US Finance Wealth Management - PPC Market Share Analysis July 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 50.4728825333
49.5271174667
50%

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 25
75
25%

Search Intent Distribution

Breakdown of search queries by their underlying goal.

Intent Distribution
Investigational 8%
Transactional 0%
Navigational 34%
Seasonal 0%
Local 0%
Problem Solving 19%

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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 33.78
capitalone.com 33.51
schwab.com 6.23
chase.com 5.16
morganstanley.com 3.37
jpmorgan.com 2.1
blackstone.com 1.21
fisherinvestments.com 1
aarp.org 0.91
nerdwallet.com 0.79
others 11.94
  • fidelity.com - 33.78%
  • capitalone.com - 33.51%
  • schwab.com - 6.23%
  • chase.com - 5.16%
  • morganstanley.com - 3.37%
  • jpmorgan.com - 2.1%
  • blackstone.com - 1.21%
  • fisherinvestments.com - 1%
  • aarp.org - 0.91%
  • nerdwallet.com - 0.79%
  • others - 11.94%

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In the PPC landscape, Fidelity.com and CapitalOne.com dominate with 33.78% and 33.51% click shares, respectively. Others collectively hold 11.94%, while Schwab.com and Chase.com trail behind.

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 capitalone.com fidelity.com chase.com fisherinvestments.com schwab.com nerdwallet.com jpmorgan.com forbes.com morganstanley.com boldin.com
2026/07/01 0.23% 31.36% 3.58% 4.23% 3.97% 3.13% 9.27% 3.67% 1.9% 1.03%
2026/07/02 0.5% 24.56% 2.76% 4.36% 3.41% 3.94% 8.42% 4.21% 3.74% 0.77%
2026/07/03 0.38% 29.05% 3.01% 4.77% 4.12% 4.1% 6.86% 2.41% 4.89% 2.17%
2026/07/04 0.19% 27.68% 3.25% 4.99% 4.27% 4.14% 4.43% 3.73% 2.91% 3.09%
2026/07/05 0.44% 24.51% 2.67% 4.39% 3.76% 5.02% 5.99% 5.45% 2.23% 3.72%
2026/07/06 0.13% 26.02% 2.82% 4.1% 3.15% 4.32% 11.16% 5.19% 2.47% 1.63%
2026/07/07 0.53% 24.19% 3.24% 5.45% 3% 3.56% 7.02% 4.76% 3.82% 2.99%
2026/07/08 0.39% 33.15% 2.67% 3.26% 3.02% 4.49% 11.23% 3.49% 3.13% 1.4%
2026/07/09 0.24% 33.4% 3.78% 4.59% 2.59% 5.25% 3.92% 3.4% 2.35% 2.01%
2026/07/10 5.72% 22.07% 16.23% 4.62% 2.49% 3.29% 7.09% 2.59% 1.69% 1.88%
2026/07/11 0.39% 30.45% 2.37% 5.28% 4.86% 3.81% 5.1% 4.04% 3.15% 3.12%
2026/07/12 22.06% 14.88% 17.71% 3.23% 2.35% 2.06% 3.4% 1.76% 1.08% 3.53%
2026/07/13 23.8% 19.57% 5.58% 4.36% 2.55% 3.05% 5.45% 3.14% 1.4% 1.6%
2026/07/14 20.16% 18.61% 12.21% 2.86% 2.99% 2.57% 6.91% 1.67% 2.74% 1.35%
2026/07/15 26% 13.47% 22.01% 2.4% 1.94% 1.49% 3.07% 1.61% 1.44% 1.25%
2026/07/16 24.95% 17.33% 12.19% 2.92% 1.6% 2.2% 5.26% 3.24% 2.65% 0.02%
2026/07/17 25.96% 14.63% 18.61% 3.3% 2.61% 2.88% 0.53% 1.76% 2.94% 0.53%
2026/07/18 29.05% 13.2% 10.9% 2.18% 1.85% 2.79% 6.74% 2.01% 2.93% 0.04%
2026/07/19 21.19% 18.52% 16.75% 1.91% 1.71% 4.72% 5.88% 1.77% 1.37% 0.05%
2026/07/20 24.1% 14.76% 26.33% 1.69% 1.61% 2.05% 4.5% 1.21% 1.31% 0.03%
2026/07/21 20.12% 18.57% 12.19% 2.85% 2.98% 2.57% 6.9% 1.67% 2.73% 1.37%
2026/07/22 20.25% 14.39% 22.21% 3.43% 1.81% 2.3% 5.3% 2.13% 1.65% 1.3%
2026/07/23 35.52% 13.21% 8.57% 2.31% 2.05% 3.25% 5.54% 2.45% 1.69% 0.97%
2026/07/24 5.64% 18.67% 26.67% 2.39% 2.33% 1.91% 5.84% 1.92% 2.06% 1.72%
2026/07/25 9.38% 18.02% 20.96% 2.19% 2.77% 2.83% 4.64% 2.6% 2.6% 0.9%
2026/07/26 18.4% 18.55% 4.39% 2.94% 2.62% 3.09% 8.01% 2.61% 2.52% 1.38%
2026/07/27 23.1% 13.92% 8.46% 3.51% 3.05% 2.21% 8.08% 1.89% 2.1% 1.02%
2026/07/28 18.5% 17.99% 7.34% 3.67% 2.82% 2.62% 5.86% 2.75% 2.17% 1.88%
2026/07/29 22.12% 16.22% 17.01% 3.98% 2.64% 2.04% 6.54% 1.7% 1.25% 1.31%
2026/07/30 21.9% 19.37% 9.3% 3.74% 2.31% 3.19% 4.29% 2.4% 2.38% 0.76%
2026/07/31 24.09% 20.98% 10.25% 3.11% 2.74% 2.04% 1.65% 1.63% 1.57% 1.1%
  • capitalone.com
  • fidelity.com
  • chase.com
  • fisherinvestments.com
  • schwab.com
  • nerdwallet.com
  • jpmorgan.com
  • forbes.com
  • morganstanley.com
  • boldin.com

