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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 51.48
schwab.com 3.85
morganstanley.com 3.68
troweprice.com 3.17
fisherinvestments.com 2.19
nerdwallet.com 1.83
wealthfront.com 1.55
aarp.org 1.2
blackstone.com 1.03
chase.com 0.99
others 29.03

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Fidelity.com dominates with 51.48% click share, overshadowing others at 29.03%. Schwab.com and Morgan Stanley follow, while smaller players like Chase.com trail.

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 schwab.com fisherinvestments.com nerdwallet.com bestmoney.com edelmanfinancialengines.com forbes.com ml.com chase.com morganstanley.com
2025/03/01 20.12% 5.07% 3.86% 2.83% 1.23% 1.58% 6.38% 1.52% 1.52% 2.39%
2025/03/02 17.66% 5.66% 4.14% 3.37% 1.57% 2.27% 1.51% 1.34% 1.86% 2.13%
2025/03/03 13.49% 3.71% 3.91% 3.01% 1.75% 1.7% 1.45% 1.39% 1.65% 3.45%
2025/03/04 13% 6.79% 2.88% 3.27% 2.14% 1.01% 1.35% 1.61% 2.07% 2.1%
2025/03/05 14.44% 5.29% 2.75% 2.76% 1.8% 1.32% 1.75% 2.08% 2.23% 2.27%
2025/03/06 12.75% 4.53% 4.23% 4.47% 2.37% 1.48% 2.14% 2.13% 2.24% 2.91%
2025/03/07 13.13% 5.24% 3.5% 3.01% 2.03% 1.29% 2.14% 3% 3.18% 3.57%
2025/03/08 13.66% 7.77% 4.7% 2.94% 1.39% 1.61% 2% 2.25% 1.64% 3.36%
2025/03/09 23.96% 6.86% 4.89% 2.96% 2.14% 1.58% 1.52% 2.07% 1.73% 4.07%
2025/03/10 16.37% 6.63% 5.05% 3.74% 2.05% 1.66% 1.91% 1.49% 1.47% 3.48%
2025/03/11 15.71% 5.94% 4.73% 3.21% 2.11% 1.4% 1.73% 2.17% 2.19% 3.5%
2025/03/12 15.09% 6.42% 4.95% 3.13% 1.83% 2.4% 2.02% 2.21% 1.73% 2.58%
2025/03/13 15.12% 6.83% 4.07% 3.38% 2.58% 1.51% 1.59% 2.17% 2.29% 3.49%
2025/03/14 15.54% 6.2% 4.79% 4.37% 2.67% 1.92% 1.71% 1.18% 1.88% 2.71%
2025/03/15 16.77% 6.74% 5.34% 4.79% 2.39% 1.58% 1.8% 1.85% 3.18% 2.91%
2025/03/16 16.2% 6.96% 4.21% 4.22% 2.61% 1.78% 1.58% 1.77% 2.86% 2.24%
2025/03/17 15.93% 7.29% 3.32% 4.14% 2.56% 1.98% 1.28% 1.15% 2.18% 3.89%
2025/03/18 13.88% 7.93% 4.37% 4.02% 2.5% 1.81% 1.74% 1.89% 2.7% 2.74%
2025/03/19 14.98% 7.37% 4.1% 3.75% 2.91% 1.94% 2.23% 1.93% 2.18% 3.09%
2025/03/20 15.85% 7.81% 3.68% 2.81% 3.28% 1.84% 1.31% 1.86% 1.98% 2.37%
2025/03/21 14.65% 6.85% 5.34% 3.32% 3.51% 2.09% 1.76% 1.61% 2.76% 3.92%
2025/03/22 13.52% 7.23% 4% 3.62% 2.5% 1.9% 1.62% 2.36% 2.94% 3.91%
2025/03/23 19.35% 7.08% 4.45% 3.83% 3.49% 1.76% 1.8% 1.91% 2.5% 4.3%
2025/03/24 14.56% 6.62% 5.07% 2.95% 3.51% 1.06% 2.23% 2.12% 3.03% 2.73%
2025/03/25 13.88% 5.96% 5.73% 3.36% 2.84% 3.07% 1.97% 1.94% 3.91% 3.71%
2025/03/26 11.9% 5.62% 7.14% 3.13% 2.09% 2.11% 2.38% 2.08% 3.01% 3.19%
2025/03/27 15.26% 6.3% 6.29% 4.04% 2.35% 1.76% 1.61% 2.09% 3.19% 2.26%
2025/03/28 16.09% 6.52% 6.71% 3.06% 1.73% 2.09% 1.99% 1.76% 2.81% 2.12%
2025/03/29 17.54% 5.04% 6.67% 2.84% 1.78% 1.92% 1.84% 1.88% 3.68% 2.66%
2025/03/30 18.04% 6.6% 5.05% 4.29% 2.62% 2.09% 2.07% 1.8% 3.14% 1.65%
2025/03/31 16.69% 6.06% 5.99% 4.13% 2.47% 2.32% 2.04% 1.67% 1.59% 0.66%

