mellon Wealth Management, Charles Schwab, Morgan Stanley, MassMutual, BlackRock, and LPL Financial are actively pursuing strategies to capitalize on these opportunities. These strategies include expanding their digital capabilities, acquiring specialized fintech firms, developing personalized advice platforms, and broadening their service offerings to cater to evolving client needs. Many are also focusing on sustainable investing and incorporating advanced data analytics to enhance client engagement and optimize financial outcomes. The leading segment, Individuals, underscores the strong demand from retail clients for tailored financial guidance across their life stages.

Quick Stats

  • Market Size (2025):

    USD 185.5 Billion

  • Projected Market Size (2035):

    USD 394.2 Billion

  • Leading Segment:

    Individuals (68.4% Share)

  • Dominant Region (2025):

    North America (38.2% Share)

  • CAGR (2026-2035):

    8.7%

Global Financial Planning and Advice Market Emerging Trends and Insights

AI Driven Hyper Personalization in Wealth Management

AI driven hyper personalization in wealth management is revolutionizing how financial advisors serve clients. Advanced algorithms analyze vast datasets including client financial goals risk tolerance and even behavioral patterns. This allows for highly customized investment strategies and financial plans tailored to individual client needs and preferences far beyond traditional segmentation. Advisors leverage AI to proactively identify relevant opportunities provide real time insights and deliver predictive advice enhancing client engagement and trust. This data driven approach fosters a deeper understanding of each client enabling more precise and proactive financial guidance. Ultimately it transforms the client advisor relationship into a more personalized and value added experience optimizing financial outcomes and strengthening client loyalty within the global financial planning landscape.

Embedded Financial Advice Ecosystems

Financial planning is evolving from traditional consultations to pervasive, contextual guidance. Consumers now receive financial advice seamlessly integrated into their daily digital interactions. This trend sees banking apps, social media platforms, e-commerce sites, and even smart home devices offering personalized financial insights and recommendations. Algorithms analyze spending patterns, income, upcoming bills, and financial goals to provide timely, relevant suggestions. For instance, a budgeting app might suggest saving for a down payment after a large purchase, or an e-commerce platform could offer investment options after a significant deposit. This embedded advice makes financial management more accessible and less intimidating, moving it from a discrete task to an ongoing, integrated part of life. It fosters proactive decision making and continuous financial wellness without requiring explicit search for advice.

Sustainable Investing and Impact Focus

Sustainable investing has evolved from a niche preference to a core component of global financial planning. Clients, particularly younger generations, increasingly seek to align their investments with personal values and create positive social and environmental impact. Financial advisors are adapting by integrating environmental, social, and governance ESG factors into their recommendations, moving beyond traditional risk and return metrics. This trend reflects a growing recognition that sustainable business practices can lead to long term financial outperformance and mitigate risks. Advisors are now expected to offer diverse sustainable product offerings, from thematic funds to impact investing vehicles, and demonstrate expertise in evaluating their effectiveness. This shift signals a fundamental change in how wealth is managed, prioritizing both financial returns and societal well being.

What are the Key Drivers Shaping the Global Financial Planning and Advice Market

Digitalization & AI-Driven Advisory Evolution

Digitalization and AI-Driven Advisory Evolution is revolutionizing global financial planning. This driver encompasses the increasing adoption of digital platforms for client interaction, data analysis, and personalized advice delivery. Artificial intelligence is transforming traditional advisory models by enabling sophisticated predictive analytics, automated portfolio management, and hyper-customized financial guidance. Machine learning algorithms process vast datasets to identify market trends, assess individual risk profiles, and tailor investment strategies with unprecedented precision. The shift towards digital channels and AI powered tools enhances efficiency, expands accessibility, and improves the overall client experience. This evolution empowers advisors to offer more proactive, data driven, and personalized financial solutions, driving substantial growth and innovation within the industry.

Growing Wealth & Intergenerational Wealth Transfer

The accumulation of substantial personal wealth globally is a primary driver. As individuals and families build significant assets across generations, the demand for sophisticated financial planning and advice grows. This driver encompasses the desire to preserve, enhance, and strategically transfer wealth to future generations. High net worth and ultra high net worth individuals and families increasingly seek expert guidance on complex matters like estate planning, trust management, philanthropy, and cross border wealth management. They require tailored solutions to navigate tax implications, regulatory changes, and investment opportunities designed to ensure their legacy and meet long term financial goals for their heirs. This intergenerational transfer of assets fuels ongoing demand for specialized financial services.

