US Finance Wealth Management - PPC Market Share Analysis November 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.

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 30.8266669267
69.1733330733
30%

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 46
54
46%

Search Intent Distribution

Breakdown of search queries by their underlying goal.

Intent Distribution
Investigational 8%
Transactional 0%
Navigational 5%
Seasonal 0%
Local 0%
Problem Solving 38%

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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 18.11
thepennyhoarder.com 6.94
fisherinvestments.com 5.25
nerdwallet.com 3.57
morganstanley.com 2.89
aarp.org 2.72
pnc.com 2.35
shopify.com 2.02
bankofamerica.com 1.97
usbank.com 1.91
others 52.27
  • fidelity.com - 18.11%
  • thepennyhoarder.com - 6.94%
  • fisherinvestments.com - 5.25%
  • nerdwallet.com - 3.57%
  • morganstanley.com - 2.89%
  • aarp.org - 2.72%
  • pnc.com - 2.35%
  • shopify.com - 2.02%
  • bankofamerica.com - 1.97%
  • usbank.com - 1.91%
  • others - 52.27%

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Fidelity leads with 18.11% click share, followed by The Penny Hoarder at 6.94%. Others dominate with 52.27%, 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 fisherinvestments.com pnc.com morganstanley.com aarp.org nerdwallet.com chase.com thepennyhoarder.com bankofamerica.com shopify.com
2025/10/01 15.76% 4.71% 0% 2.71% 2.7% 2.81% 3.12% 4.09% 2.2% 0.04%
2025/10/02 21.47% 5.32% 0.21% 2.3% 1.77% 3.48% 2.5% 7.51% 1.07% 3.03%
2025/10/03 24.27% 5.06% 0.33% 3.27% 1.5% 4.06% 1.84% 6.7% 0.13% 2.16%
2025/10/04 26.81% 3.69% 1.07% 2.73% 1.33% 3.31% 1.28% 7.07% 1.42% 0.02%
2025/10/05 20.87% 5.05% 1.98% 4.11% 1.39% 3.66% 1.94% 6.24% 2.13% 0.03%
2025/10/06 30.12% 4.69% 1.75% 1.84% 2.24% 4.31% 1.6% 4.27% 0.63% 0.84%
2025/10/07 32.09% 4.8% 1.76% 1.77% 1.92% 3.52% 1.93% 3.92% 1.59% 0.01%
2025/10/08 26.28% 4.74% 2.82% 1.89% 1.64% 3% 1.91% 6.15% 2.1% 1.23%
2025/10/09 19.12% 3.9% 2.09% 3.06% 1.67% 3.63% 1.59% 9.05% 1.62% 2.15%
2025/10/10 21.11% 3.82% 3.74% 3.58% 2.21% 4.4% 1.71% 8.24% 0.75% 0.91%
2025/10/11 11.37% 5.26% 4.5% 4.23% 2.54% 5.39% 1.71% 3.72% 1.68% 2.23%
2025/10/12 18.75% 4.88% 4.08% 3.79% 2.45% 3.42% 1.9% 4.14% 1.24% 1.84%
2025/10/13 24.62% 4.51% 2.43% 2.27% 2.65% 4.26% 2.15% 6.27% 1.08% 2.23%
2025/10/14 16.68% 5.15% 3.25% 2.11% 2.18% 4.93% 2.58% 4.31% 2.89% 0.03%
2025/10/15 20.41% 4.85% 3.96% 1.65% 2.04% 2.89% 1.6% 5.94% 2.35% 1.78%
2025/10/16 17.05% 5.11% 3.15% 3.99% 2.31% 3.18% 1.69% 6.39% 1.01% 2.22%
2025/10/17 19.72% 4.99% 1.65% 3.61% 2.06% 5.32% 1.86% 8% 1.11% 1.86%
2025/10/18 24.59% 5.72% 2.14% 3.25% 2.51% 2.82% 1.4% 5.01% 1.68% 1.06%
2025/10/19 22.08% 5.56% 1.81% 3.56% 2.78% 4.81% 1.5% 6.61% 1.24% 1.15%
2025/10/20 15.15% 5.44% 2.43% 2.27% 3.15% 4.15% 2.15% 5.87% 3.67% 2.15%
2025/10/21 21.06% 5.05% 0.86% 2.88% 2.32% 3.12% 1.82% 8.96% 0.11% 4.42%
2025/10/22 12.82% 5% 1.2% 3.2% 3.56% 3.02% 2.13% 7.2% 3.91% 4.74%
2025/10/23 16.44% 5.16% 1.55% 4.41% 3.08% 2.83% 1.87% 7.4% 2.29% 1.97%
2025/10/24 13.86% 6.65% 1.35% 4.21% 2.48% 3.43% 2.27% 5.91% 1.59% 1.52%
2025/10/25 14.71% 5.8% 2.24% 4.36% 3.17% 4.33% 1.54% 6.82% 1.73% 2.57%
2025/10/26 16.44% 4.47% 2.13% 3.13% 3.2% 5.29% 1.61% 7.91% 2.48% 1.86%
2025/10/27 19.62% 5.02% 2.47% 3.14% 2.03% 3.09% 2.19% 5.46% 1.14% 2.23%
2025/10/28 17.97% 3.71% 2.35% 2.3% 3.05% 4.12% 1.77% 8.75% 1.25% 5.94%
2025/10/29 14.29% 5.18% 3.03% 2.44% 2.1% 3.51% 2.05% 6.74% 2.28% 2.67%
2025/10/30 20.5% 5.48% 2.37% 3.38% 1.46% 3.73% 1.58% 7.4% 2.1% 3%
2025/10/31 12.91% 8.35% 4.41% 4.35% 3.6% 3.34% 2.37% 1.12% 0.31% 0.18%
  • fidelity.com
  • fisherinvestments.com
  • pnc.com
  • morganstanley.com
  • aarp.org
  • nerdwallet.com
  • chase.com
  • thepennyhoarder.com
  • bankofamerica.com
  • shopify.com

