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US Finance Wealth Management - PPC Market Share Analysis April 2025

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.

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.

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Share of Clicks - Last month
Domain Share of clicks
fidelity.com 49.7
morganstanley.com 7.36
troweprice.com 4.41
wealthfront.com 3
aarp.org 2.04
schwab.com 1.98
gainbridge.io 1.53
trustandwill.com 1.25
ml.com 1.23
tiaa.org 1.17
others 26.33

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Fidelity.com dominates with 49.7% click share, followed by others at 26.33%. Morgan Stanley holds 7.36%, while T. Rowe Price captures 4.41%.

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. 

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Share of Spend - Last Month
Date fidelity.com gainbridge.io schwab.com ml.com morganstanley.com bestmoney.com nerdwallet.com edelmanfinancialengines.com silvercrestgroup.com chase.com
2025/04/01 43.88% 1.4% 3.67% 2.11% 0.97% 1.5% 1.4% 1.96% 1.44% 0.74%
2025/04/02 48.74% 1.69% 3.02% 2.49% 0.5% 1.05% 1.53% 1.39% 1.2% 1.45%
2025/04/03 44.08% 1.43% 2.02% 2.9% 0.99% 1.42% 1.14% 1.62% 2.1% 1.5%
2025/04/04 35.04% 1.48% 3.1% 3.25% 2.08% 1.88% 1.99% 2.14% 2.16% 1.72%
2025/04/05 42% 1.13% 2.86% 2.46% 2.16% 1.66% 1.52% 1.99% 2.35% 1.54%
2025/04/06 37.97% 1.58% 2.97% 3.23% 2.37% 1.57% 1.52% 1.69% 2.65% 1.12%
2025/04/07 34.13% 1.83% 2.29% 2.38% 2.95% 2.35% 1.63% 1.88% 2.33% 1.38%
2025/04/08 31.04% 1.94% 3.55% 2.48% 2.55% 2.54% 1.98% 2.72% 2.34% 1.88%
2025/04/09 32.08% 2% 2.32% 2.71% 2.65% 2.17% 1.56% 3.13% 2.05% 1.98%
2025/04/10 31.46% 1.63% 3.4% 2.56% 2.47% 2.36% 1.93% 2.84% 2.24% 2.12%
2025/04/11 34.7% 1.86% 2.74% 2.42% 2.65% 2.05% 1.42% 3.02% 2.09% 2.8%
2025/04/12 40.49% 1.58% 2.33% 1.77% 2.73% 1.42% 1.73% 2.37% 1.98% 2.22%
2025/04/13 39.41% 2.53% 2.78% 2.39% 2.92% 1.68% 1.94% 2% 2.1% 1.54%
2025/04/14 32.73% 3.45% 2.63% 2.31% 3.29% 2% 2.2% 2.04% 2.42% 1.47%
2025/04/15 33.67% 3.27% 2.35% 3.63% 3% 2.16% 1.75% 2.4% 1.62% 1.7%
2025/04/16 23.18% 3.58% 3.77% 4.47% 3.92% 2.16% 2.12% 3.33% 0.17% 2.79%
2025/04/17 28.85% 3.87% 3.86% 6.89% 4.14% 1.41% 1.58% 1.72% 0.01% 1.95%
2025/04/18 21.07% 3.92% 2.7% 5.73% 4.45% 1.94% 2.84% 3.47% 0.01% 3.04%
2025/04/19 19.96% 5.75% 3.73% 4.33% 3.41% 1.92% 3.51% 4.07% 0% 2.84%
2025/04/20 24.27% 4.71% 3.28% 3.72% 4.32% 1.84% 3.27% 3.48% 0.01% 2.53%
2025/04/21 17.01% 4.54% 2.88% 3.42% 3.16% 2.29% 4.07% 3.33% 1.29% 2.1%
2025/04/22 16.57% 3.77% 3.59% 4.43% 2.47% 2.19% 2.88% 2.9% 3.94% 2.73%
2025/04/23 22.35% 3.03% 2.61% 3.4% 2.55% 2.39% 2.78% 3.14% 2.81% 2.56%
2025/04/24 21.28% 3.37% 3.21% 2.6% 3.18% 2.31% 1.92% 2.24% 3.3% 3.1%
2025/04/25 18.87% 2.97% 3.69% 2.34% 3.74% 2.85% 2.28% 2.78% 3.33% 2.68%
2025/04/26 26.72% 4.57% 4.02% 1.82% 2.6% 1.92% 2.4% 3.25% 2.74% 2.44%
2025/04/27 27.74% 5.12% 3.35% 1.94% 3.86% 2.16% 1.99% 4.56% 2.23% 2.56%
2025/04/28 17.27% 4.85% 2.64% 2.99% 3.14% 2.01% 2.01% 1.99% 3.97% 2.52%
2025/04/29 19.65% 5.34% 4.14% 2.59% 2.32% 2.3% 1.59% 1.15% 2.97% 2.55%
2025/04/30 18.17% 5.64% 4.18% 3.77% 3.35% 2.94% 2.76% 2.48% 2.44% 2.35%