Regulatory Shifts & Demand for Personalized Solutions

New regulations are compelling financial advisors to offer more transparent and client-centric solutions. Stricter compliance requirements around consumer protection and fiduciary duty are pushing firms away from product-driven sales towards comprehensive, fee-based planning. This shift aligns with evolving client expectations for personalized advice tailored to their unique financial goals and life stages.

Concurrently, there is a rising demand from clients for highly customized financial strategies, moving beyond generic investment products. Individuals want advice that considers their specific circumstances, risk tolerance, and aspirations, including specialized areas like estate planning, retirement, and tax optimization. This dual pressure from regulatory bodies and discerning clients is a significant driver, pushing the industry towards more sophisticated and individualized service models, ultimately expanding the market for bespoke financial planning and advice.

Global Financial Planning and Advice Market Restraints

Regulatory Fragmentation and Cross-Border Compliance Complexity

Regulatory fragmentation presents a significant hurdle for global financial planning. Diverse and often conflicting regulations across countries create a complex web of compliance requirements. Financial advisors operating internationally must navigate multiple jurisdictional frameworks concerning licensing, client suitability, data privacy, and product offerings. This lack of harmonization necessitates significant investment in legal expertise and technology to ensure adherence to each region's specific rules. Maintaining compliant operations across borders is costly and time consuming, increasing operational expenses and potentially limiting the range of services that can be economically offered. Firms face the constant challenge of adapting to evolving regulatory landscapes in each market, hindering scalability and innovation and ultimately restricting efficient cross-border service delivery to clients.

Talent Shortages and Digital Transformation Lag

A significant hurdle for the global financial planning and advice market is the struggle to attract and retain skilled professionals capable of navigating the accelerating digital transformation. Firms face a scarcity of talent proficient in areas like data analytics, artificial intelligence, and cybersecurity, all critical for developing innovative client solutions and improving operational efficiency. This talent deficit hampers the adoption of advanced technologies that could enhance service delivery, personalize advice, and streamline back office operations. Consequently, many financial advisory businesses lag in their digital evolution, impacting their ability to meet evolving client expectations for seamless, technology driven financial guidance. This creates a competitive disadvantage and limits growth potential.

Global Financial Planning and Advice Market Opportunities

The Rise of Values-Aligned & Holistic Financial Planning for Emerging Affluent

A compelling opportunity in the global financial planning sector centers on the rising demand from emerging affluent clients for values-aligned and holistic financial advice. These individuals, often younger and technologically adept, are not solely focused on traditional wealth growth. Instead, they seek profound meaning and purpose in their financial decisions.

This demographic actively desires financial strategies that resonate with their personal ethics, social consciousness, and environmental concerns, extending beyond mere financial returns to encompass impact investing and sustainable choices. Moreover, they require a holistic approach where financial planning integrates seamlessly with their entire life spectrum, including career aspirations, family goals, health, and well-being. They expect advisors to understand their broader life journey, offering comprehensive guidance that covers everything from tax optimization and estate planning to philanthropic endeavors and legacy creation. Firms that can deliver bespoke, client centric planning reflecting these deep rooted values and integrated life goals will unlock significant growth from this expanding and influential client segment.

Leveraging AI for Accessible & Proactive Financial Planning

AI offers a compelling opportunity to revolutionize financial planning, making it universally accessible and intelligently proactive. Especially in rapidly expanding regions like Asia Pacific, AI powered platforms can democratize financial advice, reaching vast underserved populations who historically lacked access to traditional planners. These AI solutions provide personalized guidance, robust budgeting tools, informed investment recommendations, and comprehensive retirement planning, all precisely tailored to individual circumstances and specific cultural nuances. By analyzing vast datasets, AI can proactively anticipate client needs, flag potential financial risks before they materialize, and suggest timely interventions. This powerful shift from reactive to predictive advice fosters greater financial resilience and empowers more individuals to achieve their long term financial goals effectively. AI algorithms continuously learn and adapt, consistently improving their recommendations and enhancing user engagement. This innovative approach lowers entry barriers for new clients and optimizes efficiency for advisors, driving substantial growth and deeper client relationships across the global financial planning landscape.

Global Financial Planning and Advice Market Segmentation Analysis

Key Market Segments

By Service Type

  • •Investment Planning
  • •Retirement Planning
  • •Tax Planning
  • •Estate Planning

By Client Type

  • •Individuals
  • •Small Businesses
  • •Corporations
  • •Non-Profit Organizations

By Delivery Channel

  • •In-Person Consultation
  • •Online Consultation
  • •Hybrid Consultation

By Advisory Model

  • •Fee-Only
  • •Commission-Based
  • •Hybrid Advisory

Segment Share By Service Type

Share, By Service Type, 2025 (%)

  • Investment Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
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$185.5BGlobal Market Size, 2025
Source:
www.makdatainsights.com

Why is the Individuals client type dominating the Global Financial Planning and Advice Market?

