Global Financial Planner Market

Financial Planner Comprehensive Study by End users (Family, Individual), Income Level (Medium, High), Income Expense type (Household, Entertainment, Medical, Education, Traveling, Holiday, Others), Financial plan type (Short term, Medium term, Long term) Players and Region - Global Market Outlook to 2028

Financial Planner Market by XX Submarkets | Forecast Years 2023-2028  

Access Sample Report Make An Enquiry Before Purchase
  • Summary
  • Market Segments
  • Table of Content
  • List of Table & Figures
  • Players Profiled
Market Snapshot:
Financial planner helps to achieve long term goals and financial needs. They assess the situation and create a plan accordingly for the future. Financial planner helps in reducing debts and invest to save money for vacation, retirement, wedding, and others. In addition, they help in investing insurance and retirement planning. There are different types of financial planners such as Robo advisors, Traditional, in person financial planners, online financial services.

Highlights from Financial Planner Market Study
AttributesDetails
Study Period2018-2028
Base Year2022
UnitValue (USD Million)


The key Players profiled in the report are StanCorp Investment advisors Inc. (United States), Cambridge Investment Research Advisors Inc. (United States), Moneta Group Investment Advisors LLC (United States), Oxford Financial Group Ltd (United States), Sontag Advisory LLC (United States), Plante Moran Financial Advisors (United States), Ronal Blue & Co. LLC (United States), Edelman Financial Services LLC (United States), Clarfeld Financial Advisors Inc. (United States) and GW & Wade LLC (United States). Additionally, other players that are part of this comprehensive study are Harris SBSB (United States), Homrich Berg (United States), Atherton Lane Advisors LLC (United States), Joel Isaacson & Co. Inc. (United States) and Family Management Corp (United States).

Geographic Breakdown and Segment Analysis
The Global Financial Planner market presents a comprehensive analysis of the Financial Planner market and by geography (North America, South America, Europe, Asia-Pacific and MEA) along with country level break-up. This section of our report presents a realistic picture of the Global Financial Planner industry. Investors and Players can easily understand the inherent opportunities and challenges for their products in geographical region of interest. For instance, while the holds majority of market share of the Financial Planner market

Analyst at AMA have segmented the market study of Global Financial Planner market by Type, Application and Region.

Influencing Trend:
Adoption of technology in financial planning which helps in tracking and managing complex tasks

Market Growth Drivers:
Continuous growth in High Net-worth Individuals is fueling the market and Increasing demand of efficient asset management

Challenges:
Risk associated with investments

Restraints:
High financial planner’s fee may hamper the market

Opportunities:
Growing Affluence and Demand for Financial Planning

Market Developments Activities:

In October 2023, The Monetary Authority of Singapore (MAS) and the financial industry launched a Basic Financial Planning Guide to help Singaporeans make informed financial decisions. The guide is designed to be a practical and easy-to-understand resource for people of all ages and income levels. It covers a wide range of topics



The competitive landscape in the financial planner market is likely to continue to evolve in the coming years. Financial planners who can adapt to the changing market conditions and provide high-quality, personalized advice will be well-positioned for success.

Key Target Audience
Manufacturers, Raw Material Suppliers, Distributors and Traders, Research Organisations, Government Agencies and Organisations

Report Objectives / Segmentation Covered

By End users
  • Family
  • Individual

By Income Level
  • Medium
  • High

By Income Expense type
  • Household
  • Entertainment
  • Medical
  • Education
  • Traveling
  • Holiday
  • Others

