IncFact
Company Profiles: Revenue, Growth, Competition

Financial Planning & Investment Advice Industry

NAICS: 52393

Contents

.Financial Planning & Investment Advice Market Share: Largest Companies in the Financial Planning & Investment Advice Industry

Company HeadquartersRevenue ($ MM)
MERCER INVESTMENTSBoston, MA100 
BALLAST INVESTMENTSSan Francisco, CA3 
STARTUPS COMPowell, OH2 
CHARTER OAK BUILDING MAINTENANCEHartford, CT2 
MIDWEST COMMERCIAL INTERIORSSalt Lake City, UT2 
SOBH INVESTMENTSDetroit, MI2 
OMNI FINANCIAL OF NEVADALas Vegas, NV2 
HOBSON FINANCIAL GROUP OF ILLINOIS INC. DBA HOLLYWOOD BLVD CINEMAWoodridge, IL1 
SHAMPAN LAMPORTMelville, NY1 
ALLIED FINANCIAL GROUPMonroe, NC1 
TMAC INVESTMENTSAurora, CO1 
GOOD LIFE ADVISORSReading, PA1 
LIFESTYLES UNLIMITEDHouston, TX1 
GLOBAL RETREATSTulsa, OK1 
D.W. INVESTMENTSClovis, CA1 
MOMENTUSSanta Clara, CA1 
DIGNIFI HOLDINGMesa, AZ1 
KALAMATA.COMBethesda, MD1 
JERSEY WINGS UNLIMITEDEast Brunswick, NJ1 


See exact company revenues in this list


This is a list of the largest companies active in the Financial Planning & Investment Advice industry. This differs from market share in the following example: One business with revenues of $100 million generates 10% of its business from the Financial Planning & Investment Advice industry. A second firm, with revenues of $20 million, generates all of its business from this industry. In our list, we show the businesses having revenues of $100 million and $20 million, respectively. However, the market share would compare the $10 million in industry-specific revenue to the $20 million: the second company has twice the market share even though it is "smaller" in size.


.Growth: Fastest Growing Financial Planning & Investment Advice Companies

A list of competitors in the Financial Planning & Investment Advice industry that are rapidly expanding. Businesses may grow organically or through acquisition. Typically, small or midsized companies are in "growth" mode and can expand more rapidly. However, large businesses may have the strategy and financial capabilities to scale rapidly. Businesses that employ a "roll-up" strategy make multiple acquisitions of smaller businesses to form a single large corporation that controls a greater market share than its competitors and benefits from economies of scale.

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.Small Business Financing

Small businesses that have received financing may expand soon. Financing may be required for capital-intensive investments, such as real estate or equipment purchases. Financial Planning & Investment Advice businesses may use the financing to cover startup expenses or the costs of hiring new employees. Loans differ from equity investments in the level of risk that is expected: loans frequently have collateral either directly or implicitly through the business or the owners that ensure repayment. Equity investment has the possibility for much greater returns, but offers no guarantee the principle will be repaid. Convertible securities combine the two concepts, but is used by private-equity firms rather than main street startups.

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. Venture Funding

These Financial Planning & Investment Advice companies are actively raising capital from venture capital firms, private equity, or other investors. Businesses with venture funding generally have higher growth prospects, either through bringing new concepts to market, using innovative business practices, or savvy management.

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