US Finance Wealth Management - PPC Market Share Analysis May 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	23.83
morganstanley.com	14.21
wealthfront.com	4.4
gainbridge.io	3.44
aarp.org	2.96
schwab.com	2.71
edelmanfinancialengines.com	2.01
trustandwill.com	1.87
nerdwallet.com	1.87
tiaa.org	1.57
others	41.13

Fidelity leads with 23.83% click share, followed by Morgan Stanley at 14.21%. Wealthfront captures 4.4%, while ‘others’ dominate with 41.13%.

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	morganstanley.com	bestmoney.com	gainbridge.io	nerdwallet.com	schwab.com	edelmanfinancialengines.com	chase.com	forbes.com	trustandwill.com
2025/05/01	15.84%	3.06%	3.04%	5.65%	2.82%	3.56%	2.37%	2.78%	2.26%	2.58%
2025/05/02	28.85%	4.05%	2.06%	6.12%	2.53%	2.65%	2.45%	1.81%	1.84%	1.84%
2025/05/03	26.57%	4.27%	2.06%	7.31%	2.97%	3.13%	3.43%	1.8%	1.67%	2.51%
2025/05/04	28.36%	3.22%	2.12%	8.23%	2.87%	3.67%	2.68%	1.61%	1.84%	2.02%
2025/05/05	25.92%	5%	2.52%	6.46%	2.94%	2.56%	2.15%	1.57%	2.25%	2.15%
2025/05/06	24.27%	3.63%	2.93%	4.94%	3.38%	2.68%	2.68%	2.11%	2.39%	1.91%
2025/05/07	14.52%	4.67%	3.19%	7.67%	3.18%	2.82%	2.99%	3.1%	2.38%	1.94%
2025/05/08	14.37%	2.51%	3.16%	7.92%	3.67%	3.43%	4.57%	2.56%	2.39%	2.24%
2025/05/09	18.7%	4.91%	2.25%	7.11%	3.5%	2.64%	4.33%	2.35%	1.95%	2.12%
2025/05/10	18.47%	4.9%	2.1%	8.4%	3.34%	3.47%	4.3%	2.86%	1.97%	2.14%
2025/05/11	14.89%	5.38%	1.96%	8.62%	3.35%	3.93%	5.04%	2.43%	1.94%	2.03%
2025/05/12	11.66%	3.72%	2.75%	8.14%	3.94%	2.89%	3.03%	2.63%	1.51%	2.18%
2025/05/13	18.04%	3.38%	2.7%	6.3%	3.93%	2.76%	3.66%	2.44%	1.84%	1.58%
2025/05/14	9.68%	4.17%	3.01%	8.04%	4.11%	2.64%	4.93%	3.37%	2.04%	2.31%
2025/05/15	18.25%	4.65%	2.79%	8.06%	3.26%	3%	3.6%	2.98%	1.88%	1.93%
2025/05/16	18.46%	5.04%	2.99%	4.51%	3.19%	3.3%	3.67%	2.22%	1.75%	2.38%
2025/05/17	19.7%	5.83%	2.81%	3.05%	3.25%	3.37%	5.96%	1.74%	1.86%	1.81%
2025/05/18	13.57%	5.25%	3.9%	3.62%	4.69%	4.21%	5.03%	2.33%	1.97%	2.03%
2025/05/19	17.76%	3.61%	3.48%	3.06%	4.07%	2.75%	2.96%	2.25%	2.66%	1.66%
2025/05/20	18.07%	5.16%	3.57%	2.9%	3.84%	2.96%	2.75%	1.89%	2.09%	2.12%
2025/05/21	17.5%	5.25%	4.16%	3.52%	3.3%	2.8%	2.57%	2.29%	2.28%	2.63%
2025/05/22	21.44%	5.5%	3.79%	2.97%	2.81%	3.25%	2.51%	2.66%	1.93%	2.21%
2025/05/23	24.72%	5.97%	2.9%	2.86%	2.86%	2.9%	2.88%	2.07%	1.95%	1.87%
2025/05/24	24.19%	7.51%	2.98%	2.74%	2.89%	3.27%	2.77%	1.91%	1.99%	2.27%
2025/05/25	29.58%	6.04%	3.42%	3.05%	3.13%	3.18%	3.19%	1.58%	1.45%	2.29%
2025/05/26	24.53%	5.3%	2.59%	3.17%	2.64%	3.71%	1.94%	1.99%	1.26%	2.35%
2025/05/27	19.17%	3.31%	3.68%	3.43%	3.09%	3.16%	2.67%	3.7%	2.49%	1.84%
2025/05/28	24.96%	4.58%	2.85%	3.22%	2.77%	4.24%	2.31%	3.22%	2.13%	2.35%
2025/05/29	25.9%	5.54%	3.95%	3.28%	3.89%	2.87%	1.1%	2.33%	1.42%	2.02%
2025/05/30	21.85%	5.62%	3.94%	4.33%	2.53%	3.05%	1.76%	3.86%	1.99%	2.34%
2025/05/31	22.53%	4.98%	3.82%	3.68%	3.46%	3.19%	3.08%	2.39%	2.26%	1.4%