By Financial plan type
  • Short term
  • Medium term
  • Long term

By Regions
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Asia Pacific
    • China
    • Japan
    • India
    • South Korea
    • Taiwan
    • Australia
    • Rest of Asia-Pacific
  • Europe
    • Germany
    • France
    • Italy
    • United Kingdom
    • Netherlands
    • Rest of Europe
  • MEA
    • Middle East
    • Africa
  • North America
    • United States
    • Canada
    • Mexico
  • 1. Market Overview
    • 1.1. Introduction
    • 1.2. Scope/Objective of the Study
      • 1.2.1. Research Objective
  • 2. Executive Summary
    • 2.1. Introduction
  • 3. Market Dynamics
    • 3.1. Introduction
    • 3.2. Market Drivers
      • 3.2.1. Continuous growth in High Net-worth Individuals is fueling the market
      • 3.2.2. Increasing demand of efficient asset management
    • 3.3. Market Challenges
      • 3.3.1. Risk associated with investments
    • 3.4. Market Trends
      • 3.4.1. Adoption of technology in financial planning which helps in tracking and managing complex tasks
  • 4. Market Factor Analysis
    • 4.1. Porters Five Forces
    • 4.2. Supply/Value Chain
    • 4.3. PESTEL analysis
    • 4.4. Market Entropy
    • 4.5. Patent/Trademark Analysis
  • 5. Global Financial Planner, by End users, Income Level, Income Expense type, Financial plan type and Region (value) (2017-2022)
    • 5.1. Introduction
    • 5.2. Global Financial Planner (Value)
      • 5.2.1. Global Financial Planner by: End users (Value)
        • 5.2.1.1. Family
        • 5.2.1.2. Individual
      • 5.2.2. Global Financial Planner by: Income Level (Value)
        • 5.2.2.1. Medium
        • 5.2.2.2. High
      • 5.2.3. Global Financial Planner by: Income Expense type (Value)
        • 5.2.3.1. Household
        • 5.2.3.2. Entertainment
        • 5.2.3.3. Medical
        • 5.2.3.4. Education
        • 5.2.3.5. Traveling
        • 5.2.3.6. Holiday
        • 5.2.3.7. Others
      • 5.2.4. Global Financial Planner by: Financial plan type (Value)
        • 5.2.4.1. Short term
        • 5.2.4.2. Medium term
        • 5.2.4.3. Long term
      • 5.2.5. Global Financial Planner Region
        • 5.2.5.1. South America
          • 5.2.5.1.1. Brazil
          • 5.2.5.1.2. Argentina
          • 5.2.5.1.3. Rest of South America
        • 5.2.5.2. Asia Pacific
          • 5.2.5.2.1. China
          • 5.2.5.2.2. Japan
          • 5.2.5.2.3. India
          • 5.2.5.2.4. South Korea
          • 5.2.5.2.5. Taiwan
          • 5.2.5.2.6. Australia
          • 5.2.5.2.7. Rest of Asia-Pacific
        • 5.2.5.3. Europe
          • 5.2.5.3.1. Germany
          • 5.2.5.3.2. France
          • 5.2.5.3.3. Italy
          • 5.2.5.3.4. United Kingdom
          • 5.2.5.3.5. Netherlands
          • 5.2.5.3.6. Rest of Europe
        • 5.2.5.4. MEA
          • 5.2.5.4.1. Middle East
          • 5.2.5.4.2. Africa
        • 5.2.5.5. North America
          • 5.2.5.5.1. United States
          • 5.2.5.5.2. Canada
          • 5.2.5.5.3. Mexico
  • 6. Financial Planner: Manufacturers/Players Analysis
    • 6.1. Competitive Landscape
      • 6.1.1. Market Share Analysis
        • 6.1.1.1. Top 3
        • 6.1.1.2. Top 5
    • 6.2. Peer Group Analysis (2022)
    • 6.3. BCG Matrix
    • 6.4. Company Profile
      • 6.4.1. StanCorp Investment advisors Inc. (United States)
        • 6.4.1.1. Business Overview
        • 6.4.1.2. Products/Services Offerings
        • 6.4.1.3. Financial Analysis
        • 6.4.1.4. SWOT Analysis
      • 6.4.2. Cambridge Investment Research Advisors Inc. (United States)
        • 6.4.2.1. Business Overview
        • 6.4.2.2. Products/Services Offerings
        • 6.4.2.3. Financial Analysis
        • 6.4.2.4. SWOT Analysis
      • 6.4.3. Moneta Group Investment Advisors LLC (United States)
        • 6.4.3.1. Business Overview
        • 6.4.3.2. Products/Services Offerings
        • 6.4.3.3. Financial Analysis
        • 6.4.3.4. SWOT Analysis
      • 6.4.4. Oxford Financial Group Ltd (United States)
        • 6.4.4.1. Business Overview
        • 6.4.4.2. Products/Services Offerings
        • 6.4.4.3. Financial Analysis
        • 6.4.4.4. SWOT Analysis
      • 6.4.5. Sontag Advisory LLC (United States)
        • 6.4.5.1. Business Overview
        • 6.4.5.2. Products/Services Offerings
        • 6.4.5.3. Financial Analysis
        • 6.4.5.4. SWOT Analysis
      • 6.4.6. Plante Moran Financial Advisors (United States)
        • 6.4.6.1. Business Overview
        • 6.4.6.2. Products/Services Offerings
        • 6.4.6.3. Financial Analysis
        • 6.4.6.4. SWOT Analysis
      • 6.4.7. Ronal Blue & Co. LLC (United States)
        • 6.4.7.1. Business Overview
        • 6.4.7.2. Products/Services Offerings
        • 6.4.7.3. Financial Analysis
        • 6.4.7.4. SWOT Analysis
      • 6.4.8. Edelman Financial Services LLC (United States)
        • 6.4.8.1. Business Overview
        • 6.4.8.2. Products/Services Offerings
        • 6.4.8.3. Financial Analysis
        • 6.4.8.4. SWOT Analysis
      • 6.4.9. Clarfeld Financial Advisors Inc. (United States)
        • 6.4.9.1. Business Overview
        • 6.4.9.2. Products/Services Offerings
        • 6.4.9.3. Financial Analysis
        • 6.4.9.4. SWOT Analysis
      • 6.4.10. GW & Wade LLC (United States)
        • 6.4.10.1. Business Overview
        • 6.4.10.2. Products/Services Offerings
