NAICS 5239 · Page 23 of 34

Miscellaneous Financial Investment Activities — Companies (page 23)

Miscellaneous Financial Investment Activities companies (rank 2,201–2,300)

#2,201mp software venturesmonterey park, CaliforniaC65/100 #2,202Municipal Accounts & Consulting L.PHouston, TexasB-65/100 #2,203murphy & durieunew york, New YorkC65/100 #2,204national planning holdings (nph)appleton, WisconsinC65/100 #2,205navika capital grouplong island city, New YorkC65/100 #2,206neuberger bermannew york, New YorkC65/100 #2,207NewcleusYardley, PennsylvaniaB-65/100 #2,208new companychicago, IllinoisC65/100 #2,209new york, igt shopping mallnew york, New YorkC65/100 #2,210NFP Advisor ServicesAustin, TexasB-65/100 #2,211Northeast Retirement ServicesWoburn, MassachusettsB-65/100 #2,212oaktree capital management, l.p.los angeles, CaliforniaC65/100 #2,213obakomiyo philip jumbo ventureskeller, VirginiaC65/100 #2,214Omni Tax HelpVero Beach, FloridaB-65/100 #2,215OnboardBoston, MassachusettsB-65/100 #2,216operation north starwashington, District Of ColumbiaC65/100 #2,217orange collectivesan francisco, CaliforniaC65/100 #2,218OrbissNew York, New YorkB-65/100 #2,219ORGEL WEALTH MANAGEMENTAltoona, WisconsinB-65/100 #2,220PayForwardSanta Clarita, CaliforniaB-65/100 #2,221PCGWinter Garden, FloridaB-65/100 #2,222Penn State Finance SocietyB-65/100 #2,223PenServ Plan ServicesWest Columbia, South CarolinaB-65/100 #2,224pentaverate v.i.pdenver, ColoradoC65/100 #2,225perpetual capital partnersarlington, VirginiaC65/100 #2,226personal-financial.comdover, DelawareC65/100 #2,227pgim fixed incomenewark, New JerseyC65/100 #2,228pgim internationalnewark, New JerseyC65/100 #2,229pinebridge investmentsnew york, New YorkC65/100 #2,230planned estate servicesthousand oaks, CaliforniaC65/100 #2,231plantinumtradesinvestmentatherton, CaliforniaC65/100 #2,232PlutoSan Francisco, CaliforniaB-65/100 #2,233pohlad companiesminneapolis, MinnesotaC65/100 #2,234premier america wealth management groupcamarillo, CaliforniaC65/100 #2,235pretiumnew york, New YorkC65/100 #2,236pride and pristine globalnew york, New YorkC65/100 #2,237Primark BenefitsFoster City, CaliforniaB-65/100 #2,238principal asset managementdes moines, IowaC65/100 #2,239privabyte (pvb) inc.new york, New YorkC65/100 #2,240Private Client Services Member FINRA SIPCLouisville, KentuckyB-65/100 #2,241projectwise online inchouston, TexasC65/100 #2,242Provenance Wealth AdvisorsFort Lauderdale, FloridaB-65/100 #2,243prudential advisornorth hollywood, CaliforniaC65/100 #2,244prudential advisorsnewark, New JerseyC65/100 #2,245quantum venturesauburn hills, MichiganC65/100 #2,246Quest CEMilwaukee, WisconsinB-65/100 #2,247quintana infrastructure & development llchouston, TexasC65/100 #2,248Raffa PCWashington, District Of ColumbiaB-65/100 #2,249RAI GroupHackensack, New JerseyB-65/100 #2,250ramsey solutionsfranklin, TennesseeC65/100 #2,251raymond james southwest complexscottsdale, ArizonaC65/100 #2,252resource associateslaguna niguel, CaliforniaC65/100 #2,253Resource Bank N.ADeKalb, IllinoisB-65/100 #2,254Ridgetop ResearchNew York, New YorkB-65/100 #2,255RiverFront Investment GroupRichmond, VirginiaB-65/100 #2,256riversourceminneapolis, MinnesotaC65/100 #2,257RMR Wealth BuildersMontclair, New JerseyB-65/100 #2,258RobinsfcuWarner Robins, GeorgiaC65/100 #2,259Rosewood Family AdvisorsPalo Alto, CaliforniaB-65/100 #2,260ross klein capital managementC65/100 #2,261RTD FinancialPhiladelphia, PennsylvaniaB-65/100 #2,262rt holdings llccoral gables, FloridaC65/100 #2,263SAI Financial ServicesWarrenville, IllinoisB-65/100 #2,264Salesforce VenturesSan Francisco, CaliforniaB-65/100 #2,265San Blas SecuritiesChicago, IllinoisB-65/100 #2,266Sandton CapitalNew York, New YorkB-65/100 #2,267sa stone wealth management inc.birmingham, AlabamaC65/100 #2,268SB360 CapitalNeedham, MassachusettsB-65/100 #2,269sc investment groupmiami, FloridaC65/100 #2,270scout energy partnersdallas, TexasC65/100 #2,271sekhon family officelewes, DelawareC65/100 #2,272ShareBuilder 401kSeattle, WashingtonB-65/100 #2,273Sharp FinancialHorsham, PennsylvaniaB-65/100 #2,274sheikhani grouphouston, TexasC65/100 #2,275signator investors, inc.boston, MassachusettsC65/100 #2,276signet, llcakron, OhioC65/100 #2,277SILL Public AdjustersIndependence, OhioB-65/100 #2,278SIMM AssociatesNewark, DelawareB-65/100 #2,279simple impact llc investments (775)902-2400reno, NevadaC65/100 #2,280simplified investmentsgrand rapids, MichiganC65/100 #2,281slc managementwellesley, MassachusettsC65/100 #2,282solis trust fund inccleveland, OhioC65/100 #2,283Sorenson CapitalLehi, UtahB-65/100 #2,284SouthStar CapitalMount Pleasant, South CarolinaB-65/100 #2,285Specialized Accounting ServicesPleasant Prairie, WisconsinB-65/100 #2,286ss&c intralinksnew york, New YorkC65/100 #2,287standish mellon asset management companyboston, MassachusettsC65/100 #2,288stealthbeverly hills, CaliforniaC65/100 #2,289steel partners holdingsnew york, New YorkC65/100 #2,290SteelPeak WealthLos Angeles, CaliforniaB-65/100 #2,291stepstone groupnew york, New YorkC65/100 #2,292stifel wealth trackerst. louis, MissouriC65/100 #2,293Stockman BankMiles City, MontanaC65/100 #2,294Stone Point CapitalGreenwich, ConnecticutB-65/100 #2,295storr groupaustin, TexasC65/100 #2,296strasbaugh financial advisorycolorado springs, ColoradoC65/100 #2,297strategic fundraisingst. paul, MinnesotaC65/100 #2,298Sun CapitalBoca Raton, FloridaB-65/100 #2,299sun valley investmentshouston, TexasC65/100 #2,300SWBC MortgageSan Antonio, TexasC65/100

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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