Align Wealth Strategies Revenue, Growth & Competitor Profile

DBA JAMES WERST INC.
DBA SHERMAN, WERST & COMPANY, INC.

Company Profile & Annual Report for Align Wealth Strategies

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Align Wealth Strategies Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	52311 Investment Banking & Securities Dealing
Additional NAICS Codes	523 Securities, Commodity Contracts & Other Financial Investments
Address	480 New Holland Ave., Suite 6204 Lancaster, PA 17602

Note: Revenues for privately held companies are statistical evaluations.


Align Wealth Strategies's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Align Wealth Strategies's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Align Wealth Strategies is classified as operating in the Investment Banking & Securities Dealing industry, NAICS Code 52311.

Align Wealth Strategies Annual Revenue and Growth Rate

Align Wealth Strategies	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

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

Note: Align Wealth Strategies's revenues are gauged from an analysis of company filings.

Align Wealth Strategies's Income Statement (based on Industry Averages)

Align Wealth Strategies P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
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EBITDA
EBIT (Earnings Before Interest and Taxes)
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Market Share of Align Wealth Strategies's Largest Competitors

A competitive analysis shows these companies are in the same general field as Align Wealth Strategies, 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	Headquarters	Revenue ($ MM)
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	100
RAYMOND JAMES INVESTMENT MANAGEMENT	St Petersburg, FL	39
MERRILL LYNCH	New York, NY	19
SAFE HARBOR PUBLICATIONS	Southampton, NY	17
STIFEL FINANCIAL	St Louis, MO	16
CREDIT SUISSE ASSET MANAGEMENT	New York, NY	12
RBC CAPITAL MARKETS	New York, NY	8
BNP PARIBAS ASSET MANAGEMENT USA	New York, NY	7
MACQUARIE HOLDINGS USA	New York, NY	7

Nearby Competitors

These companies are similar in business line and location to Align Wealth Strategies. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
AMBASSADOR ADVISORS	Lancaster, PA	100
GARDNER RUSSO & QUINN	Lancaster, PA	84
RODGERS & ASSOCIATES	Lancaster, PA	48
LJS GROUP	Lancaster, PA	36
TVMA INC. DBA TERAVERDE MANAGEMENT ADVISORS	Lancaster, PA	24
F-TRADE	Lancaster, PA	22
ALIGN WEALTH STRATEGIES	Lancaster, PA	20
MASTER'S ADVISORS	Lancaster, PA	17
SEQUINOX	Lancaster, PA	14
PERSONAL WEALTH ADVISORY	Lancaster, PA	13

Future Competition: Align Wealth Strategies's Fastest Growing Competitors

These companies are in the same general field as Align Wealth Strategies 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.

Company	Revenue ($ MM)