表紙：金融アドバイザリーサービスの市場規模、シェア、成長分析、サービスタイプ別、資産クラス別、組織規模別、最終用途別、地域別 - 産業予測、2025年～2032年

市場調査レポート

商品コード

1770774

金融アドバイザリーサービスの市場規模、シェア、成長分析、サービスタイプ別、資産クラス別、組織規模別、最終用途別、地域別 - 産業予測、2025年～2032年

Financial Advisory Services Market Size, Share, and Growth Analysis, By Service Type (Investment advisory, Tax planning), By Asset Class (Equities, Fixed income), By Organization Size, By End Use, By Region - Industry Forecast 2025-2032

出版日: 2025年07月08日
発行: SkyQuest
ページ情報: 英文 195 Pages
納期: 3～5営業日

価格

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概要
目次

概要

サンプル依頼リストに入れる

金融アドバイザリーサービスの世界市場規模は2023年に872億米ドルとなり、予測期間（2025-2032年）のCAGRは6.1%で、2024年の925億2,000万米ドルから2032年には1,485億8,000万米ドルに成長する見通しです。

世界の金融アドバイザリーサービス市場は、消費者の金融行動の変化、支持的な規制、技術革新によって力強い成長を遂げています。世界各国の政府は、デジタル金融インフラの強化を優先し、アドバイザリー技術をより広範な金融包摂戦略やスマートエコノミー戦略に組み込んでいます。業界では、アドバイザリーサービスの効率性と幅を高める目覚ましい進歩が見られます。機械学習や人工知能のようなイノベーションは、個人の目標、投資行動、市場環境に合わせた超パーソナライズされたリアルタイムの推奨を可能にし、パーソナライズされた金融アドバイスの提供を変革しています。これらの開発により、金融アドバイザリーサービスは、デジタル化が進む中、進化する顧客のニーズや嗜好に対応する最前線に位置しています。

北米
- 米国
- カナダ
欧州
- ドイツ
- スペイン
- フランス
- 英国
- イタリア
- その他欧州地域
アジア太平洋地域
- 中国
- インド
- 日本
- 韓国
- その他アジア太平洋地域
ラテンアメリカ
- ブラジル
- その他ラテンアメリカ地域
中東・アフリカ
- GCC諸国
- 南アフリカ
- その他中東・アフリカ

競合情報

上位5社の比較
主要企業の市場ポジショニング（2024年）
主な市場企業が採用した戦略
最近の市場動向
企業の市場シェア分析（2024年）
主要企業の企業プロファイル
- 企業の詳細
- 製品ポートフォリオ分析
- 企業のセグメント別シェア分析
- 収益の前年比比較（2022-2024年）

主要企業プロファイル

Bank of America Corporation
Goldman Sachs Group Inc.
Morgan Stanley
Deloitte
EY
JPMorgan Chase & Co.
KPMG
PwC
Wells Fargo & Co.
Citigroup Inc.
UBS Group AG
Edward Jones
Raymond James Financial Inc.
Ameriprise Financial Inc.
LPL Financial Holdings Inc.
Stifel Financial Corp.
RBC Wealth Management
Betterment LLC
Wealthfront Corporation

結論と提言

Product Code: SQMIG40I2003

Global Financial Advisory Services Market size was valued at USD 87.2 billion in 2023 and is poised to grow from USD 92.52 billion in 2024 to USD 148.58 billion by 2032, growing at a CAGR of 6.1% during the forecast period (2025-2032).

The global financial advisory services market is experiencing robust growth driven by shifting consumer financial behaviors, supportive regulations, and technological innovations. Governments worldwide are prioritizing the enhancement of digital financial infrastructure and integrating advisory technologies into broader financial inclusion and smart economy strategies. The industry has seen remarkable advancements that have enhanced the efficiency and breadth of advisory services. Innovations like machine learning and artificial intelligence are transforming the delivery of personalized financial advice, allowing for hyper-personalized, real-time recommendations tailored to individual goals, investment behaviors, and market conditions. These developments position financial advisory services at the forefront of addressing evolving client needs and preferences in an increasingly digital landscape.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Financial Advisory Services market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Global Financial Advisory Services Market Segments Analysis

Global Financial Advisory Services Market is segmented by Service Type, Asset Class, Organization Size, End Use and region. Based on Service Type, the market is segmented into Investment advisory, Tax planning, Financial planning, Risk management, Business & corporate finance, Wealth management and Others. Based on Asset Class, the market is segmented into Equities, Fixed income, Real estate, Alternative investments, Commodities and Others. Based on Organization Size, the market is segmented into SMEs and Large enterprises. Based on End Use, the market is segmented into Healthcare, E-commerce & retail, BFSI, IT & telecom, Manufacturing, Transportation & logistics and Others. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the Global Financial Advisory Services Market

The Global Financial Advisory Services market is witnessing significant growth driven by the integration of artificial intelligence, machine learning, and advanced data analytics. These innovations empower financial advisors to enhance their services, enabling them to provide automated tax strategies and insights into behavioral finance, while optimizing portfolio performance in real-time. As a result, client outcomes are improved, which in turn elevates the overall value proposition of advisory services. Furthermore, the emergence of digital-first advisory platforms is fostering quicker market acceptance, particularly among younger, tech-savvy investors who are increasingly seeking personalized and efficient financial solutions.

