NAICS 5239 · Page 14 of 34

Miscellaneous Financial Investment Activities — Companies (page 14)

Miscellaneous Financial Investment Activities companies (rank 1,301–1,400)

#1,301itgnew york, New YorkC68/100 #1,302Jain GlobalNew York, New YorkB-68/100 #1,303janus henderson investorsdenver, ColoradoC68/100 #1,304juniper squaresan francisco, CaliforniaC68/100 #1,305Kayne Anderson RudnickLos Angeles, CaliforniaB-68/100 #1,306Keel PointHuntsville, AlabamaB-68/100 #1,307kelly companiesdel mar, CaliforniaC68/100 #1,308kk corporationhouston, TexasC68/100 #1,309Korea Deposit InsuranceNew York, New YorkB-68/100 #1,310Lake Ridge BankMonona, WisconsinB-68/100 #1,311lazard asset managementnew york, New YorkC68/100 #1,312legg mason (acquired by franklin templeton)san mateo, CaliforniaC68/100 #1,313Leo BerwickNew York, New YorkB-68/100 #1,314lifestyle financialchicago heights, IllinoisC68/100 #1,315LightkeeperBoston, MassachusettsB-68/100 #1,316macfarlane groupoverland park, KansasC68/100 #1,317MAI Capital ManagementIndependence, OhioB-68/100 #1,318Markets GroupNew York, New YorkB-68/100 #1,319Marshall & StevensLos Angeles, CaliforniaB-68/100 #1,320Maxim GroupNew York, New YorkB-68/100 #1,321mclane group, l.p.temple, TexasC68/100 #1,322mellon capitalboston, MassachusettsC68/100 #1,323MercadienPrinceton, New JerseyB-68/100 #1,324MerchantNew York, New YorkB-68/100 #1,325Merchant AdvocateB-68/100 #1,326mgi tradingchicago, IllinoisC68/100 #1,327MIACNew York, New YorkB-68/100 #1,328momentus capitalarlington, VirginiaC68/100 #1,329MonetaClayton, MissouriB-68/100 #1,330Moody's LocalNew York, New YorkB-68/100 #1,331motley fool canadaalexandria, VirginiaC68/100 #1,332MountainSeedAtlanta, GeorgiaB-68/100 #1,333m-vestnew york, New YorkC68/100 #1,334My Secure Advantage®Roseville, CaliforniaB-68/100 #1,335napkin inc.miami, FloridaC68/100 #1,336nasdaq evestmentatlanta, GeorgiaC68/100 #1,337Navitas CreditPonte Vedra Beach, FloridaB-68/100 #1,338new mountain capitalnew york, New YorkC68/100 #1,339newportdresher, PennsylvaniaC68/100 #1,340nfj companiesnew york, New YorkC68/100 #1,341Nomad CreditChicago, IllinoisB-68/100 #1,342Northeast Financial NetworkHolmdel, New JerseyB-68/100 #1,343northern rockatlanta, GeorgiaC68/100 #1,344northern trustchicago, IllinoisC68/100 #1,345Northland SecuritiesMinneapolis, MinnesotaB-68/100 #1,346North Star Resource GroupMinneapolis, MinnesotaB-68/100 #1,347NSN Revenue ResourcesTampa, FloridaB-68/100 #1,348nuveen, a tiaa companynew york, New YorkC68/100 #1,349NYDIGNew York, New YorkB-68/100 #1,350oak hill advisors, l.p.new york, New YorkC68/100 #1,351och-ziff capital managementnew york, New YorkC68/100 #1,352Omni Tax SolutionsBroomfield, ColoradoB-68/100 #1,353On Q Home LoansScottsdale, ArizonaB-68/100 #1,354OpenViewBoston, MassachusettsB-68/100 #1,355oppenheimerfundsatlanta, GeorgiaC68/100 #1,356optaviaCaliforniaC68/100 #1,357opulence plannersatlanta, GeorgiaC68/100 #1,358Osterweis Capital ManagementSan Francisco, CaliforniaB-68/100 #1,359overall capital partnersboston, MassachusettsC68/100 #1,360Packerland Brokerage ServicesGreen Bay, WisconsinB-68/100 #1,361Palm PlantationRiverside, CaliforniaB-68/100 #1,362paradigm investment grouprancho santa fe, CaliforniaC68/100 #1,363ParametricSeattle, WashingtonB-68/100 #1,364partners capital groupsanta ana, CaliforniaC68/100 #1,365Patrick PuorroLos Angeles, CaliforniaB-68/100 #1,366Payment GuruWatertown, MassachusettsB-68/100 #1,367PCR Financial AggregationWilton, ConnecticutB-68/100 #1,368PCS RetirementPhiladelphia, PennsylvaniaB-68/100 #1,369Pentegra Retirement ServicesWhite Plains, New YorkB-68/100 #1,370pgimnewark, New JerseyC68/100 #1,371PGIM InvestmentsNewark, New JerseyB-68/100 #1,372Phoenix Financial ServicesNew York, New YorkB-68/100 #1,373phoenix financial services, llcnew york, New YorkC68/100 #1,374phynx and morgan investment groupwhite plains, New YorkC68/100 #1,375pinnacle elitesan jose, CaliforniaC68/100 #1,376PioneerAlbany, New YorkB-68/100 #1,377pionex usprinceton, New JerseyC68/100 #1,378pivotal financial advisorsfort worth, TexasC68/100 #1,379PMANaperville, IllinoisB-68/100 #1,380pricoa capital groupchicago, IllinoisC68/100 #1,381pricoa private capitalchicago, IllinoisC68/100 #1,382Prime BuchholzPortsmouth, New HampshireB-68/100 #1,383PrimeRevenueAtlanta, GeorgiaB-68/100 #1,384Prime TradingChicago, IllinoisB-68/100 #1,385Private Advisor GroupMorristown, New JerseyB-68/100 #1,386PRMIANorthfield, MinnesotaB-68/100 #1,387Prosperity AdvisorsOverland Park, KansasB-68/100 #1,388pyramis global advisorsC68/100 #1,389qatar investment authorityAlabamaC68/100 #1,390Quality Back OfficeNaperville, IllinoisB-68/100 #1,391Quick Med ClaimsPittsburgh, PennsylvaniaB-68/100 #1,392radiant digital venturestysons, VirginiaC68/100 #1,393raisin technologynew york, New YorkC68/100 #1,394RC BillingCedar Park, TexasB-68/100 #1,395regentbeverly hills, CaliforniaC68/100 #1,396Ren PaymentsLeawood, KansasB-68/100 #1,397resource horizons group, l.l.c.marietta, GeorgiaC68/100 #1,398Revenue EnterprisesAurora, ColoradoB-68/100 #1,399roch capital inc.glen mills, PennsylvaniaC68/100 #1,400ROK FinancialEast Islip, New YorkB-68/100

Sibling sub-industries under Finance & Insurance

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

Investment Banking and Securities Dealing

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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