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Global Personal Wealth Management Services Market Research Report 2025

Industry: Service & Software

Published Date: 2025-04-09

Pages: 106 Pages

Report ld: 4702988

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Table of Contents
Table of Figures
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Description
Table of Contents
Table of Figures
Related Reports
PDF Download

Personal Wealth Management Services Market Size(US$)

CAGR 2025-2031

4.2%

Market Size,2031

USD 315

Million

Market Snapshot

Market Size in 2025 (Value)

US$ 246 million

Market Forecast in 2031(Value)

US$ 315 million

CAGR

4.2%

Years Considered

2020-2031

Base Year

2025

Forecast Period

2025-2031

Source: Secondary research, interviews with experts, and QYResearch analysis

The global market for Personal Wealth Management Services was valued at US$ 236 million in the year 2024 and is projected to reach a revised size of US$ 315 million by 2031, growing at a CAGR of 4.2% during the forecast period.

Personal wealth management service is a comprehensive financial service designed to help individual customers effectively manage, increase value and protect their wealth. Personal wealth management service can ensure that customers' assets can achieve steady growth under the premise of controlling risks, meet customers' financial needs at different stages of life, and achieve long-term preservation and appreciation of wealth.

North American market for Personal Wealth Management Services is estimated to increase from $ million in 2024 to reach $ million by 2031, at a CAGR of % during the forecast period of 2025 through 2031.

Asia-Pacific market for Personal Wealth Management Services is estimated to increase from $ million in 2024 to reach $ million by 2031, at a CAGR of % during the forecast period of 2025 through 2031.

The global market for Personal Wealth Management Services in Employees is estimated to increase from $ million in 2024 to $ million by 2031, at a CAGR of % during the forecast period of 2025 through 2031.

The major global companies of Personal Wealth Management Services include BNY, Mariner, FNZ, Vanguard, Glenmede, Bernstein Private Wealth Management, Fidelity, Empower, Merrill Lynch, William Blair, etc. In 2024, the world's top three vendors accounted for approximately % of the revenue.

This report aims to provide a comprehensive presentation of the global market for Personal Wealth Management Services, with both quantitative and qualitative analysis, to help readers develop business/growth strategies, assess the market competitive situation, analyze their position in the current marketplace, and make informed business decisions regarding Personal Wealth Management Services.

The Personal Wealth Management Services market size, estimations, and forecasts are provided in terms of and revenue ($ millions), considering 2024 as the base year, with history and forecast data for the period from 2020 to 2031. This report segments the global Personal Wealth Management Services market comprehensively. Regional market sizes, concerning products by Type, by Application, and by players, are also provided.

For a more in-depth understanding of the market, the report provides profiles of the competitive landscape, key competitors, and their respective market ranks. The report also discusses technological trends and new product developments.

The report will help the Personal Wealth Management Services companies, new entrants, and industry chain related companies in this market with information on the revenues for the overall market and the sub-segments across the different segments, by company, by Type, by Application, and by regions.

MARKET SEGMENTATION

By Company

BNY
Mariner
FNZ
Vanguard
Glenmede
Bernstein Private Wealth Management
Fidelity
Empower
Merrill Lynch
William Blair
Raymond James
Charles Schwab
Wealthspire Advisors
Cresset
RBC Wealth Management
Wellsfargo
Northwestern Mutual
LPL Financial
Edelman Financial Engines
Evelyn Partners
EP Wealth Advisors
Coutts

Consumption by Region

North America
- United States
- Canada
Asia-Pacific
- China
- Japan
- South Korea
- Southeast Asia
- India
- Australia
- Rest of Asia-Pacific
Europe
- Germany
- France
- U.K.
- Italy
- Netherlands
- Nordic Countries
- Rest of Europe
Latin America
- Mexico
- Brazil
- Rest of Latin America
Middle East & Africa
- Turkey
- Saudi Arabia
- UAE
- Rest of MEA

Segment by Type

Financial Planning
Investment Management
Asset Management
Asset Allocation
Estate Planning
Tax Planning
Retirement Planning
Others

Segment by Application

Employees
Business Owners
Retirees
Others

biaoTi CHAPTER OUTLINE

Chapter 1: Introduces the report scope of the report, executive summary of different market segments (by Type, by Application, etc), including the market size of each market segment, future development potential, and so on. It offers a high-level view of the current state of the market and its likely evolution in the short to mid-term, and long term.

Chapter 2: Introduces executive summary of global market size, regional market size, this section also introduces the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by companies in the industry, and the analysis of relevant policies in the industry.

Chapter 3: Detailed analysis of Personal Wealth Management Services company competitive landscape, revenue market share, latest development plan, merger, and acquisition information, etc.

