NAICS 5239 · Page 16 of 34

Miscellaneous Financial Investment Activities — Companies (page 16)

Miscellaneous Financial Investment Activities companies (rank 1,501–1,600)

#1,501Capital Investment CompaniesRaleigh, North CarolinaB-67/100 #1,502Capital Premium FinancingDraper, UtahB-67/100 #1,503Capital Strategies Beyond WealthAustin, TexasB-67/100 #1,504Capital Wealth AdvisorsNaples, FloridaB-67/100 #1,505CCK StrategiesTulsa, OklahomaB-67/100 #1,506CEIBrunswick, MaineB-67/100 #1,507Central TrustJefferson City, MissouriB-67/100 #1,508Certified Mortgage PlannersLake Mary, FloridaB-67/100 #1,509Chartwell Financial AdvisoryMinneapolis, MinnesotaB-67/100 #1,510CledaraNew York, New YorkB-67/100 #1,511ConcurrentTampa, FloridaB-67/100 #1,512Cornerstone ResourcesPlano, TexasB-67/100 #1,513Credent Wealth ManagementAuburn, IndianaB-67/100 #1,514CRS Credit APISan Francisco, CaliforniaB-67/100 #1,515CRT Capital GroupDarien, ConnecticutB-67/100 #1,516CSC GenerationSan Francisco, CaliforniaC67/100 #1,517CSSI SolutionsKing of Prussia, PennsylvaniaB-67/100 #1,518CTIFolsom, CaliforniaB-67/100 #1,519CUSGLivonia, MichiganB-67/100 #1,520D.F. KingNew York, New YorkB-67/100 #1,521DFPNew York, New YorkB-67/100 #1,522Diamond State Financial GroupNewark, DelawareB-67/100 #1,523Digital MatrixPlano, TexasB-67/100 #1,524DIMONTPlano, TexasB-67/100 #1,525DJE Kapital AGB-67/100 #1,526Dragoneer Investment GroupSan Francisco, CaliforniaB-67/100 #1,527DSJ CompaniesWestbury, New YorkB-67/100 #1,528DSMANaples, FloridaB-67/100 #1,529DynamoWatertown, MassachusettsB-67/100 #1,530EGPSNew York, New YorkB-67/100 #1,531Element Capital ManagementNew York, New YorkB-67/100 #1,532Elevate Financial Planning and Wealth ManagementSaint Petersburg, FloridaB-67/100 #1,533EMTECHNew York, New YorkB-67/100 #1,534Expansion Capital GroupSioux Falls, South DakotaB-67/100 #1,535F2 StrategyChicago, IllinoisB-67/100 #1,536Falfurrias ManagementCharlotte, North CarolinaB-67/100 #1,537FBFMUrbana, IllinoisB-67/100 #1,538FFLSan Francisco, CaliforniaB-67/100 #1,539FincentFremont, CaliforniaB-67/100 #1,540First Allied SecuritiesSan Diego, CaliforniaB-67/100 #1,541Fisher\SMB™Plano, TexasB-67/100 #1,542Foguth Financial GroupBrighton, MichiganB-67/100 #1,543Fortis Lux FinancialNew York, New YorkB-67/100 #1,544Foster GroupWest Des Moines, IowaB-67/100 #1,545FranciscoSan Francisco, CaliforniaB-67/100 #1,546Frontier Farm CreditManhattan, KansasB-67/100 #1,547Gateway FinancialGlastonbury, ConnecticutB-67/100 #1,548GB CollectsVoorhees Township, New JerseyB-67/100 #1,549GLCSan Francisco, CaliforniaB-67/100 #1,550GLC Advisors &New York, New YorkB-67/100 #1,551Goetzman GroupLos Angeles, CaliforniaB-67/100 #1,552Great HillBoston, MassachusettsB-67/100 #1,553GreenmantleNew York, New YorkB-67/100 #1,554Greenspring AdvisorsTowson, MarylandB-67/100 #1,555Grove Bank & TrustMiami, FloridaB-67/100 #1,556GSBManassas, VirginiaB-67/100 #1,557GTM Payroll & HRB-67/100 #1,558Guidant FinancialBoise, IdahoB-67/100 #1,559Hansei SolutionsFranklin, TennesseeB-67/100 #1,560Harbor Capital AdvisorsChicago, IllinoisB-67/100 #1,561Hartfield Titus and DonnellyJersey City, New JerseyB-67/100 #1,562Heartland Payment SolutionsPrinceton, New JerseyB-67/100 #1,563HFRChicago, IllinoisB-67/100 #1,564Hodes Weill & AssociatesNew York, New YorkB-67/100 #1,565HolistiplanCollege Station, TexasB-67/100 #1,566Home Mortgage Alliance Corporation NMLS #1165808Santa Ana, CaliforniaB-67/100 #1,567Hoxton WealthDe Pere, WisconsinB-67/100 #1,568IdealTaxCosta Mesa, CaliforniaB-67/100 #1,569Independent Financial GroupSan Diego, CaliforniaB-67/100 #1,570Innisfree M&ANew York, New YorkB-67/100 #1,571Investment Property Exchange ServicesChicago, IllinoisB-67/100 #1,572INVEXCoral Gables, FloridaB-67/100 #1,573J D FactorsRancho Palos Verdes, CaliforniaB-67/100 #1,574JMG Financial GroupDowners Grove, IllinoisB-67/100 #1,575Jordan & JordanNew York, New YorkB-67/100 #1,576Journey Business SolutionsIrving, TexasB-67/100 #1,577J.W. Cole FinancialTampa, FloridaB-67/100 #1,578KCC CapitalNewport Beach, CaliforniaB-67/100 #1,579Lakeshore Financial GroupChicago, IllinoisB-67/100 #1,580LDCLondon, ArkansasB-67/100 #1,581Lion StreetAustin, TexasB-67/100 #1,582LT Trust A Division of American TrustCentennial, ColoradoB-67/100 #1,583ManulifeWest Palm Beach, FloridaB-67/100 #1,584Marwood GroupNew York, New YorkB-67/100 #1,585Matrix ExecutionsChicago, IllinoisB-67/100 #1,586MaybernNew York, New YorkB-67/100 #1,587MB TradingNew York, New YorkB-67/100 #1,588MedivestOviedo, FloridaB-67/100 #1,589Meeder Investment ManagementDublin, OhioB-67/100 #1,590M Financial GroupPortland, OregonB-67/100 #1,591MKMStamford, ConnecticutB-67/100 #1,592MullinTBG a Prudential Financial companyEl Segundo, CaliforniaB-67/100 #1,593MuzinichNew York, New YorkB-67/100 #1,594NCS CreditHighland Heights, OhioB-67/100 #1,595Nearwater CapitalNew York, New YorkB-67/100 #1,596NewyorkfedNew York, New YorkC67/100 #1,597Next Level AdministratorsBradenton, FloridaB-67/100 #1,598Nilson ReportSanta Barbara, CaliforniaB-67/100 #1,599Northeast SecuritiesUniondale, New YorkB-67/100 #1,600NottinghamRocky Mount, North CarolinaB-67/100

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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