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Global Personal Wealth Management Services Market Research Report 2026

Published Date: 2026-02-09

Report Code: QYRE-Auto-3K20278

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Global Personal Wealth Management Services Market Research Report 2026

Code: QYRE-Auto-3K20278

Report

2026-02-09

Pages:154

QYResearch

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DESCRIPTION

TABLE OF CONTENT

TABLES & FIGURES

Personal Wealth Management Services Market Size

The global Personal Wealth Management Services market was valued at US$ 1246 million in 2025 and is anticipated to reach US$ 1658 million by 2032, at a CAGR of 4.2% from 2026 to 2032.

Personal Wealth Management Services Market

Personal wealth management services are client-centric financial services designed to help individuals and families achieve comprehensive goals such as wealth preservation, appreciation, and intergenerational transfer through professional, systematic, and long-term planning. It transcends traditional single-product sales, integrating investment planning, tax planning, retirement planning, insurance protection, children's education, and estate planning to provide customized solutions covering the entire life cycle. The core process typically includes understanding the client's financial situation and goals, conducting risk tolerance assessments, developing and implementing comprehensive wealth management strategies, and regularly reviewing and adjusting them. Its value lies not only in professional asset allocation and portfolio management but also in helping clients mitigate risks from various economic cycles and market fluctuations, ensuring financial security, and ultimately achieving financial freedom commensurate with their life goals at each stage.

The personal wealth management service market has extremely broad prospects and is entering a golden age of development. The core driving forces are the continued rapid growth of the total investable assets of Chinese residents, the significant trend of residents shifting their assets from real estate to financial assets under the "housing is for living in, not for speculation" policy, and the enormous demand for retirement planning and wealth transfer brought about by an aging population. Looking ahead, the industry will exhibit three key trends: First, a profound transformation in service models from "seller-driven sales" to "buyer-driven investment advisory," with client-centric account management services and discretionary investment models becoming mainstream. Second, deep digital and intelligent empowerment, leveraging big data and AI technologies to achieve more precise client insights, personalized solution generation, and intelligent investment advisory services, improving service efficiency and coverage. Third, more comprehensive and ecosystem-based services, expanding from simple financial investment to non-financial fields such as law, taxation, family governance, and philanthropy, providing one-stop solutions. Therefore, institutions that truly understand their clients, possess professional investment research capabilities, and have a comprehensive service ecosystem will win in the market.

This report delivers a comprehensive overview of the global Personal Wealth Management Services market, with both quantitative and qualitative analyses, to help readers develop growth strategies, assess the competitive landscape, evaluate their position in the current market, and make informed business decisions regarding Personal Wealth Management Services. The Personal Wealth Management Services market size, estimates, and forecasts are provided in terms of revenue (US$ millions), with 2025 as the base year and historical and forecast data for 2021–2032.

The report segments the global Personal Wealth Management Services market comprehensively. Regional market sizes by Type, by Application, by Target Customers, and by player are also provided. For deeper insight, the report profiles the competitive landscape, key competitors, and their respective market rankings, and discusses technological trends and new product developments.

This report will assist Personal Wealth Management Services manufacturers, new entrants, and companies across the industry value chain with information on revenues, sales volume, and average prices for the overall market and its sub-segments, by company, by Type, by Application, and by region.

Market Segmentation

Scope of Personal Wealth Management Services Market Report

Report Metric	Details
Report Name	Personal Wealth Management Services Market
Accounted market size in 2025	US$ 1246 million
Forecasted market size in 2032	US$ 1658 million
CAGR	4.2%
Base Year	2025
Forecasted years	2026 - 2032
Segment by Type	Financial Planning Investment Management Asset Management Asset Allocation Estate Planning Tax Planning Retirement Planning Others
Segment by Target Customers	Mass Wealth Management Services Wealth Management for Affluent Individuals
Segment by Service Providers	Private Banking Departments of Commercial Banks Wealth Management Departments of Securities Companies Third-Party Wealth Management Institutions Trust Companies and Family Offices 1295.84
Segment by Application	Employees Business Owners Retirees Others
By Region	North America (United States, Canada) Europe (Germany, France, UK, Italy, Russia) Rest of Europe Nordic Countries Asia-Pacific (China, Japan, South Korea) Southeast Asia (India, Australia) Rest of Asia Latin America (Mexico, Brazil) Rest of Latin America Middle East & Africa (Turkey, Saudi Arabia, UAE, Rest of MEA)
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
Forecast units	USD million in value
Report coverage	Revenue and volume forecast, company share, competitive landscape, growth factors and trends