Chapter 4: Provides the analysis of various market segments by Type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.

Chapter 5: Provides the analysis of various market segments by Application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.

Chapter 6, 7, 8, 9, 10: North America, Europe, Asia Pacific, Latin America, Middle East and Africa segment by country. It provides a quantitative analysis of the market size and development potential of each region and its main countries and introduces the market development, future development prospects, market space, and capacity of each country in the world.

Chapter 11: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product sales, revenue, price, gross margin, product introduction, recent development, etc.

Chapter 12: The main points and conclusions of the report.

biaoTi QYRESEARCH'S STRENGTHS

Unlike generic global market reports, this study combines macro-level industry trends with hyper-local operational intelligence, empowering data-driven decisions across the Compound Chocolate value chain, addressing:

Market entry risks/opportunities by region

We identify regional market threats and growth prospects to guide your overseas layout.

Product mix optimization based on local practices

We adjust product portfolios in line with local consumption habits.

Competitor tactics in fragmented vs. consolidated markets

We unpack rivals’ operation strategies for scattered and highly concentrated industries.

Full Research Coverage

We cover competition landscape, full supply chain and quantified market size data, and deliver tailor-made customized surveys to meet your unique business demands.

19 Years Industry Expertise

We own self-owned massive exclusive databases, backed by 19 years of global market research experience across thousands of sectors.

24/7 Fast Report Delivery

Our team operates 24 hours a day, 365 days a year, enabling ultra-fast report turnaround to respond to your research needs efficiently.

Localized Strategic Analysis

We integrate regional risk assessment, localized product optimization and competitor analysis to deliver actionable market strategies.

Market entry risks/opportunities by region

All data is cross-verified from multiple industry sources to deliver thorough, precise analysis that supports reliable corporate strategic decisions.

Market entry risks/opportunities by region

We provide responsive, dedicated after-sales support to resolve all follow-up inquiries about reports, data and industry interpretation.

TABLE OF CONTENTS

1 Report Overview

1.1 Study Scope

1.2 Market Analysis by Type

1.2.1 Global Personal Wealth Management Services Market Size Growth Rate by Type: 2020 VS 2024 VS 2031

1.2.2 Financial Planning

1.2.3 Investment Management

1.2.4 Asset Management

1.2.5 Asset Allocation

1.2.6 Estate Planning

1.2.7 Tax Planning

1.2.8 Retirement Planning

1.2.9 Others

1.3 Market by Application

1.3.1 Global Personal Wealth Management Services Market Growth by Application: 2020 VS 2024 VS 2031

1.3.2 Employees

1.3.3 Business Owners

1.3.4 Retirees

1.3.5 Others

1.4 Assumptions and Limitations

1.5 Study Objectives

1.6 Years Considered

2 Global Growth Trends

2.1 Global Personal Wealth Management Services Market Perspective (2020-2031)

2.2 Global Personal Wealth Management Services Growth Trends by Region

2.2.1 Global Personal Wealth Management Services Market Size by Region: 2020 VS 2024 VS 2031

2.2.2 Personal Wealth Management Services Historic Market Size by Region (2020-2025)

2.2.3 Personal Wealth Management Services Forecasted Market Size by Region (2026-2031)

2.3 Personal Wealth Management Services Market Dynamics

2.3.1 Personal Wealth Management Services Industry Trends

2.3.2 Personal Wealth Management Services Market Drivers

2.3.3 Personal Wealth Management Services Market Challenges

2.3.4 Personal Wealth Management Services Market Restraints

3 Competition Landscape by Key Players

3.1 Global Top Personal Wealth Management Services Players by Revenue

3.1.1 Global Top Personal Wealth Management Services Players by Revenue (2020-2025)

3.1.2 Global Personal Wealth Management Services Revenue Market Share by Players (2020-2025)

3.2 Global Top Personal Wealth Management Services Players by Company Type and Market Share by Company Type (Tier 1, Tier 2, and Tier 3)

