NAICS 5239 · Page 15 of 34

Miscellaneous Financial Investment Activities — Companies (page 15)

Miscellaneous Financial Investment Activities companies (rank 1,401–1,500)

#1,401ronin capitalchicago, IllinoisC68/100 #1,402russell investmentsseattle, WashingtonC68/100 #1,403SAMCO Capital MarketsAustin, TexasB-68/100 #1,404scholzecorpcollege station, TexasC68/100 #1,405schwab workplace servicesrichfield, OhioC68/100 #1,406sculptor capital managementnew york, New YorkC68/100 #1,407seioaks, PennsylvaniaC68/100 #1,408Sekure Payment ExpertsNew York, New YorkB-68/100 #1,409sentry hillnew york, New YorkC68/100 #1,410Sequium Asset SolutionsMarietta, GeorgiaB-68/100 #1,411ShieldNew York, New YorkB-68/100 #1,412Siebert FinancialMiami Beach, FloridaB-68/100 #1,413silver venturessan antonio, TexasC68/100 #1,414simon group holdingsbirmingham, MichiganC68/100 #1,415SingleSource Property SolutionsCanonsburg, PennsylvaniaB-68/100 #1,416sixth streetsan francisco, CaliforniaC68/100 #1,417solid root exchangeTexasC68/100 #1,418SOLVEStamford, ConnecticutB-68/100 #1,419solv holdingsfort wayne, IndianaC68/100 #1,420South River MortgageAnnapolis, MarylandB-68/100 #1,421SouthWinds Financial StrategiesHouston, TexasB-68/100 #1,422SRS AcquiomDenver, ColoradoB-68/100 #1,423ss&c registered fund servicesdenver, ColoradoC68/100 #1,424Standish ManagementSan Francisco, CaliforniaC68/100 #1,425Star Equity HoldingsGreenwich, ConnecticutB-68/100 #1,426stashnew york, New YorkC68/100 #1,427state street investment managementboston, MassachusettsC68/100 #1,428stellaris grouplos angeles, CaliforniaC68/100 #1,429Strategic ConsultingBuffalo, New YorkB-68/100 #1,430StrongpointChicago, IllinoisB-68/100 #1,431Studio BankNashville, TennesseeB-68/100 #1,432Summit Financial GroupDallas, TexasB-68/100 #1,433ta associatesboston, MassachusettsC68/100 #1,434TAFSLenexa, KansasB-68/100 #1,435Tax & Financial GroupNewport Beach, CaliforniaB-68/100 #1,436TBS Factoring ServiceOklahoma City, OklahomaB-68/100 #1,437tcwlos angeles, CaliforniaC68/100 #1,438techstars physical health fort worth acceleratorfort worth, TexasC68/100 #1,439The Piedmont GroupDunwoody, GeorgiaB-68/100 #1,440The Retirement Planning GroupLeawood, KansasB-68/100 #1,441THLBoston, MassachusettsB-68/100 #1,442tiaanew york, New YorkC68/100 #1,443TIAA KaspickRedwood City, CaliforniaB-68/100 #1,444Torro FundingSalt Lake City, UtahB-68/100 #1,445total rebalance expert now part of morningstar!chicago, IllinoisC68/100 #1,446Trinity EnterprisesWinter Park, FloridaB-68/100 #1,447Triton Management GroupMontgomery, AlabamaB-68/100 #1,448TS Imagine formerly TradingScreenNew York, New YorkB-68/100 #1,449uls iinvesstmentsaustin, TexasC68/100 #1,450u.s. financial technologybethesda, MarylandC68/100 #1,451ValueACompanyNew York, New YorkB-68/100 #1,452vcapito venture capitals and partnerslas vegas, NevadaC68/100 #1,453verndenkiss fillsmountain view, CaliforniaC68/100 #1,454VestwellNew York, New YorkB-68/100 #1,455vexiom corporationatlanta, GeorgiaC68/100 #1,456vietlaunchboston, MassachusettsC68/100 #1,457vitalcore, a thrive companycleveland, OhioC68/100 #1,458VRCNew York, New YorkB-68/100 #1,459värde partnersnew york, New YorkC68/100 #1,460vu venture partnerssan francisco, CaliforniaC68/100 #1,461wability inc.new york, New YorkC68/100 #1,462wallexhartford, ConnecticutC68/100 #1,463Wall Street ServicesNew York, New YorkB-68/100 #1,464warburg pincus llcnew york, New YorkC68/100 #1,465Waverly AdvisorsBirmingham, AlabamaB-68/100 #1,466Wealth Advisory GroupNew York, New YorkB-68/100 #1,467wealthspirenew york, New YorkC68/100 #1,468Wealth StrategiesGreenwood Village, ColoradoB-68/100 #1,469weinvestnew york, New YorkC68/100 #1,470wells fargo advisorsst. louis, MissouriC68/100 #1,471WilshireSanta Monica, CaliforniaB-68/100 #1,472Woori America BankNew York, New YorkB-68/100 #1,473yager & associatesnorthville, MichiganC68/100 #1,474ZieglerChicago, IllinoisB-68/100 #1,4751st GlobalHallandale Beach, FloridaB-67/100 #1,47650 South CapitalChicago, IllinoisB-67/100 #1,477ABGi USAHouston, TexasB-67/100 #1,478Advocate CapitalNashville, TennesseeB-67/100 #1,479AgAmericaLakeland, FloridaB-67/100 #1,480AG FinTaxFrisco, TexasB-67/100 #1,481Allsec Financial ServicesIrving, TexasB-67/100 #1,482Amerant BankCoral Gables, FloridaB-67/100 #1,483American Consumer Credit CounselingNewton, MassachusettsB-67/100 #1,484American PortfoliosHolbrook, New YorkB-67/100 #1,485AMG National TrustGreenwood Village, ColoradoB-67/100 #1,486ampliFI Loyalty SolutionsNaperville, IllinoisB-67/100 #1,487AOC SolutionsFairfax, VirginiaB-67/100 #1,488ApprisenGahanna, OhioB-67/100 #1,489ArcaLos Angeles, CaliforniaB-67/100 #1,490ArctosDallas, TexasB-67/100 #1,491AscendantPleasant Hill, CaliforniaB-67/100 #1,492AstorNew York, New YorkB-67/100 #1,493Avidian Wealth SolutionsHouston, TexasB-67/100 #1,494BAIChicago, IllinoisB-67/100 #1,495Benetrends FinancialLansdale, PennsylvaniaB-67/100 #1,496BNY ArcherBerwyn, PennsylvaniaB-67/100 #1,497B Riley FinancialLos Angeles, CaliforniaC67/100 #1,498Bruin Women in BusinessLos Angeles, CaliforniaB-67/100 #1,499Caliber Financial ServicesTulsa, OklahomaB-67/100 #1,500Capital Investment AdvisorsAtlanta, GeorgiaB-67/100

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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