The Individuals client type holds the largest share due to a vast and growing need for personalized financial guidance. Mass affluent and high net worth individuals, alongside a broader demographic, increasingly seek professional help for wealth accumulation, retirement planning, and managing complex financial situations. The desire for tailored strategies to achieve personal financial objectives across various life stages, from career building to estate management, drives this segment's significant market presence.

Which service types are most pivotal within the financial planning landscape?

Investment Planning and Retirement Planning emerge as particularly pivotal service types. Clients, especially individuals, prioritize these services to build and secure their future financial well being. The focus on growing wealth through strategic investments and ensuring a comfortable retirement necessitates expert advice in these areas. Tax Planning also plays a crucial supporting role, as clients aim to optimize their financial outcomes by minimizing tax liabilities across their investment and retirement portfolios.

How are advisory models influencing client access and trust in financial planning?

The evolution of advisory models, including Fee Only, Commission Based, and Hybrid Advisory, significantly impacts client access and trust. Fee Only models often foster greater transparency and trust, as advisors are compensated directly by clients, aligning interests more closely. Hybrid Advisory models offer flexibility, combining elements of both to cater to diverse client preferences and service needs. These models enable clients to choose how they engage with advisors, influencing perceptions of value and independence in the advice received.

Global Financial Planning and Advice Market Regulatory and Policy Environment Analysis

The global financial planning and advice market operates within a highly fragmented and evolving regulatory environment. Investor protection remains the paramount driver, leading to increased scrutiny over advisor conduct, disclosure practices, and product suitability across jurisdictions. A discernible global trend emphasizes enhanced transparency regarding fees, potential conflicts of interest, and advisor qualifications. Many regions are shifting towards principles requiring advisors to act in clients' best interests, a move beyond mere suitability standards.

Regulators are actively addressing the impact of fintech and digital advice platforms, developing frameworks for robo advisors, data privacy, and cybersecurity. Cross border advice poses significant compliance challenges due to differing licensing requirements, consumer protection laws, and anti money laundering mandates. Harmonization efforts are limited, maintaining a patchwork of regulations from strict fiduciary duties in some markets to more nuanced best interest obligations in others, underscoring the ongoing compliance complexity for global providers.

Which Emerging Technologies Are Driving New Trends in the Market?

The global financial planning and advice market is experiencing dynamic shifts propelled by innovation. Artificial intelligence and machine learning are paramount, enabling hyper personalized financial plans, predictive analytics for investment strategies, and sophisticated risk assessments. These technologies automate routine tasks, empowering advisors to focus on complex client relationships and strategic guidance.

Emerging technologies like advanced robo advisors are evolving into hybrid models, seamlessly integrating algorithmic efficiency with human expertise, making sophisticated advice more accessible and affordable. Blockchain is enhancing security and transparency in record keeping and asset management, while smart contracts promise to streamline complex transactions. Open Banking initiatives are fostering greater data interoperability, allowing for comprehensive financial overviews and tailored product offerings. Behavioral finance integration through digital platforms helps nudge clients toward better financial habits. These innovations are reshaping service delivery, enhancing client engagement, and driving market expansion.

Global Financial Planning and Advice Market Regional Analysis

Global Financial Planning and Advice Market

Trends, by Region

Largest Market
Fastest Growing Market
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38.2%

North America Market
Revenue Share, 2025

Source:
www.makdatainsights.com

Dominant Region

North America · 38.2% share

North America stands as the dominant region in the global financial planning and advice market, commanding a substantial 38.2% market share. This dominance is primarily driven by a mature financial services industry, high levels of disposable income, and a strong culture of personal wealth management among its populations. Regulatory frameworks also contribute to market stability and consumer trust. The presence of numerous large financial institutions and independent advisory firms further solidifies its leading position. Technology adoption in financial planning, particularly digital platforms and robo advisors, is also a significant growth factor within the region. Continued innovation and a sophisticated client base ensure North America's sustained leadership.

Fastest Growing Region

Asia Pacific · 14.2% CAGR

Asia Pacific is poised to be the fastest growing region in the global financial planning and advice market with a remarkable CAGR of 14.2% from 2026 to 2035. This surge is primarily fueled by a rapidly expanding middle class experiencing increased disposable income and a growing awareness of wealth management needs. Digital transformation is playing a pivotal role, with fintech innovations democratizing access to financial advice for a broader demographic. Emerging economies within the region are witnessing a significant uptake in financial literacy and the adoption of professional financial services. Regulatory reforms aimed at enhancing consumer protection and market transparency are also contributing to the region's accelerated growth.