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Fidelity.com led October with fluctuating spend, peaking at 32.09% on the 7th. Fisherinvestments.com ended strong at 8.35% on the 31st. Thepennyhoarder.com saw a sharp drop to 1.12% on the 31st.

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
2025/10/01 720
2025/10/02 714
2025/10/03 724
2025/10/04 685
2025/10/05 705
2025/10/06 701
2025/10/07 692
2025/10/08 674
2025/10/09 665
2025/10/10 681
2025/10/11 669
2025/10/12 678
2025/10/13 683
2025/10/14 693
2025/10/15 660
2025/10/16 674
2025/10/17 677
2025/10/18 665
2025/10/19 679
2025/10/20 695
2025/10/21 623
2025/10/22 652
2025/10/23 676
2025/10/24 671
2025/10/25 650
2025/10/26 657
2025/10/27 695
2025/10/28 678
2025/10/29 691
2025/10/30 675
2025/10/31 669

Copyright © Adthena. All rights reserved.

October saw fluctuating advertiser numbers, starting at 720 and dipping to 623 mid-month. The month concluded with 669 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.

Market Loss & Market Gains - Last month
Market Loss & Market Gains - Last month
Name Market Trend
shopify.com 1.19%
troweprice.com 1.12%
thrivent.com 0.62%
advisor.com 0.42%
jpmorgan.com 0.41%
morganstanley.com -0.52%
wellington.com -0.68%
schwab.com -0.68%
pnc.com -0.99%
fidelity.com -2.56%