        • 6.4.10.3. Financial Analysis
        • 6.4.10.4. SWOT Analysis
  • 7. Global Financial Planner Sale, by End users, Income Level, Income Expense type, Financial plan type and Region (value) (2023-2028)
    • 7.1. Introduction
    • 7.2. Global Financial Planner (Value)
      • 7.2.1. Global Financial Planner by: End users (Value)
        • 7.2.1.1. Family
        • 7.2.1.2. Individual
      • 7.2.2. Global Financial Planner by: Income Level (Value)
        • 7.2.2.1. Medium
        • 7.2.2.2. High
      • 7.2.3. Global Financial Planner by: Income Expense type (Value)
        • 7.2.3.1. Household
        • 7.2.3.2. Entertainment
        • 7.2.3.3. Medical
        • 7.2.3.4. Education
        • 7.2.3.5. Traveling
        • 7.2.3.6. Holiday
        • 7.2.3.7. Others
      • 7.2.4. Global Financial Planner by: Financial plan type (Value)
        • 7.2.4.1. Short term
        • 7.2.4.2. Medium term
        • 7.2.4.3. Long term
      • 7.2.5. Global Financial Planner Region
        • 7.2.5.1. South America
          • 7.2.5.1.1. Brazil
          • 7.2.5.1.2. Argentina
          • 7.2.5.1.3. Rest of South America
        • 7.2.5.2. Asia Pacific
          • 7.2.5.2.1. China
          • 7.2.5.2.2. Japan
          • 7.2.5.2.3. India
          • 7.2.5.2.4. South Korea
          • 7.2.5.2.5. Taiwan
          • 7.2.5.2.6. Australia
          • 7.2.5.2.7. Rest of Asia-Pacific
        • 7.2.5.3. Europe
          • 7.2.5.3.1. Germany
          • 7.2.5.3.2. France
          • 7.2.5.3.3. Italy
          • 7.2.5.3.4. United Kingdom
          • 7.2.5.3.5. Netherlands
          • 7.2.5.3.6. Rest of Europe
        • 7.2.5.4. MEA
          • 7.2.5.4.1. Middle East
          • 7.2.5.4.2. Africa
        • 7.2.5.5. North America
          • 7.2.5.5.1. United States
          • 7.2.5.5.2. Canada
          • 7.2.5.5.3. Mexico
  • 8. Appendix
    • 8.1. Acronyms
  • 9. Methodology and Data Source
    • 9.1. Methodology/Research Approach
      • 9.1.1. Research Programs/Design
      • 9.1.2. Market Size Estimation
      • 9.1.3. Market Breakdown and Data Triangulation
    • 9.2. Data Source
      • 9.2.1. Secondary Sources
      • 9.2.2. Primary Sources
    • 9.3. Disclaimer
List of Tables
  • Table 1. Financial Planner: by End users(USD Million)
  • Table 2. Financial Planner Family , by Region USD Million (2017-2022)
  • Table 3. Financial Planner Individual , by Region USD Million (2017-2022)
  • Table 4. Financial Planner: by Income Level(USD Million)
  • Table 5. Financial Planner Medium , by Region USD Million (2017-2022)
  • Table 6. Financial Planner High , by Region USD Million (2017-2022)
  • Table 7. Financial Planner: by Income Expense type(USD Million)
  • Table 8. Financial Planner Household , by Region USD Million (2017-2022)
  • Table 9. Financial Planner Entertainment , by Region USD Million (2017-2022)
  • Table 10. Financial Planner Medical , by Region USD Million (2017-2022)
  • Table 11. Financial Planner Education , by Region USD Million (2017-2022)
  • Table 12. Financial Planner Traveling , by Region USD Million (2017-2022)
  • Table 13. Financial Planner Holiday , by Region USD Million (2017-2022)
  • Table 14. Financial Planner Others , by Region USD Million (2017-2022)
  • Table 15. Financial Planner: by Financial plan type(USD Million)
  • Table 16. Financial Planner Short term , by Region USD Million (2017-2022)
  • Table 17. Financial Planner Medium term , by Region USD Million (2017-2022)
  • Table 18. Financial Planner Long term , by Region USD Million (2017-2022)
  • Table 19. South America Financial Planner, by Country USD Million (2017-2022)
  • Table 20. South America Financial Planner, by End users USD Million (2017-2022)
  • Table 21. South America Financial Planner, by Income Level USD Million (2017-2022)
  • Table 22. South America Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 23. South America Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 24. Brazil Financial Planner, by End users USD Million (2017-2022)
  • Table 25. Brazil Financial Planner, by Income Level USD Million (2017-2022)
  • Table 26. Brazil Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 27. Brazil Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 28. Argentina Financial Planner, by End users USD Million (2017-2022)
  • Table 29. Argentina Financial Planner, by Income Level USD Million (2017-2022)
  • Table 30. Argentina Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 31. Argentina Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 32. Rest of South America Financial Planner, by End users USD Million (2017-2022)
  • Table 33. Rest of South America Financial Planner, by Income Level USD Million (2017-2022)
  • Table 34. Rest of South America Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 35. Rest of South America Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 36. Asia Pacific Financial Planner, by Country USD Million (2017-2022)
  • Table 37. Asia Pacific Financial Planner, by End users USD Million (2017-2022)
  • Table 38. Asia Pacific Financial Planner, by Income Level USD Million (2017-2022)
  • Table 39. Asia Pacific Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 40. Asia Pacific Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 41. China Financial Planner, by End users USD Million (2017-2022)
