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US Wealth Management Market Research Report and Forecast 2022-2027



“US Wealth Management Market Research Report and Forecast 2022-2027” provides a deep and thorough evaluation of the wealth management market in the United States on the basis of advisory model  (Human Advisory, Robo Advisory and  Hybrid), business function(Financial Advice Management, Portfolio, Accounting, and Trading Management, Performance Management, Risk and Compliance Management, Reporting and Others), deployment model(On-Premises and Cloud) and  end-user (Banks, Investment Management Firms, Trading and Exchange Firms, Brokerage Firms  and Others). The report also analyses the competitive structure of the us wealth management industry and provides the profiles of major players operating in the market. Wealth management is an investment consultation service that integrates financial counseling with strategic investments to manage clients' money. Some of the perks offered by this service include achieving specific financial goals, planning for retirement, tax filing, estate and legal planning. Apart from this, this program also provides fund allocation recommendations to investors. Wealth management is an investment consultation service that integrates financial counseling with strategic investments to manage clients' money. Some of the perks offered by this service include achieving specific financial goals, planning for retirement, tax filing, estate and legal planning. Apart from this, this program also provides fund allocation recommendations to investors.

The us wealth management market is primarily driven by the rapid demand for alternative investments. The declination in bank interest rates and the growing popularity of private equity, investment trusts and funds are propelling the adoption of wealth management services across the country. Rapid urbanization, inflating disposable income levels and the widespread adoption of financial technology (FinTech) are some of the other factors providing an impetus to market growth.

Beginning with a regional overview, the report explores the dynamics that have a strong influence on the us wealth management market and can also impact its future growth. Taking 2021 as the base year, the report covers the historical market scenario from 2016-2021 and provides forecasts till 2027. This includes the study of value and volume trends and pricing history. Growth-inducing factors, market restraints and recent developments have also been analysed in the report in order to provide deeper knowledge about the industry. On a regional basis, the report examines the us wealth management market in North America, Europe, Asia-Pacific, Latin America and Middle East & Africa. For each of these regions, the report studies the us wealth management market in detail for the latest trends, outlook and opportunities.

The report analyses the competitive structure of the us wealth management industry and provides the profiles of major players operating in the market. The price margins for the products, along with the various success and risk factors for manufacturers, have also been covered in the report. Moreover, in order to determine market attractiveness, the report analyses the us wealth management industry along the parameters of Porter’s Five Forces model. This model examines the degree of competition in the  us wealth management industry by analysing the threat posed by new entrants and substitutes and the bargaining power of suppliers and buyers. SWOT analysis of the market has also been presented in the report, which highlights the strengths, weaknesses, opportunities and threats pertaining to the us wealth management industry. Furthermore, the value chain analysis of the us smoothies industry has also been covered in the report. This comprises all the activities in the value chain, such as the procurement of various raw materials, manufacturing, sales and distribution. 

US Wealth Management Market Key Segments

Segmentation by Advisory Model

  • Human Advisory
  • Robo Advisory
  • Hybrid

Segmentation by Business Function

  • Financial Advice Management
  • Portfolio, Accounting, and Trading Management
  • Performance Management
  • Risk and Compliance Management
  • Reporting
  • Others

Segmentation by Deployment Model

  • On-Premises
  • Cloud

Segmentation by End-User

  • Banks
  • Investment Management Firms
  • Impact of COVID-19
  • Trading and Exchange Firms
  • Brokerage Firms
  • Others

The price margins for the products along with various success and risk factors for manufacturers have also been covered in the report. Moreover, in order to determine market attractiveness, the report analyses the US wealth management industry along the parameters of the Porter’s Five Forces model. This model examines the degree of competition in the US wealth management market by analyzing the threats posed by new entrants and substitutes, and the bargaining power of suppliers and buyers. SWOT analysis of the market has also been presented in the report which highlights the strengths, weaknesses, opportunities and threats pertaining to the wealth management industry. Furthermore, the value chain analysis of the wealth management industry has also been covered in the report. This comprises of all the activities in the value chain, such as the procurement of various raw materials, manufacturing and sales of the products, and their distribution.

Key questions answered in the report include

  • What is the historical and current scenario of the us wealth management market?
  • What are the trends and developments in the us wealth management market?
  • What is the market forecast of the us wealth management market during 2022-2027?
  • What is the price analysis and forecast of the us wealth management market?
  • What is the Porter’s five forces analysis of the us wealth management market?
  • What is the SWOT analysis for the us wealth management market?
  • What is the value chain analysis of the us wealth management market?


The report is a result of exhaustive primary and secondary research undertaken by analysts having years of experience in the wealth management industry. All the qualitative and quantitative aspects of the industry have been covered and the collected data has been analyzed and presented in the form of easily comprehensible charts, graphs and tables.

