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Portfolio Management & Investment Advice in Virginia

Author.Name IBISWorld United States Last Updated: April 2025 NAICS VA52394

Portfolio Management & Investment Advice in Virginia industry analysis

The Portfolio Management & Investment Advice industry in Virginia is expected to grow an annualized x.x% to $x.x billion over the five years to 2025, while the national industry will likely grow at x.x% during the same period. Industry establishments increased an annualized x.x% to x,xxx locations. Industry employment has increased an annualized x.x% to x,xxx workers, while industry wages have increased an annualized x% to $x.x billion.

Over the five years to 2030, the industry is expected to grow an annualized x.x% to $x.x billion, while the national industry is expected to grow x.x%. Industry establishments are forecast to grow x.x% to x,xxx locations. Industry employment is expected to increase an annualized x.x% to x,xxx workers, while industry wages are forecast to increase x% to $x.x billion.

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About the Portfolio Management & Investment Advice in Virginia Market Research Report

What’s Included in the Portfolio Management & Investment Advice in Virginia Market Research Report

Definition of the Portfolio Management & Investment Advice in Virginia?

This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio.

What’s included in the Portfolio Management & Investment Advice in Virginia?

The Portfolio Management & Investment Advice in Virginia includes large cap equity asset management, fixed-income asset management, equity specialties asset management, alternatives asset management, fee-based financial investment advice services and financial planning services. Related terms covered in the Portfolio Management & Investment Advice in Virginia industry report includes the assets (e.g. equities, fixed income, real estate and alternative assets) managed on behalf of clients, an investment fund, usually only open to customers that meet specific wealth characteristics, that undertakes a range of investment and trading activities, an investment fund traded on stock exchanges that holds assets (e.g. stocks, commodities or bonds) and trades close to its net asset value over the course of the trading day, a portfolio management strategy where the manager makes specific investments with the goal of outperforming an investment benchmark index and a financial strategy in which an investor or a fund manager invests in accordance with a pre-determined strategy that doesn't entail any forecasting.

Industry Performance of the Portfolio Management & Investment Advice industry in Virginia

Benchmark the Portfolio Management & Investment Advice in Virginia industry performance with all VA county and national performance.

Portfolio Management & Investment Advice in Virginia

#17 in Highest Revenue 1% of state's GDP
Revenue (2025)
Annual Growth (2020-25)
Annual Growth (2025-30)

Portfolio Management & Investment Advice in the US


Revenue (2025)
Annual Growth (2020-25)
Annual Growth (2025-30)

For the full list of industry drivers, see report purchase options.

Key Drivers of the Portfolio Management & Investment Advice industry in Virginia

See how key industry drivers, such as population, median houshold income, new business formation, s&p 500, yield on 10-year treasury note and per capita disposable income are impacting Portfolio Management & Investment Advice in Virginia

Virginia Economic Indicators

Population
Median Houshold Income
New Business Formation

View more economic information in VA State Economic profile

US Key External Drivers

S&P 500
Yield on 10-year Treasury note
Per capita disposable income

For the full list of industry drivers, see report purchase options.

County Data of the Portfolio Management & Investment Advice industry in Virginia

Access proprietary data on county in the Portfolio Management & Investment Advice in Virginia, such as Fairfax County, Alexandria City and Henrico County. Data includes figures on revenue, establishments, employees and wages by counties.

Key Statistics of the Portfolio Management & Investment Advice industry in Virginia

Download 18 years of historical data and 5 years of projected performance.

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Top Questions Answered in this Report

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What is the market size of the Portfolio Management & Investment Advice industry in Virginia in 2025?

The market size of the Portfolio Management & Investment Advice industry in Virginia is $5.7bn in 2025.

How many businesses are there in the Portfolio Management & Investment Advice industry in Virginia in 2025?

There are 8,362 businesses in the Portfolio Management & Investment Advice industry in Virginia, which has been growing at an average annual rate of 6.5% from 2020 to 2025.

Has the Portfolio Management & Investment Advice industry in Virginia grown or declined over the past 5 years?

The market size of the Portfolio Management & Investment Advice industry in Virginia has been growing at an average annual rate of 6.9% from 2020 to 2025.

How many employees in the Portfolio Management & Investment Advice industry in Virginia in 2025?

There are 15,110 employees in the Portfolio Management & Investment Advice industry in Virginia, which has been growing at an average annual rate of 7.2% from 2020 to 2025.