  • Table 42. China Financial Planner, by Income Level USD Million (2017-2022)
  • Table 43. China Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 44. China Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 45. Japan Financial Planner, by End users USD Million (2017-2022)
  • Table 46. Japan Financial Planner, by Income Level USD Million (2017-2022)
  • Table 47. Japan Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 48. Japan Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 49. India Financial Planner, by End users USD Million (2017-2022)
  • Table 50. India Financial Planner, by Income Level USD Million (2017-2022)
  • Table 51. India Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 52. India Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 53. South Korea Financial Planner, by End users USD Million (2017-2022)
  • Table 54. South Korea Financial Planner, by Income Level USD Million (2017-2022)
  • Table 55. South Korea Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 56. South Korea Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 57. Taiwan Financial Planner, by End users USD Million (2017-2022)
  • Table 58. Taiwan Financial Planner, by Income Level USD Million (2017-2022)
  • Table 59. Taiwan Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 60. Taiwan Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 61. Australia Financial Planner, by End users USD Million (2017-2022)
  • Table 62. Australia Financial Planner, by Income Level USD Million (2017-2022)
  • Table 63. Australia Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 64. Australia Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 65. Rest of Asia-Pacific Financial Planner, by End users USD Million (2017-2022)
  • Table 66. Rest of Asia-Pacific Financial Planner, by Income Level USD Million (2017-2022)
  • Table 67. Rest of Asia-Pacific Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 68. Rest of Asia-Pacific Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 69. Europe Financial Planner, by Country USD Million (2017-2022)
  • Table 70. Europe Financial Planner, by End users USD Million (2017-2022)
  • Table 71. Europe Financial Planner, by Income Level USD Million (2017-2022)
  • Table 72. Europe Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 73. Europe Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 74. Germany Financial Planner, by End users USD Million (2017-2022)
  • Table 75. Germany Financial Planner, by Income Level USD Million (2017-2022)
  • Table 76. Germany Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 77. Germany Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 78. France Financial Planner, by End users USD Million (2017-2022)
  • Table 79. France Financial Planner, by Income Level USD Million (2017-2022)
  • Table 80. France Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 81. France Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 82. Italy Financial Planner, by End users USD Million (2017-2022)
  • Table 83. Italy Financial Planner, by Income Level USD Million (2017-2022)
  • Table 84. Italy Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 85. Italy Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 86. United Kingdom Financial Planner, by End users USD Million (2017-2022)
  • Table 87. United Kingdom Financial Planner, by Income Level USD Million (2017-2022)
  • Table 88. United Kingdom Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 89. United Kingdom Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 90. Netherlands Financial Planner, by End users USD Million (2017-2022)
  • Table 91. Netherlands Financial Planner, by Income Level USD Million (2017-2022)
  • Table 92. Netherlands Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 93. Netherlands Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 94. Rest of Europe Financial Planner, by End users USD Million (2017-2022)
  • Table 95. Rest of Europe Financial Planner, by Income Level USD Million (2017-2022)
  • Table 96. Rest of Europe Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 97. Rest of Europe Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 98. MEA Financial Planner, by Country USD Million (2017-2022)
  • Table 99. MEA Financial Planner, by End users USD Million (2017-2022)
  • Table 100. MEA Financial Planner, by Income Level USD Million (2017-2022)
  • Table 101. MEA Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 102. MEA Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 103. Middle East Financial Planner, by End users USD Million (2017-2022)
  • Table 104. Middle East Financial Planner, by Income Level USD Million (2017-2022)
  • Table 105. Middle East Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 106. Middle East Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 107. Africa Financial Planner, by End users USD Million (2017-2022)
  • Table 108. Africa Financial Planner, by Income Level USD Million (2017-2022)
  • Table 109. Africa Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 110. Africa Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 111. North America Financial Planner, by Country USD Million (2017-2022)
  • Table 112. North America Financial Planner, by End users USD Million (2017-2022)
  • Table 113. North America Financial Planner, by Income Level USD Million (2017-2022)