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Capital One’s PPC spend surged mid-month, peaking at 35.52% on July 23. Fidelity’s share dipped, while Chase saw a mid-month spike. By month’s end, Capital One led, followed by Fidelity and Chase.

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
2026/07/01 538
2026/07/02 571
2026/07/03 564
2026/07/04 575
2026/07/05 581
2026/07/06 567
2026/07/07 561
2026/07/08 547
2026/07/09 545
2026/07/10 551
2026/07/11 550
2026/07/12 536
2026/07/13 555
2026/07/14 552
2026/07/15 538
2026/07/16 562
2026/07/17 532
2026/07/18 527
2026/07/19 526
2026/07/20 506
2026/07/21 552
2026/07/22 593
2026/07/23 593
2026/07/24 593
2026/07/25 612
2026/07/26 621
2026/07/27 580
2026/07/28 580
2026/07/29 575
2026/07/30 579
2026/07/31 557

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July began with 538 advertisers, peaking at 621 on the 26th. A steady rise marked the month, concluding with 557 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.

Market Loss & Market Gains - Last month
Market Loss & Market Gains - Last month
Name Market Trend
capitalone.com 15.33%
chase.com 2.44%
blackstone.com 0.24%
ramp.com 0.13%
chime.com 0.1%
nerdwallet.com -0.32%
fisherinvestments.com -0.33%
morganstanley.com -1%
schwab.com -2.21%
fidelity.com -11.61%

