Comprehensive insights into the financial advisor industry, including statistics on employment, demographics, services, market trends, and future projections.

Survey participants favored portfolio performance and product access when choosing a financial advisor. Over half of the survey participants noted their primary reason for switching from their current financial advisor was due to "better investment performance" with another firm. The second most popular reason leading investors to switch financial advisors was access to a "broader range of products". Cost factors such as monetary fees and aligning investments with personal values/culture had less influence over survey participants when choosing to switch financial advisors.

As of May 2024, financial advisors working in securities, commodity contracts, and other financial investments were the highest paid financial advisors in the United States, earning an average of ******* U.S. dollars per year. Financial advisors working in non-depository credit intermediation followed, with an average annual salary of ******* U.S. dollars per year.

Graph and download economic data for Employed full time: Wage and salary workers: Personal financial advisors occupations: 16 years and over (LEU0254476100A) from 2000 to 2024 about occupation, full-time, salaries, workers, financial, 16 years +, wages, personal, employment, and USA.

About this Dataset

Looking for a list of Financial Planner/ Financial Advisor in New York (NY)? All contacts are verified as of 01/04/20. Database containing contact information of over 100+ New York (NY), Financial Planner/ Financial Advisor. Firm name, website, phone, email, address, etc provided. The type of Financial Planner/ Financial Advisor primarily practices is also identified in the category column. We stand by our verification process and will replace any contacts that bounce for free. Whether you are marketing to New York (NY), Financial Planner/ Financial Advisor looking for a new job, or performing market research our list.

Category

Accountants and Financial Professionals

Keywords

New York Financial Advisors,New York Financial Planner,New York Financial Consultant,US Financial Advisors,US Financial Planner

Row Count

129

Price

$139.00

Comprehensive dataset of 3,213 Financial advisors in United States as of July, 2025. Includes verified contact information (email, phone), geocoded addresses, customer ratings, reviews, business categories, and operational details. Perfect for market research, lead generation, competitive analysis, and business intelligence. Download a complimentary sample to evaluate data quality and completeness.

About this Dataset

Looking for a list of Financial Planner/ Financial Advisor in Boston (MA)? All contacts are verified as of 01/04/20. Database containing contact information of over 100+ Boston (MA), Financial Planner/ Financial Advisor. Firm name, website, phone, email, address, etc provided. The type of Financial Planner/ Financial Advisor primarily practices is also identified in the category column. We stand by our verification process and will replace any contacts that bounce for free. Whether you are marketing to Boston (MA), Financial Planner/ Financial Advisor looking for a new job, or performing market research our list.

Category

Accountants and Financial Professionals

Keywords

Boston Financial Advisors,Boston Financial Planner,Massachusetts Financial Planner,Massachusetts Financial Advisors,US Financial Advisors

Row Count

33

Price

$59.00

Update July 2024###\r

\r From 1 July 2024, the dataset will no longer publicly distinguish between relevant qualifications or training courses or approved qualifications or training courses.\r \r

Update March 2024###\r

\r From 1 March 2024, the dataset will be updated to include 5 new fields and 1 existing field will also be updated (see help file for details).\r \r

Update August 2023###\r

\r From 24 August 2023, the dataset will be updated to include 1 new field, ABLE_TO_PROVIDE_TFAS, (see help file for details).\r \r

Update April 2022###\r

\r We have replaced the .xlsx file resources for all our datasets. This was required due to the API and web page search functionality no longer being supported for .xlsx files on the Data.Gov platform.\r \r

Update January 2022 ###\r

\r From 10 January 2022, the field ADV_FASEA _APPROVED_QUAL will be renamed to ADV_APPROVED_QUAL.\r \r

Update November 2019 - additional fields ###\r

\r From 21 November 2019, the dataset will be updated to include 7 new fields (see help file for details)\r \r These fields are included in conjunction with the professional standards reforms for financial advisers. More information can be found on the ASIC website https://asic.gov.au/regulatory-resources/financial-services/professional-standards-for-financial-advisers-reforms/.\r \r Note: For most advisers the new fields will be unpopulated on 21 November 2019. As advisers provide this data to ASIC it will appear in the dataset.\r \r ***\r \r

