IncFact
Company Profiles: Revenue, Growth, Competition

Financial Advisory Revenue, Growth & Competitor Profile

Last updated:

Company Awards

Fast Growing
Fastest Growing

Company Profile & Annual Report for Financial Advisory

Access the complete profile.

Financial Advisory Fast Facts

Revenue$10 - $100 million    See Exact Annual Revenue
Employees10 - 100Exact Company Size
Primary Industry523 Securities, Commodity Contracts & Other Financial Investments
Address4251 Cascade Road S.e.
Grand Rapids, MI 49546

Note: Revenues for privately held companies are statistical evaluations.


Financial Advisory's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
  • What industry is the company in?
    • Financial Advisory is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Financial Advisory Annual Revenue and Growth Rate

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):
Premium Report

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



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

Financial Advisory P&L$ Millions
Revenue (Sales) Financial Advisory Premium Report
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
 


Market Share of Financial Advisory's Largest Competitors

A competitive analysis shows these companies are in the same general field as 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 HeadquartersRevenue ($ MM)
CITIGROUPStamford, CT100 
FEDERAL HOME LOAN MORTGAGEMc Lean, VA78 
ADVISORTRUSTSioux Falls, SD63 
STONEX GROUPNew York, NY59 
FIDELITY WORKPLACE SERVICESBoston, MA37 
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEFNew York, NY36 
RITE-VALUE PHARMACYLouisa, KY28 
GOLDMAN SACHS ASSET MANAGEMENTNew York, NY26 
TMHChattanooga, TN16 




Nearby Competitors

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

Company HeadquartersRevenue ($ MM)
FORMULAFOLIO INVESTMENTGrand Rapids, MI100 
TRILLIUM MANAGEMENT MSVGrand Rapids, MI63 
FORMULAFOLIO INVESTMENTSGrand Rapids, MI54 
CENTENNIAL SECURITIESGrand Rapids, MI47 
STRATEGIES TRM EQUITY FUND II ACCESS FUNDGrand Rapids, MI34 
LEGACY TRUSTGrand Rapids, MI26 




Future Competition: Financial Advisory's Fastest Growing Competitors

These companies are in the same general field as 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.

CompanyRevenue ($ MM)
Financial Advisory Competitors