3.3 Global Key Players Ranking by Personal Wealth Management Services Revenue

3.4 Global Personal Wealth Management Services Market Concentration Ratio

3.4.1 Global Personal Wealth Management Services Market Concentration Ratio (CR5 and HHI)

3.4.2 Global Top 10 and Top 5 Companies by Personal Wealth Management Services Revenue in 2024

3.5 Global Key Players of Personal Wealth Management Services Head office and Area Served

3.6 Global Key Players of Personal Wealth Management Services, Product and Application

3.7 Global Key Players of Personal Wealth Management Services, Date of Enter into This Industry

3.8 Mergers & Acquisitions, Expansion Plans

4 Personal Wealth Management Services Breakdown Data by Type

4.1 Global Personal Wealth Management Services Historic Market Size by Type (2020-2025)

4.2 Global Personal Wealth Management Services Forecasted Market Size by Type (2026-2031)

5 Personal Wealth Management Services Breakdown Data by Application

5.1 Global Personal Wealth Management Services Historic Market Size by Application (2020-2025)

5.2 Global Personal Wealth Management Services Forecasted Market Size by Application (2026-2031)

6 North America

6.1 North America Personal Wealth Management Services Market Size (2020-2031)

6.2 North America Personal Wealth Management Services Market Growth Rate by Country: 2020 VS 2024 VS 2031

6.3 North America Personal Wealth Management Services Market Size by Country (2020-2025)

6.4 North America Personal Wealth Management Services Market Size by Country (2026-2031)

6.5 United States

6.6 Canada

7 Europe

7.1 Europe Personal Wealth Management Services Market Size (2020-2031)

7.2 Europe Personal Wealth Management Services Market Growth Rate by Country: 2020 VS 2024 VS 2031

7.3 Europe Personal Wealth Management Services Market Size by Country (2020-2025)

7.4 Europe Personal Wealth Management Services Market Size by Country (2026-2031)

7.5 Germany

7.6 France

7.7 U.K.

7.8 Italy

7.9 Russia

7.10 Nordic Countries

8 Asia-Pacific

8.1 Asia-Pacific Personal Wealth Management Services Market Size (2020-2031)

8.2 Asia-Pacific Personal Wealth Management Services Market Growth Rate by Region: 2020 VS 2024 VS 2031

8.3 Asia-Pacific Personal Wealth Management Services Market Size by Region (2020-2025)

8.4 Asia-Pacific Personal Wealth Management Services Market Size by Region (2026-2031)

8.5 China

8.6 Japan

8.7 South Korea

8.8 Southeast Asia

8.9 India

8.10 Australia

9 Latin America

9.1 Latin America Personal Wealth Management Services Market Size (2020-2031)

9.2 Latin America Personal Wealth Management Services Market Growth Rate by Country: 2020 VS 2024 VS 2031

9.3 Latin America Personal Wealth Management Services Market Size by Country (2020-2025)

9.4 Latin America Personal Wealth Management Services Market Size by Country (2026-2031)

9.5 Mexico

9.6 Brazil

10 Middle East & Africa

10.1 Middle East & Africa Personal Wealth Management Services Market Size (2020-2031)

10.2 Middle East & Africa Personal Wealth Management Services Market Growth Rate by Country: 2020 VS 2024 VS 2031

10.3 Middle East & Africa Personal Wealth Management Services Market Size by Country (2020-2025)

10.4 Middle East & Africa Personal Wealth Management Services Market Size by Country (2026-2031)

10.5 Turkey

10.6 Saudi Arabia

10.7 UAE

11 Key Players Profiles

11.1 BNY

11.1.1 BNY Company Details

11.1.2 BNY Business Overview

11.1.3 BNY Personal Wealth Management Services Introduction

11.1.4 BNY Revenue in Personal Wealth Management Services Business (2020-2025)

11.1.5 BNY Recent Development

11.2 Mariner

11.2.1 Mariner Company Details

11.2.2 Mariner Business Overview

11.2.3 Mariner Personal Wealth Management Services Introduction

11.2.4 Mariner Revenue in Personal Wealth Management Services Business (2020-2025)

11.2.5 Mariner Recent Development

11.3 FNZ

11.3.1 FNZ Company Details

11.3.2 FNZ Business Overview

11.3.3 FNZ Personal Wealth Management Services Introduction

11.3.4 FNZ Revenue in Personal Wealth Management Services Business (2020-2025)

11.3.5 FNZ Recent Development

11.4 Vanguard

11.4.1 Vanguard Company Details

11.4.2 Vanguard Business Overview

11.4.3 Vanguard Personal Wealth Management Services Introduction

11.4.4 Vanguard Revenue in Personal Wealth Management Services Business (2020-2025)

11.4.5 Vanguard Recent Development

11.5 Glenmede

11.5.1 Glenmede Company Details

11.5.2 Glenmede Business Overview

11.5.3 Glenmede Personal Wealth Management Services Introduction

11.5.4 Glenmede Revenue in Personal Wealth Management Services Business (2020-2025)

11.5.5 Glenmede Recent Development

11.6 Bernstein Private Wealth Management