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Fidelity’s spend share fluctuated, peaking at 23.96% on March 9. Schwab’s share rose steadily, ending at 6.06%. Fisher Investments saw a late surge, closing at 5.99%.

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
2025/03/01 841
2025/03/02 799
2025/03/03 833
2025/03/04 824
2025/03/05 803
2025/03/06 940
2025/03/07 942
2025/03/08 904
2025/03/09 814
2025/03/10 888
2025/03/11 835
2025/03/12 869
2025/03/13 861
2025/03/14 864
2025/03/15 788
2025/03/16 816
2025/03/17 797
2025/03/18 827
2025/03/19 841
2025/03/20 799
2025/03/21 764
2025/03/22 797
2025/03/23 736
2025/03/24 786
2025/03/25 789
2025/03/26 820
2025/03/27 825
2025/03/28 799
2025/03/29 788
2025/03/30 765
2025/03/31 808

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March saw fluctuating advertiser numbers, peaking at 942 on March 7. The month concluded with 808 advertisers, reflecting a dynamic landscape.

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 1.67%
tiaa.org 0.6%
fisherinvestments.com 0.54%
chase.com 0.33%
boldin.com 0.21%
troweprice.com -0.24%
ssa.gov -0.24%
kaplanfinancial.com -0.25%
morganstanley.com -0.41%
aarp.org -0.49%

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Fidelity.com surged with a 1.67 increase, while aarp.org dropped by 0.49. TIAA.org and Fisher Investments also rose, contrasting declines from Morgan Stanley and Kaplan Financial.