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Capitalone.com surged with a 15.33% increase, while fidelity.com plummeted by 11.61%. Chase.com rose by 2.44%, contrasting with schwab.com’s 2.21% 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 capitalone.com fidelity.com chase.com schwab.com fisherinvestments.com morganstanley.com aarp.org sofi.com jpmorgan.com nerdwallet.com
2026/07/01 0.09% 30.01% 2.83% 11.45% 4.99% 2.57% 3.45% 0.88% 3.65% 2.01%
2026/07/02 0.28% 23.09% 2.25% 8.57% 5.05% 4.64% 3.99% 1.07% 3.12% 2.91%
2026/07/03 0.22% 27.93% 2.62% 8.38% 4.66% 4.92% 2.89% 1.11% 2.44% 2.64%
2026/07/04 0.06% 25.93% 2.4% 9.78% 5.29% 3.67% 3.34% 0.94% 2.28% 2.23%
2026/07/05 0.3% 21.64% 1.98% 7.31% 4.29% 3.11% 2.76% 1.87% 2.53% 3.06%
2026/07/06 0.05% 26.93% 2.42% 5.91% 4.56% 2.92% 3.55% 1.62% 4.5% 2.95%
2026/07/07 0.31% 24.93% 2.75% 5.86% 4.35% 3.72% 3.6% 1.14% 3.9% 2.24%
2026/07/08 0.34% 36.41% 2.3% 4% 3.65% 3.78% 3.53% 1.36% 4.34% 3.72%
2026/07/09 0.16% 33.37% 2.98% 5.39% 4.91% 2.49% 2.99% 1.98% 2.57% 4.51%
2026/07/10 24.12% 14.9% 25.32% 2.66% 3.21% 1.89% 1.75% 0.89% 1.55% 2.16%
2026/07/11 0.2% 29.13% 1.71% 10.7% 5.56% 3.8% 3.5% 1.83% 2.33% 2.27%
2026/07/12 25.67% 13.16% 18.14% 5.02% 2.9% 1.66% 1.57% 3.26% 1.34% 1.2%
2026/07/13 27.18% 18.82% 6.09% 5.9% 3.88% 1.65% 2.08% 1.1% 1.79% 1.9%
2026/07/14 26.45% 16.93% 12.25% 7.48% 2.32% 2.77% 2.38% 1.24% 2.3% 1.67%
2026/07/15 30.37% 11.6% 23.31% 1.19% 2.81% 1.73% 1.77% 1.13% 1.33% 0.88%
2026/07/16 27.44% 16.04% 12.36% 1.03% 2.45% 2.43% 1.65% 5.3% 2.13% 1.25%
2026/07/17 24.68% 11.66% 18.19% 7.8% 2.48% 2.78% 1.23% 4.52% 0.43% 1.71%
2026/07/18 28.63% 12.88% 12.46% 1.4% 2.45% 4.4% 2.35% 1.12% 2.52% 1.72%
2026/07/19 24.38% 15.18% 16.84% 3.54% 1.64% 1.45% 1.23% 5.2% 1.53% 1.99%
2026/07/20 28.12% 11.01% 24.61% 3.49% 1.21% 1.44% 0.99% 2.9% 1.18% 0.9%
2026/07/21 26.45% 16.93% 12.25% 7.48% 2.32% 2.77% 2.38% 1.24% 2.3% 1.67%
2026/07/22 25.49% 12.85% 23.68% 3.61% 2.68% 2.01% 1.45% 1.07% 1.65% 1.5%
2026/07/23 38.92% 11.98% 9.85% 4.12% 2.19% 1.95% 1.87% 0.74% 1.98% 2.21%
2026/07/24 6.69% 16.51% 30.2% 2.89% 2.49% 2.29% 1.44% 4.12% 1.93% 1.21%
2026/07/25 16.65% 14.4% 21.08% 4.74% 2.13% 2.24% 1.95% 1.58% 1.57% 1.61%
2026/07/26 21.63% 16.79% 4.61% 4.84% 2.76% 2.3% 3.12% 1.52% 2.5% 1.85%
2026/07/27 27.93% 12.61% 9.11% 3.68% 4.17% 2.33% 2.02% 1.34% 3.5% 1.43%
2026/07/28 24.48% 16.01% 8.27% 5.43% 3.56% 1.76% 2.21% 1.3% 2.25% 1.67%
2026/07/29 26.9% 15.62% 18.57% 4.58% 3.5% 1.34% 2.09% 0.86% 2.21% 1.23%
2026/07/30 28.04% 17.89% 10.61% 3.13% 3.42% 2.58% 1.7% 0.99% 1.87% 1.86%
2026/07/31 28.63% 17.49% 10.98% 4.16% 2.96% 1.88% 1.58% 1.14% 1.13% 1.05%
  • capitalone.com
  • fidelity.com
  • chase.com
  • schwab.com
  • fisherinvestments.com
  • morganstanley.com
  • aarp.org
  • sofi.com
  • jpmorgan.com
  • nerdwallet.com

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In July 2026, Capital One’s impression share surged mid-month, peaking at 38.92% on the 23rd. Fidelity’s share fluctuated, starting strong but dipping mid-month. Chase saw a notable spike on the 24th. Schwab and Fisher Investments maintained moderate shares, while Morgan Stanley and AARP had lower, stable shares. Sofi and JPMorgan showed minor fluctuations, with Nerdwallet maintaining a consistent presence.

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
    Capital One Official Site https://www.capitalone.com

    Credit, Banking, Auto and More — Compare Capital One credit cards, banking services, business services & more. Personal Banking.

  2. 2
    Open Account Online Today - $400 New Account Bonus Offer https://account.chase.com

    New Checking Customers Get $400. Open Chase Total Checking® w/Qual. Activities Member FDIC

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

    Fidelity Investing Tools — We Have the People, Investments and Guidance to Help You Find Your Way. Investment research.

  4. 4
    Roth Conversion Calculator | A Guide For $1M+ Portfolios https://www.fisherinvestments.com

    Online calculators may oversimplify. Get a Roth conversion analysis built for you.

  5. 5
    Charles Schwab® Stock Trading - Buy & Sell Stocks With Schwab® https://www.schwab.com

    Our Stock Research And Trading Tools Are Designed For Both New and Experienced Investors. Analyze Your Trading Performance And Get...

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Capital One emphasizes comprehensive financial services, while Chase entices with a $400 bonus for new accounts. Fidelity offers investment guidance, Fisher Investments provides personalized Roth conversion analysis, and Charles Schwab caters to both novice and seasoned investors with robust trading tools.

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