NAICS 5239 · Page 6 of 34

Miscellaneous Financial Investment Activities — Companies (page 6)

Miscellaneous Financial Investment Activities companies (rank 501–600)

#501Beaird HarrisDallas, TexasB71/100 #502BilthouseB71/100 #503BorrowWorksFort Worth, TexasB71/100 #504Bridge AlternativesLake Forest, IllinoisB71/100 #505Brinker SimpsonMedia, PennsylvaniaB71/100 #506Broniec AssociatesBerkeley Lake, GeorgiaB71/100 #507Buckingham Strategic WealthClayton, MissouriB71/100 #508Carolina Finance and Investment AssociationColumbia, South CarolinaB71/100 #509Claims Recovery Financial ServicesAlbion, New YorkB71/100 #510ClearviewSan Antonio, TexasB71/100 #511Community First Credit UnionNeenah, WisconsinB71/100 #512CompIntelligenceOxford, ConnecticutB71/100 #513Consider It Done!Birmingham, AlabamaB71/100 #514Creative Financial NetworkFort Lauderdale, FloridaB71/100 #515Crescent Tax FilingWinston-Salem, North CarolinaB71/100 #516CU Business GroupPortland, OregonB71/100 #517CV AdvisorsAventura, FloridaB71/100 #518CWWashington, District Of ColumbiaB71/100 #519DCGStamford, ConnecticutB71/100 #520DebtBookCharlotte, North CarolinaB71/100 #521DMIHingham, MassachusettsB71/100 #522DoubleLineTampa, FloridaB71/100 #523Eastern FundingNew York, New YorkB71/100 #524ECS Financial ServicesNorthbrook, IllinoisB71/100 #525ElementsSouth Jordan, UtahB71/100 #526eMoney AdvisorB71/100 #527Engage fiTampa, FloridaB71/100 #528Engine by GenNew York, New YorkB71/100 #529EP Wealth AdvisorsTorrance, CaliforniaB71/100 #530ESL Federal Credit UnionRochester, New YorkB71/100 #531ExpoCreditMiami, FloridaB71/100 #532FbmortgageloansNashville, TennesseeC71/100 #533Financial AnalystsRaleigh, North CarolinaB71/100 #534Financial FinesseEl Segundo, CaliforniaB71/100 #535First Choice Business BrokersHenrico, VirginiaB71/100 #536First EmpireHauppauge, New YorkB71/100 #537FSC SecuritiesAtlanta, GeorgiaB71/100 #538Galway HoldingsMorgantown, West VirginiaB71/100 #539GEMCharlotte, North CarolinaB71/100 #540Generational GroupRichardson, TexasB71/100 #541Georgia Financial AdvisorsAtlanta, GeorgiaB71/100 #542GeoWealthChicago, IllinoisB71/100 #543Global Shared ServicesMcLean, VirginiaB71/100 #544GPARENCYHowell, New JerseyB71/100 #545GSCFNew York, New YorkB71/100 #546Guido Anwar ConsultingB71/100 #547Gulf CoastSarasota, FloridaB71/100 #548Harvey & CompanyNewport Beach, CaliforniaB71/100 #549HealthriseFarmington Hills, MichiganB71/100 #550Hilco GlobalNorthbrook, IllinoisB71/100 #551iA American Warranty GroupAustin, TexasB71/100 #552Income Tax ConsultantAustin, TexasB71/100 #553Independent FinancialTampa, FloridaB71/100 #554InsigneoMiami, FloridaB71/100 #555JFG Family OfficeDenver, ColoradoB71/100 #556KBRATucson, ArizonaC71/100 #557LCG AssociatesAtlanta, GeorgiaB71/100 #558LEVEL5Atlanta, GeorgiaB71/100 #559Lone Star FundsHamilton, KansasB71/100 #560Longevity HoldingsMinneapolis, MinnesotaB71/100 #561Loomis SaylesBoston, MassachusettsB71/100 #562Loss Prevention Services LPNatchez, MississippiB71/100 #563Magellan Financial & Insurance ServicesTopeka, KansasB71/100 #564Marquette AssociatesChicago, IllinoisB71/100 #565Mercer CapitalMemphis, TennesseeB71/100 #566Meridian LeasingDeerfield, IllinoisB71/100 #567Merit AdvisorsDallas, TexasB71/100 #568MesirowChicago, IllinoisB71/100 #569Michigan Financial CompaniesSouthfield, MichiganB71/100 #570MoFiMissoula, MontanaB71/100 #571MonogramBoston, MassachusettsB71/100 #572NeovestOrem, UtahB71/100 #573Out of the BoxTigard, OregonB71/100 #574Pacer ETFsMalvern, PennsylvaniaB71/100 #575Payday HCMAlbuquerque, New MexicoB71/100 #576Performant HealthcarePlantation, FloridaB71/100 #577Pickwick CapitalWhite Plains, New YorkB71/100 #578PINE Advisor SolutionsDenver, ColoradoB71/100 #579Prime PensionsFlorham Park, New JerseyB71/100 #580ProfessionalVancouver, WashingtonB71/100 #581Prosperity Behavioral HealthCherry Hill, New JerseyB71/100 #582Pure Financial AdvisorsSan Diego, CaliforniaB71/100 #583RBC Clearing & CustodyMinneapolis, MinnesotaB71/100 #584RenIndianapolis, IndianaB71/100 #585Retirement Plan AdvisorsChicago, IllinoisB71/100 #586Retirement Planners of AmericaPlano, TexasB71/100 #587R&G Brenner Tax + AccountingValley Stream, New YorkB71/100 #588Ritholtz WealthNew York, New YorkB71/100 #589Rosenblatt SecuritiesNew York, New YorkB71/100 #590Sage Settlement ConsultingAustin, TexasB71/100 #591Samuel A. Ramirez &New York, New YorkB71/100 #592Silver LeafNew York, New YorkB71/100 #593Smi IncCarrollton, GeorgiaC71/100 #594Spartan Capital SecuritiesNew York, New YorkB71/100 #595STATBentonville, ArkansasB71/100 #596Statebridge CompanyGreenwood Village, ColoradoB71/100 #597Stock & Option SolutionsNashville, TennesseeB71/100 #598Strategic Financial GroupHouston, TexasB71/100 #599Strategic Link ConsultingKennesaw, GeorgiaB71/100 #600STRATOSBeachwood, OhioB71/100

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.

← Back to Finance & Insurance