Restraints in the Global Financial Advisory Services Market

As the Global Financial Advisory Services market increasingly embraces digitalization, concerns surrounding cybersecurity and data privacy are escalating. Recent high-profile data breaches have heightened consumer apprehension about sharing sensitive financial information online. Consequently, clients are becoming increasingly hesitant to disclose their private data, which poses a significant challenge for financial advisory firms. To foster and sustain customer trust in this evolving landscape, businesses must prioritize significant investments in robust cybersecurity infrastructure and uphold transparent data governance practices. Failure to address these concerns may hinder growth opportunities and undermine client relationships in a market that is rapidly transitioning to digital solutions.

Market Trends of the Global Financial Advisory Services Market

The Global Financial Advisory Services market is witnessing a significant trend towards hybrid advisory models that seamlessly integrate digital platforms with human expertise. As clients increasingly seek a balanced approach to financial management, these models leverage the efficiency of automated investment management while retaining the critical personalized insights that skilled human advisors provide. This synergy is particularly vital in navigating complex scenarios such as life transitions, intricate tax situations, and intergenerational wealth planning, where the nuanced judgment and emotional intelligence of advisors foster trust and enhance client relationships. Consequently, the market is evolving to meet the growing demand for tailored, scalable advisory solutions.

Introduction

Objectives of the Study
Scope of the Report
Definitions

Research Methodology

Information Procurement
Secondary & Primary Data Methods
Market Size Estimation
Market Assumptions & Limitations

Executive Summary

Global Market Outlook
Supply & Demand Trend Analysis
Segmental Opportunity Analysis

Market Dynamics & Outlook

Market Overview
Market Size
Market Dynamics
- Drivers & Opportunities
- Restraints & Challenges
Porters Analysis
- Competitive rivalry
- Threat of substitute
- Bargaining power of buyers
- Threat of new entrants
- Bargaining power of suppliers

Key Market Insights

Key Success Factors
Degree of Competition
Top Investment Pockets
Market Ecosystem
Market Attractiveness Index, 2024
PESTEL Analysis
Macro-Economic Indicators
Value Chain Analysis
Pricing Analysis
Technology Analysis
Case Studies
Customer Buying Behavior Analysis

Global Financial Advisory Services Market Size by Service Type & CAGR (2025-2032)

Market Overview
Investment advisory
Tax planning
Financial planning
Risk management
Business & corporate finance
Wealth management
Others

Global Financial Advisory Services Market Size by Asset Class & CAGR (2025-2032)

Market Overview
Equities
Fixed income
Real estate
Alternative investments
Commodities
Others

Global Financial Advisory Services Market Size by Organization Size & CAGR (2025-2032)

Market Overview
SMEs
Large enterprises

Global Financial Advisory Services Market Size by End Use & CAGR (2025-2032)

Market Overview
Healthcare
E-commerce & retail
BFSI
IT & telecom
Manufacturing
Transportation & logistics
Others

Global Financial Advisory Services Market Size & CAGR (2025-2032)

North America (Service Type, Asset Class, Organization Size, End Use)
- US
- Canada
Europe (Service Type, Asset Class, Organization Size, End Use)
- Germany
- Spain
- France
- UK
- Italy
- Rest of Europe
Asia Pacific (Service Type, Asset Class, Organization Size, End Use)
- China
- India
- Japan
- South Korea
- Rest of Asia-Pacific
Latin America (Service Type, Asset Class, Organization Size, End Use)
- Brazil
- Rest of Latin America
Middle East & Africa (Service Type, Asset Class, Organization Size, End Use)
- GCC Countries
- South Africa
- Rest of Middle East & Africa

Competitive Intelligence

Top 5 Player Comparison
Market Positioning of Key Players, 2024
Strategies Adopted by Key Market Players
Recent Developments in the Market
Company Market Share Analysis, 2024
Company Profiles of All Key Players
- Company Details
- Product Portfolio Analysis
- Company's Segmental Share Analysis
- Revenue Y-O-Y Comparison (2022-2024)

Key Company Profiles

Bank of America Corporation
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Goldman Sachs Group Inc.
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Morgan Stanley
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Deloitte
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
EY
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
JPMorgan Chase & Co.
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
KPMG
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
PwC
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Wells Fargo & Co.
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Citigroup Inc.
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
UBS Group AG
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Edward Jones
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Raymond James Financial Inc.
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Ameriprise Financial Inc.
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
LPL Financial Holdings Inc.
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Stifel Financial Corp.
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
RBC Wealth Management
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Betterment LLC
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Wealthfront Corporation
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments

金融アドバイザリーサービスの市場規模、シェア、成長分析、サービスタイプ別、資産クラス別、組織規模別、最終用途別、地域別 - 産業予測、2025年～2032年

Financial Advisory Services Market Size, Share, and Growth Analysis, By Service Type (Investment advisory, Tax planning), By Asset Class (Equities, Fixed income), By Organization Size, By End Use, By Region - Industry Forecast 2025-2032

目次

イントロダクション

調査手法

エグゼクティブサマリー

市場力学と見通し

主な市場の考察

金融アドバイザリーサービス市場規模：サービスタイプ別& CAGR（2025-2032）

金融アドバイザリーサービス市場規模：資産クラス別& CAGR（2025-2032）

金融アドバイザリーサービス市場規模：組織規模別& CAGR（2025-2032）

金融アドバイザリーサービス市場規模：最終用途別& CAGR（2025-2032）

金融アドバイザリーサービス市場規模：地域別& CAGR（2025-2032）