11.6.1 Bernstein Private Wealth Management Company Details

11.6.2 Bernstein Private Wealth Management Business Overview

11.6.3 Bernstein Private Wealth Management Personal Wealth Management Services Introduction

11.6.4 Bernstein Private Wealth Management Revenue in Personal Wealth Management Services Business (2020-2025)

11.6.5 Bernstein Private Wealth Management Recent Development

11.7 Fidelity

11.7.1 Fidelity Company Details

11.7.2 Fidelity Business Overview

11.7.3 Fidelity Personal Wealth Management Services Introduction

11.7.4 Fidelity Revenue in Personal Wealth Management Services Business (2020-2025)

11.7.5 Fidelity Recent Development

11.8 Empower

11.8.1 Empower Company Details

11.8.2 Empower Business Overview

11.8.3 Empower Personal Wealth Management Services Introduction

11.8.4 Empower Revenue in Personal Wealth Management Services Business (2020-2025)

11.8.5 Empower Recent Development

11.9 Merrill Lynch

11.9.1 Merrill Lynch Company Details

11.9.2 Merrill Lynch Business Overview

11.9.3 Merrill Lynch Personal Wealth Management Services Introduction

11.9.4 Merrill Lynch Revenue in Personal Wealth Management Services Business (2020-2025)

11.9.5 Merrill Lynch Recent Development

11.10 William Blair

11.10.1 William Blair Company Details

11.10.2 William Blair Business Overview

11.10.3 William Blair Personal Wealth Management Services Introduction

11.10.4 William Blair Revenue in Personal Wealth Management Services Business (2020-2025)

11.10.5 William Blair Recent Development

11.11 Raymond James

11.11.1 Raymond James Company Details

11.11.2 Raymond James Business Overview

11.11.3 Raymond James Personal Wealth Management Services Introduction

11.11.4 Raymond James Revenue in Personal Wealth Management Services Business (2020-2025)

11.11.5 Raymond James Recent Development

11.12 Charles Schwab

11.12.1 Charles Schwab Company Details

11.12.2 Charles Schwab Business Overview

11.12.3 Charles Schwab Personal Wealth Management Services Introduction

11.12.4 Charles Schwab Revenue in Personal Wealth Management Services Business (2020-2025)

11.12.5 Charles Schwab Recent Development

11.13 Wealthspire Advisors

11.13.1 Wealthspire Advisors Company Details

11.13.2 Wealthspire Advisors Business Overview

11.13.3 Wealthspire Advisors Personal Wealth Management Services Introduction

11.13.4 Wealthspire Advisors Revenue in Personal Wealth Management Services Business (2020-2025)

11.13.5 Wealthspire Advisors Recent Development

11.14 Cresset

11.14.1 Cresset Company Details

11.14.2 Cresset Business Overview

11.14.3 Cresset Personal Wealth Management Services Introduction

11.14.4 Cresset Revenue in Personal Wealth Management Services Business (2020-2025)

11.14.5 Cresset Recent Development

11.15 RBC Wealth Management

11.15.1 RBC Wealth Management Company Details

11.15.2 RBC Wealth Management Business Overview

11.15.3 RBC Wealth Management Personal Wealth Management Services Introduction

11.15.4 RBC Wealth Management Revenue in Personal Wealth Management Services Business (2020-2025)

11.15.5 RBC Wealth Management Recent Development

11.16 Wellsfargo

11.16.1 Wellsfargo Company Details

11.16.2 Wellsfargo Business Overview

11.16.3 Wellsfargo Personal Wealth Management Services Introduction

11.16.4 Wellsfargo Revenue in Personal Wealth Management Services Business (2020-2025)

11.16.5 Wellsfargo Recent Development

11.17 Northwestern Mutual

11.17.1 Northwestern Mutual Company Details

11.17.2 Northwestern Mutual Business Overview

11.17.3 Northwestern Mutual Personal Wealth Management Services Introduction

11.17.4 Northwestern Mutual Revenue in Personal Wealth Management Services Business (2020-2025)

11.17.5 Northwestern Mutual Recent Development

11.18 LPL Financial

11.18.1 LPL Financial Company Details

11.18.2 LPL Financial Business Overview

11.18.3 LPL Financial Personal Wealth Management Services Introduction

11.18.4 LPL Financial Revenue in Personal Wealth Management Services Business (2020-2025)

11.18.5 LPL Financial Recent Development

11.19 Edelman Financial Engines

11.19.1 Edelman Financial Engines Company Details

11.19.2 Edelman Financial Engines Business Overview

11.19.3 Edelman Financial Engines Personal Wealth Management Services Introduction

11.19.4 Edelman Financial Engines Revenue in Personal Wealth Management Services Business (2020-2025)

11.19.5 Edelman Financial Engines Recent Development

11.20 Evelyn Partners

11.20.1 Evelyn Partners Company Details

11.20.2 Evelyn Partners Business Overview

11.20.3 Evelyn Partners Personal Wealth Management Services Introduction

11.20.4 Evelyn Partners Revenue in Personal Wealth Management Services Business (2020-2025)

11.20.5 Evelyn Partners Recent Development