Impact of Geopolitical and Macroeconomic Factors

Escalating geopolitical tensions like trade wars and regional conflicts fuel market volatility. This prompts high net worth individuals and institutional investors to seek sophisticated financial planning for capital preservation and risk management. Shifting global economic power dynamics, particularly the rise of Asian economies, create new opportunities and challenges for wealth management firms. Regulatory changes across jurisdictions, driven by tax reforms and transparency initiatives, necessitate adaptable and globally compliant financial strategies. Political instability in emerging markets impacts foreign direct investment, influencing capital allocation and requiring nuanced advice.

Macroeconomic factors such as persistent inflation, interest rate hikes by central banks, and potential recessionary pressures significantly impact investment returns and erode purchasing power. This drives demand for inflation protected assets and diversified portfolios. Technological advancements in AI and blockchain are revolutionizing advice delivery, enabling personalized solutions and enhancing efficiency. Labor market dynamics, including an aging population and changing retirement expectations, redefine long term financial planning needs. Currency fluctuations and commodity price volatility add further complexity, requiring robust macroeconomic forecasting and agile financial advisory services.

Recent Developments

  • March 2025

    Vanguard Group launched a new AI-powered personalized financial planning tool aimed at mass affluent investors. This strategic initiative integrates predictive analytics to offer tailored investment advice and retirement planning simulations directly through their digital platform.

  • July 2024

    Edward Jones completed the acquisition of a regional digital wealth management platform specializing in ESG investments. This acquisition expands Edward Jones's capabilities in sustainable investing and broadens its appeal to younger, socially conscious clientele.

  • September 2025

    Morgan Stanley announced a strategic partnership with a leading blockchain technology firm to explore tokenized assets for high-net-worth clients. This partnership aims to provide clients with new investment opportunities and enhance transparency and liquidity in alternative asset classes.

  • April 2024

    BlackRock introduced a suite of actively managed ETFs focused on emerging market technology and healthcare sectors. These product launches cater to growing investor demand for specialized exposure to high-growth areas within the global economy.

Key Players Analysis

Vanguard and Charles Schwab dominate with low cost digital platforms driving market expansion and technology adoption. Goldman Sachs and Morgan Stanley target high net worth clients through personalized advice and sophisticated wealth management tools. Edward Jones and MassMutual focus on advisor networks while BlackRock and T Rowe Price leverage their asset management expertise. Strategic initiatives emphasize AI driven advice customized solutions and accessible digital interfaces fueling market growth.

List of Key Companies:

  1. Vanguard Group
  2. Edward Jones
  3. Goldman Sachs
  4. T. Rowe Price
  5. BNY Mellon Wealth Management
  6. Charles Schwab
  7. Morgan Stanley
  8. MassMutual
  9. BlackRock
  10. LPL Financial
  11. JP Morgan Chase
  12. Fidelity Investments
  13. Raymond James
  14. Citi Private Client
  15. Wells Fargo Advisors
  16. Ameriprise Financial

Report Scope and Segmentation

Report ComponentDescription
Market Size (2025)USD 185.5 Billion
Forecast Value (2035)USD 394.2 Billion
CAGR (2026-2035)8.7%
Base Year2025
Historical Period2020-2025
Forecast Period2026-2035
Segments Covered
  • By Service Type:
    • •Investment Planning
    • •Retirement Planning
    • •Tax Planning
    • •Estate Planning
  • By Client Type:
    • •Individuals
    • •Small Businesses
    • •Corporations
    • •Non-Profit Organizations
  • By Delivery Channel:
    • •In-Person Consultation
    • •Online Consultation
    • •Hybrid Consultation
  • By Advisory Model:
    • •Fee-Only
    • •Commission-Based
    • •Hybrid Advisory
Regional Analysis
  • North America
  • • United States
  • • Canada
  • Europe
  • • Germany
  • • France
  • • United Kingdom
  • • Spain
  • • Italy
  • • Russia
  • • Rest of Europe
  • Asia-Pacific
  • • China
  • • India
  • • Japan
  • • South Korea
  • • New Zealand
  • • Singapore
  • • Vietnam
  • • Indonesia
  • • Rest of Asia-Pacific
  • Latin America
  • • Brazil
  • • Mexico
  • • Rest of Latin America
  • Middle East and Africa
  • • South Africa
  • • Saudi Arabia
  • • UAE
  • • Rest of Middle East and Africa

