$543.9bn
$XXX.Xbn
835k
328k
$XXX.Xbn
In the last five years, the industry has experienced countervailing trends. For most of the period, rising assets under management (AUM) due to rising asset prices and growing disposable income have increased the base of assets industry operators charge fees on. Increased investor preference for passive asset management, including through exchange-traded funds (ETFs), has driven expenses charged for the management of assets down during the period.
Industry revenue has grown at a CAGR of 6.1 % over the past five years, to reach an estimated $543.9bn in 2024.
Market size is projected to grow over the next five years.
Company | Market Share (%)
2024 | Revenue ($m)
2024 | Profit ($m)
2024 | Profit Margin (%)
2024 |
---|---|---|---|---|
Blackrock, Inc. | 19,555.5 | 7,179.4 | 36.7 | |
Fidelity Investments Inc. | 7,259.3 | 2,159.6 | 29.7 | |
Ameriprise Financial, Inc. | 7,204.1 | 1,840.0 | 25.5 |
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Industry revenue is measured across several distinct product and services lines, including Alternatives, Active core and Passive. Alternatives is the largest segment of the Portfolio Management & Investment Advice in the US.
Large-cap equity, government-fixed income and structured products will see growth as interest rates rise
This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio.
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NAICS 523940 - Portfolio Management & Investment Advice in the US
Get an indication of the industry's health through historical, current and forward-looking trends in the performance indicators that make or break businesses.
Assets under management (AUM) are trending toward a winner-take-all competitive environment. High competition pushes companies with the most assets to leverage them to attrac...
Learn about an industry's products and services, markets and trends in international trade.
ETFs and passive-managed products have been the fastest-growing product segment for the industry in recent years, especially among retail investors. Passively traded funds ar...
Discover where business activity is most concentrated in an industry and the factors driving these trends to find opportunities and conduct regional benchmarking.
This region's high concentration of establishments is attributed to its substantial population levels and corporate business activities. This region is generally home to an o...
Get data and insights on what's driving competition in an industry and the challenges industry operators and new entrants may face, with analysis built around Porter's Five Forces framework.
The levels of assets under management (AUM) affect market share. Companies with more AUM get bigger and bigger and let them work with large institutional clients.
Learn about the performance of the top companies in the industry.
Major companies adapted to higher interest rates and less liquidity. After nearly 15 years of quantities easing, the Federal Reserve is reducing its balance sheet to help con...
Understand the demographic, economic and regulatory factors that shape how businesses in an industry perform.
Fluctuations in market conditions create volatility. The stock market can soar and push the value of companies up, resulting in booming revenue for portfolio management and i...
View average costs for industry operators and compare financial data against an industry's financial benchmarks over time.
Profit has reacted to fluctuating interest rates. The lower rates in response to the pandemic made debt cheap and pushed investors into the equities market, increasing the va...
Including values and annual change:
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Key data sources in the US include:
Analysts also use industry specific sources to complement catch-all sources, although their perspective may focus on a particular organization or representative body, rather than a clear overview of all industry operations. However, when balanced against other perspectives, industry-specific sources provide insights into industry trends.
These sources include:
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The market size of the Portfolio Management & Investment Advice in the US industry in United States is $543.9bn in 2024.
There are 328k businesses in the Portfolio Management & Investment Advice in the US industry in United States, which has grown at a CAGR of 4.2 % between 2019 and 2024.
The market size of the Portfolio Management & Investment Advice in the US industry in United States has been growing at a CAGR of 6.1 % between 2019 and 2024.
Over the next five years, the Portfolio Management & Investment Advice in the US industry in United States is expected to grow.
The biggest companies operating in the Portfolio Management & Investment Advice market in United States are Blackrock, Inc., Fidelity Investments Inc. and Ameriprise Financial, Inc.
Large cap equity asset management and Fixed-income asset management are part of the Portfolio Management & Investment Advice in the US industry.
The company holding the most market share in United States is Blackrock, Inc..
The level of competition is high and increasing in the Portfolio Management & Investment Advice in the US industry in United States.