NAICS 5239 · Page 9 of 34

Miscellaneous Financial Investment Activities — Companies (page 9)

Miscellaneous Financial Investment Activities companies (rank 801–900)

#801PaymerangRichmond, VirginiaC70/100 #802PEI GlobalTampa, FloridaB70/100 #803PenserraOrinda, CaliforniaB70/100 #804Pioneer Trust BankSalem, OregonB70/100 #805Piper SandlerLondon, EnglandC70/100 #806PlanMember FinancialCarpinteria, CaliforniaB70/100 #807Portico Benefit ServicesMinneapolis, MinnesotaB70/100 #808PractifiChicago, IllinoisB70/100 #809Precision TaxCoeur d'Alene, IdahoB70/100 #810Premier Members Credit UnionBoulder, ColoradoC70/100 #811PSB*MARSAnoka, MinnesotaB70/100 #812qs investors (acquired by franklin templeton)new york, New YorkC70/100 #813quadronnew york, New YorkC70/100 #814Quality Healthcare ResourcesLakewood Township, New JerseyB70/100 #815RadianWayne, PennsylvaniaB70/100 #816Rapid FinanceBethesda, MarylandC70/100 #817RedaptiveDenver, ColoradoB70/100 #818Restaurant SolutionsLittleton, ColoradoB70/100 #819Revere SecuritiesNew York, New YorkB70/100 #820RFG AdvisoryVestavia Hills, AlabamaB70/100 #821RIHousingProvidence, Rhode IslandC70/100 #822Rise North CapitalBraintree, MassachusettsB70/100 #823Risk Management AdvisorsIrvine, CaliforniaB70/100 #824Robertson Anschutz VettersHouston, TexasB70/100 #825Root FinancialEncinitas, CaliforniaB70/100 #826Roth&CoMidland, TexasB70/100 #827RSI EnterprisesGlendale, ArizonaB70/100 #828Salem Five BankSalem, MassachusettsB70/100 #829Savant Wealth ManagementRockford, IllinoisB70/100 #830SelmaBipiemme LeasingSouderton, PennsylvaniaB70/100 #831servion financial advisorsnew brighton, MinnesotaC70/100 #832SezzleMinneapolis, MinnesotaC70/100 #833SHP FinancialPlymouth, MassachusettsB70/100 #834silver point capital, l.p.greenwich, ConnecticutC70/100 #835simple management groupmaitland, FloridaC70/100 #836Skyline FinancialMiami, FloridaB70/100 #837Smith Hamilton A Convergint Technologies CompanyAmarillo, TexasB70/100 #838Snowden LaneNew York, New YorkB70/100 #839Soltis Investment AdvisorsSaint George, UtahB70/100 #840spark investmentnew york, New YorkC70/100 #841SprintaxNew York, New YorkB70/100 #842StewardChesapeake, VirginiaB70/100 #843Strategic FinancialMono Vista, CaliforniaB70/100 #844Strategic InsightNew York, New YorkB70/100 #845Strategic Wealth DesignersLouisville, KentuckyB70/100 #846Summit Financial GroupSan Ramon, CaliforniaB70/100 #847Summit Global InvestmentsBountiful, UtahB70/100 #848Team FESAAustin, TexasB70/100 #849Tectonic FinancialHouston, TexasB70/100 #850TENASaint Paul, MinnesotaC70/100 #851Texas Financial AdvisorsDallas, TexasB70/100 #852The Alta GroupGlenbrook, NevadaB70/100 #853The Benefit PracticeStamford, ConnecticutB70/100 #854Thornburg Investment ManagementSanta Fe, New MexicoB70/100 #855Tide RockSolana Beach, CaliforniaB70/100 #856titansouth pasadena, CaliforniaC70/100 #857TMS FinancialGreen Bay, WisconsinB70/100 #858Tompkins FinancialIthaca, New YorkB70/100 #859TownsendWestminster, ColoradoB70/100 #860TPC The Payroll CompanyLas Vegas, NevadaB70/100 #861TrueAccordSan Francisco, CaliforniaC70/100 #862two point partnerslakewood, New JerseyC70/100 #863UCLA Undergraduate Business SocietyLos Angeles, CaliforniaB70/100 #864ultara holdings, inc.dallas, TexasC70/100 #865umbrella financial servicesarlington, TexasC70/100 #866Union LeasingOak Brook, IllinoisB70/100 #867universe globalmilton, DelawareC70/100 #868USCB AMERICA-Revenue Cycle Solutions for Healthcare EntitiesLos Angeles, CaliforniaB70/100 #869U.S. OMNI & TSACG Compliance ServicesFort Walton Beach, FloridaB70/100 #870vedic equityedison, New JerseyC70/100 #871ViewpostOrlando, FloridaB70/100 #872Vigilant ComplianceChadds Ford, PennsylvaniaB70/100 #873Virtuity FinancialSan Diego, CaliforniaB70/100 #874Visionary Wealth AdvisorsSt. Louis, MissouriB70/100 #875Vizo Financial Corporate CUGreensboro, North CarolinaB70/100 #876WakefieldKnoxville, TennesseeB70/100 #877WedbushPasadena, CaliforniaB70/100 #878WentworthmsNew York, New YorkC70/100 #879West Capital LendingIrvine, CaliforniaB70/100 #880westerntrustpark city, UtahC70/100 #881William O'Neil +Los Angeles, CaliforniaB70/100 #882winkiratlanta, GeorgiaC70/100 #883Wipfli Financial AdvisorsWauwatosa, WisconsinB70/100 #884World Equity GroupArlington Heights, IllinoisB70/100 #885World Wide SolutionsIrving, TexasB70/100 #886worth investment group, llcorlando, FloridaC70/100 #887WPS AdvisoryNew Castle, DelawareB70/100 #888XtendGrand Rapids, MichiganB70/100 #889zex trademira loma, CaliforniaC70/100 #890101 Financial Workplace WellnessOrem, UtahB-69/100 #891AB401kScottsdale, ArizonaB-69/100 #892Accurate Advisory GroupWesley Chapel, FloridaB-69/100 #893ACECleveland, GeorgiaB-69/100 #894Acorn Financial ServicesLivingston, New JerseyB-69/100 #895ADMINCherry Hill, New JerseyB-69/100 #896Advantage CapitalNew Orleans, LouisianaB-69/100 #897Advisor.comCharleston, South CarolinaB-69/100 #898All In One AccountingEagan, MinnesotaB-69/100 #899ALTUS Commercial ReceivablesKenner, LouisianaB-69/100 #900American First FinanceDallas, TexasC69/100

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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