Fidelity.com led May with fluctuating spend, peaking at 29.58%. MorganStanley.com and BestMoney.com showed steady growth. Gainbridge.io’s early surge waned. By month’s end, Fidelity.com maintained dominance.

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
2025/05/01	663
2025/05/02	676
2025/05/03	670
2025/05/04	671
2025/05/05	692
2025/05/06	703
2025/05/07	705
2025/05/08	700
2025/05/09	698
2025/05/10	695
2025/05/11	694
2025/05/12	698
2025/05/13	741
2025/05/14	705
2025/05/15	701
2025/05/16	685
2025/05/17	687
2025/05/18	691
2025/05/19	708
2025/05/20	672
2025/05/21	692
2025/05/22	704
2025/05/23	693
2025/05/24	673
2025/05/25	663
2025/05/26	676
2025/05/27	685
2025/05/28	688
2025/05/29	669
2025/05/30	649
2025/05/31	642

May began with 663 advertisers, peaking at 741 mid-month. A gradual decline followed, ending at 642.

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
fidelity.com	2.42%
morganstanley.com	2.22%
ssa.gov	0.85%
tiaa.org	0.61%
bloomberg.com	0.53%
advisor.com	-0.3%
edelmanfinancialengines.com	-0.76%
ml.com	-0.98%
silvercrestgroup.com	-1.23%
gainbridge.io	-2.5%

Morgan Stanley and Fidelity saw significant click share growth, gaining 2.22% and 2.42% respectively. Conversely, Gainbridge.io experienced a notable decline of 2.5%.