Chapter Outline

Chapter 1: Defines the scope of the report and presents an executive summary of market segments (by Type, by Application, by Target Customers, etc.), including the size of each segment and its future growth potential. It offers a high-level view of the current market and its likely evolution in the short, medium, and long term.
Chapter 2: Summarizes global and regional market size and outlines market dynamics and recent developments, including key drivers, restraints, challenges and risks for industry participants, and relevant policy analysis.
Chapter 3: Provides a detailed view of the competitive landscape for Personal Wealth Management Services companies, covering revenue share, development plans, and mergers and acquisitions.
Chapter 4: Analyzes segments by Type, detailing the size and growth potential of each segment to help readers identify blue-ocean opportunities.
Chapter 5: Analyzes segments by Application, detailing the size and growth potential of each downstream segment to help readers identify blue-ocean opportunities.
Chapter 6–10: Regional deep dives (North America, Europe, Asia Pacific, Latin America, Middle East & Africa) broken down by country. Each chapter quantifies market size and growth potential by region and key countries, and outlines market development, outlook, addressable space, and capacity.
Chapter 11: Profiles key players, presenting essential information on leading companies, including product/ service offerings, revenue, gross margin, product introductions/portfolios, recent developments, etc.
Chapter 12: Key findings and conclusions of the report.

FAQ for this report

How fast is Personal Wealth Management Services Market growing?

Ans: The Personal Wealth Management Services Market witnessing a CAGR of 4.2% during the forecast period 2026-2032.

What is the Personal Wealth Management Services Market size in 2032?

Ans: The Personal Wealth Management Services Market size in 2032 will be US$ 1658 million.

Who are the main players in the Personal Wealth Management Services Market report?

Ans: The main players in the Personal Wealth Management Services Market are 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

What are the Application segmentation covered in the Personal Wealth Management Services Market report?

Ans: The Applications covered in the Personal Wealth Management Services Market report are Employees, Business Owners, Retirees, Others

What are the Type segmentation covered in the Personal Wealth Management Services Market report?

Ans: The Types covered in the Personal Wealth Management Services Market report are Financial Planning, Investment Management, Asset Management, Asset Allocation, Estate Planning, Tax Planning, Retirement Planning, Others

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: 2021 vs 2025 vs 2032

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 Target Customers

1.3.1 Global Personal Wealth Management Services Market Size Growth Rate by Target Customers: 2021 vs 2025 vs 2032

1.3.2 Mass Wealth Management Services

1.3.3 Wealth Management for Affluent Individuals

1.4 Market by Service Providers

1.4.1 Global Personal Wealth Management Services Market Size Growth Rate by Service Providers: 2021 vs 2025 vs 2032

1.4.2 Private Banking Departments of Commercial Banks

1.4.3 Wealth Management Departments of Securities Companies

1.4.4 Third-Party Wealth Management Institutions

1.4.5 Trust Companies and Family Offices

1.5 Market by Application

1.5.1 Global Personal Wealth Management Services Market Growth by Application: 2021 vs 2025 vs 2032

1.5.2 Employees

1.5.3 Business Owners

1.5.4 Retirees

1.5.5 Others

1.6 Assumptions and Limitations

1.7 Study Objectives

1.8 Years Considered

2 Global Growth Trends

2.1 Global Personal Wealth Management Services Market Perspective (2021–2032)

2.2 Global Personal Wealth Management Services Growth Trends by Region

2.2.1 Global Personal Wealth Management Services Market Size by Region: 2021 vs 2025 vs 2032

2.2.2 Personal Wealth Management Services Historic Market Size by Region (2021–2026)

2.2.3 Personal Wealth Management Services Forecasted Market Size by Region (2027–2032)

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 (2021–2026)

3.1.2 Global Personal Wealth Management Services Revenue Market Share by Players (2021–2026)

3.2 Global Top Personal Wealth Management Services Players Market Share by Company Tier (Tier 1, Tier 2, 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 2025

