Business Lists and Databases Available for Marketing and Research - Direct Mailing Emailing Calling
NAICS Code 523940-12 - Investment Advisory Referral Service
Marketing Level - NAICS 8-DigitBusiness Lists and Databases Available for Marketing and Research
Total Verified Companies:
41
Contact Emails:
293
Company Websites:
37
Phone Numbers:
39
Business Addresses:
41
Companies with Email:
24
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Business List Pricing Tiers
| Quantity of Records | Price Per Record | Estimated Total (Max in Tier) |
|---|---|---|
| 0 - 1,000 | $0.25 | Up to $250 |
| 1,001 - 2,500 | $0.20 | Up to $500 |
| 2,501 - 10,000 | $0.15 | Up to $1,500 |
| 10,001 - 25,000 | $0.12 | Up to $3,000 |
| 25,001 - 50,000 | $0.09 | Up to $4,500 |
| 50,000+ | Contact Us for a Custom Quote | |
What's Included in Every Standard Data Package
- Company Name
- Contact Name (where available)
- Job Title (where available)
- Full Business & Mailing Address
- Business Phone Number
- Industry Codes (Primary and Secondary SIC & NAICS Codes)
- Sales Volume
- Employee Count
- Website (where available)
- Years in Business
- Location Type (HQ, Branch, Subsidiary)
- Modeled Credit Rating
- Public / Private Status
- Latitude / Longitude
- ...and more (Inquire)
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Looking for more companies? See NAICS 523940 - Portfolio Management and Investment Advice - 98,997 companies, 669,419 emails.
NAICS Code 523940-12 Description (8-Digit)
Investment Advisory Referral Service is a subdivision of the Portfolio Management and Investment Advice industry that involves providing referrals to clients seeking investment advice. Investment Advisory Referral Service companies do not provide investment advice themselves, but rather connect clients with qualified investment advisors who can provide personalized investment advice based on the client's financial goals and risk tolerance. These companies typically have a network of investment advisors that they work with and may charge a fee for their referral services.
Parent Code - Official US Census
Official 6‑digit NAICS codes serve as the parent classification used for government registrations and documentation. The marketing-level 8‑digit codes act as child extensions of these official classifications, providing refined segmentation for more precise targeting and detailed niche insights. Related industries are listed under the parent code, offering a broader context of the industry environment. For further details on the official classification for this industry, please visit the U.S. Census Bureau NAICS Code 523940 page
Tools
Tools commonly used in the Investment Advisory Referral Service industry for day-to-day tasks and operations.
- Investment Advisor Databases
- Client Relationship Management (CRM) Software
- Marketing Automation Software
- Email Marketing Software
- Social Media Management Tools
- Analytics Tools
- Lead Generation Tools
- Customer Survey Tools
- Appointment Scheduling Software
- Content Management Systems (CMS)
Industry Examples of Investment Advisory Referral Service
Common products and services typical of NAICS Code 523940-12, illustrating the main business activities and contributions to the market.
- Investment Advisor Referral
- Financial Advisor Referral
- Wealth Management Referral
- Retirement Planning Referral
- Investment Consultant Referral
- Asset Allocation Referral
- Investment Portfolio Referral
- Investment Strategy Referral
- Investment Planning Referral
- Investment Management Referral
History
A concise historical narrative of NAICS Code 523940-12 covering global milestones and recent developments within the United States.
- The Investment Advisory Referral Service industry has a long history dating back to the early 20th century when the first investment advisory firms were established in the United States. These firms provided investment advice to wealthy individuals and institutions, and their services were in high demand during the stock market boom of the 1920s. However, the industry suffered a setback during the Great Depression, and many firms went out of business. The industry rebounded in the post-World War II era, and the 1970s saw the emergence of discount brokerage firms that offered low-cost investment advice to retail investors. In recent years, the industry has been transformed by the rise of robo-advisors, which use algorithms to provide investment advice to clients at a lower cost than traditional human advisors. In the United States, the Investment Advisory Referral Service industry has experienced significant growth in recent years, driven by the increasing popularity of passive investing and the rise of robo-advisors. The industry has also been impacted by regulatory changes, such as the Department of Labor's fiduciary rule, which required financial advisors to act in the best interests of their clients. The industry has responded to these changes by developing new products and services, such as socially responsible investing and retirement planning tools. Overall, the Investment Advisory Referral Service industry is poised for continued growth in the coming years as more investors seek out professional investment advice.