US Finance Wealth Management - PPC Market Share Analysis April 2026

Leveraging Adthena’s Whole Market View, this analysis explores recent trends in Google Ads for the US Wealth Management category from the last month. Our Data Analyst, Ask Arlo provides commentary on key findings.

Wealth Management – US

Google AI Overview visibility for Finance Wealth Management US

See how often AIOs appear and how search intent is distributed across buying signals.

AIO Frequency

How often a Google AI overview appears on search terms relevant to this category.

Frequency Percentage
Frequency 23.7563279713
76.2436720287
23%

Complex Query Frequency

A complex query is a longer, more detailed search that often contains multiple keywords, specific conditions, or multi-part questions.

Frequency Percentage
Frequency 42
58
42%

Search Intent Distribution

Breakdown of search queries by their underlying goal.

Intent Distribution
Investigational 9%
Transactional 0%
Navigational 3%
Seasonal 0%
Local 1%
Problem Solving 32%

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Market Exposure

Share of Clicks for top 10 US Finance Wealth Management brands

Here are the Top 10 competitors in the industry by Share of Clicks for the last month.

Share of Clicks - Last month
Share of Clicks - Last month
Domain Share of clicks
fidelity.com 52
morganstanley.com 8.35
investor.vanguard.com 2.76
wealthfront.com 2.61
blackstone.com 2.48
aarp.org 2.23
schwab.com 1.9
chase.com 1.38
jpmorgan.com 1.11
brighthousefinancial.com 1.11
others 24.07
  • fidelity.com - 52%
  • morganstanley.com - 8.35%
  • investor.vanguard.com - 2.76%
  • wealthfront.com - 2.61%
  • blackstone.com - 2.48%
  • aarp.org - 2.23%
  • schwab.com - 1.9%
  • chase.com - 1.38%
  • jpmorgan.com - 1.11%
  • brighthousefinancial.com - 1.11%
  • others - 24.07%

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Fidelity.com dominates with 52% click share, overshadowing MorganStanley’s 8.35%. Others collectively hold 24.07%, highlighting diverse competition.

Market Exposure

Share of Spend for the top 10 US Finance Wealth Management brands

Curious about your market position? Here you can see the Top 10 competitors in the industry by Share of Spend for the last month. 