Table of Contents:

1. Introduction
1.1. Objectives of Research
1.2. Market Definition
1.3. Market Scope
1.4. Research Methodology
2. Executive Summary
3. Market Dynamics
3.1. Market Drivers
3.2. Market Restraints
3.3. Market Opportunities
3.4. Market Trends
4. Market Factor Analysis
4.1. Porter's Five Forces Model Analysis
4.1.1. Rivalry among Existing Competitors
4.1.2. Bargaining Power of Buyers
4.1.3. Bargaining Power of Suppliers
4.1.4. Threat of Substitute Products or Services
4.1.5. Threat of New Entrants
4.2. PESTEL Analysis
4.2.1. Political Factors
4.2.2. Economic & Social Factors
4.2.3. Technological Factors
4.2.4. Environmental Factors
4.2.5. Legal Factors
4.3. Supply and Value Chain Assessment
4.4. Regulatory and Policy Environment Review
4.5. Market Investment Attractiveness Index
4.6. Technological Innovation and Advancement Review
4.7. Impact of Geopolitical and Macroeconomic Factors
4.8. Trade Dynamics: Import-Export Assessment (Where Applicable)
5. Global Financial Planning and Advice Market Analysis, Insights 2020 to 2025 and Forecast 2026-2035
5.1. Market Analysis, Insights and Forecast, 2020-2035, By Service Type
5.1.1. Investment Planning
5.1.2. Retirement Planning
5.1.3. Tax Planning
5.1.4. Estate Planning
5.2. Market Analysis, Insights and Forecast, 2020-2035, By Client Type
5.2.1. Individuals
5.2.2. Small Businesses
5.2.3. Corporations
5.2.4. Non-Profit Organizations
5.3. Market Analysis, Insights and Forecast, 2020-2035, By Delivery Channel
5.3.1. In-Person Consultation
5.3.2. Online Consultation
5.3.3. Hybrid Consultation
5.4. Market Analysis, Insights and Forecast, 2020-2035, By Advisory Model
5.4.1. Fee-Only
5.4.2. Commission-Based
5.4.3. Hybrid Advisory
5.5. Market Analysis, Insights and Forecast, 2020-2035, By Region
5.5.1. North America
5.5.2. Europe
5.5.3. Asia-Pacific
5.5.4. Latin America
5.5.5. Middle East and Africa
6. North America Financial Planning and Advice Market Analysis, Insights 2020 to 2025 and Forecast 2026-2035
6.1. Market Analysis, Insights and Forecast, 2020-2035, By Service Type
6.1.1. Investment Planning
6.1.2. Retirement Planning
6.1.3. Tax Planning
6.1.4. Estate Planning
6.2. Market Analysis, Insights and Forecast, 2020-2035, By Client Type
6.2.1. Individuals
6.2.2. Small Businesses
6.2.3. Corporations
6.2.4. Non-Profit Organizations
6.3. Market Analysis, Insights and Forecast, 2020-2035, By Delivery Channel
6.3.1. In-Person Consultation
6.3.2. Online Consultation
6.3.3. Hybrid Consultation
6.4. Market Analysis, Insights and Forecast, 2020-2035, By Advisory Model
6.4.1. Fee-Only
6.4.2. Commission-Based
6.4.3. Hybrid Advisory
6.5. Market Analysis, Insights and Forecast, 2020-2035, By Country
6.5.1. United States
6.5.2. Canada
7. Europe Financial Planning and Advice Market Analysis, Insights 2020 to 2025 and Forecast 2026-2035
7.1. Market Analysis, Insights and Forecast, 2020-2035, By Service Type
7.1.1. Investment Planning
7.1.2. Retirement Planning
7.1.3. Tax Planning
7.1.4. Estate Planning
7.2. Market Analysis, Insights and Forecast, 2020-2035, By Client Type
7.2.1. Individuals
7.2.2. Small Businesses
7.2.3. Corporations
7.2.4. Non-Profit Organizations
7.3. Market Analysis, Insights and Forecast, 2020-2035, By Delivery Channel
7.3.1. In-Person Consultation
7.3.2. Online Consultation
7.3.3. Hybrid Consultation
7.4. Market Analysis, Insights and Forecast, 2020-2035, By Advisory Model
7.4.1. Fee-Only
7.4.2. Commission-Based
7.4.3. Hybrid Advisory
7.5. Market Analysis, Insights and Forecast, 2020-2035, By Country
7.5.1. Germany
7.5.2. France
7.5.3. United Kingdom
7.5.4. Spain
7.5.5. Italy
7.5.6. Russia
7.5.7. Rest of Europe
8. Asia-Pacific Financial Planning and Advice Market Analysis, Insights 2020 to 2025 and Forecast 2026-2035
8.1. Market Analysis, Insights and Forecast, 2020-2035, By Service Type