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	morganstanley.com	gainbridge.io	edelmanfinancialengines.com	schwab.com	bestmoney.com	chase.com	aarp.org	nerdwallet.com	silvercrestgroup.com
2025/05/01	11.26%	3.95%	6.77%	2.35%	3.78%	3.08%	3.14%	3.21%	1.97%	5.25%
2025/05/02	15.37%	5.29%	7.73%	2.54%	3.11%	2.37%	2.36%	2.43%	1.69%	5.75%
2025/05/03	14.35%	6.07%	10.06%	2.48%	3.61%	2.46%	2.61%	2.32%	1.91%	4.21%
2025/05/04	14.88%	4.74%	11.38%	2.8%	4.27%	2.32%	2.1%	2.58%	1.92%	5.2%
2025/05/05	14.72%	6.05%	8.87%	1.67%	2.92%	2.81%	2.08%	2.74%	1.64%	4.65%
2025/05/06	13.09%	4.69%	6.2%	2.76%	2.75%	2.94%	2.46%	2.56%	1.83%	3.8%
2025/05/07	7.29%	5.1%	8.37%	3.27%	2.79%	2.99%	2.94%	2.96%	1.89%	6.12%
2025/05/08	7.12%	3.08%	9.62%	5.28%	3.44%	2.87%	2.64%	3.29%	1.97%	5.41%
2025/05/09	10.21%	6.17%	9.47%	4.26%	2.63%	2.3%	2.45%	3.1%	1.74%	5.31%
2025/05/10	8.8%	6.08%	10.78%	5.02%	3.36%	2.13%	2.88%	2.95%	2.26%	6.12%
2025/05/11	7.33%	6.58%	10.82%	5.21%	4.2%	1.95%	2.68%	3.15%	1.84%	3.87%
2025/05/12	6.03%	4.26%	10.5%	3.32%	3.38%	2.72%	2.74%	3.89%	2.7%	4.86%
2025/05/13	9.57%	3.71%	7.29%	3.93%	2.84%	2.66%	2.64%	3.7%	2.62%	5.82%
2025/05/14	5.2%	4.43%	9.36%	4.82%	2.64%	2.95%	3.48%	3.39%	2.51%	4.53%
2025/05/15	9.16%	5.28%	9.66%	4.22%	3.05%	2.64%	3.03%	2.89%	1.8%	4.89%
2025/05/16	9.87%	5.84%	5.21%	3.3%	3.79%	3.56%	2.59%	3.79%	2.46%	4.5%
2025/05/17	9.95%	6.91%	3.43%	7.09%	3.9%	2.64%	2.14%	3.04%	1.81%	4.72%
2025/05/18	7.43%	6.71%	4.27%	5.73%	4.33%	2.95%	2.78%	2.72%	2.11%	5.14%
2025/05/19	9.48%	4.32%	3.64%	3.28%	3.09%	2.87%	2.84%	3.99%	2.05%	6.34%
2025/05/20	9.76%	6.38%	3.14%	3.18%	3.33%	3.32%	2.5%	3.75%	2.01%	7.29%
2025/05/21	10.06%	5.89%	4.02%	2.84%	3.13%	3.71%	2.76%	3.74%	1.72%	4.55%
2025/05/22	11.81%	6.66%	3.44%	2.46%	3.62%	3.64%	3.22%	3.74%	1.71%	1.64%
2025/05/23	13.62%	7.47%	3.27%	3.41%	3.22%	2.92%	2.8%	3.28%	1.34%	1.7%
2025/05/24	12.89%	9.11%	3.29%	3.53%	3.81%	2.96%	2.63%	4.18%	1.49%	0.4%
2025/05/25	15.58%	8.6%	4.05%	3.42%	3.94%	3.31%	2.38%	3.39%	1.78%	0.15%
2025/05/26	13.2%	6.66%	3.94%	1.67%	4.39%	3.29%	2.88%	3.59%	1.4%	0%
2025/05/27	10.13%	3.82%	3.95%	3.2%	3.03%	3.66%	4.28%	4%	1.49%	0%
2025/05/28	13.66%	5.9%	4.27%	2.04%	4.12%	3%	3.96%	3.46%	1.52%	0%
2025/05/29	14.02%	6.95%	4.45%	0.92%	3.38%	3.48%	2.98%	3.79%	2.03%	0%
2025/05/30	12.37%	6.95%	5.63%	1.73%	2.99%	3.83%	4.5%	3.08%	1.18%	0.09%
2025/05/31	12.67%	5.95%	4.02%	3.61%	3.26%	3%	2.67%	2.44%	1.59%	0.18%

Fidelity.com led May with fluctuating impressions, peaking mid-month. MorganStanley.com and Gainbridge.io showed steady growth, while Silvercrestgroup.com declined sharply. The month ended 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.

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1
Bloomberg Asset Management - Asset Management Systems https://www.bloomberg.com
Get real-time data across your total portfolio, powered by technology and analytics.
2
Open & Fund a Roth IRA | CHASE® Official Site https://account.chase.com
Open a Roth IRA with $250K in new money on Chase.com or the Chase Mobile® app to qualify.
3
Fidelity Investments https://www.fidelity.com
Fidelity Investing Tools — 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. 24/7 support.
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
Silvercrest | Private Wealth Management https://www.silvercrestgroup.com › wealth › management
A premier investment advisory firm. Built for high net worth clients. Meet The Team. Get In Touch. Subscribe To E-Mails.

