NAICS Code Lookup

Investment Advice

General Cross Reference Market Report

General

NAICS Code
523930
Industry

Phraseology

Investment Advice

Description

This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients.

Examples

  • Financial investment advice services, customized, fees paid by client
  • Investment advisory services, customized, fees paid by client
  • Financial planning services, customized, fees paid by client

Alternate NAICS Descriptions

  • Certified financial planners, customized, fees paid by client
  • Financial investment advice services, customized, fees paid by client
  • Financial planning services, customized, fees paid by client
  • Investment advice consulting services, customized, fees paid by client
  • Investment advice counseling services, customized, fees paid by client
  • Investment advisory services, customized, fees paid by client

Businesses

M SAMUELS SARA
THE APPLIED FINANCE GROUP
BENEDICT FINANCIAL ADVISORS INC
CORNERSTONE ADVISORS GROUP LLC
GLOBESCAN INC
INVESTMENT & RETIREMENT

Top Carriers

Hartford Fire & Cas Grp
Travelers Grp
Unknown
Chubb Ltd Grp
Zurich Ins Grp
Erie Ins Grp

Top Agents

Adp
Paychex
Ap Intego Gusto
Aon
Marsh Usa Inc
Alliant Americas

Cross Reference

Find industry codes related to the NAICS Code 523930. This includes General Liability, NAICS, and state and NCCI Class Codes.

General Liability (GL)

47367 Sales or Service Organizations

SIC

6282 Investment Advice

NCCI Class Code

8742 Salespersons or Collectors--Outside

CA Class Code

8742 Salespersons — Outside

DE Class Code

0951 Salesperson - Outside

MI Class Code

8742 ASSESSMENT OF PATIENT AT HOME - NO COUNSELING

NJ Class Code

8742 Salespersons or Collectors--Outside

NY Class Code

8742 Salespersons or Collectors--Outside

PA Class Code

0951 Salesperson - Outside

TX Class Code

8742 Salespersons or Collectors--Outside

Market Report

Accounts

Premium

Top Carriers
New/Retained Business
Accounts Won
Accounts Lost
Rate History
Premium Dist.
Premium History
Mod Dist.
Premium/LCM
Mod/LCM

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