US Finance Wealth Management - PPC Market Share Analysis June 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 41.5287005845
58.4712994155
41%

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 28
72
28%

Search Intent Distribution

Breakdown of search queries by their underlying goal.

Intent Distribution
Investigational 6%
Transactional 0%
Navigational 28%
Seasonal 0%
Local 1%
Problem Solving 23%

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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 59.66
schwab.com 9.48
morganstanley.com 4.92
fisherinvestments.com 1.62
aarp.org 1.58
wealthfront.com 1.54
jpmorgan.com 1.38
blackstone.com 1.22
nerdwallet.com 0.92
chase.com 0.75
others 16.93
  • fidelity.com - 59.66%
  • schwab.com - 9.48%
  • morganstanley.com - 4.92%
  • fisherinvestments.com - 1.62%
  • aarp.org - 1.58%
  • wealthfront.com - 1.54%
  • jpmorgan.com - 1.38%
  • blackstone.com - 1.22%
  • nerdwallet.com - 0.92%
  • chase.com - 0.75%
  • others - 16.93%

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Fidelity.com dominates with 59.66% click share, overshadowing Schwab’s 9.48%. Morgan Stanley follows at 4.92%, while others collectively hold 16.93%.

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 jpmorgan.com schwab.com morganstanley.com chase.com nerdwallet.com fisherinvestments.com forbes.com bestmoney.com investor.vanguard.com
2026/06/01 32.84% 4.45% 5.09% 1.33% 1.18% 2.05% 4.57% 2.68% 2.84% 3.22%
2026/06/02 32.1% 5.25% 5.87% 1.55% 0.89% 2.18% 4.32% 2.99% 2.72% 3.75%
2026/06/03 30.55% 4.59% 5.18% 1.39% 2.27% 2.8% 3.5% 3.2% 2.23% 3.16%
2026/06/04 29.05% 3.83% 5.36% 1.35% 1.18% 4.15% 5.43% 3.44% 1.89% 2.49%
2026/06/05 32.33% 3.31% 4.48% 1.51% 1.08% 5.83% 5.36% 2.34% 1.61% 1.44%
2026/06/06 32.4% 4.31% 5.84% 1.77% 0.66% 4.49% 3.88% 2.29% 1.98% 2.45%
2026/06/07 30.58% 2.95% 6% 1.79% 0.61% 4.23% 4.17% 2.54% 1.59% 4.23%
2026/06/08 33.3% 1.87% 4.61% 1.17% 1.78% 3.75% 4.75% 2.81% 2.06% 2.33%
2026/06/09 37.94% 1.26% 4.86% 1.13% 2.72% 2.21% 4.7% 2.38% 2.51% 2.16%
2026/06/10 34.69% 0.36% 5.33% 1.19% 3.56% 2.35% 5.1% 3.23% 2.59% 2.12%
2026/06/11 32.19% 1.61% 4.8% 1.15% 2.83% 2.21% 5.35% 3.18% 2.04% 2.56%
2026/06/12 25.79% 3.09% 5.75% 1.58% 3.08% 2.82% 5.42% 2.5% 2.38% 2.74%
2026/06/13 30.21% 3.26% 5.77% 1.86% 3.07% 3.1% 4.52% 2.53% 1.82% 2.98%
2026/06/14 33.42% 5.62% 6.05% 1.51% 3.31% 2.42% 4.34% 1.95% 1.31% 2.6%
2026/06/15 29.45% 5.36% 4.24% 1.38% 4.16% 2.65% 3.41% 2.76% 1.81% 3.82%
2026/06/16 33.48% 6.05% 4.91% 1.34% 3.96% 2.17% 4.34% 2.99% 1.1% 2.25%
2026/06/17 33.04% 4.29% 5.29% 1.15% 4.96% 2.09% 3.94% 3.14% 2.27% 1.37%
2026/06/18 30.96% 3.29% 7.39% 1.42% 4.66% 2.6% 3.97% 2.6% 1.77% 0.85%
2026/06/19 30.73% 5.66% 7.16% 2.34% 3.99% 2.81% 3.81% 2.02% 1.53% 0.74%
2026/06/20 34.57% 2.37% 7.12% 2.05% 3.65% 2.46% 3.5% 2.2% 1.08% 0.63%
2026/06/21 35.3% 1.75% 5.95% 1.72% 3.49% 3.48% 2.8% 2.12% 1.19% 0.41%
2026/06/22 37.16% 4.85% 5.1% 1.34% 3.69% 2.91% 3.47% 2% 1.9% 0.39%
2026/06/23 37.75% 2.76% 6.03% 1.56% 4.08% 3.31% 3.15% 1.74% 1.8% 0.54%
2026/06/24 40.25% 3.17% 5.5% 1.42% 3.55% 3.11% 2.92% 0.96% 1.13% 0.53%
2026/06/25 34.13% 4.73% 7.86% 1.21% 2.97% 2.66% 2.69% 1.25% 0.93% 0.6%
2026/06/26 40.25% 2.91% 6.01% 1.12% 3.71% 3.36% 3.45% 1.15% 0.86% 0.63%
2026/06/27 32.78% 4.12% 4.7% 1.98% 4.43% 4.3% 3.61% 1.83% 1.03% 0.54%
2026/06/28 33.51% 2.78% 5.59% 2.07% 3.97% 5.03% 3.68% 1.9% 1.71% 0.67%
2026/06/29 33.41% 1.98% 5.34% 1.39% 4.45% 4.92% 3.5% 2.78% 1.86% 1.07%
2026/06/30 31.6% 7.76% 5.06% 3.71% 3.56% 3.23% 2.05% 1.83% 1.53% 1.01%
  • fidelity.com
  • jpmorgan.com
  • schwab.com
  • morganstanley.com
  • chase.com
  • nerdwallet.com
  • fisherinvestments.com
  • forbes.com
  • bestmoney.com
  • investor.vanguard.com

