NAICS
523930 Investment Advice
Overview
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 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
Related NAICS
- Establishments providing investment advice in conjunction with their primary activity, such as portfolio management, or the sale of stocks, bonds, annuities, and real estate, are classified according to their primary activity; and
- Establishments known as publishers providing generalized investment information to subscribers are classified in Subsector 511, Publishing Industries (except Internet) or Industry 519130, Internet Publishing and Broadcasting and Web Search Portals.
Businesses
Top carriers
- Hartford Fire & Cas Grp
- Travelers Grp
- Amtrust Ngh Grp
- Chubb Ltd Grp
- State Farm Grp
- State Fund
Top agents
Cross reference
Industry codes related to NAICS 523930: general liability, SIC, and state or 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
No report available
