IncFact
Company Profiles: Revenue, Growth, Competition

Financial Planning & Investment Advice Industry

NAICS: 52393

Contents

.Financial Planning & Investment Advice Market Share: Largest Companies in the Financial Planning & Investment Advice Industry

Company HeadquartersRevenue ($ MM)
COMPASS ELECTRONICS GROUPSaint Louis, MO100 
CHARTER OAK BLDG MAINTENANCEHartford, CT82 
STARTUPS COMPowell, OH82 
MIDWEST COMMERCIAL INTERIORSSalt Lake City, UT70 
SOBH INVESTMENTSDetroit, MI69 
OMNI FINANCIAL OF NEVADALas Vegas, NV62 
HOBSON FINANCIAL GROUP OF ILLINOIS INC. DBA HOLLYWOOD BLVD CINEMAWoodridge, IL52 
NEW LEAF SERVICE CONTRACTSIrving, TX48 
SHAMPAN LAMPORTMelville, NY46 
CONRAD M SIEGELHarrisburg, PA44 
ALLIED FINANCIAL GROUPMonroe, NC43 
TMAC INVESTMENTSAurora, CO40 


See exact company revenues in this list


This is a list of the largest companies active in the Financial Planning & Investment Advice industry. This differs from market share in the following example: One business with revenues of $100 million generates 10% of its business from the Financial Planning & Investment Advice industry. A second firm, with revenues of $20 million, generates all of its business from this industry. In our list, we show the businesses having revenues of $100 million and $20 million, respectively. However, the market share would compare the $10 million in industry-specific revenue to the $20 million: the second company has twice the market share even though it is "smaller" in size.


.Additional Companies Operating in the Financial Planning & Investment Advice Industry

Company HeadquartersRevenue ($ MM)
GOLDMAN SACHS ASSET MANAGEMENT (NYSE: GMZ)New York, NY100 
BANK OF NEW YORK MELLON (NYSE: BK)Pittsburgh, PA73 
ALLIANCEBERNSTEIN DELAWARE BUSINESS TRUST - ALLIANCEBERNSTEIN FUNDAMENTAL INTERNATIONAL SMALL CAP SNew York, NY15 
HOULIHAN LOKEY CAPITAL (NYSE: HLI)Los Angeles, CA5 
PERELLA WEINBERG PARTNERSNew York, NY4 
CAMBRIDGE ASSOCIATESBoston, MA3 
CAPFINANCIAL PARTNERSRaleigh, NC2 
MOELIS & COMPANY GROUPNew York, NY2 




.Growth: Fastest Growing Financial Planning & Investment Advice Companies

A list of competitors in the Financial Planning & Investment Advice industry that are rapidly expanding. Businesses may grow organically or through acquisition. Typically, small or midsized companies are in "growth" mode and can expand more rapidly. However, large businesses may have the strategy and financial capabilities to scale rapidly. Businesses that employ a "roll-up" strategy make multiple acquisitions of smaller businesses to form a single large corporation that controls a greater market share than its competitors and benefits from economies of scale.

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.Small Business Financing

Small businesses that have received financing may expand soon. Financing may be required for capital-intensive investments, such as real estate or equipment purchases. Financial Planning & Investment Advice businesses may use the financing to cover startup expenses or the costs of hiring new employees. Loans differ from equity investments in the level of risk that is expected: loans frequently have collateral either directly or implicitly through the business or the owners that ensure repayment. Equity investment has the possibility for much greater returns, but offers no guarantee the principle will be repaid. Convertible securities combine the two concepts, but is used by private-equity firms rather than main street startups.

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. Venture Funding

These Financial Planning & Investment Advice companies are actively raising capital from venture capital firms, private equity, or other investors. Businesses with venture funding generally have higher growth prospects, either through bringing new concepts to market, using innovative business practices, or savvy management.

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