US Finance Wealth Management - PPC Market Share Analysis September 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 64.8058485139
35.1941514861
64%

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 21
79
21%

Search Intent Distribution

Breakdown of search queries by their underlying goal.

Intent Distribution
Investigational 4%
Transactional 0%
Navigational 45%
Seasonal 0%
Local 0%
Problem Solving 16%

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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
capitalone.com 43.09
fidelity.com 29.94
schwab.com 7.25
morganstanley.com 2.45
chase.com 2.07
blackstone.com 1.52
voya.com 1.04
metlife.com 1.02
aarp.org 1.01
jpmorgan.com 0.83
others 9.78
  • capitalone.com - 43.09%
  • fidelity.com - 29.94%
  • schwab.com - 7.25%
  • morganstanley.com - 2.45%
  • chase.com - 2.07%
  • blackstone.com - 1.52%
  • voya.com - 1.04%
  • metlife.com - 1.02%
  • aarp.org - 1.01%
  • jpmorgan.com - 0.83%
  • others - 9.78%

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In the PPC landscape, Capital One dominates with 43.09% click share, followed by Fidelity at 29.94%. Others collectively hold 9.78%, highlighting diverse competition.

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 capitalone.com jpmorgan.com voya.com schwab.com nerdwallet.com aarp.org chase.com morganstanley.com sofi.com
2026/09/01 32.89% 20.22% 3.55% 0.05% 3.76% 1.86% 1.17% 2.44% 1.91% 2.2%
2026/09/02 29.19% 17.67% 4.11% 0.13% 3.14% 2.11% 1.84% 1.64% 2.55% 2.43%
2026/09/03 30.84% 16.36% 3.58% 0.74% 4.01% 2.78% 1.81% 4.29% 1.94% 1.28%
2026/09/04 30.63% 17.41% 4.41% 0.62% 3.18% 2.24% 1.77% 3.71% 1.91% 1.03%
2026/09/05 26.33% 17.28% 4.54% 1.14% 4.38% 2.67% 2.16% 4.79% 2.14% 1.17%
2026/09/06 24.21% 13.91% 3% 0.59% 5.26% 3.17% 1.24% 4.19% 1.87% 2.25%
2026/09/07 22.75% 13.52% 2.8% 1.33% 5.16% 4.18% 1.07% 4.51% 1.64% 3.89%
2026/09/08 25.21% 15.25% 3.36% 1.73% 4.37% 3.32% 1.14% 5.49% 1.71% 3.72%
2026/09/09 24.5% 13.09% 4.08% 1.92% 4.95% 2.86% 1.99% 4.07% 2.61% 3.16%
2026/09/10 24.64% 14.59% 4.19% 3.04% 4.16% 3.03% 1.91% 3.08% 2.33% 1.98%
2026/09/11 23.37% 15.07% 4.58% 3.71% 4.32% 2.27% 2.28% 3.27% 2.35% 1.54%
2026/09/12 24.22% 11.71% 4.99% 4.27% 5.51% 2.7% 2.81% 2.74% 2.13% 1.96%
2026/09/13 23.4% 13.29% 4.75% 4.3% 4.77% 3.17% 2.03% 1.59% 3.16% 3%
2026/09/14 26.33% 13.81% 5.07% 4.57% 3.83% 2.78% 1.87% 2.52% 2.97% 1.76%
2026/09/15 24.72% 13.51% 5.19% 5.6% 3.14% 2.52% 1.81% 2.28% 2.7% 1.46%
2026/09/16 22.04% 13.5% 4.71% 4.1% 3.32% 2.32% 1.82% 3.95% 2.5% 3.64%
2026/09/17 22.46% 11.57% 4.16% 4.91% 3.35% 2.75% 2.27% 2.18% 4.41% 3.71%
2026/09/18 23.48% 12.14% 4.98% 5.25% 3.39% 2.54% 2.64% 0.57% 3.87% 1.57%
2026/09/19 23.27% 14.57% 4.4% 5.73% 4.15% 3.22% 1.61% 0.94% 2.48% 1.12%
2026/09/20 21.08% 14.33% 3.58% 5.55% 2.83% 2.93% 2.73% 2.58% 3.87% 1.75%
2026/09/21 23.03% 15.31% 4.65% 4.3% 2.75% 2.98% 1.9% 2.31% 3.44% 1.37%
2026/09/22 21.01% 14.8% 4.27% 4.29% 3.48% 3.01% 1.65% 3.86% 3.27% 0.91%
2026/09/23 24.37% 13.57% 6.43% 4.38% 4.09% 2.58% 2.55% 1.66% 3.12% 0.7%
2026/09/24 23.26% 17.42% 5.72% 3.34% 3.12% 2.94% 1.78% 1.6% 2.23% 0.9%
2026/09/25 20.35% 11.91% 5.88% 4.85% 3.87% 2.96% 1.91% 2.93% 4.52% 0.59%
2026/09/26 22.66% 14.73% 5.93% 5.88% 3.98% 2.77% 1.82% 1.13% 3.16% 0.5%
2026/09/27 23.21% 15.84% 6.01% 4.64% 4.33% 3.35% 1.7% 1% 3.37% 0.3%
2026/09/28 25.09% 14.45% 3.23% 5.03% 3.91% 2.96% 1.69% 0.69% 2.89% 0.83%
2026/09/29 23.27% 14.64% 5.75% 6.04% 4.57% 2.6% 2.02% 1.26% 2.69% 0.7%
2026/09/30 24.05% 15.12% 5.59% 5.47% 3.95% 2.94% 2.91% 2.76% 2.67% 1.6%
  • fidelity.com
  • capitalone.com
  • jpmorgan.com
  • voya.com
  • schwab.com
  • nerdwallet.com
  • aarp.org
  • chase.com
  • morganstanley.com
  • sofi.com

