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Financial Advisers in Germany Industry Data and Analysis
Turnover in the financial advisory sector has fallen by an average of 0.6% per year since 2020 to €20.5 billion. The financial advisory sector in Germany has undergone significant changes in the last five years. After a peak in shareholder numbers in 2022, interest in securities investments declined in 2023 and 2024 due to economic uncertainty, rising interest rates and growing risk aversion. Many investors continue to favour conservative forms of investment such as overnight money and fixed-term deposits. At the same time, fintechs, robo-advisors and digital providers from outside the industry intensified competition. Competition from fintech companies is pushing traditional financial advisors to reduce their prices in order to remain competitive, which has led to a decline in profit margins in the industry over the past five years. Traditional financial advisors have responded with specialisation, digitalisation and new hybrid advisory models. There was also increased regulatory pressure. BaFin tightened transparency requirements, while the fee-based model established itself as an alternative to traditional commission-based business in order to strengthen trust in the industry.In 2025, industry turnover is expected to decline by 1.9 %. Despite declining overall shareholder numbers, younger investors are showing a growing interest in equities and ETFs and are demanding digital and sustainable investment options. In particular, sustainability is becoming increasingly important, especially among the under-30s. At the same time, demand for international financial advice is rising due to a decline in domestic investments. The industry is responding by expanding its digital offering, specifically incorporating ESG criteria into advice and diversifying service portfolios to meet new expectations and secure long-term growth.In the next five years, industry turnover is expected to grow by an average of 0.8% per year, reaching a value of 21.3 billion euros in 2030. German financial advisory firms are under considerable pressure to adapt in the face of billions in government investments and increasing volatility. They are increasingly focusing their investment strategies on sectors with high growth potential such as infrastructure, energy and defence. At the same time, interest in cryptocurrencies and digital assets is growing, fuelling demand for compliant crypto offerings and expertise. The industry must also respond to demographic changes and offer both age-appropriate and digital advisory solutions. Innovations such as the metaverse are creating additional fields of consulting, but these place high demands on expertise, data protection and regulation. Overall, the market dynamics require the continuous development of expertise and flexible adaptation of the service portfolio.
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What's included in this industry analysis
IBISWorld's research coverage on the Financial Advisers industry in Germany includes market sizing, forecasting, data and analysis from 2015-2030. The most recent publication was released May 2025.
About this industry
What's this industry report about?
The Financial Advisers industry in Germany operates under the WZ industry code SP66.01DE. The companies in this sector deal with the processing and settlement of financial transactions, including credit card transactions. Their portfolio also includes the areas of investment advice and mortgage advice and brokerage. The range of services offered by companies in this sector is supplemented by fiduciary custody of securities, which is provided either for a fee or on the basis of a contract. Related terms covered in the Financial Advisers industry in Germany include fiduciary custody of securities, up-selling, neobanks and fintechs.
What's included in this industry?
Products and services covered in Financial Advisers industry in Germany include Investment advice, Mortgage counselling and brokerage and Processing and settlement of financial transactions including credit card transactions.
What companies are included in this industry?
The Financial Advisers industry in Germany is highly fragmented with no companies holding a market share greater than 5%.
Performance
What's included in the Performance chapter?
The Performance chapter covers detailed analysis, datasets, detailed current performance, sources of volatility and an outlook with forecasts for the Financial Advisers industry in Germany.
Questions answered in this chapter include what's driving current industry performance, what influences industry volatility, how do successful businesses overcome volatility, what's driving the industry outlook. This analysis is supported with data and statistics on industry revenues, costs, profits, businesses and employees.
Products & Markets
What's included in the Products and Markets chapter?
The Products and Markets chapter covers detailed products and service segmentation and analysis of major markets for the for the Financial Advisers industry in Germany.
Questions answered in this chapter include how are the industry's products and services performing, what are innovations in industry products and services, what products or services do successful businesses offer and what's influencing demand from the industry's markets. This includes data and statistics on industry revenues by product and service segmentation and major markets.
Geographic Breakdown
What's included in the Geographic Breakdown chapter?
The Geographic Breakdown chapter covers detailed analysis and datasets on regional performance of the Financial Advisers industry in Germany.
Questions answered in this chapter include where are industry businesses located and how do businesses use location to their advantage. This includes data and statistics on industry revenues by location.
Competitive Forces
What's included in the Competitive Forces chapter?
The Competitive Forces chapter covers the concentration, barriers to entry and supplier and buyer profiles in the Financial Advisers industry in Germany. This includes data and statistics on industry market share concentration, barriers to entry, substitute products and buyer & supplier power.
Questions answered in this chapter include what impacts the industry's market share concentration, how do successful businesses handle concentration, what challenges do potential industry entrants face, how can potential entrants overcome barriers to entry, what are substitutes for industry services, how do successful businesses compete with substitutes and what power do buyers and suppliers have over the industry and how do successful businesses manage buyer & supplier power.
Companies
What's included in the Companies chapter?
The Companies chapter covers Key Takeaways, Market Share and Companies in the Financial Advisers industry in Germany. This includes data and analysis on companies operating in the industry that hold a market share greater than 5%.
Questions answered in this chapter include what companies have a meaningful market share and how each company is performing.
External Environment
What's included in the External Environment chapter?
The External Environment chapter covers Key Takeaways, External Drivers, Regulation & Policy and Assistance in the Financial Advisers industry in Germany. This includes data and statistics on factors impacting industry revenue such as economic indicators, regulation, policy and assistance programs.
Questions answered in this chapter include what demographic and macroeconomic factors impact the industry, what regulations impact the industry, what assistance is available to this industry.
Financial Benchmarks
What's included in the Financial Benchmarks chapter?
The Financial Benchmarks chapter covers Key Takeaways, Cost Structure, Financial Ratios, Valuation Multiples and Key Ratios in the Financial Advisers industry in Germany. This includes financial data and statistics on industry performance including key cost inputs, profitability, key financial ratios and enterprise value multiples.
Questions answered in this chapter include what trends impact industry costs and how financial ratios have changed overtime.
Industry Data
What's included in the Industry Data chapter?
The Industry Data chapter includes 10 years of historical data with 5 years of forecast data covering statistics like revenue, industry value add, establishments, enterprises, employment and wages in the Financial Advisers industry in Germany.
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Frequently Asked Questions
What is the market size of the Financial Advisers industry in Germany in 2026?
The market size of the Financial Advisers industry in Germany is €20.5bn in 2026.
How many businesses are there in the Financial Advisers industry in Germany in 2025?
There are 9,782 businesses in the Financial Advisers industry in Germany, which has grown at a CAGR of 0.6 % between 2020 and 2025.
Has the Financial Advisers industry in Germany grown or declined over the past 5 years?
The market size of the Financial Advisers industry in Germany has been declining at a CAGR of 0.6 % between 2020 and 2025.
What is the forecast growth of the Financial Advisers industry in Germany over the next 5 years?
Over the next five years, the Financial Advisers industry in Germany is expected to grow.
What does the Financial Advisers industry in Germany include?
Processing and settlement of financial transactions including credit card transactions and Investment advice are part of the Financial Advisers industry in Germany.
How competitive is the Financial Advisers industry in Germany?
The level of competition is moderate and steady in the Financial Advisers industry in Germany.
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