11.21 EP Wealth Advisors

11.21.1 EP Wealth Advisors Company Details

11.21.2 EP Wealth Advisors Business Overview

11.21.3 EP Wealth Advisors Personal Wealth Management Services Introduction

11.21.4 EP Wealth Advisors Revenue in Personal Wealth Management Services Business (2020-2025)

11.21.5 EP Wealth Advisors Recent Development

11.22 Coutts

11.22.1 Coutts Company Details

11.22.2 Coutts Business Overview

11.22.3 Coutts Personal Wealth Management Services Introduction

11.22.4 Coutts Revenue in Personal Wealth Management Services Business (2020-2025)

11.22.5 Coutts Recent Development

12 Analyst's Viewpoints/Conclusions

13 Appendix

13.1 Research Methodology

13.1.1 Methodology/Research Approach

13.1.1.1 Research Programs/Design

13.1.1.2 Market Size Estimation

13.1.1.3 Market Breakdown and Data Triangulation

13.1.2 Data Source

13.1.2.1 Secondary Sources

13.1.2.2 Primary Sources

13.2 Author Details

13.3 Disclaimer

TABLE OF FIGURES

List of Tables

Table 1. Global Personal Wealth Management Services Market Size Growth Rate by Type (US$ Million): 2020 VS 2024 VS 2031

Table 2. Key Players of Financial Planning

Table 3. Key Players of Investment Management

Table 4. Key Players of Asset Management

Table 5. Key Players of Asset Allocation

Table 6. Key Players of Estate Planning

Table 7. Key Players of Tax Planning

Table 8. Key Players of Retirement Planning

Table 9. Global Personal Wealth Management Services Market Size Growth by Application (US$ Million): 2020 VS 2024 VS 2031

Table 10. Global Personal Wealth Management Services Market Size by Region (US$ Million): 2020 VS 2024 VS 2031

Table 11. Global Personal Wealth Management Services Market Size by Region (2020-2025) & (US$ Million)

Table 12. Global Personal Wealth Management Services Market Share by Region (2020-2025)

Table 13. Global Personal Wealth Management Services Forecasted Market Size by Region (2026-2031) & (US$ Million)

Table 14. Global Personal Wealth Management Services Market Share by Region (2026-2031)

Table 15. Personal Wealth Management Services Market Trends

Table 16. Personal Wealth Management Services Market Drivers

Table 17. Personal Wealth Management Services Market Challenges

Table 18. Personal Wealth Management Services Market Restraints

Table 19. Global Personal Wealth Management Services Revenue by Players (2020-2025) & (US$ Million)

Table 20. Global Personal Wealth Management Services Market Share by Players (2020-2025)

Table 21. Global Top Personal Wealth Management Services Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Personal Wealth Management Services as of 2024)

Table 22. Ranking of Global Top Personal Wealth Management Services Companies by Revenue (US$ Million) in 2024

Table 23. Global 5 Largest Players Market Share by Personal Wealth Management Services Revenue (CR5 and HHI) & (2020-2025)

Table 24. Global Key Players of Personal Wealth Management Services, Headquarters and Area Served

Table 25. Global Key Players of Personal Wealth Management Services, Product and Application

Table 26. Global Key Players of Personal Wealth Management Services, Date of Enter into This Industry

Table 27. Mergers & Acquisitions, Expansion Plans

Table 28. Global Personal Wealth Management Services Market Size by Type (2020-2025) & (US$ Million)

Table 29. Global Personal Wealth Management Services Revenue Market Share by Type (2020-2025)

Table 30. Global Personal Wealth Management Services Forecasted Market Size by Type (2026-2031) & (US$ Million)

Table 31. Global Personal Wealth Management Services Revenue Market Share by Type (2026-2031)

Table 32. Global Personal Wealth Management Services Market Size by Application (2020-2025) & (US$ Million)

Table 33. Global Personal Wealth Management Services Revenue Market Share by Application (2020-2025)

Table 34. Global Personal Wealth Management Services Forecasted Market Size by Application (2026-2031) & (US$ Million)

Table 35. Global Personal Wealth Management Services Revenue Market Share by Application (2026-2031)

Table 36. North America Personal Wealth Management Services Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031

Table 37. North America Personal Wealth Management Services Market Size by Country (2020-2025) & (US$ Million)

Table 38. North America Personal Wealth Management Services Market Size by Country (2026-2031) & (US$ Million)

Table 39. Europe Personal Wealth Management Services Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031

Table 40. Europe Personal Wealth Management Services Market Size by Country (2020-2025) & (US$ Million)

Table 41. Europe Personal Wealth Management Services Market Size by Country (2026-2031) & (US$ Million)