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Fidelity’s spend share started strong but declined, ending at 24.05%. Capital One fluctuated, closing at 15.12%. JPMorgan rose to 5.59%. Voya’s share increased, finishing at 5.47%.

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
2026/09/01 434
2026/09/02 457
2026/09/03 469
2026/09/04 472
2026/09/05 496
2026/09/06 534
2026/09/07 545
2026/09/08 537
2026/09/09 526
2026/09/10 527
2026/09/11 542
2026/09/12 540
2026/09/13 543
2026/09/14 483
2026/09/15 505
2026/09/16 503
2026/09/17 487
2026/09/18 489
2026/09/19 485
2026/09/20 499
2026/09/21 480
2026/09/22 490
2026/09/23 483
2026/09/24 490
2026/09/25 482
2026/09/26 482
2026/09/27 481
2026/09/28 488
2026/09/29 481
2026/09/30 481

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September saw a dynamic rise in distinct advertisers, peaking at 545 mid-month, before stabilizing at 481.

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 1.1%
fidelity.com 1%
voya.com 0.65%
metlife.com 0.3%
blackstone.com 0.22%
marcus.com -0.11%
creativeplanning.com -0.12%
sofi.com -0.36%
chase.com -1.2%
schwab.com -2.6%

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Capitalone.com and fidelity.com lead with click share gains, while schwab.com and chase.com face declines.