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Fidelity’s spend share started strong but declined, ending at 18.17. Gainbridge saw a steady rise, closing at 5.64. Schwab and ML had fluctuations, finishing at 4.18 and 3.77, respectively. Morgan Stanley and BestMoney showed growth, ending at 3.35 and 2.94. NerdWallet and Edelman had varied trends, closing at 2.76 and 2.48. Silvercrest and Chase experienced ups and downs, finishing at 2.44 and 2.35.

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. 

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Competitor Count - Last month
Date Competitor Count
2025/04/01 709
2025/04/02 690
2025/04/03 704
2025/04/04 739
2025/04/05 719
2025/04/06 709
2025/04/07 720
2025/04/08 709
2025/04/09 684
2025/04/10 708
2025/04/11 685
2025/04/12 663
2025/04/13 682
2025/04/14 694
2025/04/15 698
2025/04/16 708
2025/04/17 726
2025/04/18 801
2025/04/19 777
2025/04/20 746
2025/04/21 751
2025/04/22 752
2025/04/23 781
2025/04/24 746
2025/04/25 712
2025/04/26 693
2025/04/27 715
2025/04/28 704
2025/04/29 700
2025/04/30 667

Copyright © Adthena. All rights reserved.

April began with 709 advertisers, fluctuating throughout the month. Mid-April saw a peak at 801 on the 18th. The month concluded with a decrease to 667 advertisers.

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.

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Market Loss & Market Gains - Last month
Name Market Trend
morganstanley.com 2.79%
gainbridge.io 1.64%
troweprice.com 1.53%
wealthfront.com 0.81%
edelmanfinancialengines.com 0.76%
ssa.gov -0.29%
blackstone.com -0.34%
tiaa.org -0.49%
americanexpress.com -0.5%
fidelity.com -19.31%

Copyright © Adthena. All rights reserved.

Morgan Stanley surged with a 2.79% click share increase, while Fidelity faced a significant 19.31% decline.

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.

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Date fidelity.com gainbridge.io silvercrestgroup.com troweprice.com schwab.com morganstanley.com ml.com aarp.org edelmanfinancialengines.com chase.com
2025/04/01 32.62% 1.58% 3.52% 2.67% 3.88% 1.27% 2.57% 2.73% 2.29% 0.88%
2025/04/02 39.22% 2.51% 2.89% 2% 3.39% 1% 3.08% 1.8% 1.49% 1.85%
2025/04/03 30.42% 1.66% 4.9% 3.03% 2.61% 1.21% 3.79% 2.92% 1.81% 1.7%
2025/04/04 25.24% 1.61% 5.08% 1.97% 3.52% 2.75% 4.4% 3.23% 2.47% 1.8%
2025/04/05 31.28% 1.33% 5.86% 2.42% 3.32% 2.86% 2.92% 3.15% 2.25% 1.74%
2025/04/06 27.04% 1.79% 6.19% 2.64% 3.46% 3.23% 3.77% 3.82% 1.4% 1.11%
2025/04/07 25.27% 2.13% 5.56% 2.42% 2.86% 4.24% 2.51% 3.69% 1.39% 1.39%
2025/04/08 22.16% 2.43% 5.56% 2.97% 3.43% 2.88% 2.64% 3.43% 3.17% 2.06%
2025/04/09 23.35% 2.48% 4.52% 2.98% 2.68% 3.54% 2.98% 2.35% 3.48% 2.15%
2025/04/10 22.8% 1.72% 5.05% 3.53% 3.28% 3.27% 2.48% 3.26% 3.32% 2.11%
2025/04/11 25.38% 2.21% 4.86% 3.25% 3.16% 3.52% 2.54% 4.69% 3.48% 3.18%
2025/04/12 28.76% 1.65% 4.55% 3.71% 2.73% 3.68% 1.99% 2% 3.23% 2.48%
2025/04/13 28.92% 2.98% 4.98% 3.25% 3.46% 4% 2.59% 3.2% 2.84% 1.48%
2025/04/14 23.29% 4.74% 5.59% 2.73% 2.86% 4.48% 2.47% 2.28% 2.52% 1.4%
2025/04/15 24.95% 4.77% 3.8% 3.08% 2.4% 4.3% 4.56% 2.67% 2.66% 1.7%
2025/04/16 16.65% 4.72% 0.38% 3.68% 3.86% 4.56% 5.23% 3.91% 2.86% 2.49%
2025/04/17 18.71% 4.33% 0.1% 2.95% 3.16% 4.82% 8.01% 3.47% 2.14% 1.78%
2025/04/18 13.39% 4.59% 0% 3.44% 2.4% 4.68% 6.73% 2.08% 3.99% 2.84%
2025/04/19 12.66% 7.45% 0% 3.53% 3.51% 3.84% 4.72% 3.19% 4.38% 2.89%
2025/04/20 15.18% 5.65% 0% 2.71% 3.52% 5.62% 4.24% 3.28% 4.57% 2.84%
2025/04/21 10.84% 5% 2.75% 3.53% 2.79% 3.62% 3.98% 3.24% 4.14% 2.07%
2025/04/22 10.68% 4.58% 8.04% 5.35% 3.49% 3.06% 4.02% 2.66% 2.8% 2.79%
2025/04/23 15.04% 3.39% 6.28% 3.05% 2.7% 3.08% 4.1% 2.82% 2.83% 2.61%
2025/04/24 13.85% 3.06% 7.15% 2.79% 3.02% 3.91% 3.24% 2.21% 2.58% 3.23%
2025/04/25 12.5% 3.18% 7.31% 3.48% 4.11% 4.81% 2.21% 4.2% 3.08% 2.7%
2025/04/26 18.13% 5.31% 5.84% 3.29% 3.83% 3.38% 1.71% 3.79% 4.1% 2.59%
2025/04/27 18.17% 6.23% 4.69% 3.07% 3.73% 4.85% 1.93% 2.9% 5.07% 2.71%
2025/04/28 10.73% 5.13% 7.68% 4.15% 2.59% 3.57% 2.45% 3.76% 2.4% 2.37%
2025/04/29 13.28% 5.92% 6% 4.85% 3.67% 2.58% 2.58% 3.27% 0.9% 2.65%
2025/04/30 12.61% 7.02% 5.13% 4.16% 4.07% 4.06% 4.03% 3.18% 2.63% 2.38%