8.1.1. Investment Planning
8.1.2. Retirement Planning
8.1.3. Tax Planning
8.1.4. Estate Planning
8.2. Market Analysis, Insights and Forecast, 2020-2035, By Client Type
8.2.1. Individuals
8.2.2. Small Businesses
8.2.3. Corporations
8.2.4. Non-Profit Organizations
8.3. Market Analysis, Insights and Forecast, 2020-2035, By Delivery Channel
8.3.1. In-Person Consultation
8.3.2. Online Consultation
8.3.3. Hybrid Consultation
8.4. Market Analysis, Insights and Forecast, 2020-2035, By Advisory Model
8.4.1. Fee-Only
8.4.2. Commission-Based
8.4.3. Hybrid Advisory
8.5. Market Analysis, Insights and Forecast, 2020-2035, By Country
8.5.1. China
8.5.2. India
8.5.3. Japan
8.5.4. South Korea
8.5.5. New Zealand
8.5.6. Singapore
8.5.7. Vietnam
8.5.8. Indonesia
8.5.9. Rest of Asia-Pacific
9. Latin America Financial Planning and Advice Market Analysis, Insights 2020 to 2025 and Forecast 2026-2035
9.1. Market Analysis, Insights and Forecast, 2020-2035, By Service Type
9.1.1. Investment Planning
9.1.2. Retirement Planning
9.1.3. Tax Planning
9.1.4. Estate Planning
9.2. Market Analysis, Insights and Forecast, 2020-2035, By Client Type
9.2.1. Individuals
9.2.2. Small Businesses
9.2.3. Corporations
9.2.4. Non-Profit Organizations
9.3. Market Analysis, Insights and Forecast, 2020-2035, By Delivery Channel
9.3.1. In-Person Consultation
9.3.2. Online Consultation
9.3.3. Hybrid Consultation
9.4. Market Analysis, Insights and Forecast, 2020-2035, By Advisory Model
9.4.1. Fee-Only
9.4.2. Commission-Based
9.4.3. Hybrid Advisory
9.5. Market Analysis, Insights and Forecast, 2020-2035, By Country
9.5.1. Brazil
9.5.2. Mexico
9.5.3. Rest of Latin America
10. Middle East and Africa Financial Planning and Advice Market Analysis, Insights 2020 to 2025 and Forecast 2026-2035
10.1. Market Analysis, Insights and Forecast, 2020-2035, By Service Type
10.1.1. Investment Planning
10.1.2. Retirement Planning
10.1.3. Tax Planning
10.1.4. Estate Planning
10.2. Market Analysis, Insights and Forecast, 2020-2035, By Client Type
10.2.1. Individuals
10.2.2. Small Businesses
10.2.3. Corporations
10.2.4. Non-Profit Organizations
10.3. Market Analysis, Insights and Forecast, 2020-2035, By Delivery Channel
10.3.1. In-Person Consultation
10.3.2. Online Consultation
10.3.3. Hybrid Consultation
10.4. Market Analysis, Insights and Forecast, 2020-2035, By Advisory Model
10.4.1. Fee-Only
10.4.2. Commission-Based
10.4.3. Hybrid Advisory
10.5. Market Analysis, Insights and Forecast, 2020-2035, By Country
10.5.1. South Africa
10.5.2. Saudi Arabia
10.5.3. UAE
10.5.4. Rest of Middle East and Africa
11. Competitive Analysis and Company Profiles
11.1. Market Share of Key Players
11.1.1. Global Company Market Share
11.1.2. Regional/Sub-Regional Company Market Share
11.2. Company Profiles
11.2.1. Vanguard Group
11.2.1.1. Business Overview
11.2.1.2. Products Offering
11.2.1.3. Financial Insights (Based on Availability)
11.2.1.4. Company Market Share Analysis
11.2.1.5. Recent Developments (Product Launch, Mergers and Acquisition, etc.)
11.2.1.6. Strategy
11.2.1.7. SWOT Analysis
11.2.2. Edward Jones
11.2.2.1. Business Overview
11.2.2.2. Products Offering
11.2.2.3. Financial Insights (Based on Availability)
11.2.2.4. Company Market Share Analysis
11.2.2.5. Recent Developments (Product Launch, Mergers and Acquisition, etc.)
11.2.2.6. Strategy
11.2.2.7. SWOT Analysis
11.2.3. Goldman Sachs
11.2.3.1. Business Overview
11.2.3.2. Products Offering
11.2.3.3. Financial Insights (Based on Availability)
11.2.3.4. Company Market Share Analysis
11.2.3.5. Recent Developments (Product Launch, Mergers and Acquisition, etc.)
11.2.3.6. Strategy
11.2.3.7. SWOT Analysis
11.2.4. T. Rowe Price
11.2.4.1. Business Overview
11.2.4.2. Products Offering
11.2.4.3. Financial Insights (Based on Availability)