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 metlife.com aarp.org voya.com schwab.com sofi.com morganstanley.com jpmorgan.com
2026/09/01 37.89% 21.1% 4.26% 5.92% 1.98% 0.02% 4.72% 4.11% 1.58% 0.99%
2026/09/02 37.03% 21.93% 0.86% 4.52% 3.16% 0.19% 2.39% 2.31% 2.03% 1.33%
2026/09/03 32.01% 20.49% 13.61% 5.53% 2.81% 0.35% 4.56% 0.65% 1.64% 0.93%
2026/09/04 33.15% 20.29% 11.73% 5.78% 2.77% 0.62% 2.2% 0.63% 1.56% 1.11%
2026/09/05 29.83% 15.99% 15.59% 3.01% 2.53% 0.81% 3% 0.65% 1.49% 1.07%
2026/09/06 25.29% 14.97% 11.46% 4.14% 1.9% 0.53% 6.81% 2.94% 1.54% 0.95%
2026/09/07 23.7% 14.07% 12.77% 3.31% 1.55% 0.8% 7.57% 6.79% 1.14% 0.77%
2026/09/08 26.6% 15.3% 18.43% 4.69% 1.6% 1.01% 5.08% 4.18% 1.11% 0.9%
2026/09/09 23.98% 15.61% 13.7% 4.43% 2.49% 1.19% 6.81% 3.4% 1.76% 1.02%
2026/09/10 28.42% 17.41% 8.55% 4.23% 2.73% 1.97% 5.83% 1.29% 1.76% 1.3%
2026/09/11 28.42% 16.24% 10.17% 4.45% 2.78% 2.22% 5.5% 1.15% 1.75% 1.7%
2026/09/12 24.24% 18.45% 8.77% 4.47% 3.47% 2.77% 8.8% 2.55% 1.81% 1.76%
2026/09/13 25.98% 16.06% 2.36% 3.88% 2.85% 2.8% 7.83% 5.69% 2.24% 1.36%
2026/09/14 27.87% 18.66% 7.33% 3.8% 2.81% 2.94% 4.92% 2.36% 2.19% 1.63%
2026/09/15 28.97% 18.24% 8.37% 3.81% 2.84% 3.37% 2.23% 1.3% 2.2% 1.72%
2026/09/16 24.2% 13.93% 14.62% 4.57% 2.2% 2.27% 3.15% 5.36% 1.74% 1.54%
2026/09/17 23.56% 16.31% 7.64% 4.45% 3.08% 3.49% 3.62% 6.78% 2.88% 1.29%
2026/09/18 27.23% 18.9% 0.31% 5.6% 3.57% 4.07% 4.27% 1.55% 2.93% 1.66%
2026/09/19 31.38% 18.26% 0.54% 5.84% 2.78% 3.94% 5.08% 1.56% 2% 1.38%
2026/09/20 28.68% 15.85% 9.93% 4.54% 3.09% 3.44% 2.7% 2.22% 2.42% 1.04%
2026/09/21 30.69% 17.12% 5.78% 2.22% 2.59% 2.56% 5.33% 1.52% 2.09% 1.61%
2026/09/22 27.4% 15.79% 15.25% 4% 2.37% 2.91% 3.87% 0.41% 2.1% 1.63%
2026/09/23 27.23% 19.94% 5.16% 6.16% 2.7% 2.83% 4.44% 0.33% 1.82% 2.14%
2026/09/24 33.92% 18.31% 5.86% 6.39% 2.41% 2.52% 2.11% 0.48% 1.38% 1.52%
2026/09/25 23.86% 16.67% 11.04% 6.96% 2.65% 3.07% 4.06% 0.24% 2.96% 1.93%
2026/09/26 30.62% 19.37% 3.36% 5.79% 2.89% 3.79% 3.07% 0.22% 2.36% 1.93%
2026/09/27 30.31% 17.44% 3.02% 5.08% 2.43% 2.83% 5.19% 0.16% 2.4% 1.78%
2026/09/28 29.79% 19.61% 0.43% 8.23% 2.79% 3.39% 4.44% 0.39% 2.06% 1.18%
2026/09/29 27.57% 17.56% 5.61% 9.23% 2.74% 3.5% 5.14% 0.24% 1.66% 1.54%
2026/09/30 25.8% 17.27% 11.79% 5.8% 3.38% 3.1% 2.71% 2.44% 1.85% 1.14%
  • capitalone.com
  • fidelity.com
  • chase.com
  • metlife.com
  • aarp.org
  • voya.com
  • schwab.com
  • sofi.com
  • morganstanley.com
  • jpmorgan.com

Copyright © Adthena. All rights reserved.

In September 2026, Capital One’s impression share began at 37.89% and fluctuated, ending at 25.80%. Fidelity saw a similar trend, starting at 21.10% and closing at 17.27%. Chase experienced volatility, peaking mid-month. MetLife and AARP maintained steady shares, while Voya and Schwab showed gradual increases. Sofi and Morgan Stanley had minor fluctuations, with J.P. Morgan remaining stable.

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. Explore Capital One credit card offers, bank accounts and more—apply online! Personal Banking. Personal Credit Cards.

  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 — Learn More About Fidelity's Broad Range of Investment Choices. Open an Account. We Have the...

  4. 4
    Open a Bank Account Online - Sign up and get up to $400 https://www.sofi.com

    Better Banking is Here To Stay. Up to 3.10% APY and No Account Fees. Terms apply.

  5. 5
    Calculators | Voya.com https://www.voya.com

    Learn How To Take Control Of Your Finances And Feel Confident in Your Future. Access Voya’s Financial Wellness Resources To Feel Confident In Your Financial Choices. Planning for Retirement.

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In the competitive landscape of Google PPC, Capital One, Chase, Fidelity, SoFi, and Voya stand out. Capital One emphasizes comprehensive financial services, while Chase and SoFi entice with lucrative bonuses. Fidelity highlights investment tools, and Voya focuses on financial wellness and retirement planning.

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