NAICS 5231 · Page 4 of 4

Investment Banking and Securities Dealing — Companies (page 4)

Investment Banking and Securities Dealing companies (rank 301–349)

#301profusion holdings group, incwilmington, DelawareD60/100 #302the william fall grouptoledo, OhioD60/100 #303women in public financeaustin, TexasD60/100 #304Bentley AssociatesNew York, New YorkC+59/100 #305CriticalPointEl Segundo, CaliforniaC+59/100 #306HTKHorsham Township, PennsylvaniaD59/100 #307benjamin f. edwardsst. louis, MissouriD58/100 #308BourneCharlotte, North CarolinaC+58/100 #309Calibrated Group LlcLos Angeles, CaliforniaD58/100 #310capitol securities management inc.reston, VirginiaD58/100 #311rafferty capital marketsD58/100 #312scf securitiesfresno, CaliforniaD58/100 #313success unlimitedplymouth, MichiganD58/100 #314tph&co.houston, TexasD58/100 #315unitedcoins llcsheridan, WyomingD58/100 #316AcgwmichGrand Rapids, MichiganD57/100 #317Davenport & Co.Richmond, VirginiaD57/100 #318Hines Corporationspring lake, MichiganD57/100 #319BCG Digital VenturesSydney, New South WalesD55/100 #320Citadel SecuritiesChicago, IllinoisD55/100 #321First United BankUnion City, OklahomaD55/100 #322FocalPointLos Angeles, CaliforniaD55/100 #323New Hanover CountyWilmington, North CarolinaD55/100 #324PKS InvestmentsCity of Albany, New YorkD55/100 #325Sterne AgeeBirmingham, AlabamaD55/100 #326w&s financial group distributorscincinnati, OhioD55/100 #327MorcexCaliforniaD54/100 #328Stone CoastPortland, MaineD54/100 #329wasata financial securitiesAlabamaD52/100 #330Track DataNew York, New YorkD51/100 #331WolveChicago, IllinoisD51/100 #332Wsren.orgNew York, New YorkD51/100 #333IBD InternationalVilters-Wangs, St. GallenD50/100 #334Knight Capital GroupNew York, New YorkD50/100 #335Starwind Specialty Insurance ServicesNew York, New YorkD50/100 #336The Health PlanColumbus, OhioD50/100 #337Advisors Asset ManagementMonument, ColoradoD45/100 #338Atlantic Coast MortgageFairfax, VirginiaD45/100 #339Cians AnalyticsNew York, New YorkD45/100 #340David Lerner AssociatesOyster Bay, New YorkD45/100 #341Fpcmdallas, TexasD45/100 #342FT PartnersSan Francisco, CaliforniaD45/100 #343ICBA Securitesmemphis, TennesseeD45/100 #344Itaú InternationalMiami, FloridaD45/100 #345MAXMontgomery, AlabamaD45/100 #346ROTH Capital PartnersNewport Beach, CaliforniaD45/100 #347SIAAHampton, New HampshireD45/100 #348steel excel incwhite plains, New YorkD45/100 #349The Solvation GroupBoston, MassachusettsD45/100

Sibling sub-industries under Finance & Insurance

Miscellaneous Financial Investment Activities

3,324 companies

Direct Property and Casualty Insurance Carriers

2,150 companies

Commercial Banking

1,715 companies

Insurance Agencies and Brokerages

1,108 companies

Mortgage and Nonmortgage Loan Brokers

Consumer Lending

Securities and Commodity Exchanges

Miscellaneous Financial Investment Activities

Direct Property and Casualty Insurance Carriers

Commercial Banking

Real Estate Investment Trusts

Methodology

Scores are computed using Meo Advisors' proprietary AI adoption model evaluating public digital signals (job postings, tech stack, content, and product velocity). NAICS assignment is based on primary industry classification from the company's public filings and directory entries.

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