11.2.4.4. Company Market Share Analysis
11.2.4.5. Recent Developments (Product Launch, Mergers and Acquisition, etc.)
11.2.4.6. Strategy
11.2.4.7. SWOT Analysis
11.2.5. BNY Mellon Wealth Management
11.2.5.1. Business Overview
11.2.5.2. Products Offering
11.2.5.3. Financial Insights (Based on Availability)
11.2.5.4. Company Market Share Analysis
11.2.5.5. Recent Developments (Product Launch, Mergers and Acquisition, etc.)
11.2.5.6. Strategy
11.2.5.7. SWOT Analysis
11.2.6. Charles Schwab
11.2.6.1. Business Overview
11.2.6.2. Products Offering
11.2.6.3. Financial Insights (Based on Availability)
11.2.6.4. Company Market Share Analysis
11.2.6.5. Recent Developments (Product Launch, Mergers and Acquisition, etc.)
11.2.6.6. Strategy
11.2.6.7. SWOT Analysis
11.2.7. Morgan Stanley
11.2.7.1. Business Overview
11.2.7.2. Products Offering
11.2.7.3. Financial Insights (Based on Availability)
11.2.7.4. Company Market Share Analysis
11.2.7.5. Recent Developments (Product Launch, Mergers and Acquisition, etc.)
11.2.7.6. Strategy
11.2.7.7. SWOT Analysis
11.2.8. MassMutual
11.2.8.1. Business Overview
11.2.8.2. Products Offering
11.2.8.3. Financial Insights (Based on Availability)
11.2.8.4. Company Market Share Analysis
11.2.8.5. Recent Developments (Product Launch, Mergers and Acquisition, etc.)
11.2.8.6. Strategy
11.2.8.7. SWOT Analysis
11.2.9. BlackRock
11.2.9.1. Business Overview
11.2.9.2. Products Offering
11.2.9.3. Financial Insights (Based on Availability)
11.2.9.4. Company Market Share Analysis
11.2.9.5. Recent Developments (Product Launch, Mergers and Acquisition, etc.)
11.2.9.6. Strategy
11.2.9.7. SWOT Analysis
11.2.10. LPL Financial
11.2.10.1. Business Overview
11.2.10.2. Products Offering
11.2.10.3. Financial Insights (Based on Availability)
11.2.10.4. Company Market Share Analysis
11.2.10.5. Recent Developments (Product Launch, Mergers and Acquisition, etc.)
11.2.10.6. Strategy
11.2.10.7. SWOT Analysis
11.2.11. JP Morgan Chase
11.2.11.1. Business Overview
11.2.11.2. Products Offering
11.2.11.3. Financial Insights (Based on Availability)
11.2.11.4. Company Market Share Analysis
11.2.11.5. Recent Developments (Product Launch, Mergers and Acquisition, etc.)
11.2.11.6. Strategy
11.2.11.7. SWOT Analysis
11.2.12. Fidelity Investments
11.2.12.1. Business Overview
11.2.12.2. Products Offering
11.2.12.3. Financial Insights (Based on Availability)
11.2.12.4. Company Market Share Analysis
11.2.12.5. Recent Developments (Product Launch, Mergers and Acquisition, etc.)
11.2.12.6. Strategy
11.2.12.7. SWOT Analysis
11.2.13. Raymond James
11.2.13.1. Business Overview
11.2.13.2. Products Offering
11.2.13.3. Financial Insights (Based on Availability)
11.2.13.4. Company Market Share Analysis
11.2.13.5. Recent Developments (Product Launch, Mergers and Acquisition, etc.)
11.2.13.6. Strategy
11.2.13.7. SWOT Analysis
11.2.14. Citi Private Client
11.2.14.1. Business Overview
11.2.14.2. Products Offering
11.2.14.3. Financial Insights (Based on Availability)
11.2.14.4. Company Market Share Analysis
11.2.14.5. Recent Developments (Product Launch, Mergers and Acquisition, etc.)
11.2.14.6. Strategy
11.2.14.7. SWOT Analysis
11.2.15. Wells Fargo Advisors
11.2.15.1. Business Overview
11.2.15.2. Products Offering
11.2.15.3. Financial Insights (Based on Availability)
11.2.15.4. Company Market Share Analysis
11.2.15.5. Recent Developments (Product Launch, Mergers and Acquisition, etc.)
11.2.15.6. Strategy
11.2.15.7. SWOT Analysis
11.2.16. Ameriprise Financial
11.2.16.1. Business Overview
11.2.16.2. Products Offering
11.2.16.3. Financial Insights (Based on Availability)
11.2.16.4. Company Market Share Analysis
11.2.16.5. Recent Developments (Product Launch, Mergers and Acquisition, etc.)
11.2.16.6. Strategy
11.2.16.7. SWOT Analysis