3.5 Global Key Players of Personal Wealth Management Services Head Offices and Areas Served

3.6 Global Key Players of Personal Wealth Management Services, Products and Applications

3.7 Global Key Players of Personal Wealth Management Services, Date of General Availability (GA)

3.8 Mergers and Acquisitions, Expansion Plans

4 Personal Wealth Management Services Breakdown Data by Type

4.1 Global Personal Wealth Management Services Historic Market Size by Type (2021–2026)

4.2 Global Personal Wealth Management Services Forecasted Market Size by Type (2027–2032)

5 Personal Wealth Management Services Breakdown Data by Application

5.1 Global Personal Wealth Management Services Historic Market Size by Application (2021–2026)

5.2 Global Personal Wealth Management Services Forecasted Market Size by Application (2027–2032)

6 North America

6.1 North America Personal Wealth Management Services Market Size (2021–2032)

6.2 North America Personal Wealth Management Services Market Growth Rate by Country: 2021 vs 2025 vs 2032

6.3 North America Personal Wealth Management Services Market Size by Country (2021–2026)

6.4 North America Personal Wealth Management Services Market Size by Country (2027–2032)

6.5 United States

6.6 Canada

7 Europe

7.1 Europe Personal Wealth Management Services Market Size (2021–2032)

7.2 Europe Personal Wealth Management Services Market Growth Rate by Country: 2021 vs 2025 vs 2032

7.3 Europe Personal Wealth Management Services Market Size by Country (2021–2026)

7.4 Europe Personal Wealth Management Services Market Size by Country (2027–2032)

7.5 Germany

7.6 France

7.7 U.K.

7.8 Italy

7.9 Russia

7.10 Ireland

8 Asia-Pacific

8.1 Asia-Pacific Personal Wealth Management Services Market Size (2021–2032)

8.2 Asia-Pacific Personal Wealth Management Services Market Growth Rate by Region: 2021 vs 2025 vs 2032

8.3 Asia-Pacific Personal Wealth Management Services Market Size by Region (2021–2026)

8.4 Asia-Pacific Personal Wealth Management Services Market Size by Region (2027–2032)

8.5 China

8.6 Japan

8.7 South Korea

8.8 Southeast Asia

8.9 India

8.10 Australia & New Zealand

9 Latin America

9.1 Latin America Personal Wealth Management Services Market Size (2021–2032)

9.2 Latin America Personal Wealth Management Services Market Growth Rate by Country: 2021 vs 2025 vs 2032

9.3 Latin America Personal Wealth Management Services Market Size by Country (2021–2026)

9.4 Latin America Personal Wealth Management Services Market Size by Country (2027–2032)

9.5 Mexico

9.6 Brazil

10 Middle East & Africa

10.1 Middle East & Africa Personal Wealth Management Services Market Size (2021–2032)

10.2 Middle East & Africa Personal Wealth Management Services Market Growth Rate by Country: 2021 vs 2025 vs 2032

10.3 Middle East & Africa Personal Wealth Management Services Market Size by Country (2021–2026)

10.4 Middle East & Africa Personal Wealth Management Services Market Size by Country (2027–2032)

10.5 Israel

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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

List of Tables

Table 1. Global Personal Wealth Management Services Market Size Growth Rate by Type (US$ Million): 2021 vs 2025 vs 2032

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 Rate by Target Customers (US$ Million): 2021 vs 2025 vs 2032

Table 10. Key Players of Mass Wealth Management Services

Table 11. Key Players of Wealth Management for Affluent Individuals

Table 12. Global Personal Wealth Management Services Market Size Growth Rate by Service Providers (US$ Million): 2021 vs 2025 vs 2032

Table 13. Key Players of Private Banking Departments of Commercial Banks

Table 14. Key Players of Wealth Management Departments of Securities Companies

Table 15. Key Players of Third-Party Wealth Management Institutions

Table 16. Key Players of Trust Companies and Family Offices

Table 17. Global Personal Wealth Management Services Market Size Growth by Application (US$ Million): 2021 vs 2025 vs 2032

Table 18. Global Personal Wealth Management Services Market Size by Region (US$ Million): 2021 vs 2025 vs 2032

Table 19. Global Personal Wealth Management Services Market Size by Region (US$ Million), 2021–2026

Table 20. Global Personal Wealth Management Services Market Share by Region (2021–2026)

Table 21. Global Personal Wealth Management Services Forecasted Market Size by Region (US$ Million), 2027–2032

Table 22. Global Personal Wealth Management Services Market Share by Region (2027–2032)

