Chartwell Financial Advisory Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Chartwell Financial Advisory

Access the complete profile.

Chartwell Financial Advisory Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52311 Investment Banking & Securities Dealing
Additional NAICS Codes	541611 Administrative Management & General Management Consulting Services
Address	150 S. 5th Street Suite 2700 Minneapolis, MN 55402

Note: Revenues for privately held companies are statistical evaluations.


Chartwell Financial Advisory's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Chartwell Financial Advisory's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Chartwell Financial Advisory is classified as operating in the Investment Banking & Securities Dealing industry, NAICS Code 52311.

Chartwell Financial Advisory Annual Revenue and Growth Rate

Chartwell Financial Advisory	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

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

Note: Chartwell Financial Advisory's revenues are gauged from an analysis of company filings.

Chartwell Financial Advisory's Income Statement (based on Industry Averages)

Chartwell Financial Advisory 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

Investor Activity

Chartwell Financial Advisory has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
January 11, 2024	6	100%	$1 MM
Complete list of funding rounds and total amounts in the Company Report

Market Share of Chartwell Financial Advisory's Largest Competitors

A competitive analysis shows these companies are in the same general field as Chartwell Financial Advisory, 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 Chartwell Financial Advisory. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
RBC USA HOLDCO	Minneapolis, MN	100
PIPER SANDLER	Minneapolis, MN	16
CORNER HOME MEDICAL	New Hope, MN	6
LAZARD MIDDLE MARKET	Minneapolis, MN	2
NORTHLAND SECURITIES	Minneapolis, MN	2
SEABURY ADVISORS HOLDINGS	Minneapolis, MN	2

Future Competition: Chartwell Financial Advisory's Fastest Growing Competitors

These companies are in the same general field as Chartwell Financial Advisory 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)