Table 42. Asia-Pacific Personal Wealth Management Services Market Size Growth Rate by Region (US$ Million): 2020 VS 2024 VS 2031

Table 43. Asia-Pacific Personal Wealth Management Services Market Size by Region (2020-2025) & (US$ Million)

Table 44. Asia-Pacific Personal Wealth Management Services Market Size by Region (2026-2031) & (US$ Million)

Table 45. Latin America Personal Wealth Management Services Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031

Table 46. Latin America Personal Wealth Management Services Market Size by Country (2020-2025) & (US$ Million)

Table 47. Latin America Personal Wealth Management Services Market Size by Country (2026-2031) & (US$ Million)

Table 48. Middle East & Africa Personal Wealth Management Services Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031

Table 49. Middle East & Africa Personal Wealth Management Services Market Size by Country (2020-2025) & (US$ Million)

Table 50. Middle East & Africa Personal Wealth Management Services Market Size by Country (2026-2031) & (US$ Million)

Table 51. BNY Company Details

Table 52. BNY Business Overview

Table 53. BNY Personal Wealth Management Services Product

Table 54. BNY Revenue in Personal Wealth Management Services Business (2020-2025) & (US$ Million)

Table 55. BNY Recent Development

Table 56. Mariner Company Details

Table 57. Mariner Business Overview

Table 58. Mariner Personal Wealth Management Services Product

Table 59. Mariner Revenue in Personal Wealth Management Services Business (2020-2025) & (US$ Million)

Table 60. Mariner Recent Development

Table 61. FNZ Company Details

Table 62. FNZ Business Overview

Table 63. FNZ Personal Wealth Management Services Product

Table 64. FNZ Revenue in Personal Wealth Management Services Business (2020-2025) & (US$ Million)

Table 65. FNZ Recent Development

Table 66. Vanguard Company Details

Table 67. Vanguard Business Overview

Table 68. Vanguard Personal Wealth Management Services Product

Table 69. Vanguard Revenue in Personal Wealth Management Services Business (2020-2025) & (US$ Million)

Table 70. Vanguard Recent Development

Table 71. Glenmede Company Details

Table 72. Glenmede Business Overview

Table 73. Glenmede Personal Wealth Management Services Product

Table 74. Glenmede Revenue in Personal Wealth Management Services Business (2020-2025) & (US$ Million)

Table 75. Glenmede Recent Development

Table 76. Bernstein Private Wealth Management Company Details

Table 77. Bernstein Private Wealth Management Business Overview

Table 78. Bernstein Private Wealth Management Personal Wealth Management Services Product

Table 79. Bernstein Private Wealth Management Revenue in Personal Wealth Management Services Business (2020-2025) & (US$ Million)

Table 80. Bernstein Private Wealth Management Recent Development

Table 81. Fidelity Company Details

Table 82. Fidelity Business Overview

Table 83. Fidelity Personal Wealth Management Services Product

Table 84. Fidelity Revenue in Personal Wealth Management Services Business (2020-2025) & (US$ Million)

Table 85. Fidelity Recent Development

Table 86. Empower Company Details

Table 87. Empower Business Overview

Table 88. Empower Personal Wealth Management Services Product

Table 89. Empower Revenue in Personal Wealth Management Services Business (2020-2025) & (US$ Million)

Table 90. Empower Recent Development

Table 91. Merrill Lynch Company Details

Table 92. Merrill Lynch Business Overview

Table 93. Merrill Lynch Personal Wealth Management Services Product

Table 94. Merrill Lynch Revenue in Personal Wealth Management Services Business (2020-2025) & (US$ Million)

Table 95. Merrill Lynch Recent Development

Table 96. William Blair Company Details

Table 97. William Blair Business Overview

Table 98. William Blair Personal Wealth Management Services Product

Table 99. William Blair Revenue in Personal Wealth Management Services Business (2020-2025) & (US$ Million)

Table 100. William Blair Recent Development

Table 101. Raymond James Company Details

Table 102. Raymond James Business Overview

Table 103. Raymond James Personal Wealth Management Services Product

Table 104. Raymond James Revenue in Personal Wealth Management Services Business (2020-2025) & (US$ Million)

Table 105. Raymond James Recent Development

Table 106. Charles Schwab Company Details

Table 107. Charles Schwab Business Overview

Table 108. Charles Schwab Personal Wealth Management Services Product

Table 109. Charles Schwab Revenue in Personal Wealth Management Services Business (2020-2025) & (US$ Million)

Table 110. Charles Schwab Recent Development

Table 111. Wealthspire Advisors Company Details

Table 112. Wealthspire Advisors Business Overview

Table 113. Wealthspire Advisors Personal Wealth Management Services Product

Table 114. Wealthspire Advisors Revenue in Personal Wealth Management Services Business (2020-2025) & (US$ Million)