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Fidelity’s PPC share fluctuated, peaking at 40.25% mid-month. JPMorgan’s share dipped, then surged to 7.76% by month’s end. Schwab maintained steady growth, while Morgan Stanley and Chase saw varied trends.

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
2026/06/01 627
2026/06/02 556
2026/06/03 630
2026/06/04 601
2026/06/05 614
2026/06/06 601
2026/06/07 600
2026/06/08 613
2026/06/09 602
2026/06/10 617
2026/06/11 617
2026/06/12 594
2026/06/13 592
2026/06/14 594
2026/06/15 591
2026/06/16 604
2026/06/17 601
2026/06/18 593
2026/06/19 586
2026/06/20 573
2026/06/21 576
2026/06/22 562
2026/06/23 560
2026/06/24 552
2026/06/25 550
2026/06/26 554
2026/06/27 537
2026/06/28 539
2026/06/29 561
2026/06/30 543

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June began with 627 advertisers, fluctuating throughout the month. Mid-month saw a decline, ending 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
schwab.com 13.59%
chase.com 0.31%
massmutual.com 0.23%
interactivebrokers.com 0.16%
money.com 0.11%
fisherinvestments.com -0.68%
morganstanley.com -0.74%
investor.vanguard.com -0.8%
blackstone.com -1.23%
fidelity.com -6.39%

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Schwab.com surged with a 13.59% click share increase, while fidelity.com plummeted by 6.39%. Chase.com and massmutual.com saw modest gains, contrasting with declines for blackstone.com and morganstanley.com.

