Deerfield Financial Advisors Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Deerfield Financial Advisors

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Deerfield Financial Advisors Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	8440 Woodfield Crossing Blvd. Suite 360 Indianapolis, IN 46240

Note: Revenues for privately held companies are statistical evaluations.


Deerfield Financial Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Deerfield Financial Advisors's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Deerfield Financial Advisors is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Deerfield Financial Advisors Annual Revenue and Growth Rate

Deerfield Financial Advisors	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: Deerfield Financial Advisors's revenues are gauged from an analysis of company filings.

Deerfield Financial Advisors's Income Statement (based on Industry Averages)

Deerfield Financial Advisors 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 Deerfield Financial Advisors is developing and marketing. Deerfield Financial Advisors doesn't have any recent trademark applications, indicating Deerfield Financial Advisors 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
WEALTHWHILE Financial advisory and consultancy services; Financial planning and investment advisory services; Financial retirement plan consulting services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Monitoring financial markets for investment purposes	01/22/2024
ROADMAP TO RETIREMENT Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial consulting; Investment advice in the fields of Retirement Income Planning; Investment advisory services; Investment management; Advice on finance during retirement; Financial retirement plan consulting services; Financial planning for retirement; Financial services, namely, wealth management services; Individual retirement account services	07/11/2017

See all trademarks and details in the Full Report.

Market Share of Deerfield Financial Advisors's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
SANCTUARY WEALTH GROUP	Indianapolis, IN	100
ARLINGTON/ROE	Indianapolis, IN	39
CREA	Indianapolis, IN	34
19TH CAPITAL GROUP	Indianapolis, IN	28
THURSTON SPRINGER ADVISORS	Indianapolis, IN	14
HORNING INVESTMENTS	Indianapolis, IN	14

Other Companies at 8440 Woodfield Crossing Blvd., Indianapolis IN

Company	Headquarters	Revenue ($ MM)
ONECAUSE	Indianapolis, IN	100
GYANSYS	Indianapolis, IN	38
CICOA AGING & IN-HOME SOLUTIONS	Indianapolis, IN	23
THRASHER BUSCHMANN & VOELKEL P.C.	Indianapolis, IN	4
PETROW KANE LEEMHUIS PC	Indianapolis, IN	3

Future Competition: Deerfield Financial Advisors's Fastest Growing Competitors

These companies are in the same general field as Deerfield Financial 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.

Company	Revenue ($ MM)