In the competitive landscape of Google PPC, top performers like Bloomberg, Chase, Fidelity, Morgan Stanley, and Silvercrest captivate with distinct themes. Bloomberg emphasizes real-time data and analytics, while Chase entices with Roth IRA offers. Fidelity highlights investment tools and no fees, Morgan Stanley offers tailored wealth solutions, and Silvercrest targets high-net-worth clients.

Frequently Asked Questions

Why is the US Finance Wealth Management May 2025 Report useful and how should I use it?

Why is the US Finance Wealth Management May 2025 Report useful?

Imagine being able to instantly see your competitors Market Share, Share of Spend and their top performing ad copy so you can effectively benchmark your own performance.

Adthena’s PPC Market Share reports provide an instant view of performance insights across hundreds of sub-industries – so you can do just that.

How to use the US Finance Wealth Management May 2025 Report
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How often is the data updated?

Data within the US Finance Wealth Management May 2025 Report is aggregated every month, highlighting the most significant changes from the previous period.
How does Adthena collect this data?

We use observed data from Google’s search results pages. With 20 million Google SERPs indexed per day. Adthena forms a global index of publicly available searches on Google.

On top of observed data, our data science models and patented technology expand on the insights through estimated metrics like market share, share of spend, and more.

We have 12 years of historical data across industries and our custom-built AI models learn from continuously updated data every day.
How accurate is the US Finance Wealth Management May 2025 Report?

The US Finance Wealth Management May 2025 Report is powered by Adthena’s Whole Market View, which is the patented technology that drives value for our 300 enterprise customers.

Our unique approach to search intelligence ingests Google’s Keyword Planner into its learning models, providing a more accurate and up-to-date view of keyword data compared to traditional panel data methods.

With daily data collection and updates, Adthena offers a closer-to-real-time view of the Google Ads auction, enabling timely insights and adjustments.

Adthena focuses specifically on Google Ads, providing a deep dive into the channel and offering detailed insights into its workings. By processing 10 TB of new data daily and employing AI and machine learning models to analyze millions of Google Ads searches per second, Adthena provides a comprehensive and in-depth view of the competitive landscape.

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Does this include mobile, desktop and Google Shopping data?

Yes. The US Finance Wealth Management May 2025 Report aggregates data from across both device types and Google Shopping.
Who is this US Finance Wealth Management May 2025 Report for?

The US Finance Wealth Management May 2025 Report is for enterprise brands and agencies who want quick and high-level, historical benchmarks that are easily digestible and reveal insights, trends and market winners relevant to their own industry.
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With millions of Google SERPs indexed every day, Arlo never misses a trick and makes sure you’re always up to date.

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Customer Success Stories

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When the pandemic hit and global travel came to a halt, Staysure saw its market shrink by 90%.

Adthena's data revealed what travellers were searching for and where the competitive exodus had left gaps in the market.Read case study

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Towergate Insurance needed to effectively segment their search landscape and explore new niche markets. Adthena provided the competitive intelligence they required to research potential markets, analyze competitor ad copy, and conduct keyword research, leading to successful campaign launches and continued growth.Read case study

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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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Share of Clicks for top 10 US Finance Wealth Management brands

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

Competitor Count for US Finance Wealth Management

Market Loss & Market Gains for US Finance Wealth Management

US Finance Wealth Management Share of Impressions

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

Frequently Asked Questions

Why is the US Finance Wealth Management May 2025 Report useful and how should I use it?

Why is the US Finance Wealth Management May 2025 Report useful?

How often is the data updated?

How does Adthena collect this data?

How accurate is the US Finance Wealth Management May 2025 Report?

Does this include mobile, desktop and Google Shopping data?

Who is this US Finance Wealth Management May 2025 Report for?

Can I get a custom report for my brand?

What is Ask Arlo?

Customer Success Stories

Legal & General

Staysure

New Market Discovery for Towergate Insurance

Get the full picture

See this data specific to your brand performance

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