Table 115. Wealthspire Advisors Recent Development

Table 116. Cresset Company Details

Table 117. Cresset Business Overview

Table 118. Cresset Personal Wealth Management Services Product

Table 119. Cresset Revenue in Personal Wealth Management Services Business (2020-2025) & (US$ Million)

Table 120. Cresset Recent Development

Table 121. RBC Wealth Management Company Details

Table 122. RBC Wealth Management Business Overview

Table 123. RBC Wealth Management Personal Wealth Management Services Product

Table 124. RBC Wealth Management Revenue in Personal Wealth Management Services Business (2020-2025) & (US$ Million)

Table 125. RBC Wealth Management Recent Development

Table 126. Wellsfargo Company Details

Table 127. Wellsfargo Business Overview

Table 128. Wellsfargo Personal Wealth Management Services Product

Table 129. Wellsfargo Revenue in Personal Wealth Management Services Business (2020-2025) & (US$ Million)

Table 130. Wellsfargo Recent Development

Table 131. Northwestern Mutual Company Details

Table 132. Northwestern Mutual Business Overview

Table 133. Northwestern Mutual Personal Wealth Management Services Product

Table 134. Northwestern Mutual Revenue in Personal Wealth Management Services Business (2020-2025) & (US$ Million)

Table 135. Northwestern Mutual Recent Development

Table 136. LPL Financial Company Details

Table 137. LPL Financial Business Overview

Table 138. LPL Financial Personal Wealth Management Services Product

Table 139. LPL Financial Revenue in Personal Wealth Management Services Business (2020-2025) & (US$ Million)

Table 140. LPL Financial Recent Development

Table 141. Edelman Financial Engines Company Details

Table 142. Edelman Financial Engines Business Overview

Table 143. Edelman Financial Engines Personal Wealth Management Services Product

Table 144. Edelman Financial Engines Revenue in Personal Wealth Management Services Business (2020-2025) & (US$ Million)

Table 145. Edelman Financial Engines Recent Development

Table 146. Evelyn Partners Company Details

Table 147. Evelyn Partners Business Overview

Table 148. Evelyn Partners Personal Wealth Management Services Product

Table 149. Evelyn Partners Revenue in Personal Wealth Management Services Business (2020-2025) & (US$ Million)

Table 150. Evelyn Partners Recent Development

Table 151. EP Wealth Advisors Company Details

Table 152. EP Wealth Advisors Business Overview

Table 153. EP Wealth Advisors Personal Wealth Management Services Product

Table 154. EP Wealth Advisors Revenue in Personal Wealth Management Services Business (2020-2025) & (US$ Million)

Table 155. EP Wealth Advisors Recent Development

Table 156. Coutts Company Details

Table 157. Coutts Business Overview

Table 158. Coutts Personal Wealth Management Services Product

Table 159. Coutts Revenue in Personal Wealth Management Services Business (2020-2025) & (US$ Million)

Table 160. Coutts Recent Development

Table 161. Research Programs/Design for This Report

Table 162. Key Data Information from Secondary Sources

Table 163. Key Data Information from Primary Sources

Table 164. Authors List of This Report

List of Figures

Figure 1. Personal Wealth Management Services Picture

Figure 2. Global Personal Wealth Management Services Market Size Comparison by Type (2020-2031) & (US$ Million)

Figure 3. Global Personal Wealth Management Services Market Share by Type: 2024 VS 2031

Figure 4. Financial Planning Features

Figure 5. Investment Management Features

Figure 6. Asset Management Features

Figure 7. Asset Allocation Features

Figure 8. Estate Planning Features

Figure 9. Tax Planning Features

Figure 10. Retirement Planning Features

Figure 11. Others Features

Figure 12. Global Personal Wealth Management Services Market Size by Application (2020-2031) & (US$ Million)

Figure 13. Global Personal Wealth Management Services Market Share by Application: 2024 VS 2031

Figure 14. Employees Case Studies

Figure 15. Business Owners Case Studies

Figure 16. Retirees Case Studies

Figure 17. Others Case Studies

Figure 18. Personal Wealth Management Services Report Years Considered

Figure 19. Global Personal Wealth Management Services Market Size (US$ Million), Year-over-Year: 2020-2031

Figure 20. Global Personal Wealth Management Services Market Size, (US$ Million), 2020 VS 2024 VS 2031

Figure 21. Global Personal Wealth Management Services Market Share by Region: 2024 VS 2031

Figure 22. Global Personal Wealth Management Services Market Share by Players in 2024

Figure 23. Global Personal Wealth Management Services Market Share by Company Type (Tier 1, Tier 2, and Tier 3)