Share of Spend - Last Month
Share of Spend - Last Month
Date fidelity.com investor.vanguard.com nerdwallet.com schwab.com americanexpress.com forbes.com fisherinvestments.com jpmorgan.com chase.com morganstanley.com
2026/04/01 25.73% 6.61% 1.79% 3.51% 2.08% 3.77% 2.49% 2.39% 4.38% 1.36%
2026/04/02 23.91% 6.16% 2% 3.84% 1.96% 3.49% 2.74% 2.95% 3.86% 1.21%
2026/04/03 30.9% 5.51% 1.37% 4.08% 1.84% 1.93% 2.48% 1.83% 3.53% 1.43%
2026/04/04 33.87% 5.38% 2.7% 3.42% 1.64% 3.04% 3.46% 1.45% 2.57% 1.55%
2026/04/05 23.5% 8.56% 3.4% 4.32% 1.8% 3.35% 2.88% 2.98% 2.89% 1.69%
2026/04/06 25.19% 6.18% 3.03% 3.13% 1.93% 4.63% 3.14% 2.69% 3.48% 1.17%
2026/04/07 23.72% 5.31% 2.87% 2.94% 2.04% 3.5% 3.18% 2.98% 3.67% 1.2%
2026/04/08 25.62% 5.2% 2.62% 3.2% 2.06% 3.99% 2.9% 2.97% 3.8% 1.45%
2026/04/09 26.27% 5.06% 2.85% 2.93% 1.89% 3.81% 2.31% 3.1% 4.83% 1.25%
2026/04/10 29.31% 4.5% 3.41% 3.43% 1.64% 2.76% 1.51% 3.38% 4.58% 2.29%
2026/04/11 37.31% 5.5% 3.22% 2.68% 1.59% 2.35% 1.54% 2.39% 3.67% 1.5%
2026/04/12 34.71% 5.86% 2.68% 3.04% 1.76% 2.49% 1.31% 2.9% 3.51% 1.3%
2026/04/13 25.9% 3.72% 2.99% 3.07% 2.04% 3.67% 1.5% 2.83% 4.81% 1.52%
2026/04/14 25.16% 2.97% 2.71% 3.2% 2.15% 3.25% 1.9% 2.25% 5.35% 1.78%
2026/04/15 27.15% 3.22% 3.18% 3% 2.08% 2.86% 1.7% 2.61% 6.43% 1.88%
2026/04/16 31.32% 3.67% 3.04% 2.58% 2.4% 2.78% 1.08% 2.69% 5.73% 2.53%
2026/04/17 32.83% 4.94% 3.23% 2.6% 1.89% 2.28% 1.33% 2.34% 7.02% 2.11%
2026/04/18 26.54% 5.31% 3.48% 2.68% 1.92% 2.16% 0.97% 2.11% 7.1% 1.5%
2026/04/19 25.45% 4.99% 2.5% 3.13% 2.06% 3% 1.62% 2.41% 6.77% 1.94%
2026/04/20 28.54% 3.47% 3.05% 2.67% 2.22% 3.6% 0.98% 2.44% 6.04% 1.94%
2026/04/21 26.58% 3.37% 2.85% 1.95% 2.2% 3.25% 1.02% 1.2% 5.41% 1.71%
2026/04/22 27.65% 4.57% 3.25% 3.68% 2.28% 3.35% 0.92% 2.08% 5.07% 2.46%
2026/04/23 25.96% 4.35% 3.43% 2.95% 1.93% 3.38% 0.92% 1.81% 3.48% 2.86%
2026/04/24 28.25% 3.64% 2.74% 2.43% 1.94% 1.89% 0.85% 3.71% 3.74% 2.08%
2026/04/25 27.19% 4.22% 3.3% 3.42% 2.07% 2.71% 1.69% 2.31% 2.55% 2.66%
2026/04/26 25.65% 5.05% 4.26% 2.8% 2.35% 3.39% 1.48% 2.35% 2.48% 2.29%
2026/04/27 27.75% 4.57% 2.97% 2.85% 1.99% 4% 1.17% 1.23% 2.34% 1.85%
2026/04/28 26.58% 5.49% 2.65% 2.33% 2.55% 2.83% 1.17% 1.6% 3.12% 2.44%
2026/04/29 28.3% 5.36% 2.88% 2.88% 2.57% 1.54% 1.4% 2.25% 2.73% 2.03%
2026/04/30 29.72% 4.84% 3.61% 2.63% 2.61% 2.41% 2.17% 2.08% 1.88% 1.84%
  • fidelity.com
  • investor.vanguard.com
  • nerdwallet.com
  • schwab.com
  • americanexpress.com
  • forbes.com
  • fisherinvestments.com
  • jpmorgan.com
  • chase.com
  • morganstanley.com

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Fidelity.com led April with fluctuating dominance, peaking mid-month. Chase.com surged mid-April, then declined. Vanguard and Nerdwallet showed consistent low activity. April ended with Fidelity maintaining a strong lead.

Market Exposure

Competitor Count for US Finance Wealth Management

Ever wondered how many competitors you’re up against in your industry? Well look no further, here we can see the number of advertisers bidding over the last month. 

Competitor Count - Last month
Competitor Count - Last month
Date Competitor Count
2026/04/01 556
2026/04/02 562
2026/04/03 564
2026/04/04 556
2026/04/05 555
2026/04/06 567
2026/04/07 567
2026/04/08 537
2026/04/09 531
2026/04/10 545
2026/04/11 508
2026/04/12 524
2026/04/13 562
2026/04/14 551
2026/04/15 540
2026/04/16 534
2026/04/17 527
2026/04/18 527
2026/04/19 544
2026/04/20 547
2026/04/21 545
2026/04/22 542
2026/04/23 545
2026/04/24 535
2026/04/25 529
2026/04/26 535
2026/04/27 545
2026/04/28 528
2026/04/29 518
2026/04/30 521

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April saw fluctuating advertiser numbers, peaking at 567 on April 6-7. The month concluded with a slight decline, ending at 521.

