NAICS 5239 · Page 12 of 34

Miscellaneous Financial Investment Activities — Companies (page 12)

Miscellaneous Financial Investment Activities companies (rank 1,101–1,200)

#1,101The Financial ArchitectsChino Hills, CaliforniaB-69/100 #1,102The Marshall GroupLeague City, TexasB-69/100 #1,103The Mather GroupChicago, IllinoisB-69/100 #1,104The Pangburn GroupNew Roads, LouisianaB-69/100 #1,105The Pinnacle GroupJacksonville, FloridaB-69/100 #1,106The Quantum Group USAScottsdale, ArizonaB-69/100 #1,107The Raine GroupNew York, New YorkB-69/100 #1,108The Retirement AdvantageAppleton, WisconsinB-69/100 #1,109The Retirement Plan CompanyNashville, TennesseeB-69/100 #1,110The Servion GroupNew Brighton, MinnesotaB-69/100 #1,111ThinkEquityNew York, New YorkB-69/100 #1,112Thoma BravoChicago, IllinoisB-69/100 #1,113TMGDes Moines, IowaB-69/100 #1,114TransGlobal HoldingLas Vegas, NevadaB-69/100 #1,115Trilogy FinancialIrvine, CaliforniaB-69/100 #1,116Tristate Financial AdvisorsPhiladelphia, PennsylvaniaB-69/100 #1,117Ubiquity Retirement + SavingsSan Francisco, CaliforniaB-69/100 #1,118Universal RetirementLas Vegas, NevadaB-69/100 #1,119U.S. Bancorp Asset ManagementMinneapolis, MinnesotaB-69/100 #1,120U.S. Financial Advisory and Audit FirmMinneapolis, MinnesotaB-69/100 #1,121US Mortgage CorporationMelville, New YorkC69/100 #1,122U.S. Retirement & BenefitsWoodbridge Township, New JerseyB-69/100 #1,123Valley Strong Credit UnionBakersfield, CaliforniaB-69/100 #1,124Vanderbilt Financial GroupWoodbury, New YorkB-69/100 #1,125Vantage Credit UnionSaint Charles, MissouriB-69/100 #1,126VcheckNew York, New YorkB-69/100 #1,127Velocity Merchant ServicesDowners Grove, IllinoisB-69/100 #1,128VenturityDallas, TexasB-69/100 #1,129Vitae GroupCoral Gables, FloridaB-69/100 #1,130VR Business BrokersFort Lauderdale, FloridaB-69/100 #1,131Wall Street AccessNew York, New YorkB-69/100 #1,132Waterfall Asset ManagementNew York, New YorkB-69/100 #1,133WealthVestBozeman, MontanaB-69/100 #1,134Western Asset ManagementPasadena, CaliforniaB-69/100 #1,135WHIChicago, IllinoisB-69/100 #1,136Whittier Trust CompanyPasadena, CaliforniaB-69/100 #1,137Wintrust Wealth ManagementChicago, IllinoisB-69/100 #1,138Woodbury Financial ServicesOakdale, MinnesotaB-69/100 #1,139YellowB-69/100 #1,140ZMCNew York, New YorkB-69/100 #1,1411919 Investment CounselBaltimore, MarylandB-68/100 #1,14237 capitalboston, MassachusettsC68/100 #1,143abbot downingminneapolis, MinnesotaC68/100 #1,144AcurisNew York, New YorkB-68/100 #1,145adams street partnerschicago, IllinoisC68/100 #1,146ADVANTAGE powered by JMFAHouston, TexasB-68/100 #1,147Aegis CapitalNew York, New YorkB-68/100 #1,148AFCO DirectLake Forest, IllinoisB-68/100 #1,149Airtel CommunicationWaterbury, ConnecticutB-68/100 #1,150alcor fundnew york, New YorkC68/100 #1,151Alex. BrownNew York, New YorkB-68/100 #1,152algiqmilwaukee, WisconsinC68/100 #1,153all access financialeast meadow, New YorkC68/100 #1,154allspring global investmentscharlotte, North CarolinaC68/100 #1,155ALM FirstDallas, TexasB-68/100 #1,156AlTi Tiedemann GlobalNew York, New YorkB-68/100 #1,157A.M. Best CompanyOldwick, New JerseyC68/100 #1,158american industrial acquisition corporationnew york, New YorkC68/100 #1,159American Trust CustodyPittsburgh, PennsylvaniaB-68/100 #1,160ameriprise financial services, llcminneapolis, MinnesotaC68/100 #1,161amherstaustin, TexasC68/100 #1,162amundi pioneerboston, MassachusettsC68/100 #1,163antares capital lpchicago, IllinoisC68/100 #1,164apex capital incgrapevine, TexasC68/100 #1,165Aquarian HoldingsNew York, New YorkB-68/100 #1,166aqucapitalhouston, TexasC68/100 #1,167ArdeaNew York, New YorkB-68/100 #1,168Ascent Private Capital Management of U.S. BankMinneapolis, MinnesotaB-68/100 #1,169Ashton Thomas Private WealthScottsdale, ArizonaB-68/100 #1,170Asset Recovery SolutionsDes Plaines, IllinoisB-68/100 #1,171astroncoinNew YorkC68/100 #1,172axa advisors, llcnew york, New YorkC68/100 #1,173AxiomaNew York, New YorkB-68/100 #1,174a zach enterprise llccleveland, OhioC68/100 #1,175Banyan Tree Advisors PvtTorrance, CaliforniaB-68/100 #1,176Basis Vectors CapitalNew York, New YorkB-68/100 #1,177Battea Class Action ServicesStamford, ConnecticutB-68/100 #1,178beach capitalwest palm beach, FloridaC68/100 #1,179bionovus innovationskansas city, MissouriC68/100 #1,180BIP WealthAtlanta, GeorgiaB-68/100 #1,181Black Forest VenturesThe Woodlands, TexasC68/100 #1,182BlockFiTown of Palatine, New YorkC68/100 #1,183bluemountain capital managementnew york, New YorkC68/100 #1,184BNY Investments MellonPittsburgh, PennsylvaniaB-68/100 #1,185bny mellon | eagle investment systemswellesley, MassachusettsC68/100 #1,186bridgescale partnersmenlo park, CaliforniaC68/100 #1,187broadridge investment accounting (formerly qed financial systems)marlton, New JerseyC68/100 #1,188Brown & Joseph AR ManagementItasca, IllinoisB-68/100 #1,189Cabinet RouxWashington, District Of ColumbiaB-68/100 #1,190Callahan & AssociatesWashington, District Of ColumbiaB-68/100 #1,191Canandaigua National BankCanandaigua, New YorkB-68/100 #1,192capital international private equityC68/100 #1,193Capitas FinancialMinneapolis, MinnesotaB-68/100 #1,194carlyle alpinvestnew york, New YorkC68/100 #1,195Catalyst Corporate Federal Credit UnionPlano, TexasB-68/100 #1,196cbre investment managementnew york, New YorkC68/100 #1,197Center for Wealth PreservationWoodbury, New YorkB-68/100 #1,198cerberus capital management, l.p.new york, New YorkC68/100 #1,199CFO PlansBurbank, CaliforniaB-68/100 #1,200Charlesbank CapitalBoston, MassachusettsB-68/100

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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