1 Introduction 
    1.1 Research Objectives 
    1.2 Stakeholders
    1.3 Scope of the Report
    1.4 Assumptions and Limitations
2. Research Methodology 
    2.1. Data Collection
       2.1.1 Primary Sources
       2.1.2 Secondary Sources
    2.2 Market Size Estimation
        2.2.1 Bottom-Up Approach
        2.2.2 Top-Down Approach
    2.3 Data Validation
3. Executive Summary
4. United States Wealth Management Market
     4.1 Industry Overview
     4.2 Key Industry Developments
     4.3 Market Trends
        4.3.1 Key Market Indicators
        4.3.2 Historical Market Trends
        4.3.3 Impact of COVID-19
        4.3.4 Market Forecast
     4.4 Price Analysis
        4.4.1 Key Price Indicators
        4.4.2 Pricing Structure
        4.4.3 Historical Price Trends
        4.4.4 Price Forecast
     4.5 Market Breakup by Advisory Model
     4.6 Market Breakup by Business Function
     4.7 Market Breakup by Deployment Model
     4.8 Market Breakup by End-User
 5. United States Wealth Management Market: Value Chain Analysis
     5.1 Overview
     5.2 Research and Development
     5.3 Raw Material Suppliers
     5.4 Inbound Logistics
     5.5 Production
     5.6 Marketing 
     5.7 Outbound Logistics
     5.8 Consumers
6. United States Wealth Management Market: SWOT Analysis
     6.1 Overview
     6.2 Strengths
     6.3 Weaknesses
     6.4 Opportunities
     6.5 Threats
7. United States Wealth Management Market: Porter’s Five Forces Analysis
     7.1 Overview
     7.2 Threat of New Entrants
     7.3 Threat of Substitutes
     7.4 Bargaining Power of Buyers
     7.5 Bargaining Power of Suppliers
     7.6 Intensity of Rivalry
8.  Competitive Landscape
     8.1 Market Structure
     8.2 Key Players 
     8.3 Key Success Factors 
9 Key Player Profiles


List of Figures
    
Figure 1: United States: Wealth Management Market, 2016-2021
Figure 2: United States: Wealth Management Market Forecast, 2021-2026
Figure 3: United States: Wealth Management Market: Price Trends, 2016-2021
Figure 4: United States: Wealth Management Market Forecast: Price Trends, 2022-2027
Figure 6: United States: Wealth Management Market: Breakup by Advisory Model, 2021
Figure 7: United States: Wealth Management Market for Human Advisory, 2016, 2021 & 2027
Figure 8: United States: Wealth Management Market for Robo Advisory, 2016, 2021 & 2027
Figure 9: United States: Wealth Management Market for Hybrid, 2016, 2021 & 2027
Figure 10: United States: Wealth Management Market: Breakup by Business Function, 2021
Figure 11: United States: Wealth Management Market for Financial Advice Management, 2016, 2021 & 2027
Figure 12: United States: Wealth Management Market for Portfolio, Accounting, and Trading Management, 2016, 2021 & 2027
Figure 13: United States: Wealth Management Market for Performance Management, 2016, 2021 & 2027
Figure 14: United States: Wealth Management Market for Risk and Compliance Management, 2016, 2021 & 2027
Figure 15: United States: Wealth Management Market for Reporting, 2016, 2021 & 2027
Figure 16: United States: Wealth Management Market for Others, 2016, 2021 & 2027
Figure 17: United States: Wealth Management Market: Breakup by Deployment Model, 2021
Figure 18: United States: Wealth Management Market for On-Premises, 2016, 2021 & 2027
Figure 19: United States: Wealth Management Market for Cloud, 2016, 2021 & 2027
Figure 20: United States: Wealth Management Market: Breakup by End-User, 2021
Figure 21: United States: Wealth Management Market for Banks, 2016, 2021 & 2027
Figure 22: United States: Wealth Management Market for Investment Management Firms, 2016, 2021 & 2027
Figure 23: United States: Wealth Management Market for Trading and Exchange Firms, 2016, 2021 & 2027
Figure 24: United States: Wealth Management Market for Brokerage Firms, 2016, 2021 & 2027
Figure 25: United States: Wealth Management Market for Others, 2016, 2021 & 2027
Figure 26: United States: Wealth Management Industry: Value Chain Analysis
Figure 27: United States: Wealth Management Industry: SWOT Analysis
Figure 28: United States: Wealth Management Industry: Porter’s Five Forces Analysis
Figure 29: United States: Wealth Management Market: Breakup by Key Players, 2021


List of Tables

Table 1: United States: Wealth Management Industry: Market Summary    
Table 2: United States: Wealth Management Industry: Market Overview, 2021 and 2027
Table 3: United States: Wealth Management Industry: Market Structure  
Table 4: United States: Wealth Management Market Forecast: Breakup by Advisory Model, 2022-2027
Table 5: United States: Wealth Management Market Forecast: Breakup by Business Function, 2022-2027
Table 6: United States: Wealth Management Market Forecast: Breakup by Deployment Model, 2022-2027
Table 7: United States: Wealth Management Market Forecast: Breakup by End-User, 2022-2027    
Table 6: United States: Wealth Management Market: Key Player

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