Independent Solutions Wealth Management Revenue, Growth & Competitor Profile

DBA INDEPENDENT SOLUTIONS WEALTH M
DBA INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

Company Profile & Annual Report for Independent Solutions Wealth Management

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Independent Solutions Wealth Management Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	305 Spindrift Drive Williamsville, NY 14221

Note: Revenues for privately held companies are statistical evaluations.


Independent Solutions Wealth Management's Annual Report & Profile shows critical firmographic facts:

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

Independent Solutions Wealth Management Annual Revenue and Growth Rate

Independent Solutions Wealth Management	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: Independent Solutions Wealth Management's revenues are gauged from an analysis of company filings.

Independent Solutions Wealth Management's Income Statement (based on Industry Averages)

Independent Solutions Wealth Management 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

Market Share of Independent Solutions Wealth Management's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
GOLD WYNN ASSET MANAGEMENT	Buffalo, NY	100
VALUE POINT ASSOCIATES	Williamsville, NY	75
NORTHCAPE WEALTH MANAGEMENT	Williamsville, NY	32
SANDERSON WEALTH MANAGEMENT	Buffalo, NY	27
SGROI FINANCIAL	West Seneca, NY	24
JENSEN MARKS LANGER & VANCE	Buffalo, NY	23

Other Companies at 305 Spindrift Drive, Williamsville NY

Company	Headquarters	Revenue ($ MM)
LEADER CONSULTING SERVICES	Williamsville, NY	100
DBA JAY BLANCHARD	Williamsville, NY	17
NEIMAN FUNDS MANAGEMENT	Williamsvillie, NY	0
FINANCIAL GUYS	Williamsville, NY	0

Future Competition: Independent Solutions Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Independent Solutions Wealth Management 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)