IncFact
Company Profiles: Revenue, Growth, Competition

ROEHL & YI INVESTMENT ADVISORS Revenue, Growth & Competitor Profile

DBA ROEHL & YI INVESTMENT ADVISORS, LLC
Last updated:

Company Profile & Annual Report for Roehl & YI Investment Advisors

Access the complete profile.

Roehl & YI Investment Advisors Fast Facts

Revenue$10 - $100 million    See Exact Annual Revenue
Employees10 - 100Exact Company Size
Primary Industry52312 Securities Brokerage
Additional NAICS Codes52393 Financial Planning & Investment Advice
AddressP.o. Box 11810
Eugene, OR 97440

roehl-yi.com
Note: Revenues for privately held companies are statistical evaluations.


Roehl & YI Investment Advisors's annual revenues are $10-$50 million (see exact revenue data) and has 10-100 employees. It is classified as operating in the Securities Brokerage industry.


Roehl & YI Investment Advisors's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
  • What industry is the company in?

Roehl & YI Investment Advisors Annual Revenue and Growth Rate

Roehl & YI Investment Advisors Revenue Est.
($ Million)
Growth Rate (%)# Employees
2023 Details in Premium Report
2022
2021
2020
2019


1-Year Growth Rate:
3-Year Growth Rate (CAGR):
Premium Report

Note: Roehl & YI Investment Advisors's revenues are gauged from an analysis of company filings.



Roehl & YI Investment Advisors's Income Statement (based on Industry Averages)

$ Millions
(Industry Average)
Roehl & YI Investment Advisors Revenue (Sales) Roehl & YI Investment Advisors Premium Report
Cost of Goods Sold
Gross Profit

Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit
 


Recession Risk

Determine whether Roehl & YI Investment Advisors grew or shrank during the last recession. This is useful in estimating the financial strength and credit risk of the company. Compare how recession-proof Roehl & YI Investment Advisors is relative to the industry overall. While a new recession may strike a particular industry, measuring the industry and company's robustness during the last recession estimates its ability to weather future recessions.



U.S. Industry Overview & Market Statistics:
Securities Brokerage

Publisher: AnythingResearch

  • Market Size
  • Growth Rate
  • 5-Year Market Forecast
  • Average Company Size & Growth
  • Salary & Compensation Benchmarks



Market Share of Roehl & YI Investment Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Roehl & YI Investment Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company HeadquartersRevenue ($ MM)
RITE-VALUE PHARMACYLouisa, KY100 
CHARLES SCHWAB BANK SSBWestlake, TX47 
UBS FINANCIAL SERVICESNew Albany, OH26 
LPL FINANCIALFort Mill, SC25 
RBC USA HOLDCOMinneapolis, MN18 
TD AMERITRADE INVESTMENT MANAGEMENTOmaha, NE14 
AMERITRADE ONLINE HOLDINGSOmaha, NE14 
MIZUHO SECURITIES USANew York, NY12 
ROBERT W. BAIRDMilwaukee, WI10 




Nearby Competitors

These companies are similar in business line and location to Roehl & YI Investment Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company HeadquartersRevenue ($ MM)
ROEHL & YI INVESTMENT ADVISORSEugene, OR100 
UMPQUA VALLEY FINANCIALRoseburg, OR99 
SAPIENT PRIVATE WEALTH MANAGEMENTEugene, OR82 
PARSONS FINANCIAL SERVICESCottage Grove, OR53 
WILLAMETTE WEALTH PARTNERSEugene, OR47 
SITTNER & NELSONEugene, OR35 




Future Competition: Roehl & YI Investment Advisors's Fastest Growing Competitors

These companies are in the same general field as Roehl & YI Investment Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

CompanyRevenue ($ MM)
Roehl & YI Investment Advisors Competitors