Table 23. Personal Wealth Management Services Market Trends

Table 24. Personal Wealth Management Services Market Drivers

Table 25. Personal Wealth Management Services Market Challenges

Table 26. Personal Wealth Management Services Market Restraints

Table 27. Global Personal Wealth Management Services Revenue by Players (US$ Million), 2021–2026

Table 28. Global Personal Wealth Management Services Market Share by Players (2021–2026)

Table 29. Global Top Personal Wealth Management Services Players by Tier (Tier 1, Tier 2, and Tier 3), based on Personal Wealth Management Services Revenue, 2025

Table 30. Ranking of Global Top Personal Wealth Management Services Companies by Revenue (US$ Million) in 2025

Table 31. Global 5 Largest Players Market Share by Personal Wealth Management Services Revenue (CR5 and HHI), 2021–2026

Table 32. Global Key Players of Personal Wealth Management Services, Headquarters and Area Served

Table 33. Global Key Players of Personal Wealth Management Services, Products and Applications

Table 34. Global Key Players of Personal Wealth Management Services, Date of General Availability (GA)

Table 35. Mergers and Acquisitions, Expansion Plans

Table 36. Global Personal Wealth Management Services Market Size by Type (US$ Million), 2021–2026

Table 37. Global Personal Wealth Management Services Revenue Market Share by Type (2021–2026)

Table 38. Global Personal Wealth Management Services Forecasted Market Size by Type (US$ Million), 2027–2032

Table 39. Global Personal Wealth Management Services Revenue Market Share by Type (2027–2032)

Table 40. Global Personal Wealth Management Services Market Size by Application (US$ Million), 2021–2026

Table 41. Global Personal Wealth Management Services Revenue Market Share by Application (2021–2026)

Table 42. Global Personal Wealth Management Services Forecasted Market Size by Application (US$ Million), 2027–2032

Table 43. Global Personal Wealth Management Services Revenue Market Share by Application (2027–2032)

Table 44. North America Personal Wealth Management Services Market Size Growth Rate by Country (US$ Million): 2021 vs 2025 vs 2032

Table 45. North America Personal Wealth Management Services Market Size by Country (US$ Million), 2021–2026

Table 46. North America Personal Wealth Management Services Market Size by Country (US$ Million), 2027–2032

Table 47. Europe Personal Wealth Management Services Market Size Growth Rate by Country (US$ Million): 2021 vs 2025 vs 2032

Table 48. Europe Personal Wealth Management Services Market Size by Country (US$ Million), 2021–2026

Table 49. Europe Personal Wealth Management Services Market Size by Country (US$ Million), 2027–2032

Table 50. Asia-Pacific Personal Wealth Management Services Market Size Growth Rate by Region (US$ Million): 2021 vs 2025 vs 2032

Table 51. Asia-Pacific Personal Wealth Management Services Market Size by Region (US$ Million), 2021–2026

Table 52. Asia-Pacific Personal Wealth Management Services Market Size by Region (US$ Million), 2027–2032

Table 53. Latin America Personal Wealth Management Services Market Size Growth Rate by Country (US$ Million): 2021 vs 2025 vs 2032

Table 54. Latin America Personal Wealth Management Services Market Size by Country (US$ Million), 2021–2026

Table 55. Latin America Personal Wealth Management Services Market Size by Country (US$ Million), 2027–2032

Table 56. Middle East & Africa Personal Wealth Management Services Market Size Growth Rate by Country (US$ Million): 2021 vs 2025 vs 2032

Table 57. Middle East & Africa Personal Wealth Management Services Market Size by Country (US$ Million), 2021–2026

Table 58. Middle East & Africa Personal Wealth Management Services Market Size by Country (US$ Million), 2027–2032

Table 59. BNY Company Details

Table 60. BNY Business Overview

Table 61. BNY Personal Wealth Management Services Product

Table 62. BNY Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026

Table 63. BNY Recent Development

Table 64. Mariner Company Details

Table 65. Mariner Business Overview

Table 66. Mariner Personal Wealth Management Services Product

Table 67. Mariner Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026

Table 68. Mariner Recent Development

Table 69. FNZ Company Details

Table 70. FNZ Business Overview

Table 71. FNZ Personal Wealth Management Services Product

Table 72. FNZ Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026

Table 73. FNZ Recent Development

Table 74. Vanguard Company Details

Table 75. Vanguard Business Overview

Table 76. Vanguard Personal Wealth Management Services Product

Table 77. Vanguard Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026

Table 78. Vanguard Recent Development

Table 79. Glenmede Company Details

Table 80. Glenmede Business Overview

Table 81. Glenmede Personal Wealth Management Services Product

Table 82. Glenmede Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026

Table 83. Glenmede Recent Development

Table 84. Bernstein Private Wealth Management Company Details

Table 85. Bernstein Private Wealth Management Business Overview

Table 86. Bernstein Private Wealth Management Personal Wealth Management Services Product

