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Company Profiles: Revenue, Growth, Competition

Independent Investment Advisors Revenue, Growth & Competitor Profile

DBA ONE TIER, LLC
DBA ONE TIER, LLC D/B/A SCHLAGER, SCHLAGER & LEVIN
DBA SCHLAGER, SCHLAGER & LEVIN
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Company Awards

Fast Growing
Fastest Growing

Company Profile & Annual Report for Independent Investment Advisors

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Independent Investment Advisors Fast Facts

Revenue$10 - $100 million    See Exact Annual Revenue
Employees1 - 10Exact Company Size
Primary Industry523 Securities, Commodity Contracts & Other Financial Investments
Address12525 New Brittany Blvd #30
Fort Myers, FL 33907

Note: Revenues for privately held companies are statistical evaluations.


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

Independent Investment Advisors Annual Revenue and Growth Rate

Independent Investment 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):
Premium Report

Note: Independent Investment Advisors's revenues are gauged from an analysis of company filings.



Independent Investment Advisors's Income Statement (based on Industry Averages)

Independent Investment Advisors P&L$ Millions
Revenue (Sales) Independent Investment Advisors 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 Independent Investment Advisors's Largest Competitors

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

Company HeadquartersRevenue ($ MM)
SANIBEL CAPTIVA HOLDINGSFort Myers, FL100 
PROPERTY LIEN RESEARCHFort Myers, FL58 
SOUTHWEST FLORIDA COMMUNITY FOUNDATIONFort Myers, FL46 
MIDLAND IRAFort Myers, FL44 
INDEPENDENT INVESTMENT ADVISORSFort Myers, FL23 
LANDSBERG BENNETT & DUBBANEHPunta Gorda, FL23 


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Future Competition: Independent Investment Advisors's Fastest Growing Competitors

These companies are in the same general field as Independent Investment 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.

CompanyRevenue ($ MM)
Independent Investment Advisors Competitors