US Finance Wealth Management - PPC Market Share Analysis February 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 33.6213867851
66.3786132149
33%

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 44
56
44%

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 35%

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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 48.69
morganstanley.com 8.85
aarp.org 3.74
blackstone.com 2.41
schwab.com 2.25
fisherinvestments.com 2.02
investor.vanguard.com 1.93
wealthfront.com 1.78
brighthousefinancial.com 1.25
nerdwallet.com 1.13
others 25.95
  • fidelity.com - 48.69%
  • morganstanley.com - 8.85%
  • aarp.org - 3.74%
  • blackstone.com - 2.41%
  • schwab.com - 2.25%
  • fisherinvestments.com - 2.02%
  • investor.vanguard.com - 1.93%
  • wealthfront.com - 1.78%
  • brighthousefinancial.com - 1.25%
  • nerdwallet.com - 1.13%
  • others - 25.95%

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Fidelity.com dominates with 48.69% click share, followed by Morgan Stanley at 8.85%. AARP.org holds 3.74%, while ‘others’ collectively capture 25.95%.

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 fisherinvestments.com nerdwallet.com forbes.com investor.vanguard.com schwab.com morganstanley.com boldin.com bestmoney.com advisor.com
2026/02/01 20.37% 5.18% 3.67% 5.12% 3.02% 3% 4.14% 2.99% 1.63% 2.11%
2026/02/02 32.45% 0.67% 2.82% 3.05% 3.75% 3.6% 2.2% 1.63% 2.58% 1.37%
2026/02/03 25.77% 4.38% 2.62% 3.28% 5.15% 3.8% 2.06% 2.48% 2.7% 2.97%
2026/02/04 24.81% 3.4% 3.07% 3.13% 5.13% 4.67% 2.05% 2.72% 2.63% 2.77%
2026/02/05 27.45% 3.04% 3.4% 3.73% 4.05% 4.2% 2.11% 2.67% 2.13% 2.73%
2026/02/06 27.92% 3.3% 2.78% 3.26% 4.74% 4.04% 2.51% 2.12% 2.06% 2.25%
2026/02/07 21.67% 5.09% 2.85% 3.54% 3.71% 4.36% 3.53% 2.37% 1.73% 2.81%
2026/02/08 23.37% 4.25% 2.6% 3.55% 4.89% 4.9% 2.86% 2.14% 1.64% 2.85%
2026/02/09 22.06% 4.52% 3.05% 2.82% 2.91% 2.98% 2.01% 2.07% 2.12% 4.22%
2026/02/10 21.47% 4.23% 2.42% 3.14% 2.5% 3.65% 2.3% 2.99% 2.3% 3.91%
2026/02/11 21.65% 4.94% 2.78% 3.15% 3.25% 4.36% 2.67% 2.97% 2.23% 3.15%
2026/02/12 27.3% 3.03% 3.39% 3.71% 4.03% 4.22% 2.1% 2.65% 2.12% 2.72%
2026/02/13 27.72% 3.28% 2.75% 3.24% 4.74% 4.01% 2.49% 2.14% 2.04% 2.24%
2026/02/14 21.44% 5.03% 2.82% 3.5% 3.69% 4.32% 3.5% 2.34% 1.71% 2.78%
2026/02/15 23.21% 4.22% 2.59% 3.53% 4.87% 4.87% 2.84% 2.12% 1.63% 2.83%
2026/02/16 21.97% 4.51% 3.03% 2.8% 2.9% 2.97% 2% 2.06% 2.11% 4.21%
2026/02/17 34.62% 6.04% 2.66% 2.65% 1.27% 2.38% 2.66% 2.15% 1.26% 1.35%
2026/02/18 36.49% 6.92% 2.23% 3.21% 1.89% 1.82% 2.08% 3.13% 1.6% 1.44%
2026/02/19 34.97% 6.98% 3.54% 3.71% 1.31% 1.74% 2.43% 2.75% 1.95% 1.95%
2026/02/20 41.75% 1.98% 2.7% 2.26% 2.41% 1.53% 2.52% 1.46% 2.31% 1.24%
2026/02/21 34.67% 1.54% 3.02% 3.23% 2.2% 1.86% 3.07% 1.87% 2.04% 1.06%
2026/02/22 36.89% 2.16% 3.01% 2.73% 2.15% 1.97% 2.58% 2.08% 1.74% 1.55%
2026/02/23 27.78% 2.97% 4.01% 2.36% 2.68% 1.9% 2% 1.78% 1.77% 2.39%
2026/02/24 29.11% 3.72% 3.03% 2.37% 2.52% 2.35% 2.09% 1.11% 2.62% 1.72%
2026/02/25 36.81% 3.8% 2.78% 2.21% 2.17% 1.89% 1.63% 1.57% 1.6% 0.81%
2026/02/26 38.99% 3.47% 3.2% 2.48% 2.93% 1.43% 3.15% 1.39% 1.45% 1.1%
2026/02/27 38.85% 3.35% 3.37% 2.7% 2.66% 1.89% 3% 1.21% 1.43% 0.94%
2026/02/28 40.18% 4.09% 3.79% 2.73% 2.12% 2.04% 1.98% 1.59% 0.95% 0.6%
  • fidelity.com
  • fisherinvestments.com
  • nerdwallet.com
  • forbes.com
  • investor.vanguard.com
  • schwab.com
  • morganstanley.com
  • boldin.com
  • bestmoney.com
  • advisor.com