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 schwab.com jpmorgan.com morganstanley.com chase.com aarp.org nerdwallet.com fisherinvestments.com forbes.com interactivebrokers.com
2026/06/01 29.49% 4.54% 2.69% 2.36% 0.82% 3.56% 1.83% 5.8% 2.04% 1.21%
2026/06/02 28.96% 4.53% 3.11% 3.02% 0.58% 3.1% 1.63% 5.49% 2.01% 0.8%
2026/06/03 27.4% 4.3% 2.75% 2.26% 1.69% 3.33% 2.02% 4.68% 2.32% 0.64%
2026/06/04 25.33% 4.5% 2.15% 2.96% 0.73% 3.6% 3.53% 6.82% 2.46% 0.58%
2026/06/05 28.58% 4.26% 2.07% 3.44% 0.84% 3.5% 5.21% 6.39% 1.87% 0.49%
2026/06/06 27.59% 5.53% 2.44% 3.68% 0.42% 3.48% 3.78% 4.87% 1.65% 1.29%
2026/06/07 26.84% 6.08% 1.86% 3.82% 0.34% 2.85% 3.68% 4.98% 2.02% 0.93%
2026/06/08 30.06% 4.34% 1.15% 2.38% 1.42% 3.33% 2.94% 6.47% 1.88% 0.92%
2026/06/09 33.48% 4.15% 0.5% 2.52% 2.02% 3.75% 1.44% 5.78% 2.21% 0.57%
2026/06/10 29.15% 5.09% 0.1% 2.78% 2.61% 3.31% 1.82% 6.63% 2.68% 1.17%
2026/06/11 27.22% 4.68% 0.73% 2.65% 2.16% 3.2% 1.39% 6.89% 2.39% 1.05%
2026/06/12 22.75% 4.58% 1.64% 3.7% 2.27% 4.7% 1.51% 7% 1.8% 1.17%
2026/06/13 25.9% 5.8% 1.96% 4.64% 2.28% 4% 2.17% 6.43% 1.99% 1.03%
2026/06/14 28.81% 6.41% 3.65% 3.4% 2.49% 3.5% 1.79% 5.37% 1.44% 2.02%
2026/06/15 25.54% 4.88% 3.65% 2.67% 3.16% 2.95% 1.88% 4.47% 1.89% 3.6%
2026/06/16 29.85% 5.07% 3.68% 2.79% 3.11% 3.1% 1.19% 5.62% 2.31% 3.94%
2026/06/17 25.16% 14.56% 2.16% 2.36% 3.41% 3.1% 1.39% 4.69% 2.17% 3.58%
2026/06/18 23.28% 13.19% 1.79% 2.96% 3.35% 2.91% 1.46% 4.64% 1.89% 6.35%
2026/06/19 25.95% 11.36% 3.79% 4.98% 3.04% 3.98% 1.87% 4.97% 1.44% 1.26%
2026/06/20 27.76% 13% 1.37% 3.82% 2.6% 3.74% 1.6% 4.41% 1.38% 2.27%
2026/06/21 27.41% 11.83% 1.08% 3.13% 2.61% 3.98% 2.14% 3.75% 1.54% 3.84%
2026/06/22 33.29% 7.43% 2.75% 2.73% 3.02% 3.81% 1.98% 4.79% 1.48% 1.51%
2026/06/23 31.42% 13.46% 1.66% 2.92% 2.91% 3.68% 2.21% 4.16% 1.06% 1.11%
2026/06/24 34.23% 9.41% 1.79% 2.94% 2.59% 3.84% 2.13% 3.36% 0.69% 1.74%
2026/06/25 27.15% 13.91% 2.61% 2.08% 2.05% 4% 1.94% 3.33% 0.74% 3.41%
2026/06/26 33.63% 8.19% 1.56% 2.37% 3.35% 3.89% 2.35% 4.33% 0.92% 4.05%
2026/06/27 25.33% 9.44% 1.93% 3.86% 3.95% 3.11% 2.59% 3.97% 1.12% 8.23%
2026/06/28 27.15% 10.42% 1.33% 3.49% 3.69% 2.96% 3.12% 4.26% 1.35% 5.32%
2026/06/29 28.12% 11.9% 1.02% 2.47% 5.08% 2.71% 3.48% 3.85% 1.57% 2.6%
2026/06/30 25.26% 11.12% 5.78% 4.12% 3.09% 3.09% 2.34% 2.19% 1.17% 0.86%
  • fidelity.com
  • schwab.com
  • jpmorgan.com
  • morganstanley.com
  • chase.com
  • aarp.org
  • nerdwallet.com
  • fisherinvestments.com
  • forbes.com
  • interactivebrokers.com

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In June 2026, Fidelity’s impression share fluctuated, peaking mid-month. Schwab saw a significant rise mid-month, while JPMorgan’s share dipped early but recovered. Morgan Stanley and Chase experienced steady growth. AARP and NerdWallet maintained stability, whereas Fisher Investments and Forbes showed declines. Interactive Brokers had a late surge.

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
    Fidelity Investments | Fidelity Investing Tools https://www.fidelity.com

    Learn More About Fidelity's Broad Range of Investment Choices. Open an Account. Robo Advisors.

  2. 2
    Roth Conversion Calculator | A Guide For $1M+ Portfolios https://www.fisherinvestments.com

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

  3. 3
    Interactive Brokers® - Start at $0 Commissions - Lowest Cost Broker https://www.interactivebrokers.com

    Restrictions Apply. Powerful enough for the professional trader but designed for everyone. Award winning investment tools available free for any level of experience. Join today. Global Products & Access. Real-Time Risk Management.

  4. 4
    Morgan Stanley https://www.morganstanley.com

    Wealth Management — Morgan Stanley Wealth Management will be your partner, every step of the way. Get started. Choose the investment approach that's right for you.

  5. 5
    Charles Schwab® Stock Trading | Open An Account Online https://www.schwab.com

    Analyze Your Trading Performance And Get Real-Time Streaming Quotes With Charles Schwab®.

Copyright © Adthena. All rights reserved.

Fidelity emphasizes diverse investment choices and robo advisors. Fisher Investments targets high-net-worth individuals with personalized Roth conversion analysis. Interactive Brokers highlights low costs and professional-grade tools. Morgan Stanley offers personalized wealth management. Charles Schwab focuses on trading performance and real-time quotes.

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