Principled Wealth Advisors Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Principled Wealth Advisors

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Principled Wealth Advisors Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	100 E. Rivercenter Boulevard Suite 810 Covington, KY 41011

Note: Revenues for privately held companies are statistical evaluations.


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

• What is the company's size? (Annual sales and employees)
  • Principled Wealth Advisors's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Principled Wealth Advisors is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Principled Wealth Advisors Annual Revenue and Growth Rate

Principled Wealth Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$1 - $10 million Details in Premium Report
2022
2021
2020
2019

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

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

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

Principled Wealth Advisors P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
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Market Share of Principled Wealth Advisors's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
PRINCIPLED WEALTH ADVISORS	Covington, KY	100
SCOTT A BROOKS	Edgewood, KY	89
LANG ADVISORS	Covington, KY	75
JOURNEY ADVISORY GROUP	Covington, KY	75
RED TEAM	Ft Mitchell, KY	18

Future Competition: Principled Wealth Advisors's Fastest Growing Competitors

These companies are in the same general field as Principled 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)