Copyright © Adthena. All rights reserved.

Fidelity.com led February with a strong finish, peaking at 41.75% on the 20th. Fisherinvestments.com saw a mid-month dip, while Nerdwallet.com and Forbes.com maintained steady trends. Vanguard and Schwab experienced fluctuations, ending lower.

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
2026/02/01 652
2026/02/02 679
2026/02/03 630
2026/02/04 633
2026/02/05 638
2026/02/06 625
2026/02/07 606
2026/02/08 599
2026/02/09 613
2026/02/10 608
2026/02/11 602
2026/02/12 638
2026/02/13 625
2026/02/14 606
2026/02/15 599
2026/02/16 613
2026/02/17 569
2026/02/18 609
2026/02/19 588
2026/02/20 597
2026/02/21 554
2026/02/22 578
2026/02/23 601
2026/02/24 581
2026/02/25 575
2026/02/26 547
2026/02/27 545
2026/02/28 543

Copyright © Adthena. All rights reserved.

February saw a dynamic shift in distinct advertisers, starting at 652 and peaking at 679. A gradual decline followed, ending the month at 543.

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
fidelity.com 11.01%
metlife.com 0.26%
ameripriseadvisors.com 0.17%
chase.com 0.13%
cfnc.org 0.09%
aarp.org -0.74%
advisor.com -0.76%
investor.vanguard.com -0.96%
morganstanley.com -1.12%
schwab.com -1.42%

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Fidelity.com surged with an 11.01% click share increase, while schwab.com dropped by 1.42%. Metlife.com gained 0.26%, contrasting with morganstanley.com’s 1.12% 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.