  • Table 114. North America Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 115. North America Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 116. United States Financial Planner, by End users USD Million (2017-2022)
  • Table 117. United States Financial Planner, by Income Level USD Million (2017-2022)
  • Table 118. United States Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 119. United States Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 120. Canada Financial Planner, by End users USD Million (2017-2022)
  • Table 121. Canada Financial Planner, by Income Level USD Million (2017-2022)
  • Table 122. Canada Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 123. Canada Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 124. Mexico Financial Planner, by End users USD Million (2017-2022)
  • Table 125. Mexico Financial Planner, by Income Level USD Million (2017-2022)
  • Table 126. Mexico Financial Planner, by Income Expense type USD Million (2017-2022)
  • Table 127. Mexico Financial Planner, by Financial plan type USD Million (2017-2022)
  • Table 128. Company Basic Information, Sales Area and Its Competitors
  • Table 129. Company Basic Information, Sales Area and Its Competitors
  • Table 130. Company Basic Information, Sales Area and Its Competitors
  • Table 131. Company Basic Information, Sales Area and Its Competitors
  • Table 132. Company Basic Information, Sales Area and Its Competitors
  • Table 133. Company Basic Information, Sales Area and Its Competitors
  • Table 134. Company Basic Information, Sales Area and Its Competitors
  • Table 135. Company Basic Information, Sales Area and Its Competitors
  • Table 136. Company Basic Information, Sales Area and Its Competitors
  • Table 137. Company Basic Information, Sales Area and Its Competitors
  • Table 138. Financial Planner: by End users(USD Million)
  • Table 139. Financial Planner Family , by Region USD Million (2023-2028)
  • Table 140. Financial Planner Individual , by Region USD Million (2023-2028)
  • Table 141. Financial Planner: by Income Level(USD Million)
  • Table 142. Financial Planner Medium , by Region USD Million (2023-2028)
  • Table 143. Financial Planner High , by Region USD Million (2023-2028)
  • Table 144. Financial Planner: by Income Expense type(USD Million)
  • Table 145. Financial Planner Household , by Region USD Million (2023-2028)
  • Table 146. Financial Planner Entertainment , by Region USD Million (2023-2028)
  • Table 147. Financial Planner Medical , by Region USD Million (2023-2028)
  • Table 148. Financial Planner Education , by Region USD Million (2023-2028)
  • Table 149. Financial Planner Traveling , by Region USD Million (2023-2028)
  • Table 150. Financial Planner Holiday , by Region USD Million (2023-2028)
  • Table 151. Financial Planner Others , by Region USD Million (2023-2028)
  • Table 152. Financial Planner: by Financial plan type(USD Million)
  • Table 153. Financial Planner Short term , by Region USD Million (2023-2028)
  • Table 154. Financial Planner Medium term , by Region USD Million (2023-2028)
  • Table 155. Financial Planner Long term , by Region USD Million (2023-2028)
  • Table 156. South America Financial Planner, by Country USD Million (2023-2028)
  • Table 157. South America Financial Planner, by End users USD Million (2023-2028)
  • Table 158. South America Financial Planner, by Income Level USD Million (2023-2028)
  • Table 159. South America Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 160. South America Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 161. Brazil Financial Planner, by End users USD Million (2023-2028)
  • Table 162. Brazil Financial Planner, by Income Level USD Million (2023-2028)
  • Table 163. Brazil Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 164. Brazil Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 165. Argentina Financial Planner, by End users USD Million (2023-2028)
  • Table 166. Argentina Financial Planner, by Income Level USD Million (2023-2028)
  • Table 167. Argentina Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 168. Argentina Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 169. Rest of South America Financial Planner, by End users USD Million (2023-2028)
  • Table 170. Rest of South America Financial Planner, by Income Level USD Million (2023-2028)
  • Table 171. Rest of South America Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 172. Rest of South America Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 173. Asia Pacific Financial Planner, by Country USD Million (2023-2028)
  • Table 174. Asia Pacific Financial Planner, by End users USD Million (2023-2028)
  • Table 175. Asia Pacific Financial Planner, by Income Level USD Million (2023-2028)
  • Table 176. Asia Pacific Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 177. Asia Pacific Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 178. China Financial Planner, by End users USD Million (2023-2028)
  • Table 179. China Financial Planner, by Income Level USD Million (2023-2028)
  • Table 180. China Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 181. China Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 182. Japan Financial Planner, by End users USD Million (2023-2028)
  • Table 183. Japan Financial Planner, by Income Level USD Million (2023-2028)