Campaign Efficiency

Market Loss & Market Gains for US Finance Wealth Management

Here we’re looking at the Top 10 biggest industry movers by market share gains and losses for the last 30 days.

Market Loss & Market Gains - Last month
Market Loss & Market Gains - Last month
Name Market Trend
morganstanley.com 1.7%
blackstone.com 0.7%
wealthfront.com 0.39%
aarp.org 0.29%
metlife.com 0.28%
investor.vanguard.com -0.33%
jpmorgan.com -0.35%
boldin.com -0.4%
fisherinvestments.com -0.51%
fidelity.com -3.56%

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Morgan Stanley surged with a 1.70% increase, while Fidelity faced a significant drop of 3.56%.

Campaign Efficiency

US Finance Wealth Management Share of Impressions

Take a look at the Top 10 competitors in the industry by Share of Impressions over the last month.

Date fidelity.com morganstanley.com investor.vanguard.com schwab.com aarp.org fisherinvestments.com nerdwallet.com ubs.com chase.com boldin.com
2026/04/01 25.69% 2.86% 5.13% 3.75% 3.54% 3.31% 1.2% 2.98% 3.99% 2.68%
2026/04/02 24.88% 2.66% 5.63% 3.82% 3.39% 3.54% 1.26% 2.08% 3.47% 3.63%
2026/04/03 30.48% 3.09% 4.71% 4.78% 3.27% 3.55% 1% 1.43% 3.17% 2.86%
2026/04/04 33.45% 4.25% 4.23% 3.85% 3.23% 4.17% 1.51% 1.66% 2.18% 3.33%
2026/04/05 23.65% 3.9% 6.36% 4.33% 3.96% 4.07% 2.14% 2.64% 2.44% 4.5%
2026/04/06 25.48% 3.12% 4.74% 3.6% 3.16% 4.35% 2.05% 1.29% 2.98% 2.86%
2026/04/07 24.01% 2.55% 4.13% 3.38% 2.94% 3.94% 1.84% 2.11% 3.17% 4.06%
2026/04/08 25.67% 3.84% 4.54% 3.63% 3.14% 4.11% 1.85% 1.58% 3.27% 3.54%
2026/04/09 25.47% 2.71% 4% 3.4% 3.43% 3.23% 1.94% 2.13% 4.27% 2.9%
2026/04/10 27.94% 5.65% 3.6% 3.72% 3.63% 1.76% 2.37% 1.84% 4.04% 0.52%
2026/04/11 38.17% 3.07% 4.54% 3.12% 2.69% 1.96% 2.26% 0.6% 3.27% 0.41%
2026/04/12 35.7% 3.5% 4.8% 3.56% 2.41% 1.96% 1.86% 1.29% 3.04% 0.64%
2026/04/13 25.25% 3.08% 3.32% 3.65% 2.74% 2.13% 2.23% 1.32% 4.36% 0.79%
2026/04/14 26.1% 3.53% 2.86% 3.74% 2.72% 2.56% 2.25% 2.43% 4.98% 0.67%
2026/04/15 27.13% 3.76% 2.85% 3.56% 2.69% 2.78% 2.35% 1.34% 6.11% 0.59%
2026/04/16 32.31% 5.52% 3.13% 2.47% 3.16% 1.43% 1.9% 1.09% 5.35% 0.76%
2026/04/17 33.54% 4.92% 4.12% 2.88% 2.4% 1.43% 1.91% 1.95% 6.78% 1.25%
2026/04/18 25.72% 3.44% 4.16% 3.21% 3.59% 1.13% 2.33% 1.83% 7.39% 1.17%
2026/04/19 24.93% 4.38% 3.99% 3.5% 3.12% 1.98% 1.79% 1.7% 6.5% 1.37%
2026/04/20 27.83% 4.09% 2.91% 2.87% 3.48% 1.11% 2.01% 0.87% 5.66% 0.91%
2026/04/21 26.62% 3.9% 2.57% 2.02% 3.52% 1.49% 2.1% 2.77% 5.15% 1.59%
2026/04/22 26.54% 5.72% 3.44% 3.46% 3.11% 1.24% 2.23% 1.82% 4.5% 0.89%
2026/04/23 25.78% 6.1% 3.38% 3.05% 3.82% 1.16% 2.56% 1.32% 2.9% 0.61%
2026/04/24 27.59% 5.01% 2.82% 2.77% 3.37% 1.12% 2.06% 3.67% 3.22% 0.95%
2026/04/25 26.55% 5.25% 3.56% 4.48% 3.45% 2.29% 2.4% 2.91% 1.96% 1.12%
2026/04/26 26.14% 4.5% 4.08% 3.03% 3.59% 1.79% 2.66% 3.56% 2.06% 1.6%
2026/04/27 28.11% 3.01% 3.44% 3.25% 3.59% 1.26% 2.08% 1.35% 2.03% 1.34%
2026/04/28 27.71% 4.55% 4.17% 2.31% 4.07% 1.73% 2.06% 0.77% 2.76% 1.5%
2026/04/29 27.29% 3.82% 4.03% 3.44% 4.05% 2.1% 2.06% 2.94% 2.13% 0.76%
2026/04/30 28.83% 4.68% 3.97% 3.52% 3.07% 2.4% 2.19% 1.98% 1.46% 0.77%
  • fidelity.com
  • morganstanley.com
  • investor.vanguard.com
  • schwab.com
  • aarp.org
  • fisherinvestments.com
  • nerdwallet.com
  • ubs.com
  • chase.com
  • boldin.com