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Fidelity.com saw a significant drop of 2.56%, while Shopify.com surged by 1.19%. T. Rowe Price gained 1.12%, contrasting with PNC’s 0.99% 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 fidelity.com fisherinvestments.com aarp.org pnc.com morganstanley.com nerdwallet.com schwab.com thepennyhoarder.com bankofamerica.com shopify.com
2025/10/01 14.3% 5.5% 3.46% 0% 2.52% 2.44% 2.17% 4.57% 2.38% 0.05%
2025/10/02 20.07% 6.5% 2.34% 0.58% 2.21% 3.07% 2.75% 7.96% 1.16% 3.19%
2025/10/03 20.8% 6.33% 2.01% 1.14% 3.51% 3.81% 3.08% 7.43% 0.12% 2.28%
2025/10/04 21.49% 4.26% 1.88% 2.45% 2.89% 3.2% 2.7% 7.89% 1.6% 0.02%
2025/10/05 17.07% 5.88% 1.98% 3.45% 4.22% 3.4% 3.84% 6.74% 2.39% 0.03%
2025/10/06 25.63% 5.62% 3.08% 2.65% 1.83% 4.3% 2.69% 4.69% 0.59% 0.98%
2025/10/07 28.21% 5.88% 2.81% 2.31% 1.96% 3.47% 1.87% 4.6% 1.75% 0.01%
2025/10/08 24.05% 5.41% 2.4% 3.34% 1.97% 2.87% 1.82% 6.7% 2.35% 1.15%
2025/10/09 20.79% 4.27% 2.28% 2.06% 3.08% 3.14% 2.17% 9.79% 1.75% 2.2%
2025/10/10 19.03% 4.16% 3.18% 3.73% 3.62% 4.43% 2.55% 9.06% 0.69% 1.06%
2025/10/11 11.09% 5.78% 3.23% 4.24% 4.26% 4.94% 4.42% 3.88% 2.01% 2.21%
2025/10/12 16.93% 5.48% 3.17% 4.02% 3.95% 3.1% 4.65% 4.76% 1.18% 2.13%
2025/10/13 20.38% 5.2% 3.55% 2.57% 2.62% 4.03% 2.99% 6.84% 1.24% 2.11%
2025/10/14 15.24% 5.7% 2.74% 3.19% 2.26% 4.71% 3.27% 5.05% 3.42% 0.03%
2025/10/15 18.82% 5.16% 2.59% 3.78% 1.76% 2.53% 3.62% 6.59% 2.68% 2.04%
2025/10/16 16.67% 5.37% 2.98% 3.04% 4.35% 2.7% 4.3% 6.66% 1.22% 2.26%
2025/10/17 20.64% 5.29% 2.47% 1.63% 3.54% 4.93% 2.62% 8.21% 1.18% 2.22%
2025/10/18 25.54% 6.36% 2.9% 1.95% 2.88% 2.4% 3.1% 4.65% 1.95% 0.91%
2025/10/19 23.6% 5.67% 3.04% 1.65% 2.89% 4.12% 4.35% 6.34% 1.51% 0.93%
2025/10/20 16.36% 5.21% 3.48% 2.17% 1.86% 3.85% 2.7% 5.93% 3.84% 2.13%
2025/10/21 22.47% 4.98% 2.5% 0.86% 2.5% 2.74% 2.9% 8.46% 0.12% 4.57%
2025/10/22 13.37% 5.3% 3.92% 1.19% 2.65% 2.57% 1.13% 8.01% 4.45% 4.99%
2025/10/23 18.57% 5.35% 3.38% 1.33% 3.59% 2.64% 0.85% 7.42% 2.55% 2%
2025/10/24 15% 7.34% 2.74% 1.18% 3.43% 3.03% 1.22% 6.13% 1.76% 1.13%
2025/10/25 18.2% 5.98% 3.07% 1.93% 3.29% 3.44% 1.52% 6.52% 1.92% 2.78%
2025/10/26 20.03% 4.57% 3.33% 1.75% 2.47% 4.5% 1.3% 7.27% 2.64% 1.78%
2025/10/27 23.74% 5.22% 2.09% 2.19% 2.4% 2.67% 0.92% 5.08% 1.09% 2.05%
2025/10/28 19.31% 4.04% 3.28% 1.84% 1.73% 3.3% 0.94% 9.09% 1.59% 5.7%
2025/10/29 15.37% 5.22% 2.28% 2.41% 2.01% 3.67% 1.4% 7.43% 2.47% 3.74%
2025/10/30 23.86% 5.47% 1.65% 1.99% 2.65% 3.22% 1.1% 7.19% 2.22% 2.55%
2025/10/31 13.9% 8.7% 4.13% 3.81% 3.52% 3.01% 2.12% 1.14% 0.33% 0.21%
  • fidelity.com
  • fisherinvestments.com
  • aarp.org
  • pnc.com
  • morganstanley.com
  • nerdwallet.com
  • schwab.com
  • thepennyhoarder.com
  • bankofamerica.com
  • shopify.com

Copyright © Adthena. All rights reserved.

Fidelity.com led October with fluctuating impressions, peaking mid-month. Fisherinvestments.com and aarp.org showed steady trends. Thepennyhoarder.com spiked early, while shopify.com surged late. The month ended with diverse performances.

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 https://www.fidelity.com

    Invest In Your Future — Learn More About Fidelity's Broad Range of Investment Choices. Open an Account. 24/7 support.

  2. 2
    Simple Retirement Calculator | For $1,000,000+ Portfolios https://www.fisherinvestments.com › retirement › calculator

    How much do you need to retire—and how old will you be? Fisher Investments has answers. Build your retirement with a $1M+ portfolio—see how...

  3. 3
    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...

  4. 4
    Investment Management https://www.pnc.com

    Trust & Estate Services — PNC Private Bank Offers Solutions To Help Accomplish Your Goals & Achieve Peace Of Mind. We Can Help You With Your Short & Long-Term Financial Goals. Contact Us Today! Actionable Insights.

  5. 5
    401(k) Calculator https://www.usaaef.org

    Calculate your 401(k) Calculate your employer 401(k) match to better understand your retirement savings over time.

Copyright © Adthena. All rights reserved.

Fidelity emphasizes a broad range of investment choices with 24/7 support. Fisher Investments targets high-net-worth individuals with a $1M+ retirement focus. Morgan Stanley offers wealth management solutions. PNC provides trust and estate services for peace of mind. USAAEF simplifies 401(k) calculations.

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