IncFact
Company Profiles: Revenue, Growth, Competition

Southwestern Investment Advisory Services Dba Southwestern Investment Revenue, Growth & Competitor Profile

DBA SOUTHWESTERN INVESTMENT
DBA SOUTHWESTERN INVESTMENT ADVISORY SERVICES, LLC
DBA SOUTHWESTERN INVESTMENT GROUP
Last updated:

Company Awards

Big Fish
Big Fish

Company Profile & Annual Report for Southwestern Investment Advisory Services Dba Southwestern Investment

Access the complete profile.

Southwestern Investment Advisory Services Dba Southwestern Investment Fast Facts

Revenue$100 - $500 million    See Exact Annual Revenue
Employees100 - 500Exact Company Size
Primary Industry523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes52311 Investment Banking & Securities Dealing
Address801 Crescent Centre Drive
Suite 600
Franklin, TN 37037

Note: Revenues for privately held companies are statistical evaluations.


Southwestern Investment Advisory Services Dba Southwestern Investment's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
    • Southwestern Investment Advisory Services Dba Southwestern Investment's annual revenues are $100 - $500 million (see exact revenue data)
  • What industry is the company in?
    • Southwestern Investment Advisory Services Dba Southwestern Investment is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Southwestern Investment Advisory Services Dba Southwestern Investment Annual Revenue and Growth Rate

Southwestern Investment Advisory Services Dba Southwestern Investment Revenue Est.
($ Million)
Growth Rate (%)# Employees
2025 $100 - $500 million

Details in Premium Report
2024
2023
2021
2020
2019


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

Note: Southwestern Investment Advisory Services Dba Southwestern Investment's revenues are gauged from an analysis of company filings.



Southwestern Investment Advisory Services Dba Southwestern Investment's Income Statement (based on Industry Averages)

Southwestern Investment Advisory Services Dba Southwestern Investment P&L$ Millions
Revenue (Sales) Southwestern Investment Advisory Services Dba Southwestern Investment 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 Southwestern Investment Advisory Services Dba Southwestern Investment's Largest Competitors

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

Company HeadquartersRevenue ($ MM)
PRODUCERS EQUITY GROUPBrentwood, TN100 
SOUTHWESTERN INVESTMENT ADVISORY SERVICES DBA SOUTHWESTERN INVESTMENTFranklin, TN18 
TRUSTCOREBrentwood, TN5 
BERNHARD CAPITAL PARTNERS MANAGEMENTBrentwood, TN4 
THOROUGHBRED FINANCIAL SERVICESBrentwood, TN3 
WOOD FINANCIAL GROUPHendersonville, TN3 


(0.0217 s)



Future Competition: Southwestern Investment Advisory Services Dba Southwestern Investment's Fastest Growing Competitors

These companies are in the same general field as Southwestern Investment Advisory Services Dba Southwestern Investment 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)
Southwestern Investment Advisory Services Dba Southwestern Investment Competitors