  • Table 184. Japan Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 185. Japan Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 186. India Financial Planner, by End users USD Million (2023-2028)
  • Table 187. India Financial Planner, by Income Level USD Million (2023-2028)
  • Table 188. India Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 189. India Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 190. South Korea Financial Planner, by End users USD Million (2023-2028)
  • Table 191. South Korea Financial Planner, by Income Level USD Million (2023-2028)
  • Table 192. South Korea Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 193. South Korea Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 194. Taiwan Financial Planner, by End users USD Million (2023-2028)
  • Table 195. Taiwan Financial Planner, by Income Level USD Million (2023-2028)
  • Table 196. Taiwan Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 197. Taiwan Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 198. Australia Financial Planner, by End users USD Million (2023-2028)
  • Table 199. Australia Financial Planner, by Income Level USD Million (2023-2028)
  • Table 200. Australia Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 201. Australia Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 202. Rest of Asia-Pacific Financial Planner, by End users USD Million (2023-2028)
  • Table 203. Rest of Asia-Pacific Financial Planner, by Income Level USD Million (2023-2028)
  • Table 204. Rest of Asia-Pacific Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 205. Rest of Asia-Pacific Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 206. Europe Financial Planner, by Country USD Million (2023-2028)
  • Table 207. Europe Financial Planner, by End users USD Million (2023-2028)
  • Table 208. Europe Financial Planner, by Income Level USD Million (2023-2028)
  • Table 209. Europe Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 210. Europe Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 211. Germany Financial Planner, by End users USD Million (2023-2028)
  • Table 212. Germany Financial Planner, by Income Level USD Million (2023-2028)
  • Table 213. Germany Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 214. Germany Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 215. France Financial Planner, by End users USD Million (2023-2028)
  • Table 216. France Financial Planner, by Income Level USD Million (2023-2028)
  • Table 217. France Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 218. France Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 219. Italy Financial Planner, by End users USD Million (2023-2028)
  • Table 220. Italy Financial Planner, by Income Level USD Million (2023-2028)
  • Table 221. Italy Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 222. Italy Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 223. United Kingdom Financial Planner, by End users USD Million (2023-2028)
  • Table 224. United Kingdom Financial Planner, by Income Level USD Million (2023-2028)
  • Table 225. United Kingdom Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 226. United Kingdom Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 227. Netherlands Financial Planner, by End users USD Million (2023-2028)
  • Table 228. Netherlands Financial Planner, by Income Level USD Million (2023-2028)
  • Table 229. Netherlands Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 230. Netherlands Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 231. Rest of Europe Financial Planner, by End users USD Million (2023-2028)
  • Table 232. Rest of Europe Financial Planner, by Income Level USD Million (2023-2028)
  • Table 233. Rest of Europe Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 234. Rest of Europe Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 235. MEA Financial Planner, by Country USD Million (2023-2028)
  • Table 236. MEA Financial Planner, by End users USD Million (2023-2028)
  • Table 237. MEA Financial Planner, by Income Level USD Million (2023-2028)
  • Table 238. MEA Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 239. MEA Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 240. Middle East Financial Planner, by End users USD Million (2023-2028)
  • Table 241. Middle East Financial Planner, by Income Level USD Million (2023-2028)
  • Table 242. Middle East Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 243. Middle East Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 244. Africa Financial Planner, by End users USD Million (2023-2028)
  • Table 245. Africa Financial Planner, by Income Level USD Million (2023-2028)
  • Table 246. Africa Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 247. Africa Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 248. North America Financial Planner, by Country USD Million (2023-2028)
  • Table 249. North America Financial Planner, by End users USD Million (2023-2028)
  • Table 250. North America Financial Planner, by Income Level USD Million (2023-2028)
  • Table 251. North America Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 252. North America Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 253. United States Financial Planner, by End users USD Million (2023-2028)
  • Table 254. United States Financial Planner, by Income Level USD Million (2023-2028)