Date fidelity.com fisherinvestments.com morganstanley.com aarp.org nerdwallet.com schwab.com forbes.com investor.vanguard.com boldin.com advisor.com
2026/02/01 16.86% 5.86% 6.17% 3.16% 2.34% 3.23% 3.23% 2.58% 2.82% 1.68%
2026/02/02 26.82% 0.84% 3.01% 4.6% 1.91% 3.83% 1.99% 2.65% 1.55% 1.4%
2026/02/03 20.85% 5.02% 2.56% 4% 1.77% 4.61% 1.76% 5.09% 2.43% 3.17%
2026/02/04 20.01% 3.91% 2.85% 5.21% 1.97% 5.92% 1.78% 4.6% 2.63% 2.97%
2026/02/05 22.71% 3.48% 3.4% 4.71% 2.15% 4.69% 2.4% 3.21% 2.71% 4.38%
2026/02/06 23.36% 4.23% 4.3% 5.33% 1.74% 4.35% 1.76% 3.65% 2.13% 2.17%
2026/02/07 17.08% 5.71% 5.95% 4.86% 1.75% 4.7% 2.24% 2.62% 2.26% 4.08%
2026/02/08 18.54% 4.68% 5.1% 5.85% 1.81% 5.03% 2.1% 3.81% 1.87% 3.31%
2026/02/09 17.9% 5.22% 3.08% 5.28% 2.12% 3.08% 1.77% 2.31% 1.94% 4.97%
2026/02/10 17.64% 4.53% 3.24% 5.22% 1.79% 3.85% 2.21% 1.97% 2.59% 5.47%
2026/02/11 17.43% 5.6% 3.85% 6.14% 1.56% 4.68% 2.18% 2.45% 2.66% 4.84%
2026/02/12 22.71% 3.48% 3.4% 4.71% 2.15% 4.69% 2.4% 3.21% 2.71% 4.38%
2026/02/13 23.36% 4.23% 4.3% 5.33% 1.74% 4.35% 1.76% 3.65% 2.13% 2.17%
2026/02/14 17.08% 5.71% 5.95% 4.86% 1.75% 4.7% 2.24% 2.62% 2.26% 4.08%
2026/02/15 18.54% 4.68% 5.1% 5.85% 1.81% 5.03% 2.1% 3.81% 1.87% 3.31%
2026/02/16 17.9% 5.22% 3.08% 5.28% 2.12% 3.08% 1.77% 2.31% 1.94% 4.97%
2026/02/17 28.36% 7.42% 2.8% 4.71% 1.96% 2.66% 1.86% 1.17% 1.88% 1.45%
2026/02/18 28.78% 8.79% 3.08% 5.62% 1.55% 1.94% 1.91% 1.7% 2.52% 1.38%
2026/02/19 27.6% 10.15% 4.36% 4.99% 2.24% 1.9% 2.73% 1.04% 2.37% 2.31%
2026/02/20 34.86% 2.85% 4.91% 3.22% 1.62% 1.75% 1.38% 1.89% 1.45% 1.54%
2026/02/21 29.03% 1.54% 5.46% 5.12% 1.85% 2.11% 2.26% 1.8% 1.74% 0.98%
2026/02/22 30.8% 2.3% 4.37% 5.58% 2.05% 2.18% 1.95% 1.78% 1.79% 1.31%
2026/02/23 22.65% 3.61% 2.69% 5.32% 2.81% 2.26% 1.59% 2.51% 1.53% 2.59%
2026/02/24 24.63% 4.49% 3.09% 4.62% 2.58% 2.64% 1.71% 2.15% 1.06% 1.47%
2026/02/25 31.01% 4.48% 2.76% 5.11% 2.05% 2.35% 1.33% 1.9% 1.29% 0.5%
2026/02/26 33.45% 3.74% 5.58% 3.49% 2.12% 1.49% 1.74% 2.31% 1.44% 1.02%
2026/02/27 32.77% 3.88% 5.22% 3.89% 2.49% 1.95% 1.85% 2.13% 1.24% 0.84%
2026/02/28 34.91% 5.05% 4.14% 4.08% 2.72% 2.32% 1.99% 1.73% 1.66% 0.43%
  • fidelity.com
  • fisherinvestments.com
  • morganstanley.com
  • aarp.org
  • nerdwallet.com
  • schwab.com
  • forbes.com
  • investor.vanguard.com
  • boldin.com
  • advisor.com

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Fidelity’s impression share surged in February, peaking at 34.91%. Fisher Investments and Morgan Stanley showed fluctuations, while AARP maintained stability. The month concluded with Fidelity leading the pack.

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
    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.

  2. 2
    Carta Fund Management https://www.carta.com › fund-management

    Fund Management Services — Scalable fund manager software for VCs and CFOs. Form, close, and administer funds easily. Automate your back office with Carta’s fund management software and expert services.

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

    Invest In Your Future — Learn More About Fidelity's Broad Range of Investment Choices. Open an Account. We Have the People, Investments and Guidance to Help You Find Your Way. Investment research. Robo Advisors.

  4. 4
    Simple Retirement Calculator - For $1,000,000+ Portfolios https://www.fisherinvestments.com

    Can you afford to retire comfortably with $1M+? Try our retirement calculator now!

  5. 5
    401(k) Calculator https://www.usaaef.org

    Calculate your 401(k) Calculate your employer 401(k) match to better understand your retirement savings over time

Copyright © Adthena. All rights reserved.

In the competitive landscape of Google PPC, AARP.org stands out with its free RMD calculator, emphasizing penalty avoidance. Carta.com targets VCs and CFOs with scalable fund management solutions. Fidelity.com offers diverse investment options, while Fisher Investments focuses on affluent retirees. USAAEF.org aids in understanding 401(k) growth.

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