Oppenheimer (OPY) revenue breakdown
By segment, Wealth Management Segment is the largest at 64% of fiscal 2025 revenue, growing 10% a year over 3 years.
By product, Advisory fees is the largest at 39% of fiscal 2025 revenue; Investment banking - advisory grew fastest, 14% a year over 7 years.
Revenue by segment
Fiscal years, as Oppenheimer reports them in its 10-K filings; fiscal 2025 total $1.6B.
| Segments | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Share |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealth Management Segment | — | — | — | — | — | — | $775M | $890M | $972M | $1.0B | 64% |
| Capital Markets | $255M | $232M | $273M | $291M | $427M | $626M | $338M | $346M | $448M | $591M | 36% |
| Private Client | $504M | $593M | $618M | $653M | $642M | $665M | — | — | — | — | — |
| Asset Management | $93M | $90M | $72M | $89M | $130M | $105M | — | — | — | — | — |
| Corporate/Other | $6M | $6M | -$4M | $385,000 | -$442,000 | — | — | — | — | — | — |
Revenue by product
Fiscal years, as Oppenheimer reports them in its 10-K filings; fiscal 2025 total $1.4B.
| Products | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Share |
|---|---|---|---|---|---|---|---|---|---|
| Advisory fees | $314M | $354M | $455M | $451M | $426M | $416M | $483M | $555M | 39% |
| Commissions from sales and trading | $286M | $280M | $360M | $365M | $339M | $318M | $377M | $431M | 30% |
| Investment banking - capital markets | $70M | $73M | $140M | $241M | $43M | $48M | $69M | $153M | 11% |
| Bank Deposit Sweep Income | $116M | $117M | $35M | $16M | $105M | $173M | $139M | $115M | 8% |
| Investment banking - advisory | $46M | $53M | $83M | $195M | $85M | $70M | $107M | $114M | 8% |
| Mutual fund and insurance income | $43M | $40M | $35M | $37M | $31M | $31M | $33M | $33M | 2% |
| Other | $16M | $17M | $17M | $15M | $19M | $17M | $21M | $23M | 2% |
Revenue by region
Fiscal years, as Oppenheimer reports them in its 10-K filings; fiscal 2025 total $1.6B.
| Regions | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Share |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Americas | $815M | $881M | $925M | $998M | $1.1B | $1.3B | $1.1B | $1.2B | $1.4B | $1.6B | 96% |
| Europe/Middle East | $39M | $36M | $29M | $32M | $46M | $52M | $47M | $46M | $53M | $63M | 4% |
| Asia | $4M | $3M | $4M | $3M | $6M | $6M | $6M | $3M | $4M | $3M | 0% |
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Where does Oppenheimer make its money?
In fiscal 2025, by segment: Wealth Management Segment $1.0B, Capital Markets $591M.
From Oppenheimer's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.