Figure 24. The Top 10 and 5 Players Market Share by Personal Wealth Management Services Revenue in 2024

Figure 25. North America Personal Wealth Management Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 26. North America Personal Wealth Management Services Market Share by Country (2020-2031)

Figure 27. United States Personal Wealth Management Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 28. Canada Personal Wealth Management Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 29. Europe Personal Wealth Management Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 30. Europe Personal Wealth Management Services Market Share by Country (2020-2031)

Figure 31. Germany Personal Wealth Management Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 32. France Personal Wealth Management Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 33. U.K. Personal Wealth Management Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 34. Italy Personal Wealth Management Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 35. Russia Personal Wealth Management Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 36. Nordic Countries Personal Wealth Management Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 37. Asia-Pacific Personal Wealth Management Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 38. Asia-Pacific Personal Wealth Management Services Market Share by Region (2020-2031)

Figure 39. China Personal Wealth Management Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 40. Japan Personal Wealth Management Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 41. South Korea Personal Wealth Management Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 42. Southeast Asia Personal Wealth Management Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 43. India Personal Wealth Management Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 44. Australia Personal Wealth Management Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 45. Latin America Personal Wealth Management Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 46. Latin America Personal Wealth Management Services Market Share by Country (2020-2031)

Figure 47. Mexico Personal Wealth Management Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 48. Brazil Personal Wealth Management Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 49. Middle East & Africa Personal Wealth Management Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 50. Middle East & Africa Personal Wealth Management Services Market Share by Country (2020-2031)

Figure 51. Turkey Personal Wealth Management Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 52. Saudi Arabia Personal Wealth Management Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 53. UAE Personal Wealth Management Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 54. BNY Revenue Growth Rate in Personal Wealth Management Services Business (2020-2025)

Figure 55. Mariner Revenue Growth Rate in Personal Wealth Management Services Business (2020-2025)

Figure 56. FNZ Revenue Growth Rate in Personal Wealth Management Services Business (2020-2025)

Figure 57. Vanguard Revenue Growth Rate in Personal Wealth Management Services Business (2020-2025)

Figure 58. Glenmede Revenue Growth Rate in Personal Wealth Management Services Business (2020-2025)

Figure 59. Bernstein Private Wealth Management Revenue Growth Rate in Personal Wealth Management Services Business (2020-2025)

Figure 60. Fidelity Revenue Growth Rate in Personal Wealth Management Services Business (2020-2025)

Figure 61. Empower Revenue Growth Rate in Personal Wealth Management Services Business (2020-2025)

Figure 62. Merrill Lynch Revenue Growth Rate in Personal Wealth Management Services Business (2020-2025)

Figure 63. William Blair Revenue Growth Rate in Personal Wealth Management Services Business (2020-2025)

Figure 64. Raymond James Revenue Growth Rate in Personal Wealth Management Services Business (2020-2025)

Figure 65. Charles Schwab Revenue Growth Rate in Personal Wealth Management Services Business (2020-2025)

Figure 66. Wealthspire Advisors Revenue Growth Rate in Personal Wealth Management Services Business (2020-2025)

Figure 67. Cresset Revenue Growth Rate in Personal Wealth Management Services Business (2020-2025)

Figure 68. RBC Wealth Management Revenue Growth Rate in Personal Wealth Management Services Business (2020-2025)

Figure 69. Wellsfargo Revenue Growth Rate in Personal Wealth Management Services Business (2020-2025)

Figure 70. Northwestern Mutual Revenue Growth Rate in Personal Wealth Management Services Business (2020-2025)

Figure 71. LPL Financial Revenue Growth Rate in Personal Wealth Management Services Business (2020-2025)

Figure 72. Edelman Financial Engines Revenue Growth Rate in Personal Wealth Management Services Business (2020-2025)

Figure 73. Evelyn Partners Revenue Growth Rate in Personal Wealth Management Services Business (2020-2025)

Figure 74. EP Wealth Advisors Revenue Growth Rate in Personal Wealth Management Services Business (2020-2025)

Figure 75. Coutts Revenue Growth Rate in Personal Wealth Management Services Business (2020-2025)

Figure 76. Bottom-up and Top-down Approaches for This Report

Figure 77. Data Triangulation

Figure 78. Key Executives Interviewed

KEY QUESTIONS ADDRESSED BY THE REPORT

What is the annual compound growth rate of the global Personal Wealth Management Services market size from 2025 to 2031? zhanKai

The annual compound growth rate of the global Personal Wealth Management Services market is 4.2% 2025 to 2031.

Which companies rank high in the global Personal Wealth Management Services market? shouQi

Which region is expected to have the highest market share? shouQi

What was the global market size of Personal Wealth Management Services in 2025? shouQi

What was the global market size of Personal Wealth Management Services in 2031? shouQi

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