Table 87. Bernstein Private Wealth Management Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026

Table 88. Bernstein Private Wealth Management Recent Development

Table 89. Fidelity Company Details

Table 90. Fidelity Business Overview

Table 91. Fidelity Personal Wealth Management Services Product

Table 92. Fidelity Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026

Table 93. Fidelity Recent Development

Table 94. Empower Company Details

Table 95. Empower Business Overview

Table 96. Empower Personal Wealth Management Services Product

Table 97. Empower Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026

Table 98. Empower Recent Development

Table 99. Merrill Lynch Company Details

Table 100. Merrill Lynch Business Overview

Table 101. Merrill Lynch Personal Wealth Management Services Product

Table 102. Merrill Lynch Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026

Table 103. Merrill Lynch Recent Development

Table 104. William Blair Company Details

Table 105. William Blair Business Overview

Table 106. William Blair Personal Wealth Management Services Product

Table 107. William Blair Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026

Table 108. William Blair Recent Development

Table 109. Raymond James Company Details

Table 110. Raymond James Business Overview

Table 111. Raymond James Personal Wealth Management Services Product

Table 112. Raymond James Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026

Table 113. Raymond James Recent Development

Table 114. Charles Schwab Company Details

Table 115. Charles Schwab Business Overview

Table 116. Charles Schwab Personal Wealth Management Services Product

Table 117. Charles Schwab Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026

Table 118. Charles Schwab Recent Development

Table 119. Wealthspire Advisors Company Details

Table 120. Wealthspire Advisors Business Overview

Table 121. Wealthspire Advisors Personal Wealth Management Services Product

Table 122. Wealthspire Advisors Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026

Table 123. Wealthspire Advisors Recent Development

Table 124. Cresset Company Details

Table 125. Cresset Business Overview

Table 126. Cresset Personal Wealth Management Services Product

Table 127. Cresset Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026

Table 128. Cresset Recent Development

Table 129. RBC Wealth Management Company Details

Table 130. RBC Wealth Management Business Overview

Table 131. RBC Wealth Management Personal Wealth Management Services Product

Table 132. RBC Wealth Management Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026

Table 133. RBC Wealth Management Recent Development

Table 134. Wellsfargo Company Details

Table 135. Wellsfargo Business Overview

Table 136. Wellsfargo Personal Wealth Management Services Product

Table 137. Wellsfargo Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026

Table 138. Wellsfargo Recent Development

Table 139. Northwestern Mutual Company Details

Table 140. Northwestern Mutual Business Overview

Table 141. Northwestern Mutual Personal Wealth Management Services Product

Table 142. Northwestern Mutual Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026

Table 143. Northwestern Mutual Recent Development

Table 144. LPL Financial Company Details

Table 145. LPL Financial Business Overview

Table 146. LPL Financial Personal Wealth Management Services Product

Table 147. LPL Financial Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026

Table 148. LPL Financial Recent Development

Table 149. Edelman Financial Engines Company Details

Table 150. Edelman Financial Engines Business Overview

Table 151. Edelman Financial Engines Personal Wealth Management Services Product

Table 152. Edelman Financial Engines Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026

Table 153. Edelman Financial Engines Recent Development

Table 154. Evelyn Partners Company Details

Table 155. Evelyn Partners Business Overview

Table 156. Evelyn Partners Personal Wealth Management Services Product

Table 157. Evelyn Partners Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026

Table 158. Evelyn Partners Recent Development

Table 159. EP Wealth Advisors Company Details

Table 160. EP Wealth Advisors Business Overview

Table 161. EP Wealth Advisors Personal Wealth Management Services Product

Table 162. EP Wealth Advisors Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026

Table 163. EP Wealth Advisors Recent Development

Table 164. Coutts Company Details

Table 165. Coutts Business Overview

Table 166. Coutts Personal Wealth Management Services Product

Table 167. Coutts Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026

Table 168. Coutts Recent Development

Table 169. Research Programs/Design for This Report

Table 170. Key Data Information from Secondary Sources

Table 171. Key Data Information from Primary Sources

Table 172. 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 (US$ Million), 2021–2032