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April saw Fidelity’s impression share decline from 32.62% to 12.61%. Gainbridge.io rose from 1.58% to 7.02%. Silvercrestgroup.com fluctuated, ending at 5.13%. Troweprice.com increased to 4.16%. Schwab.com ended at 4.07%. Morganstanley.com peaked mid-month, closing at 4.06%. ML.com saw a rise to 4.03%. AARP.org remained steady, finishing at 3.18%. Edelmanfinancialengines.com varied, ending at 2.63%. Chase.com showed slight growth, closing at 2.38%.

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.

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  1. 1
    Calculate Minimum Distribution https://www.aarp.org › rmd › calculator

    Free Online RMD Calculator — How to Avoid Stiff Penalties for Taking Out Too Little From Tax-Deferred Retirement Plans. Use This Calculator to Determine Your Required Minimum Distribution. More on AARP®.

  2. 2
    Bloomberg Asset Management - Asset Management Systems https://www.bloomberg.com

    Get real-time data across your total portfolio, powered by technology and analytics.

  3. 3
    Fidelity Investments https://www.fidelity.com

    Fidelity Investing Tools — Learn More About Fidelity's Broad Range of Investment Choices. Open an Account. 24/7 support.

  4. 4
    Morgan Stanley https://www.morganstanley.com

    Wealth Management — Need advice or looking to invest on your own? We offer solutions to help meet your needs. From investing to financial planning, we offer many solutions to help meet your needs.

  5. 5
    Roth IRA https://www.schwab.com

    No Fees To Open An IRA Account — Simplify The Road To Retirement. Open An Account In 10 Minutes Or Less & Start Investing.

Copyright © Adthena. All rights reserved.

In the competitive landscape of Google PPC, five advertisers stand out with compelling narratives. AARP.org offers a free RMD calculator, emphasizing penalty avoidance for retirees. Bloomberg.com highlights real-time portfolio data, showcasing technological prowess. Fidelity.com promotes diverse investment tools with 24/7 support. MorganStanley.com provides wealth management solutions, catering to both self-directed investors and those seeking advice. Schwab.com simplifies retirement with a fee-free Roth IRA, promising quick account setup. Each ad uniquely addresses financial needs, from retirement planning to investment management.

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See this data specific to your brand performance

The data on this page is just a sample of the billions of data points we hold at Adthena. The insights generated by Ask Arlo, leverage real-time GenAI to answer questions about your search data.

Our search consultants can introduce you to Whole Market View data that is specific to your organization, based on the size of the relevant search term and competitor universe, and the locations that you need monitoring.

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