NAICS Code Lookup
Investment Advice
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
Top Carriers
Top Agents
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