Wealth Management Advisors Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Wealth Management Advisors

Access the complete profile.

Wealth Management Advisors Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	444 East Main Street Suite 202 Lexington, KY 40507

Note: Revenues for privately held companies are statistical evaluations.


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

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

Wealth Management Advisors Annual Revenue and Growth Rate

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

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

Wealth Management Advisors 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 Wealth Management Advisors's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
PARAGON PRIVATE WEALTH MANAGEMENT	Lexington, KY	100
FAMILY FINANCIAL PARTNERS	Lexington, KY	72
ALPHA FINANCIAL PARTNERS	Lexington, KY	27
WEALTH MANAGEMENT ADVISORS	Lexington, KY	18
FISHBACK MANAGEMENT & RESEARCH	Lexington, KY	17
SORRELL	Lexington, KY	8

Future Competition: Wealth Management Advisors's Fastest Growing Competitors

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