Copyright © Adthena. All rights reserved.

In April 2026, Fidelity.com led with fluctuating impressions, peaking mid-month. MorganStanley.com and Investor.Vanguard.com showed moderate consistency. Chase.com surged mid-month, then declined. Boldin.com experienced a significant drop. The month concluded with Fidelity.com maintaining dominance.

Campaign Efficiency

Google Text Ad Copy Insights & Creative Trends for US Finance Wealth Management

Ever wondered how your rivals’ ads are doing? Here we can see the top-performing ads in the industry over the last month.

Google Text Ad Copy Insights & Creative Trends for US Finance Wealth Management - Last month
  1. 1
    Required Minimum Distribution - Free Online RMD Calculator https://www.aarp.org › rmd › calculator

    Use this calculator to determine your required minimum distribution. More on AARP®.

  2. 2
    Blackstone Real Estate https://www.blackstone.com

    Private Real Estate Leader — Blackstone is a global leader in real estate investing.

  3. 3
    Open & Fund a Roth IRA - $1,000 Cash Bonus https://www.chase.com

    Receive $1,000 when you open & fund a Roth IRA with $250K by 07/21/26.

  4. 4
    Fidelity Investments https://www.fidelity.com

    Invest In Your Future — Learn More About Fidelity's Broad Range of Investment Choices. Open an Account. No Account Fees & No Minimums on Select Accounts. Open an Account Today. Investment research.

  5. 5
    Morgan Stanley https://www.morganstanley.com

    Global Financial Services — We help individuals, institutions and governments raise, manage and distribute capital. Financial advice and resources to help you make informed decisions. Innovative Technology.

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In the competitive landscape of Google PPC, AARP.org stands out with its free RMD calculator, offering practical financial tools. Blackstone.com highlights its global real estate leadership, while Chase.com entices with a $1,000 Roth IRA bonus. Fidelity.com emphasizes diverse investment options, and MorganStanley.com showcases comprehensive financial services and innovative technology.

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