Eaglestone Wealth Advisors Revenue, Growth & Competitor Profile

DBA EAGLESTONE WEALTH ADVISORS, INC.

Company Profile & Annual Report for Eaglestone Wealth Advisors

Access the complete profile.

Eaglestone Wealth Advisors Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	1101 Wootton Parkway Suite 400 Rockville, MD 20852

Note: Revenues for privately held companies are statistical evaluations.


Eaglestone Wealth Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Eaglestone Wealth Advisors's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Eaglestone Wealth Advisors is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Eaglestone Wealth Advisors Annual Revenue and Growth Rate

Eaglestone Wealth Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

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

Note: Eaglestone Wealth Advisors's revenues are gauged from an analysis of company filings.

Eaglestone Wealth Advisors's Income Statement (based on Industry Averages)

Eaglestone Wealth 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 Eaglestone Wealth Advisors is developing and marketing. Eaglestone Wealth Advisors doesn't have any recent trademark applications, indicating Eaglestone Wealth 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
EAGLESTONE WEALTH ADVISORS, INC. Financial planning; investment management; tax services, namely, fiduciary tax payment processing services, online, real-time tax payment processing, tax payment management, and tax payment analysis services	07/14/2012

See all trademarks and details in the Full Report.

Market Share of Eaglestone Wealth Advisors's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
KALAMATA ASSET MANAGEMENT	Bethesda, MD	100
INSTITUTIONAL SHAREHOLDER SERVICES	Rockville, MD	94
COMMON SECURITIZATION SOLUTIONS	Bethesda, MD	47
MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT	Bethesda, MD	33
PROFUND ADVISORS	Bethesda, MD	15
MUFG INVESTOR SERVICES US	Rockville, MD	14

Other Companies at 1101 Wootton Parkway, Rockville MD

Company	Headquarters	Revenue ($ MM)
STEIN SPERLING BENNETT DE JONG DRIS OLL PC	Rockville, MD	100
KAPLAN FINANCIAL GROUP	Rockville, MD	25
CIC WEALTH	Rockville, MD	13
ACCOUNTABLE HEALTH	Rockville, MD	11
CIC WEALTH MANAGEMENT GROUP	Rockville, MD	10

Future Competition: Eaglestone Wealth Advisors's Fastest Growing Competitors

These companies are in the same general field as Eaglestone Wealth 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)