XML Financial Group Revenue, Growth & Competitor Profile

DBA XML FINANCIAL, LLC
DBA XML FINANCIAL, LLC

Company Profile & Annual Report for XML Financial Group

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XML Financial Group Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	6901 Rockledge Drive Suite 730 Bethesda, MD 20817

Note: Revenues for privately held companies are statistical evaluations.


XML Financial Group's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • XML Financial Group's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • XML Financial Group is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

XML Financial Group Annual Revenue and Growth Rate

XML Financial Group	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

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

Note: XML Financial Group's revenues are gauged from an analysis of company filings.

XML Financial Group's Income Statement (based on Industry Averages)

XML Financial Group 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

Trademark Applications

Trademark applications show the products and services that XML Financial Group is developing and marketing. XML Financial Group doesn't have any recent trademark applications, indicating XML Financial Group is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
XML SECURITIES Financial services, namely, wealth management services	09/14/2021
XML FINANCIAL GROUP W WEALTH MANAGEMENTWOMEN · WEALTH · WELLNESS Financial services, namely, wealth management services	02/21/2018

See all trademarks and details in the Full Report.

Market Share of XML Financial Group's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
MUFG INVESTOR SERVICES US	Rockville, MD	100
XML FINANCIAL GROUP	Bethesda, MD	46
CEROS FINANCIAL SERVICES	Rockville, MD	34
AMERICAN CAPITAL MORTGAGE INVESTMENT	Bethesda, MD	33
CALVERT IMPACT	Bethesda, MD	30
SOL CAPITAL MANAGEMENT	Rockville, MD	27

Future Competition: XML Financial Group's Fastest Growing Competitors

These companies are in the same general field as XML Financial Group 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)