NAICS 5239 · Page 21 of 34

Miscellaneous Financial Investment Activities — Companies (page 21)

Miscellaneous Financial Investment Activities companies (rank 2,001–2,100)

#2,001Commerce Trustkansas city, MissouriC65/100 #2,002Common Sense FinancialAmerican Fork, UtahB-65/100 #2,003commonwealth financial networkwaltham, MassachusettsC65/100 #2,004complete financial balancerolling meadows, IllinoisC65/100 #2,005confluencepittsburgh, PennsylvaniaC65/100 #2,006confluence wealth managementportland, OregonC65/100 #2,007continuum of innovation capitalaustin, TexasC65/100 #2,008CORD Financial ServicesTemple, TexasB-65/100 #2,009cornell capital managementclarence center, New YorkC65/100 #2,010cosmo denicola companiesfort washington, PennsylvaniaC65/100 #2,011create wealth 2farmers branch, TexasC65/100 #2,012creative financial groupnewtown square, PennsylvaniaC65/100 #2,013creative planningoverland park, KansasC65/100 #2,014Credit GloryHenderson, NevadaB-65/100 #2,015Credit Management ServicesGrand Island, NebraskaB-65/100 #2,016crescent capitallos angeles, CaliforniaC65/100 #2,017cressetchicago, IllinoisC65/100 #2,018crs management group, llcdenver, ColoradoC65/100 #2,019curian capitalC65/100 #2,020curtis squire, inc.eden prairie, MinnesotaC65/100 #2,021David White & AssociatesSan Ramon, CaliforniaB-65/100 #2,022DCF GroupNewburyport, MassachusettsB-65/100 #2,023Debt.HelpRancho Cordova, CaliforniaB-65/100 #2,024DeMarcheOverland Park, KansasB-65/100 #2,025desco capitalnew albany, OhioC65/100 #2,026D. Hilton AssociatesThe Woodlands, TexasB-65/100 #2,027dimensional fund advisorsaustin, TexasC65/100 #2,028diverse capital llcnew york, New YorkC65/100 #2,029diversified holding co.portland, MaineC65/100 #2,030Diversified TrustMemphis, TennesseeB-65/100 #2,031dolphin capital group llcpark city, UtahC65/100 #2,032drumheller holding llcwilmington, DelawareC65/100 #2,033DWCSaint Paul, MinnesotaB-65/100 #2,034eagle strategies, llcnew york, New YorkC65/100 #2,035EdgarAgentsNew York, New YorkB-65/100 #2,036edward jonesst. louis, MissouriC65/100 #2,037EhlersMinneapolis, MinnesotaB-65/100 #2,038ehrenfeld companies (ecos)reisterstown, MarylandC65/100 #2,039ejt holdingsC65/100 #2,040ely corporationcartersville, GeorgiaC65/100 #2,041Empyreal LogisticsDenver, ColoradoB-65/100 #2,042Entrepreneur FundDuluth, MinnesotaB-65/100 #2,043envestnet | tamaracberwyn, PennsylvaniaC65/100 #2,044EnvisantNaperville, IllinoisB-65/100 #2,045eq fund solutions llc.new york, New YorkC65/100 #2,046EthicNew York, New YorkB-65/100 #2,047evans industries, inc.troy, MichiganC65/100 #2,048Evensky & KatzCoral Gables, FloridaB-65/100 #2,049eveready financialnew york, New YorkC65/100 #2,050evergreen investmentsboston, MassachusettsC65/100 #2,051Fay GroupTampa, FloridaB-65/100 #2,052fdi internationalC65/100 #2,053federated hermespittsburgh, PennsylvaniaC65/100 #2,054fi360 (now broadridge)new york, New YorkC65/100 #2,055fidelity private sharesboston, MassachusettsC65/100 #2,056Fifth WallSanta Monica, CaliforniaB-65/100 #2,057Financial Services InstituteWashington, District Of ColumbiaB-65/100 #2,058financial success servicessanford, FloridaC65/100 #2,059Fineman WestLos Angeles, CaliforniaB-65/100 #2,060finsor holdingnew york, New YorkC65/100 #2,061first command financial services, inc.fort worth, TexasC65/100 #2,062First Financial Equipment LeasingOrange, CaliforniaB-65/100 #2,063First Heartland® CompaniesLake Saint Louis, MissouriB-65/100 #2,064First Housing DevelopmentTampa, FloridaB-65/100 #2,065first trustwheaton, IllinoisC65/100 #2,066Flexible Plan InvestmentsBloomfield Hills, MichiganB-65/100 #2,067forefield inc.marlborough, MassachusettsC65/100 #2,068FormationsKirkland, WashingtonB-65/100 #2,069forward financial groupC65/100 #2,070forxinvestment companynew york, New YorkC65/100 #2,071Front OfficeEdwardsville, IllinoisB-65/100 #2,072funded wealthrowlett, TexasC65/100 #2,073Fund LaunchLehi, UtahB-65/100 #2,074fundygonew york, New YorkC65/100 #2,075Future BrightEaston, ConnecticutB-65/100 #2,076fxoptiontrade24New YorkC65/100 #2,077garts exchangelas vegas, NevadaC65/100 #2,078gasan groupmalta, New YorkC65/100 #2,079GCRANew York, New YorkB-65/100 #2,080gcunew york, New YorkC65/100 #2,081gds capitalnew york, New YorkC65/100 #2,082gemini fund serviceshauppauge, New YorkC65/100 #2,083General CannabisDenver, ColoradoB-65/100 #2,084gen ii fund servicesnew york, New YorkC65/100 #2,085git1kvalley, AlabamaC65/100 #2,086GlassRatnerAtlanta, GeorgiaB-65/100 #2,087Global ProcessingLa Verne, CaliforniaB-65/100 #2,088Globe Life AIL DivisionOakville, CaliforniaB-65/100 #2,089glp capital partnerssanta monica, CaliforniaC65/100 #2,090goal financialC65/100 #2,091gold harbor investmentsreno, NevadaC65/100 #2,092golub capitalnew york, New YorkC65/100 #2,093Gover Financial PlanningPuyallup, WashingtonB-65/100 #2,094gra group llchouston, TexasC65/100 #2,095Gravity TeamMinot, North DakotaB-65/100 #2,096GraypointAlbany, New YorkB-65/100 #2,097greatamerican investorscincinnati, OhioC65/100 #2,098GreatBanc Trust CompanyLisle, IllinoisB-65/100 #2,099griffin investmentsoklahoma city, OklahomaC65/100 #2,100Guerra Wealth AdvisorsMiami, FloridaB-65/100

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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