NAICS Code Description

523930 - Investment Advice

*Click to View Top Businesses by Revenue for 523930 – Complete Profiles*.

This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients.

Illustrative Examples:

Financial investment advice services, customized, fees paid by client
Investment advisory services, customized, fees paid by client
Financial planning services, customized, fees paid by client


Cross-References.

  • Establishments providing investment advice in conjunction with their primary activity, such as portfolio management, or the sale of stocks, bonds, annuities, and real estate, are classified according to their primary activity; and
  • Establishments known as publishers providing generalized investment information to subscribers are classified in Subsector 511, Publishing Industries (except Internet), or Industry 519130, Internet Publishing and Broadcasting and Web Search Portals.
2007
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2012
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2017
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Index Entries for 523930
523930523930523930Certified financial planners, customized, fees paid by client
523930523930523930Financial investment advice services, customized, fees paid by client
523930523930523930Financial planning services, customized, fees paid by client
523930523930523930Investment advice consulting services, customized, fees paid by client
523930523930523930Investment advice counseling services, customized, fees paid by client
523930523930523930Investment advisory services, customized, fees paid by client

Top Businesses by Annual Sales for 523930 – Click for Complete Profiles:

Intl Fcstone IncNew YorkNY
Fmr LLCBostonMA
Advent International CorpBostonMA
Alliancebernstein LPNew YorkNY
Lazard Group LLCNew YorkNY
Angelo Gordon & Co LPNew YorkNY
KKR & Co IncNew YorkNY
Capital Group Companies IncLos AngelesCA
JP Morgan Securities LLCNew YorkNY
Bear Stearns Companies LLCNew YorkNY