Dataset summary###\r

\r ASIC is Australia’s corporate, markets and financial services regulator. ASIC contributes to Australia’s economic reputation and wellbeing by ensuring that Australia’s financial markets are fair and transparent, supported by confident and informed investors and consumers. \r \r Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Information contained in the register is made available to the public to search via ASIC's Moneysmart website. \r \r Select data from the Financial Advisers Register will be uploaded each week to www.data.gov.au. The data made available will be a snapshot of the register at a point in time. Legislation prescribes the type of information ASIC is allowed to disclose to the public. \r \r The information included in the downloadable dataset is: \r \r * Adviser name\r * Adviser number\r * Adviser role\r * Adviser sub type\r * Adviser role status\r * Adviser ABN\r * Year first provided advice \r * Licence name\r * Licence number\r * Licence ABN\r * Licence controlled by\r * Adviser start date\r * Adviser end date\r * Overall registration status\r * Registration status under financial licence\r * Registration start date under financial licence\r * Registration end date under financial licence\r * Adviser CPD failure year\r * Adviser principal business address suburb\r * Adviser principal business address State/Territory\r * Adviser principal business address postcode\r * Adviser principal business address Country\r * Appointing representative name\r * Appointing representative number\r * Appointing representative ABN\r * Disciplinary action start date\r * Disciplinary action end date\r * Disciplinary action type\r * Disciplinary action description (Financial Services and Credit Panel (FSCP) decision)\r * Product authorisations (for a full list see the Financial Adviser Register – Help File)\r * Ability to provide tax financial advice\r * Qualifications and Training\r * Memberships\r * Further restrictions\r \r Additional information about financial advisers can be found via ASIC's website. Accessing some information may attract a fee. \r \r More information about searching ASIC's registers.

About this Dataset

Looking for a list of Financial Planner/ Financial Advisor in Dallas (TX)? All contacts are verified as of 01/04/20. Database containing contact information of over 200+ Dallas (TX) Financial Planner/ Financial Advisor. Firm name, website, phone, email, address, etc provided. The type of Financial Planner/ Financial Advisor primarily practices is also identified in the category column. We stand by our verification process and will replace any contacts that bounce for free. Whether you are marketing to Dallas (TX), Financial Planner/ Financial Advisor looking for a new job, or performing market research our list.

Category

Accountants and Financial Professionals

Keywords

Dallas Financial Advisors,Texas Financial Advisors,Dallas Financial Planner,Texas Financial Planner,US Financial Advisors

Row Count

215

Price

$149.00

About this Dataset

Looking for a list of Financial Planner/ Financial Advisor in Atlanta (GA)? All contacts are verified as of 01/04/20. Database containing contact information of over 100+ Atlanta (GA), Financial Planner/ Financial Advisor. Firm name, website, phone, email, address, etc provided. The type of Financial Planner/ Financial Advisor primarily practices is also identified in the category column. We stand by our verification process and will replace any contacts that bounce for free. Whether you are marketing to Atlanta (GA), Financial Planner/ Financial Advisor looking for a new job, or performing market research our list.

Category

Accountants and Financial Professionals

Keywords

US Financial Planners,Atlanta Financial Planner,Georgia Financial Planner,Atlanta Financial Advisors,Georgia Financial Advisor

Row Count

126

Price

$149.00

In 2024, the adoption of financial advisory for wealth management in the United States was quite ***. The share of users in the United States who used the services of a professional financial advisor to manage their wealth stood at ** percent.

Comprehensive dataset of 983 Financial advisors in Mexico as of July, 2025. Includes verified contact information (email, phone), geocoded addresses, customer ratings, reviews, business categories, and operational details. Perfect for market research, lead generation, competitive analysis, and business intelligence. Download a complimentary sample to evaluate data quality and completeness.

Comprehensive dataset of 11 Financial advisors in Norway as of July, 2025. Includes verified contact information (email, phone), geocoded addresses, customer ratings, reviews, business categories, and operational details. Perfect for market research, lead generation, competitive analysis, and business intelligence. Download a complimentary sample to evaluate data quality and completeness.

