Financial Services Advisory Revenue, Growth & Competitor Profile

DBA FINANCIAL SERVICES ADVISORY INC

Company Profile & Annual Report for Financial Services Advisory

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Financial Services Advisory Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Additional NAICS Codes	52392 Portfolio Management
Address	One Church Street Suite 901 Rockville, MD 20850

Note: Revenues for privately held companies are statistical evaluations.


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

• What is the company's size? (Annual sales and employees)
  • Financial Services Advisory's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Financial Services Advisory is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Financial Services Advisory Annual Revenue and Growth Rate

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

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

Financial Services 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

Trademark Applications

Trademark applications show the products and services that Financial Services Advisory is developing and marketing. Financial Services Advisory doesn't have any recent trademark applications, indicating Financial Services Advisory 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
FSA NEXT Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; consulting in the field of financial information management; none of the foregoing involving administration of employee benefits or employee benefit plans or insurance underwriting	05/22/2017
GROW WISER Business consulting in the field of financial management and business management; providing information in the fields of business management, business marketing, business acquisitions and mergers consulting; business consulting; analysis services, namely, market analysis; conducting business and market research surveys; conducting business research and surveys; economic forecasting and analysis	02/01/2013
SAFETY NET Educational services, namely, arranging and conducting courses, seminars, workshops, and classes in the fields of financial management and business management and the foregoing	05/20/2011

See all trademarks and details in the Full Report.

Market Share of Financial Services Advisory's Largest Competitors

A competitive analysis shows these companies are in the same general field as Financial Services 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)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
MUFG INVESTOR SERVICES US	Rockville, MD	100
XML FINANCIAL GROUP	Bethesda, MD	46
CEROS FINANCIAL SERVICES	Rockville, MD	34
AMERICAN CAPITAL MORTGAGE INVESTMENT	Bethesda, MD	33
CALVERT IMPACT	Bethesda, MD	30
SOL CAPITAL MANAGEMENT	Rockville, MD	27

Other Companies at One Church Street, Rockville MD

Company	Headquarters	Revenue ($ MM)
CAPITAL BANK NA	Rockville, MD	100
ARGAN	Rockville, MD	51
BIOHEALTH INNOVATION	Rockville, MD	2
GARY A ROSEN CHARTERED	Rockville, MD	0
FOSTER ASSOCIATES	Rockville, MD	0

Future Competition: Financial Services Advisory's Fastest Growing Competitors

These companies are in the same general field as Financial Services 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)