Portfolio Management Revenue Benchmarks

How much does the average portfolio management business make? Here are revenue benchmarks based on Census Bureau data.

Average Revenue

$15.3M

per year

💰

Profit Margin

15.0%

industry average

📈

Revenue / Employee

$1.0M

per year

👤

Total Businesses

24,024

in the US

🏢

Est. Owner Income

$2.3M

small business avg

💵

Labor Cost

30.0%

of revenue

👥

Avg Employee Wage

N/A

per year (BLS)

💼

Market Saturation

7.2

firms per 100K people

🎯

💰 Average Revenue by Business Size

1-4 employees
$632K
5-9 employees
$3.1M
10-19 employees
$8.6M
20-99 employees
$36.2M
100-499 employees
$190.2M
500+ employees
$768.4M

🏆 Highest Revenue States

1.New York$57.8M avg2.Massachusetts$31.2M avg3.Connecticut$23.7M avg4.Maryland$20.0M avg5.Pennsylvania$15.7M avg6.California$15.3M avg7.Illinois$14.3M avg8.New Hampshire$14.2M avg9.New Jersey$11.6M avg10.Missouri$10.0M avg

📊 Industry Dynamics (Census BDS 2023)

New Business Rate

10.96%

openings/year

Closure Rate

8%

closings/year

Net Job Growth

+4.95%

annual

Businesses Closed

4,532

in 2023

Firm Count Trend

19
20
21
22
23
46,606 firms52,814 firms

💡 Should You Start a Portfolio Management Business?

Startup Cost

$50K – $250K

Break-Even

1 months

5-Year Survival Rate

50.0%

🆚 Related Industries

Insurance Agencies and Brokerages$1.7MInvestment Advice$2.6MMiscellaneous Intermediation$4.2MMortgage and Nonmortgage Loan Brokers$3.3MSecurities Brokerage$31.8M

Compare Portfolio Management revenue with other industries:

vs Insurancevs Investmentvs Miscellaneous