NAICS 5239 · Page 17 of 34

Miscellaneous Financial Investment Activities — Companies (page 17)

Miscellaneous Financial Investment Activities companies (rank 1,601–1,700)

#1,601NPPGShrewsbury, New JerseyB-67/100 #1,602NWPSSeattle, WashingtonB-67/100 #1,603OptimaNew York, New YorkB-67/100 #1,604Opus Capital Markets ConsultantsHouston, TexasB-67/100 #1,605Parkside Financial Bank & TrustClayton, MissouriB-67/100 #1,606PARSNewport Beach, CaliforniaB-67/100 #1,607Pathway Capital ManagementIrvine, CaliforniaB-67/100 #1,608Petra Funds GroupNew York, New YorkB-67/100 #1,609PHG AdvisoryNew York, New YorkB-67/100 #1,610Platte Valley CompaniesScottsbluff, NebraskaB-67/100 #1,611PPB CapitalWest Conshohocken, PennsylvaniaB-67/100 #1,612Premia Relocation MortgageTroy, MichiganB-67/100 #1,613ProcyonShelton, ConnecticutB-67/100 #1,614Quaestor AdvisorsJacksonville, FloridaB-67/100 #1,615RefiJetGreenwood Village, ColoradoB-67/100 #1,616Retirement Plan ConsultantsNorfolk, NebraskaB-67/100 #1,617Revenew InternationalHouston, TexasB-67/100 #1,618River City Federal Credit UnionSan Antonio, TexasB-67/100 #1,619RochdaleOverland Park, KansasB-67/100 #1,620Roquemore & RoquemoreDallas, TexasB-67/100 #1,621RWA WealthBoston, MassachusettsB-67/100 #1,622Sage Financial GroupConshohocken, PennsylvaniaB-67/100 #1,623Sage Rutty &Rochester, New YorkB-67/100 #1,624SageView Advisory GroupNewport Beach, CaliforniaB-67/100 #1,625Sand Castle Field ServicesBrookfield, WisconsinB-67/100 #1,626SCS FinancialBoston, MassachusettsB-67/100 #1,627SeafaxPortland, MaineB-67/100 #1,628Segal Marco AdvisorsNew York, New YorkB-67/100 #1,629Select Equity Group L.PNew York, New YorkB-67/100 #1,630SK CapitalNew York, New YorkB-67/100 #1,631Slatt CapitalBurlingame, CaliforniaB-67/100 #1,632SpeedpaySan Antonio, TexasB-67/100 #1,633StrategyCorpsBrentwood, TennesseeB-67/100 #1,634Summit FinancialBoca Raton, FloridaB-67/100 #1,635SupraBrokersCoral Gables, FloridaB-67/100 #1,636SynergentWestbrook, MaineB-67/100 #1,637Synergy Wealth SolutionsChesterfield, MissouriB-67/100 #1,638TaktileNew York, New YorkB-67/100 #1,639TAVASLas Vegas, NevadaB-67/100 #1,640TeamsharesPRINCE, New YorkB-67/100 #1,641The Bahnsen GroupNewport Beach, CaliforniaB-67/100 #1,642The Cynosure GroupSalt Lake City, UtahB-67/100 #1,643The Fry GroupOrlando, FloridaB-67/100 #1,644The Lafayette Life Insurance CompanyCincinnati, OhioB-67/100 #1,645The World Bank Group TreasuryWashington, District Of ColumbiaB-67/100 #1,646Tolleson Wealth ManagementDallas, TexasB-67/100 #1,647Touchstone InvestmentsCincinnati, OhioB-67/100 #1,648TPCEl Segundo, CaliforniaB-67/100 #1,649TradeAustin, TexasB-67/100 #1,650TRAKAmericaBonita Springs, FloridaB-67/100 #1,651Truepoint Wealth CounselCincinnati, OhioB-67/100 #1,652TS Banking GroupTreynor, IowaB-67/100 #1,653Tucker Albin and AssociatesRichardson, TexasB-67/100 #1,654UFSKalispell, MontanaB-67/100 #1,655University Lending GroupClinton, MichiganB-67/100 #1,656UnreasonableBoulder, ColoradoB-67/100 #1,657USA FinancialAda, MichiganB-67/100 #1,658Valmark Financial GroupAkron, OhioB-67/100 #1,659vcfoAustin, TexasB-67/100 #1,660Velocity ClearingHazlet, New JerseyB-67/100 #1,661VeriFactsSterling, IllinoisB-67/100 #1,662Vikas DattaCorona, CaliforniaB-67/100 #1,663Vining SparksMemphis, TennesseeB-67/100 #1,664Virginia Asset ManagementMidlothian, VirginiaB-67/100 #1,665W3 Financial GroupAkron, OhioB-67/100 #1,666Waldron Private WealthBridgeville, PennsylvaniaB-67/100 #1,667Wealth Design GroupHouston, TexasB-67/100 #1,668WeedenGreenwich, ConnecticutB-67/100 #1,669Wildfire Credit UnionSaginaw, MichiganB-67/100 #1,670Wilks Brothers, LLCCisco, TexasC67/100 #1,671WoodbridgeWoodbridge, ConnecticutB-67/100 #1,672XP InvestmentsNew York, New YorkB-67/100 #1,673YL VenturesMill Valley, CaliforniaB-67/100 #1,674Zeal Credit UnionLivonia, MichiganB-67/100 #1,6751847FinancialSouth Jordan, UtahB-66/100 #1,676Abacus WealthSanta Monica, CaliforniaB-66/100 #1,677Access CapitalNew York, New YorkB-66/100 #1,678AdvantaxElgin, IllinoisB-66/100 #1,679AgCarolina Farm Creditgreenville, North CarolinaC66/100 #1,680AGFinancialSpringfield, MissouriB-66/100 #1,681Allegheny Financial GroupPittsburgh, PennsylvaniaB-66/100 #1,682Alliance Financial GroupFort Myers, FloridaB-66/100 #1,683AltimeterMenlo Park, CaliforniaB-66/100 #1,684Altium WealthHarrison, New YorkB-66/100 #1,685Amerisource Business CapitalHouston, TexasB-66/100 #1,686AMI StrategiesLivonia, MichiganB-66/100 #1,687AMS Financial Solutions GroupBaton Rouge, LouisianaB-66/100 #1,688AnchorNew York, New YorkB-66/100 #1,689Ancora Holdings GroupMayfield Heights, OhioB-66/100 #1,690Andrew Davidson &New York, New YorkB-66/100 #1,691ArightCoSan Jose, CaliforniaB-66/100 #1,692Arta FinanceMountain View, CaliforniaB-66/100 #1,693ASSET CONSULTING GROUPSt. Louis, MissouriB-66/100 #1,694Association ReservesCalabasas, CaliforniaB-66/100 #1,695AssureSalt Lake City, UtahB-66/100 #1,696Atlas ProtectionSkokie, IllinoisB-66/100 #1,697Ausdal FinancialDavenport, IowaB-66/100 #1,698AxtellaAnn Arbor, MichiganB-66/100 #1,699BalentineDuluth, GeorgiaB-66/100 #1,700BDO Consulting's Valuation ServicesNew York, New YorkB-66/100

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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