  • Table 255. United States Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 256. United States Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 257. Canada Financial Planner, by End users USD Million (2023-2028)
  • Table 258. Canada Financial Planner, by Income Level USD Million (2023-2028)
  • Table 259. Canada Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 260. Canada Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 261. Mexico Financial Planner, by End users USD Million (2023-2028)
  • Table 262. Mexico Financial Planner, by Income Level USD Million (2023-2028)
  • Table 263. Mexico Financial Planner, by Income Expense type USD Million (2023-2028)
  • Table 264. Mexico Financial Planner, by Financial plan type USD Million (2023-2028)
  • Table 265. Research Programs/Design for This Report
  • Table 266. Key Data Information from Secondary Sources
  • Table 267. Key Data Information from Primary Sources
List of Figures
  • Figure 1. Porters Five Forces
  • Figure 2. Supply/Value Chain
  • Figure 3. PESTEL analysis
  • Figure 4. Global Financial Planner: by End users USD Million (2017-2022)
  • Figure 5. Global Financial Planner: by Income Level USD Million (2017-2022)
  • Figure 6. Global Financial Planner: by Income Expense type USD Million (2017-2022)
  • Figure 7. Global Financial Planner: by Financial plan type USD Million (2017-2022)
  • Figure 8. South America Financial Planner Share (%), by Country
  • Figure 9. Asia Pacific Financial Planner Share (%), by Country
  • Figure 10. Europe Financial Planner Share (%), by Country
  • Figure 11. MEA Financial Planner Share (%), by Country
  • Figure 12. North America Financial Planner Share (%), by Country
  • Figure 13. Global Financial Planner share by Players 2022 (%)
  • Figure 14. Global Financial Planner share by Players (Top 3) 2022(%)
  • Figure 15. Global Financial Planner share by Players (Top 5) 2022(%)
  • Figure 16. BCG Matrix for key Companies
  • Figure 17. StanCorp Investment advisors Inc. (United States) Revenue, Net Income and Gross profit
  • Figure 18. StanCorp Investment advisors Inc. (United States) Revenue: by Geography 2022
  • Figure 19. Cambridge Investment Research Advisors Inc. (United States) Revenue, Net Income and Gross profit
  • Figure 20. Cambridge Investment Research Advisors Inc. (United States) Revenue: by Geography 2022
  • Figure 21. Moneta Group Investment Advisors LLC (United States) Revenue, Net Income and Gross profit
  • Figure 22. Moneta Group Investment Advisors LLC (United States) Revenue: by Geography 2022
  • Figure 23. Oxford Financial Group Ltd (United States) Revenue, Net Income and Gross profit
  • Figure 24. Oxford Financial Group Ltd (United States) Revenue: by Geography 2022
  • Figure 25. Sontag Advisory LLC (United States) Revenue, Net Income and Gross profit
  • Figure 26. Sontag Advisory LLC (United States) Revenue: by Geography 2022
  • Figure 27. Plante Moran Financial Advisors (United States) Revenue, Net Income and Gross profit
  • Figure 28. Plante Moran Financial Advisors (United States) Revenue: by Geography 2022
  • Figure 29. Ronal Blue & Co. LLC (United States) Revenue, Net Income and Gross profit
  • Figure 30. Ronal Blue & Co. LLC (United States) Revenue: by Geography 2022
  • Figure 31. Edelman Financial Services LLC (United States) Revenue, Net Income and Gross profit
  • Figure 32. Edelman Financial Services LLC (United States) Revenue: by Geography 2022
  • Figure 33. Clarfeld Financial Advisors Inc. (United States) Revenue, Net Income and Gross profit
  • Figure 34. Clarfeld Financial Advisors Inc. (United States) Revenue: by Geography 2022
  • Figure 35. GW & Wade LLC (United States) Revenue, Net Income and Gross profit
  • Figure 36. GW & Wade LLC (United States) Revenue: by Geography 2022
  • Figure 37. Global Financial Planner: by End users USD Million (2023-2028)
  • Figure 38. Global Financial Planner: by Income Level USD Million (2023-2028)
  • Figure 39. Global Financial Planner: by Income Expense type USD Million (2023-2028)
  • Figure 40. Global Financial Planner: by Financial plan type USD Million (2023-2028)
  • Figure 41. South America Financial Planner Share (%), by Country
  • Figure 42. Asia Pacific Financial Planner Share (%), by Country
  • Figure 43. Europe Financial Planner Share (%), by Country
  • Figure 44. MEA Financial Planner Share (%), by Country
  • Figure 45. North America Financial Planner Share (%), by Country
List of companies from research coverage that are profiled in the study
  • StanCorp Investment advisors Inc. (United States)
  • Cambridge Investment Research Advisors Inc. (United States)
  • Moneta Group Investment Advisors LLC (United States)
  • Oxford Financial Group Ltd (United States)
  • Sontag Advisory LLC (United States)
  • Plante Moran Financial Advisors (United States)
  • Ronal Blue & Co. LLC (United States)
  • Edelman Financial Services LLC (United States)
  • Clarfeld Financial Advisors Inc. (United States)
  • GW & Wade LLC (United States)
Additional players considered in the study are as follows:
Harris SBSB (United States) , Homrich Berg (United States) , Atherton Lane Advisors LLC (United States) , Joel Isaacson & Co. Inc. (United States) , Family Management Corp (United States)
Select User Access Type

