Oppenheimer Holdings Inc
Statements
Segments
US companies must disclose in their mandatory reports how revenue breaks down across business segments, regions and product lines. We read that breakdown for you straight from the annual and quarterly reports (10-K and 10-Q) of Oppenheimer Holdings Inc (OPY). It shows which part of the business is growing — and which one is holding it back.
Revenue by business segment
| Segment | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|
| Wealth Management Segment | – | – | $774.9M 69.6% | $890.2M 72.0% · +14.9% |
| Capital markets | – | $625.7M 44.8% | $337.8M 30.4% · -46.0% | $345.9M 28.0% · +2.4% |
| Private Client | $642.1M 53.6% | – | – | – |
| Asset Management | $130.3M 10.9% | $104.6M 7.5% · -19.7% | – | – |
| Capital markets | $426.8M 35.6% | – | – | – |
| Corporate/Other | -$442.0K 0.0% | – | – | – |
| Private Client | – | $665.1M 47.7% | – | – |
Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.
| Segment | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|
| Wealth Management Segment | – | – | – | $218.5M 24.5% |
| Capital markets | – | – | – | -$63.0M -18.2% |
| Private Client | – | – | – | – |
| Asset Management | – | – | – | – |
| Capital markets | – | – | – | – |
| Corporate/Other | – | – | – | – |
| Private Client | – | – | – | – |
Large figure: segment operating income. Below it the margin, that is operating income measured against the revenue of the same segment.
Revenue by region
| Segment | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|
| Americas | $1.15B 95.7% | $1.34B 95.9% · +16.6% | $1.06B 95.3% · -20.8% | $1.20B 96.1% · +13.4% |
| Europe/Middle East | $45.8M 3.8% | $51.7M 3.7% · +13.0% | $47.1M 4.2% · -8.9% | $46.5M 3.7% · -1.3% |
| Asia | $6.1M 0.5% | $5.7M 0.4% · -7.0% | $5.7M 0.5% · -0.6% | $2.8M 0.2% · -51.0% |
Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.
Revenue by product line
| Segment | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Advisory fees | $451.2M 34.2% | $425.6M 40.6% · -5.7% | $415.7M 38.8% · -2.3% | $483.4M 39.3% · +16.3% | $555.4M 39.0% · +14.9% |
| Commissions from sales and trading | $364.9M 27.7% | $339.2M 32.4% · -7.0% | $317.8M 29.6% · -6.3% | $376.9M 30.7% · +18.6% | $431.4M 30.3% · +14.5% |
| Investment banking - capital markets | $240.9M 18.3% | $42.8M 4.1% · -82.2% | $48.0M 4.5% · +12.2% | $69.2M 5.6% · +44.0% | $152.9M 10.7% · +121.0% |
| Bank Deposit Sweep Income | $15.6M 1.2% | $104.6M 10.0% · +572.1% | $172.8M 16.1% · +65.3% | $138.8M 11.3% · -19.7% | $114.8M 8.1% · -17.3% |
| Investment banking - advisory | $195.0M 14.8% | $84.7M 8.1% · -56.6% | $69.6M 6.5% · -17.8% | $107.3M 8.7% · +54.1% | $113.5M 8.0% · +5.8% |
| Mutual fund income | $36.7M 2.8% | $31.2M 3.0% · -15.1% | $31.5M 2.9% · +0.9% | $32.8M 2.7% · +4.2% | $33.0M 2.3% · +0.6% |
| Other | $14.6M 1.1% | $19.1M 1.8% · +30.3% | $17.1M 1.6% · -10.3% | $20.7M 1.7% · +21.0% | $23.0M 1.6% · +11.2% |
Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.
Segment and region names are the ones the company itself uses and are shown as reported. Change and share refer to revenue.
Data as of: August 19, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q) · Segment figures: SEC EDGAR (10-K/10-Q reports)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.