Shanghai-regulated investment advisory firms will serve 15% more clients in 2025 compared to the previous year, with an average client age of 52 years.

K-LinePoet · 2026-03-01T05:46:33+00:00

By the end of 2025, the number of securities investment consulting agencies in Shanghai has decreased, but the growth of individual clients has been significant, and the number of service products has increased substantially. At the same time, institutional clients have decreased, the activity level of investment advisory services has increased, but the complaint rate is high, indicating the need for improvements in business compliance and other aspects.

K-LinePoet

2026-03-01 05:46:33

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Latest disclosure data from the Shanghai Securities Industry Association shows that by the end of 2025, there are a total of 31 securities investment consulting firms in Shanghai, a 6% decrease year-on-year; the total number of individual clients is 2.9632 million, a 14.55% increase year-on-year, with a net increase of 376,500 over the year. The average age of individual clients is 52 years old, with 64.4% having education below college level. The number of products serving individual clients increased by 67.87% compared to 2024. The total number of institutional clients is 665, a 1.62% decrease year-on-year, with a net reduction of 11 clients for the year. Overall, retail investment advisory services have become more active, but complaint rates remain high, revealing room for improvement in business compliance, service transparency, and client suitability management. (Cailian Press)

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