Figure 3. Global Personal Wealth Management Services Market Share by Type: 2025 vs 2032

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 Comparison by Target Customers (US$ Million), 2021–2032

Figure 13. Mass Wealth Management Services Features

Figure 14. Wealth Management for Affluent Individuals Features

Figure 15. Global Personal Wealth Management Services Market Size Comparison by Service Providers (US$ Million), 2021–2032

Figure 16. Private Banking Departments of Commercial Banks Features

Figure 17. Wealth Management Departments of Securities Companies Features

Figure 18. Third-Party Wealth Management Institutions Features

Figure 19. Trust Companies and Family Offices Features

Figure 20. Global Personal Wealth Management Services Market Size by Application (US$ Million), 2021–2032

Figure 21. Global Personal Wealth Management Services Market Share by Application: 2025 vs 2032

Figure 22. Employees Case Studies

Figure 23. Business Owners Case Studies

Figure 24. Retirees Case Studies

Figure 25. Others Case Studies

Figure 26. Personal Wealth Management Services Report Years Considered

Figure 27. Global Personal Wealth Management Services Market Size (US$ Million), Year-over-Year: 2021–2032

Figure 28. Global Personal Wealth Management Services Market Size, (US$ Million), 2021 vs 2025 vs 2032

Figure 29. Global Personal Wealth Management Services Market Share by Region: 2025 vs 2032

Figure 30. Global Personal Wealth Management Services Market Share by Players in 2025

Figure 31. Global Personal Wealth Management Services Market Share by Company Type (Tier 1, Tier 2, and Tier 3)

Figure 32. The Top 10 and 5 Players Market Share by Personal Wealth Management Services Revenue in 2025

Figure 33. North America Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 34. North America Personal Wealth Management Services Market Share by Country (2021–2032)

Figure 35. United States Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 36. Canada Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 37. Europe Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 38. Europe Personal Wealth Management Services Market Share by Country (2021–2032)

Figure 39. Germany Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 40. France Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 41. U.K. Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 42. Italy Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 43. Russia Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 44. Ireland Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 45. Asia-Pacific Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 46. Asia-Pacific Personal Wealth Management Services Market Share by Region (2021–2032)

Figure 47. China Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 48. Japan Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 49. South Korea Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 50. Southeast Asia Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 51. India Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 52. Australia & New Zealand Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 53. Latin America Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 54. Latin America Personal Wealth Management Services Market Share by Country (2021–2032)

Figure 55. Mexico Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 56. Brazil Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 57. Middle East & Africa Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 58. Middle East & Africa Personal Wealth Management Services Market Share by Country (2021–2032)

Figure 59. Israel Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 60. Saudi Arabia Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 61. UAE Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 62. BNY Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)

Figure 63. Mariner Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)

Figure 64. FNZ Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)

Figure 65. Vanguard Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)

Figure 66. Glenmede Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)

Figure 67. Bernstein Private Wealth Management Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)

Figure 68. Fidelity Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)

Figure 69. Empower Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)

Figure 70. Merrill Lynch Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)

Figure 71. William Blair Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)

Figure 72. Raymond James Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)

Figure 73. Charles Schwab Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)

Figure 74. Wealthspire Advisors Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)

Figure 75. Cresset Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)

Figure 76. RBC Wealth Management Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)

Figure 77. Wellsfargo Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)

Figure 78. Northwestern Mutual Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)

Figure 79. LPL Financial Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)

Figure 80. Edelman Financial Engines Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)

Figure 81. Evelyn Partners Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)

Figure 82. EP Wealth Advisors Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)

Figure 83. Coutts Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)

Figure 84. Bottom-up and Top-down Approaches for This Report

Figure 85. Data Triangulation

Figure 86. Key Executives Interviewed

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Global Personal Wealth Management Services Market Research Report 2026

Published Date: 2026-02-09

Report Code: QYRE-Auto-3K20278

Global Personal Wealth Management Services Market Research Report 2026

FEATURED COMPANIES

Personal Wealth Management Services Market Size

Personal Wealth Management Services Market

Scope of Personal Wealth Management Services Market Report

Chapter Outline

FAQ for this report

How fast is Personal Wealth Management Services Market growing?

What is the Personal Wealth Management Services Market size in 2032?

Who are the main players in the Personal Wealth Management Services Market report?

What are the Application segmentation covered in the Personal Wealth Management Services Market report?

What are the Type segmentation covered in the Personal Wealth Management Services Market report?

FEATURED COMPANIES