NAICS 5239 · Page 11 of 34

Miscellaneous Financial Investment Activities — Companies (page 11)

Miscellaneous Financial Investment Activities companies (rank 1,001–1,100)

#1,001IDB InvestWashington, District Of ColumbiaB-69/100 #1,002Idea FinancialMiami, FloridaB-69/100 #1,003IMAPWilmington, DelawareB-69/100 #1,004InclusivNew York, New YorkB-69/100 #1,005Integrated Financial GroupAtlanta, GeorgiaB-69/100 #1,006INVEST FinancialAppleton, WisconsinB-69/100 #1,007ITGNew York, New YorkB-69/100 #1,008JG WentworthChesterbrook, PennsylvaniaB-69/100 #1,009JonesTradingThousand Oaks, CaliforniaB-69/100 #1,010JSD Management Inc. dba James Stevens & DanielsDover, DelawareB-69/100 #1,011JULY ServicesWaco, TexasC69/100 #1,012Karr Barth AssociatesBala Cynwyd, PennsylvaniaB-69/100 #1,013KeaneB-69/100 #1,014Kingsbridge HoldingsLake Forest, IllinoisB-69/100 #1,015KKM FinancialChicago, IllinoisB-69/100 #1,016Laird Norton Wealth ManagementSeattle, WashingtonB-69/100 #1,017LCS Financial ServicesCentennial, ColoradoB-69/100 #1,018Lee FinancialDallas, TexasB-69/100 #1,019LenCredScottsdale, ArizonaB-69/100 #1,020Level Four FinancialDallas, TexasB-69/100 #1,021Liberty GroupOakland, CaliforniaB-69/100 #1,022LifeSci AdvisorsNew York, New YorkB-69/100 #1,023M3 CapitalChicago, IllinoisB-69/100 #1,024Main StreetBirmingham, AlabamaB-69/100 #1,025Manning & NapierFairport, New YorkB-69/100 #1,026MarquisPlano, TexasB-69/100 #1,027MassDevelopmentBoston, MassachusettsB-69/100 #1,028Member Business Financial ServicesFeasterville-Trevose, PennsylvaniaB-69/100 #1,029MetavanteBrown Deer, WisconsinB-69/100 #1,030Mission Capital AdvisorsNew York, New YorkB-69/100 #1,031Mitsubishi HC Capital AmericaNorwalk, ConnecticutB-69/100 #1,032Money ConceptsPalm Beach Gardens, FloridaB-69/100 #1,033Money Management InternationalStafford, TexasB-69/100 #1,034Monroe Community Credit UnionMonroe, MichiganB-69/100 #1,035Mortgage Capital TradingSan Diego, CaliforniaB-69/100 #1,036Mortgage Financial ServicesSouthlake, TexasB-69/100 #1,037Mountain West BankCoeur d'Alene, IdahoB-69/100 #1,038MygenfcuSan Antonio, TexasC69/100 #1,039National Benefit ServicesSalt Lake City, UtahB-69/100 #1,040NettWorth Financial GroupMount Clemens, MichiganB-69/100 #1,041NewCo Capital GroupNorth Miami, FloridaB-69/100 #1,042Nichols CauleyPeachtree Corners, GeorgiaB-69/100 #1,043NovoNew York, New YorkB-69/100 #1,044Nuvision BenefitsPittsburgh, PennsylvaniaB-69/100 #1,045One AdvantageBelleville, IllinoisC69/100 #1,046Open Solutions is now part of Fiserv. Please follow Fiserv at LinkedIn.com/company/FiservGlastonbury, ConnecticutB-69/100 #1,047Optimized PaymentsAtlanta, GeorgiaB-69/100 #1,048Paradigm LifeSalt Lake City, UtahB-69/100 #1,049PCBBSarasota, FloridaB-69/100 #1,050PLLCUnion Park, FloridaB-69/100 #1,051Portfolio BINew York, New YorkB-69/100 #1,052Prevail StrategiesLeawood, KansasB-69/100 #1,053Prime Capital FinancialOverland Park, KansasB-69/100 #1,054Priority Tax ReliefSan Francisco, CaliforniaB-69/100 #1,055Private FirmRochester, MichiganB-69/100 #1,056Prospera FinancialDallas, TexasB-69/100 #1,057ProsperityNew York, New YorkB-69/100 #1,058Providence Capital FundingBrea, CaliforniaB-69/100 #1,059QC AllyRock Hill, South CarolinaB-69/100 #1,060QuantumStreet AISan Francisco, CaliforniaB-69/100 #1,061R&B SolutionsWaukegan, IllinoisB-69/100 #1,062Regal SecuritiesGlenview, IllinoisB-69/100 #1,063Regents CapitalCosta Mesa, CaliforniaB-69/100 #1,064Renaissance FinancialSt. Louis, MissouriB-69/100 #1,065RetireWise Tax and Wealth AdvisorsTopeka, KansasB-69/100 #1,066Royal Alliance AssociatesJersey City, New JerseyB-69/100 #1,067RTR Financial ServicesB-69/100 #1,068Safra National BankNew York, New YorkB-69/100 #1,069SageSpring WealthFranklin, TennesseeB-69/100 #1,070Sanctuary WealthIndianapolis, IndianaB-69/100 #1,071Savant Tax & Business ServicesLanham, MarylandB-69/100 #1,072ScalarDraper, UtahB-69/100 #1,073Selene Finance LPDallas, TexasB-69/100 #1,074Seneca HoldingsSalamanca, New YorkB-69/100 #1,075Sentinel GroupWakefield, MassachusettsB-69/100 #1,076SentoraMiami, FloridaB-69/100 #1,077Serent CapitalAustin, TexasB-69/100 #1,078Service First ProcessingBoynton Beach, FloridaB-69/100 #1,079Seven Seven Six 7️⃣7️⃣6️⃣San Francisco, CaliforniaB-69/100 #1,080SIBCharleston, South CarolinaB-69/100 #1,081Sidoti & CompanyNew York, New YorkB-69/100 #1,082SignalFireSan Francisco, CaliforniaB-69/100 #1,083SignatureFDAtlanta, GeorgiaB-69/100 #1,084SkylineSaint George, UtahB-69/100 #1,085SmartleafBoston, MassachusettsB-69/100 #1,086Source AdvisorsArlington, TexasB-69/100 #1,087Spire InvestmentMcLean, VirginiaB-69/100 #1,088Stone Rudolph & Henry PLCClarksville, TennesseeB-69/100 #1,089Strategic Financial Solutions NYAmherst, New YorkB-69/100 #1,090Strategic RetirementLos Angeles, CaliforniaB-69/100 #1,091Student ChoiceWashington, District Of ColumbiaB-69/100 #1,092Summit FinancialParsippany-Troy Hills, New JerseyB-69/100 #1,093SummitryFoster City, CaliforniaB-69/100 #1,094Sunlight FinancialNew York, New YorkC69/100 #1,095Swan BitcoinCalabasas, CaliforniaB-69/100 #1,096TAMCOClearwater, FloridaB-69/100 #1,097Tarkenton FinancialAtlanta, GeorgiaB-69/100 #1,098TaxRiseIrvine, CaliforniaB-69/100 #1,099TENA CompaniesSaint Paul, MinnesotaB-69/100 #1,100The Clearing HouseNew York, New YorkB-69/100

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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