Financial Advisory Services Market Analysis

  • Report ID: 6168
  • Published Date: Sep 17, 2025
  • Report Format: PDF, PPT

Financial Advisory Services Market Segmentation:

Service Type Segment Analysis

Investment advisory segment in the financial advisory services market is expected to grow at healthy CAGR through 2035. The segment growth can be attributed because of the changing needs of investors and the state of the sector. The need for specialized counsel is driven by the changing financial markets and the increasing complexity of investment possibilities. Investors look for specialized advice on risk management, retirement planning, and portfolio management. Segment growth is driven by the growing need for specialized and diverse investment strategies and the pursuit of higher returns in volatile markets.

Organization Size Segment Analysis

Large enterprises segment in the financial advisory services market is expected to hold majority share by the end of 2035. Larger businesses are more likely to look for specialized financial advice services in order to improve cash flow, risk management, and financial growth strategies, which will drive segment growth. This is because they have a stronger market presence and a wider range of financial requirements.

For instance, Morgan Stanley introduced an AI-powered assistant in September 2023 to help support teams and financial advisers. By using AI to improve decision-making, expedite procedures, and increase overall market operating efficiency, this technology will offer cognitive support.

Our in-depth analysis of the financial advisory services market includes the following segments:

          Service Type

  • Investment Advisory
  • Tax Planning
  • Financial Planning
  • Risk Management
  • Business & Corporate Finance
  • Wealth Management

          Asset Class

  • Equities
  • Fixed Income
  • Real Estate
  • Alternative Investments
  • Commodities

          Organization Size

  • SMEs
  • Large Enterprises

          End-User

  • Healthcare
  • E-Commerce & Retail
  • BFSI
  • IT & Telecom
  • Manufacturing
  • Transportation & Logistics

Browse key industry insights with market data tables & charts from the report:

Frequently Asked Questions (FAQ)

In the year 2026, the industry size of financial advisory services is evaluated at USD 124.2 billion.

The global financial advisory services market size exceeded USD 117.04 billion in 2025 and is set to expand at a CAGR of more than 6.8%, surpassing USD 225.97 billion revenue by 2035.

North America financial advisory services market will hold more than 42% share by 2035, driven by the presence of wealthy individuals and complex financial needs.

Key players in the market include Morgan Stanley, Boston Consulting Group, Bank of America Corporation, Goldman Sachs Group Inc., JP Morgan Chase & Co., KPMG International Cooperative, Deutsche Bank AG, HSBC Holdings Plc, BNP Paribas S.A.
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