Brinker Capital Holdings Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Brinker Capital Holdings

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Brinker Capital Holdings Fast Facts

Revenue	$100 - $500 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	1055 Westlakes Drive Suite 250 Berwyn, PA 19312

Note: Revenues for privately held companies are statistical evaluations.


Brinker Capital Holdings's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Brinker Capital Holdings's annual revenues are $100 - $500 million (see exact revenue data)
• What industry is the company in?
  • Brinker Capital Holdings is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Brinker Capital Holdings Annual Revenue and Growth Rate

Brinker Capital Holdings	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$100 - $500 million Details in Premium Report
2024
2023
2021
2020
2019

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

Note: Brinker Capital Holdings's revenues are gauged from an analysis of company filings.

Brinker Capital Holdings's Income Statement (based on Industry Averages)

Brinker Capital Holdings P&L	$ Millions
Revenue (Sales)
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

Trademark Applications

Trademark applications show the products and services that Brinker Capital Holdings is developing and marketing. Brinker Capital Holdings doesn't have any recent trademark applications, indicating Brinker Capital Holdings is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
BRINKER CAPITAL BEHAVIORAL INNOVATION LAB Online and in-person education services, namely, classes, workshops, seminars and webinars for registered investment advisors and financial advisors about investing, investments, financial strategies, financial planning, asset management, educational savings, retirement planning, practice management issues, and tax issues, as well as course materials, proprietary research, social media content and various marketing materials in printed and electronic formats distributed therewith; Development and design of behavioral science training, namely, onsite education programs, communication methodologies, keynotes, workshops, continuing education courses, and webinars; Providing of podcasts and blogs in the field of behavioral science; development and creation of podcast, blog, and social media content in the field of behavioral science	08/14/2019
TULIP Providing on-line non-downloadable software for financial advisors to create investment proposals and analyze risk tolerance for clients and prospective clients through the use of databases featuring financial and behavioral information	08/14/2019
ETFH Investment consulting services for financial investment advisors and their clients; financial asset allocation and portfolio construction; investment manager research and due diligence; selection and monitoring of investment firms; providing information on investment and financial market performance; financial asset management services; managed account investment services; mutual fund investment services; providing financial decision making tools and financial investment research tools, namely, information regarding managing investments, asset allocation strategies, financial market performance, and financial planning as well as interactive financial calculators for use in financial planning and analysis by electronic means and the Internet; providing financial planning and investment strategy information and analysis services and providing brokerage account and investment account information by electronic means or the Internet	12/11/2015

See all trademarks and details in the Full Report.

Market Share of Brinker Capital Holdings's Largest Competitors

A competitive analysis shows these companies are in the same general field as Brinker Capital Holdings, 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)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
CHATHAM FINANCIAL CORP./PA	Kennett Square, PA	100
BRINKER CAPITAL HOLDINGS	Berwyn, PA	23
QUANTUM STRATEGIES	Glen Mills, PA	7
BRIDGEFORCE LLC.	Chadds Ford, PA	7
COHO PARTNERS	Berwyn, PA	5
KEY FINANCIAL	West Chester, PA	4

Other Companies at 1055 Westlakes Drive, Berwyn PA

Company	Headquarters	Revenue ($ MM)
ENTECH CONSULTING	Berwyn, PA	100
MEDINATURA	Berwyn, PA	53
ACROMETIS	Berwyn, PA	42
CLINICAL & LABORATORY STANDARDS INSTITUTE	Berwyn, PA	27
WEALTH ADVISORY GROUP	Berwyn, PA	24

Future Competition: Brinker Capital Holdings's Fastest Growing Competitors

These companies are in the same general field as Brinker Capital Holdings 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)