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 fisherinvestments.com schwab.com silvercrestgroup.com nerdwallet.com troweprice.com ml.com bestmoney.com chase.com morganstanley.com
2025/03/01 22.88% 4.34% 5.21% 2.95% 1.63% 1.77% 2.5% 1.2% 1.39% 2.11%
2025/03/02 20.88% 5.31% 5.51% 2.88% 2.12% 1.35% 1.57% 1.39% 1.8% 2.13%
2025/03/03 18.84% 4.74% 3.25% 3.29% 1.97% 1.43% 1.52% 1.59% 1.46% 2.49%
2025/03/04 18.46% 3.47% 5.96% 3.14% 1.67% 1.65% 2.58% 2.06% 2.01% 1.6%
2025/03/05 18.03% 2.84% 4.8% 3.38% 1.31% 1.54% 2.63% 1.44% 1.83% 1.56%
2025/03/06 15.46% 4.43% 3.82% 3.66% 2.34% 1.65% 3.37% 1.87% 1.94% 2.1%
2025/03/07 16% 3.39% 4.15% 3.33% 1.51% 1.73% 3.97% 1.51% 2.54% 2.45%
2025/03/08 15.88% 4.91% 6.38% 4% 1.46% 2.57% 2.9% 1.15% 1.39% 2.17%
2025/03/09 31.88% 5.41% 6.26% 2.2% 1.57% 1.56% 2.03% 1.73% 1.89% 2.67%
2025/03/10 21.44% 5.27% 5.73% 3.33% 2.12% 1.22% 2.28% 1.72% 1.18% 2.28%
2025/03/11 21.62% 5.41% 4.75% 2.81% 2.18% 2.33% 3.05% 1.68% 1.62% 2.45%
2025/03/12 19.9% 5.5% 5.26% 2.69% 2.13% 2.15% 3.44% 1.39% 1.38% 1.87%
2025/03/13 20.02% 5.24% 6.16% 3.35% 1.91% 2.94% 3.15% 2.06% 1.86% 2.34%
2025/03/14 19.23% 5.75% 4.76% 3.04% 3.01% 1.92% 1.82% 2.3% 1.46% 1.77%
2025/03/15 23.06% 5.15% 5.75% 2.97% 3.14% 2.43% 2.39% 1.91% 3.08% 1.95%
2025/03/16 21.99% 4.73% 5.99% 4.26% 2.35% 1.19% 2.08% 2.16% 2.41% 1.56%
2025/03/17 22.46% 3.86% 6.45% 2.91% 2.42% 1.74% 1.47% 2.1% 2% 2.68%
2025/03/18 18.76% 4.6% 7.11% 2.47% 2.82% 1.7% 2.36% 2.19% 2.47% 2%
2025/03/19 20.09% 4.18% 7.06% 2.5% 2.18% 1.66% 2.55% 2.42% 1.68% 2.04%
2025/03/20 21.59% 4.23% 6.53% 2.35% 1.98% 1.79% 2.34% 2.79% 1.71% 1.72%
2025/03/21 19.23% 5.28% 6.34% 1.79% 1.96% 2.01% 1.79% 3.17% 2.73% 2.7%
2025/03/22 18.03% 4.11% 6.58% 3.31% 2.51% 1.58% 2.38% 2.23% 2.74% 2.44%
2025/03/23 24.31% 4.99% 6.34% 2.48% 2.05% 2.09% 2.72% 2.98% 2.52% 2.83%
2025/03/24 19.13% 5.61% 5.83% 2.97% 1.9% 1.82% 2.63% 3.07% 2.88% 1.85%
2025/03/25 18.75% 6.2% 5.39% 2.83% 1.75% 2.46% 2.58% 2.41% 3.61% 2.65%
2025/03/26 15.74% 7.93% 5.01% 3.07% 2.21% 2% 3.29% 1.78% 2.9% 2.21%
2025/03/27 21.01% 7.34% 5.2% 1.74% 2.27% 2.02% 2.65% 1.95% 3.26% 1.61%
2025/03/28 22.79% 6.87% 5.59% 1.93% 1.81% 1.87% 2.32% 1.55% 2.69% 1.63%
2025/03/29 24.09% 7.55% 4.26% 1.78% 1.97% 2.61% 2.62% 1.33% 3.3% 1.78%
2025/03/30 24.47% 6.31% 5.16% 1.91% 2.6% 1.87% 2.47% 1.9% 2.87% 1.09%
2025/03/31 23.5% 6.32% 5.42% 2.62% 2.54% 2.27% 2.01% 1.86% 1.59% 0.59%

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Fidelity’s impression share fluctuated, peaking at 31.88% on March 9. Fisher Investments and Schwab showed steady growth, while Morgan Stanley declined, ending at 0.59%.

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
    Bloomberg Asset Management https://www.bloomberg.com

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

  2. 2
    Capital Group American Funds https://www.capitalgroup.com › portfolio › construction

    Goal-Based Investment Strategy — See How American Funds Can Help Improve Client Outcomes Through Objective-Based Investing

  3. 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. 4
    Morgan Stanley | Wealth Management https://www.morganstanley.com

    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 | No Fees To Open An IRA Account https://www.schwab.com

    Simplify The Road To Retirement. Open An Account In 10 Minutes Or Less & Start Investing.

Copyright © Adthena. All rights reserved.

In the competitive world of finance, top advertisers like Bloomberg, Capital Group, Fidelity, Morgan Stanley, and Schwab captivate audiences with unique propositions. Bloomberg emphasizes real-time data and analytics, while Capital Group focuses on goal-based strategies. Fidelity highlights no fees and 24/7 support, Morgan Stanley offers personalized solutions, and Schwab simplifies retirement planning.

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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.