Key Highlights of Report


Nov 2023 240 Pages 56 Tables Base Year: 2022 Coverage: 15+ Companies; 18 Countries

Request Sample Pages

Budget constraints? Get in touch with us for special pricing


Check Discount Now
Global Financial Planner Market Quantitative research analysis
Global Financial Planner Market Qualitative Industry Analysis
DOWNLOAD SAMPLE PDF

Talk to Our Experts

Want to Customize Study?


"We employ Market statistics, Industry benchmarking, Patent analysis, and Technological Insights to derive requirements and provide customize scope of work."

Make an Enquiry Now

Frequently Asked Questions (FAQ):

Due to pricing constraints we only profile limited players in the study that includes a mix list of leaders and emerging players, however for evaluation of market size the coverage includes 100+ players.
Yes, the study does represent market size by key business segment, application/end users and major geographies forecasted till 2028
The Study can be customized to meet your requirements. Please connect with our representative, in case you wish to add or remove certain country or profiled players.
  • Risk associated with investments

Know More About Global Financial Planner Market Report?

Have a Query? Click Here

Other Related Reports

Lawsuit Financing Comprehensive Study by Type (Consumer Litigation Funding, Commercial Litigation Funding), Case Type (Class Action Lawsuit Funding, Settlement Funding, Labor Lawsuit Funding, Worker...
$ 3650
Working Capital Loan Comprehensive Study by Type (Short-term Loans, Credit line or Bank Overdraft Facility, Trade Credit, Account Receivables, Bank Guarantee, Others), Application (SMEs, Large Enterp...
$ 3650
Home Equity Loan Comprehensive Study by Type (Fixed-Rate Loan, Home Equity Lines of Credit (HELOCs)), Application (Medical Expenses, Educational Expenses, Home Restoration, Debt Consolidation, Others...
$ 3750
Micro lending Comprehensive Study by Service Providers (Banks, Micro Finance Institute (MFI), NBFC (Non-Banking Financial Institutions), Others), End User (Solo Entrepreneurs & Individual, Micro Ente...
$ 3350
Digital Gift Cards Comprehensive Study by Category (Closed-loop Card, Open-loop Card), End Use (Retail Establishment, Corporate Institutions), Distribution (Specialty Websites, Mobile Applications, O...
$ 3500
Digital Led Consumer Banking Comprehensive Study by Application (Transactional Accounts, Savings Accounts, Debit Cards, Credit Cards, Loans, Other), Type (Software, Service), Digital Solutions (BaaS,...
$ 3450