List of Figures

List of Tables

Table 1: Global Financial Planning and Advice Market Revenue (USD billion) Forecast, by Service Type, 2020-2035

Table 2: Global Financial Planning and Advice Market Revenue (USD billion) Forecast, by Client Type, 2020-2035

Table 3: Global Financial Planning and Advice Market Revenue (USD billion) Forecast, by Delivery Channel, 2020-2035

Table 4: Global Financial Planning and Advice Market Revenue (USD billion) Forecast, by Advisory Model, 2020-2035

Table 5: Global Financial Planning and Advice Market Revenue (USD billion) Forecast, by Region, 2020-2035

Table 6: North America Financial Planning and Advice Market Revenue (USD billion) Forecast, by Service Type, 2020-2035

Table 7: North America Financial Planning and Advice Market Revenue (USD billion) Forecast, by Client Type, 2020-2035

Table 8: North America Financial Planning and Advice Market Revenue (USD billion) Forecast, by Delivery Channel, 2020-2035

Table 9: North America Financial Planning and Advice Market Revenue (USD billion) Forecast, by Advisory Model, 2020-2035

Table 10: North America Financial Planning and Advice Market Revenue (USD billion) Forecast, by Country, 2020-2035

Table 11: Europe Financial Planning and Advice Market Revenue (USD billion) Forecast, by Service Type, 2020-2035

Table 12: Europe Financial Planning and Advice Market Revenue (USD billion) Forecast, by Client Type, 2020-2035

Table 13: Europe Financial Planning and Advice Market Revenue (USD billion) Forecast, by Delivery Channel, 2020-2035

Table 14: Europe Financial Planning and Advice Market Revenue (USD billion) Forecast, by Advisory Model, 2020-2035

Table 15: Europe Financial Planning and Advice Market Revenue (USD billion) Forecast, by Country/ Sub-region, 2020-2035

Table 16: Asia Pacific Financial Planning and Advice Market Revenue (USD billion) Forecast, by Service Type, 2020-2035

Table 17: Asia Pacific Financial Planning and Advice Market Revenue (USD billion) Forecast, by Client Type, 2020-2035

Table 18: Asia Pacific Financial Planning and Advice Market Revenue (USD billion) Forecast, by Delivery Channel, 2020-2035

Table 19: Asia Pacific Financial Planning and Advice Market Revenue (USD billion) Forecast, by Advisory Model, 2020-2035

Table 20: Asia Pacific Financial Planning and Advice Market Revenue (USD billion) Forecast, by Country/ Sub-region, 2020-2035

Table 21: Latin America Financial Planning and Advice Market Revenue (USD billion) Forecast, by Service Type, 2020-2035

Table 22: Latin America Financial Planning and Advice Market Revenue (USD billion) Forecast, by Client Type, 2020-2035

Table 23: Latin America Financial Planning and Advice Market Revenue (USD billion) Forecast, by Delivery Channel, 2020-2035

Table 24: Latin America Financial Planning and Advice Market Revenue (USD billion) Forecast, by Advisory Model, 2020-2035

Table 25: Latin America Financial Planning and Advice Market Revenue (USD billion) Forecast, by Country/ Sub-region, 2020-2035

Table 26: Middle East & Africa Financial Planning and Advice Market Revenue (USD billion) Forecast, by Service Type, 2020-2035

Table 27: Middle East & Africa Financial Planning and Advice Market Revenue (USD billion) Forecast, by Client Type, 2020-2035

Table 28: Middle East & Africa Financial Planning and Advice Market Revenue (USD billion) Forecast, by Delivery Channel, 2020-2035

Table 29: Middle East & Africa Financial Planning and Advice Market Revenue (USD billion) Forecast, by Advisory Model, 2020-2035

Table 30: Middle East & Africa Financial Planning and Advice Market Revenue (USD billion) Forecast, by Country/ Sub-region, 2020-2035

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