Comprehensive dataset of 296 Financial advisors in Spain as of July, 2025. Includes verified contact information (email, phone), geocoded addresses, customer ratings, reviews, business categories, and operational details. Perfect for market research, lead generation, competitive analysis, and business intelligence. Download a complimentary sample to evaluate data quality and completeness.

Over the five years through 2024-25, revenue is expected to edge upward at a compound annual rate of 1.4%. Demand is affected by disposable income levels, the national savings rate, macroeconomic conditions and demographic trends. The industry has been subject to intense consolidation activity in recent years, with many larger companies acquiring smaller competitors. Several major companies, including Tilney Group and Smith & Williamson, merged in September 2020, creating one of the largest financial adviser companies in the UK, Quilter PLC. Thanks to this consolidation, the industry's market share concentration has ballooned, but the sea of independent advisors has stayed in the game. In 2024-25, revenue is projected to jump by 2.3% to £7.13 billion. Demand for financial advisers has been growing strongly, with more consumers seeking better advice on managing their resources as scars from the income drops of the COVID-19 pandemic and cost-of-living crisis jolted awareness for the need for financial advice. Alongside this, interest rates have jumped up and down, causing consumers and businesses to spring at opportunities to make the most out of turbulent conditions. However, profit is unlikely to recover to pre-COVID-19 levels as intensifying price-based competition and high regulation constrain the average industry profit margin. Inflationary pressures and economic instability that are clouding financial market health slashed demand for financial advisory services, but discretionary spending for advisors follows suit as economic stability approaches. Revenue is forecast to advance at a compound annual rate of 4.1% over the five years through 2029-30 to £8.7 billion. Funds under management will bloom as new businesses take root and downstream markets increasingly realise the importance of carefully managing their resources. The use of technology to provide services will be vital for increasing demand, particularly from younger consumers with data insights at the core of financial advice. However, the emergence of robo-advisers threatens to replace human advisor services unless they can offer better returns for investors. Brexit allows for the review and improvement of industry regulations, offering more confidence and security. Growth could be constrained by regulatory costs and mounting competition as a number of new players enter the industry, with fees continuing to be threatened.

Comprehensive dataset of 69 Financial advisors in Turkey as of June, 2025. Includes verified contact information (email, phone), geocoded addresses, customer ratings, reviews, business categories, and operational details. Perfect for market research, lead generation, competitive analysis, and business intelligence. Download a complimentary sample to evaluate data quality and completeness.

Comprehensive dataset of 262 Financial advisors in Poland as of July, 2025. Includes verified contact information (email, phone), geocoded addresses, customer ratings, reviews, business categories, and operational details. Perfect for market research, lead generation, competitive analysis, and business intelligence. Download a complimentary sample to evaluate data quality and completeness.

About this Dataset

Looking for a list of Financial Planner/ Financial Advisor in Milwaukee (WI)? All contacts are verified as of 01/04/20. Database containing contact information of over 50+ Milwaukee (WI), Financial Planner/ Financial Advisor. Firm name, website, phone, email, address, etc provided. The type of Financial Planner/ Financial Advisor primarily practices is also identified in the category column. We stand by our verification process and will replace any contacts that bounce for free. Whether you are marketing to Milwaukee (WI), Financial Planner/ Financial Advisor looking for a new job, or performing market research our list.

Category

Accountants and Financial Professionals

Keywords

Milwaukee Financial Advisors,Milwaukee Financial Planner,US Financial Advisors,Wisconsin Financial Advisors,Wisconsin Financial Planner

Row Count

75

Price

$79.00

As of 2022, the ******** of investors perceived transparency around costs and fees as the most desirable characteristic when maintaining a trustful relationship with their financial advisor. This was followed closely by the ability of financial advisors to safeguard investors' data.

Comprehensive dataset of 6 Financial advisors in Argentina as of July, 2025. Includes verified contact information (email, phone), geocoded addresses, customer ratings, reviews, business categories, and operational details. Perfect for market research, lead generation, competitive analysis, and business intelligence. Download a complimentary sample to evaluate data quality and completeness.