| Study Period | 2020 - 2030 |
| Base Year For Estimation | 2024 |
| Forecast Data Period | 2025 - 2030 |
| Market Size (2025) | USD 69.09 Billion |
| Market Size (2030) | USD 102.08 Billion |
| CAGR (2025 - 2030) | 8.12 % |
| Market Concentration | Medium |
Major Players
*Disclaimer: Major Players sorted in no particular order |
North America Financial Advisory Services Market Analysis
The North America Financial Advisory Services Market size in terms of assets under management value is expected to grow from USD 69.09 billion in 2025 to USD 102.08 billion by 2030, at a CAGR of 8.12% during the forecast period (2025-2030).
The Financial Advisory segment delivers consulting services based on a strong financial analytical fundament. Service offerings span a wide variety of topics, such as transaction services, risk management, tax advisory, real estate advisory, compliance, and litigation services, to name a few. However, financial and accounting skills always stand at the heart of the services delivered.
Financial advisors can provide insight into how they can save more and build their wealth. It is often done by constructing a portfolio of well-suited investments to the client's risk attitude. Some clients are more willing to take on risk if the prospect of a potentially greater reward is more compelling than the prospect of potentially losing money.
Financial advisory services can provide clients with a wide range of services, from investment advice and portfolio management to retirement planning and tax advice. Financial advisors can work with individuals or businesses, and their goal is to help their clients grow and preserve their wealth.
North America Financial Advisory Services Market Trends
The Use of Robot Advisory Services is Growing in North America.
North America has one of the biggest market shares for robot-advisors worldwide. The robot-advisory market has grown rapidly due to the high adoption trends of technology in the North American investment industry. Around two-thirds of emerging wealthy and high-net-worth investors in North America prefer hybrid financial advisory services over human-only or robot-only services.
Additionally, the North American players are being pressured to introduce technologically cutting-edge robot-advisory services to the market by a strong emphasis on research and development in the developed economies of the US and Canada. For example, in the US, Revolut launched a robo-advisor in July 2023. In comparison to traditional businesses, this new feature offers a more seamless and economical investing experience by automating the management of investment portfolios on behalf of customers.
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Financial Investment is the leading Financial Advisory Service using in USA
Companies that require expertise in accounting, finance, insurance, and other aspects of finance hire a business financial consultant. Individual clients use the services of financial consultants to manage their investments, property holdings, and long-term financial plans. Clients include a specific plan or concept they want an independent opinion about in a business financial consulting arrangement. The role of the consultant is to review the proposed plan and identify strengths and weaknesses. They are also expected to advise on risk management, pending government regulations, industry trends, and long-term viability. Financial Investment is the major service occupying one-third of the advisory market. Source:
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North America Financial Advisory Services Industry Overview
The report covers major players operating in North American Finacial Advisory services Market. In terms of market share, few of the major players currently dominate the market. The report presents detailed profiling of a few major companies, including product offerings, regulations governing them, their headquarters, and financial performance. These players adopted various techniques to increase their market penetration and strengthen their position in the industry. The major market players include BlackRock, Vanguard, Fidelity Investments, State Street Global Advisors, and State Street Global Advisors.
North America Financial Advisory Services Market Leaders
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BlackRock
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Vanguard
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Fidelity Investments
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State Street Global Advisors
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J.P. Morgan Asset Management
- *Disclaimer: Major Players sorted in no particular order
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North America Financial Advisory Services Market News
- February 2023: Deloitte boosted its start-up and scale-up capabilities by acquiring 27 pilots, a Germany-based incubator, a venture capitalist, and a matchmaker. With 27 pilots as part of its portfolio, Deloitte can better serve its base of start-ups and scale-ups with a full range of services, from incubation and growth to technology, infrastructure, and venture capital solutions.
- January 2023: Fidelity Investments acquired Shoobx, a provider of automated equity management operations and financing software for private companies. The financial terms of the deal were not disclosed.
North America Financial Advisory Services Industry Segmentation
Financial advisors are specialists who provide financial advice to individuals or businesses. They use their expertise to assist their clients with money management and profit-making decisions by knowing their short and long-term financial objectives. The report covers a complete background analysis of the North American Insurtech Market. It includes an assessment of the economy, a market overview, market size estimation for key segments, emerging trends in the market, market dynamics, and key company profiles.
North America Financial Advisory Services Market is Segmented by Type (Corporate Finance, Accounting Advisory, Tax Advisory, Transaction Services, Risk Management, and Others), Organization Size (Large Enterprises And Small & Medium-Sized Enterprises), Industry Vertical (BFSI, IT, and Telecom, Manufacturing, Retail, and E-Commerce, Public Sector, Healthcare, and Others), and Countries (USA, Canada and Rest of North America). The Report Offers Market Size and Forecasts for the North America Financial Advisory Services Market in Value (USD) for all the Above Segments.
| By Type | Corporate Finance |
| Accounting Advisory | |
| Tax Advisory | |
| Transaction Services | |
| Risk Management | |
| Others | |
| By Organization Size | Large Enterprises |
| Small & Medium-Sized Enterprises | |
| By Industry Vertical | BFSI |
| IT And Telecom | |
| Manufacturing | |
| Retail And E-Commerce | |
| Public Sector | |
| Healthcare | |
| Others | |
| By Country | USA |
| Canada | |
| Rest of North America |
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North America Financial Advisory Services Market Research FAQs
How big is the North America Financial Advisory Services Market?
The North America Financial Advisory Services Market size is expected to reach USD 69.09 billion in 2025 and grow at a CAGR of 8.12% to reach USD 102.08 billion by 2030.
What is the current North America Financial Advisory Services Market size?
In 2025, the North America Financial Advisory Services Market size is expected to reach USD 69.09 billion.
Who are the key players in North America Financial Advisory Services Market?
BlackRock, Vanguard, Fidelity Investments, State Street Global Advisors and J.P. Morgan Asset Management are the major companies operating in the North America Financial Advisory Services Market.
What years does this North America Financial Advisory Services Market cover, and what was the market size in 2024?
In 2024, the North America Financial Advisory Services Market size was estimated at USD 63.48 billion. The report covers the North America Financial Advisory Services Market historical market size for years: 2020, 2021, 2022, 2023 and 2024. The report also forecasts the North America Financial Advisory Services Market size for years: 2025, 2026, 2027, 2028, 2029 and 2030.
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North America Financial Advisory Services Industry Report
Statistics for the 2025 North America Financial Advisory Services market share, size and revenue growth rate, created by Mordor Intelligenceā¢ Industry Reports. North America Financial Advisory Services analysis includes a market forecast outlook for 2025 to 2030 and historical overview. Get a sample of this industry analysis as a free report PDF download.
