This 2024 Personal Financial Planning and Advice Services Global Market Size & Growth Report covers market size, revenue, growth, and share across 4 global regions (The Americas, Europe, Asia & Oceania, Africa & Middle East), 22 subregions, and 195 countries. Figures are from 2012 through 2023, with forecasts for 2024 and 2028.
The historical data utilizes in-depth survey results from companies selling personal financial planning and advice services, except tax planning and consulting services. The survey data is combined with country-specific economic data. Our analysts develop the forecasts using models that account for trends and dynamics in the market, country, region, and macroeconomic factors.
The historical data utilizes in-depth survey results from companies selling personal financial planning and advice services, except tax planning and consulting services. The survey data is combined with country-specific economic data. Our analysts develop the forecasts using models that account for trends and dynamics in the market, country, region, and macroeconomic factors.
Some of the key sales channels for personal financial planning and advice services include:
- Portfolio management
- Investment advice
- Securities brokerage
The regions and countries covered include:
MAJOR REGIONS
- Africa
- Americas
- Asia & Oceania
- Europe
SUBREGIONS
- North America
- South America
- Central America
- Caribbean
- Eastern Asia
- Southeast Asia
- Australasia
- Other Oceania
- Southern Asia
- Central Asia
- Western Europe
- Northern Europe
- Southeastern Europe
- Eastern Europe
- Southern Europe
- UK & Ireland
- North Africa
- Southern Africa
- Central Africa
- Western Africa
- Middle East
- Eastern Africa
COUNTRIES
- Afghanistan
- Albania
- Algeria
- American Samoa
- Andorra
- Angola
- Anguilla
- Antigua and Barbuda
- Argentina
- Armenia
- Aruba
- Australia
- Austria
- Azerbaijan
- Bahamas
- Bahrain
- Bangladesh
- Barbados
- Belarus
- Belgium
- Belize
- Benin
- Bermuda
- Bhutan
- Bolivia
- Bosnia and Herzegovina
- Botswana
- Brazil
- Brunei
- Bulgaria
- Burkina Faso
- Burma
- Burundi
- Cambodia
- Cameroon
- Canada
- Cape Verde
- Cayman Islands
- Central African Republic
- Chad
- Chile
- China
- Colombia
- Congo
- Cook Islands
- Costa Rica
- Croatia
- Cuba
- Curaçao
- Cyprus
- Czech Republic
- Denmark
- Djibouti
- Dominica
- Dominican Republic
- East Timor
- Ecuador
- Egypt
- El Salvador
- Equatorial Guinea
- Eritrea
- Estonia
- Eswatini
- Ethiopia
- Fiji
- Finland
- France
- French Guiana
- French Polynesia
- Gabon
- Gambia
- Georgia
- Germany
- Ghana
- Greece
- Greenland
- Grenada
- Guadeloupe
- Guam
- Guatemala
- Guinea
- Guinea-Bissau
- Guyana
- Haiti
- Honduras
- Hong Kong
- Hungary
- Iceland
- India
- Indonesia
- Iran
- Iraq
- Ireland
- Israel
- Italy
- Ivory Coast
- Jamaica
- Japan
- Jordan
- Kazakhstan
- Kenya
- Kiribati
- Kosovo
- Kuwait
- Kyrgyzstan
- Laos
- Latvia
- Lebanon
- Lesotho
- Liberia
- Libya
- Liechtenstein
- Lithuania
- Luxembourg
- Macedonia
- Madagascar
- Malawi
- Malaysia
- Maldives
- Mali
- Malta
- Marshall Islands
- Martinique
- Mauritania
- Mauritius
- Mexico
- Micronesia
- Moldova
- Monaco
- Mongolia
- Montenegro
- Morocco
- Mozambique
- Namibia
- Nepal
- Netherlands
- New Caledonia
- New Zealand
- Nicaragua
- Niger
- Nigeria
- Northern Mariana Islands
- Norway
- Oman
- Pakistan
- Palau
- Palestine
- Panama
- Papua New Guinea
- Paraguay
- Peru
- Philippines
- Poland
- Portugal
- Puerto Rico
- Qatar
- Romania
- Russia
- Rwanda
- Saint Martin (French)
- Samoa
- San Marino
- Sao Tome and Principe
- Saudi Arabia
- Senegal
- Serbia
- Seychelles
- Sierra Leone
- Singapore
- Sint Maarten (Dutch)
- Slovakia
- Slovenia
- Solomon Islands
- Somalia
- South Africa
- South Korea
- South Sudan
- Spain
- Sri Lanka
- St Kitts and Nevis
- St Lucia
- St Vincent & Grenadines
- Sudan
- Suriname
- Sweden
- Switzerland
- Syria
- Taiwan
- Tajikistan
- Tanzania
- Thailand
- The British Virgin Islands
- Togo
- Tonga
- Trinidad and Tobago
- Tunisia
- Turkey
- Turkmenistan
- Turks and Caicos Islands
- Uganda
- Ukraine
- United Arab Emirates
- United Kingdom
- United States
- Uruguay
- Uzbekistan
- Vanuatu
- Venezuela
- Vietnam
- Virgin Islands
- Yemen
- Zambia
- Zimbabwe
Table of Contents
1-3 Countries Covered4 Methodolgy, Sources & Product Details
5 Global Demand & Major Region Breakdown
6 the Americas
7 Regional Breakdown
8 North America
9 South America
10 Central America
11 Caribbean
12 Asia & Oceania
13 Regional Breakdown
14 Eastern Asia
15 Southern Asia
16 Southeast Asia
17 Australasia
18 Central Asia
19 Other Oceania
20 Europe
21 Regional Breakdown
22 Western Europe
23 Southern Europe
24 UK & Ireland
25 Eastern Europe
26 Northern Europe
27 Southeastern Europe
28 Africa & Middle East
29 Regional Breakdown
30 Middle East
31 Northern Africa
32 Western Africa
33 Central Africa
34 Eastern Africa
35 Southern Africa
36 Major Regions
37-44 All Regions & Countries
45 About the Publisher
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Methodology
The industry market research reports are based on annual business surveys submitted by companies in the industry covering extensive financial and operating topics such as revenue, costs, labor, profitability, capital, product lines, operations, locations, and wages.
The analysts utilize the historical data from the business surveys as a foundation for forecasts and apply the data to proprietary econometric models that adjust for macro, economic, cyclical, and industry trends and influences.
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