NAICS for "financial-advisor"
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523940 - Portfolio Management and Investment AdviceThis industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. …Examples: Certified financial planners, customized, fees paid by client, Financial investment advice services,
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522320 - Financial Transactions Processing, Reserve, and Clearinghouse ActivitiesThis industry comprises establishments primarily engaged in providing one or more of the following: (1) financial transaction processing (except central bank); (2) reserve and liquidity services (except central bank); and/or (3) check or other financial instrument clearinghouse services (except central bank). …Examples: Central reserve financial institutions (except central bank), Electronic financial payment services,
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541611 - Administrative Management and General Management Consulting ServicesThis U.S. industry comprises establishments primarily engaged in providing operating advice and assistance to businesses and other organizations on administrative management issues, such as financial planning and budgeting, equity and asset management, records management, office planning, strategic and organizational planning, site selection, new business start-up, and business process …Examples: Financial management consulting (except investment advice) services
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513120 - Periodical PublishersThis industry comprises establishments known either as magazine publishers or periodical publishers. These establishments carry out the operations necessary for producing and distributing magazines and other periodicals, such as gathering, writing, and editing articles, and selling and preparing advertisements. These establishments may publish magazines and other periodicals in print or …Examples: Financial magazine and periodical publishers, Financial magazine and periodical publishers (except
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522110 - Commercial BankingThis industry comprises establishments primarily engaged in accepting demand and other deposits and making commercial, industrial, and consumer loans. Commercial banks and branches of foreign banks are included in this industry. …Examples: Banks, commercial, Branches of foreign banks, Commercial banking, Commercial banks, Depository trust companies,
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523999 - Miscellaneous Financial Investment ActivitiesThis U.S. industry comprises establishments primarily engaged in acting as agents and/or brokers (except securities brokerages and commodity contracts brokerages) in buying or selling financial contracts and those providing financial investment services (except securities and commodity exchanges; portfolio management; investment advice; and trust, fiduciary, and custody services) on a fee or …Examples: Business start-up fundraising using a crowdfunding platform, Clearinghouses, commodity exchange or securities exchange,
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523910 - Miscellaneous IntermediationThis industry comprises establishments primarily engaged in acting as principals (except investment bankers, securities dealers, and commodity contracts dealers) in buying or selling financial contracts generally on a spread basis. Principals are investors that buy or sell for their own account. …Examples: Individuals investing in financial contracts on own account
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524114 - Direct Health and Medical Insurance CarriersThis U.S. industry comprises establishments primarily engaged in initially underwriting (i.e., assuming the risk and assigning premiums) health and medical insurance policies. Group hospitalization plans and HMO establishments that provide health and medical insurance policies without providing health care services are included in this industry. …Examples: Dental insurance carriers, direct, Group hospitalization plans without providing health care services, Health insurance
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525990 - Other Financial VehiclesThis industry comprises legal entities (i.e., funds (except insurance and employee benefit funds; open-end investment funds; trusts, estates, and agency accounts)). Included in this industry are mortgage real estate investment trusts (REITs). …Examples: Special purpose financial vehicles
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541211 - Offices of Certified Public AccountantsThis U.S. industry comprises establishments of accountants that are certified to audit the accounting records of public and private organizations and to attest to compliance with generally accepted accounting practices. Offices of certified public accountants (CPAs) may provide one or more of the following accounting services: (1) auditing financial statements; (2) designing accounting systems; …Examples: Accountants' (i.e., CPAs) offices, certified public, Accountants' (i.e., CPAs) private practices, certified public,
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323111 - Commercial Printing (except Screen and Books)This U.S. industry comprises establishments primarily engaged in commercial printing (except screen printing, books printing) without publishing (except fabric grey goods printing). The printing processes used in this industry include, but are not limited to, lithographic, gravure, flexographic, letterpress, engraving, and various digital printing technologies. This industry includes …Examples: Financial magazines and periodicals commercial printing (except screen) without publishing
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323113 - Commercial Screen PrintingThis U.S. industry comprises establishments primarily engaged in screen printing without publishing (except books, fabric grey goods, and manifold business forms). This industry includes establishments engaged in screen printing on purchased stock materials, such as stationery, invitations, labels, and similar items, on a job-order basis. Establishments primarily engaged in printing on apparel …Examples: Financial magazines and periodicals screen printing without publishing
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518210 - Computing Infrastructure Providers, Data Processing, Web Hosting, and Related ServicesThis industry comprises establishments primarily engaged in providing computing infrastructure, data processing services, Web hosting services (except software publishing), and related services, including streaming support services (except streaming distribution services). Data processing establishments provide complete processing and specialized reports from data supplied by clients or provide …Examples: Data processing services (except payroll services, financial transaction processing services)
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521110 - Monetary Authorities-Central BankThis industry comprises establishments primarily engaged in performing central banking functions, such as issuing currency, managing the Nation's money supply and international reserves, holding deposits that represent the reserves of other banks and other central banks, and acting as a fiscal agent for the central government. …Examples: Financial transactions processing of the central bank
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522390 - Other Activities Related to Credit IntermediationThis industry comprises establishments primarily engaged in facilitating credit intermediation (except mortgage and loan brokerage; and financial transactions processing, reserve, and clearinghouse activities). …Examples: Check cashing services, Loan servicing, Money order issuance services, Money transmission services, Payday lending
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523160 - Commodity Contracts IntermediationThis industry comprises establishments primarily engaged in acting as principals (i.e., investors who buy or sell for their own account) in buying or selling spot or futures commodity contracts or options, such as precious metals, foreign currency, oil, or agricultural products, generally on a spread basis, or acting as agents (i.e., brokers) in buying or selling spot or futures commodity …Examples: Financial futures brokerages
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524126 - Direct Property and Casualty Insurance CarriersThis U.S. industry comprises establishments primarily engaged in initially underwriting (i.e., assuming the risk and assigning premiums) insurance policies that protect policyholders against losses that may occur as a result of property damage or liability. …Examples: Credit and other financial responsibility insurance carriers, direct
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525910 - Open-End Investment FundsThis industry comprises legal entities (i.e., open-end investment funds) organized to pool assets that consist of securities or other financial instruments. Shares in these pools are offered to the public in an initial offering with additional shares offered continuously and perpetually and redeemed at a specific price determined by the net asset value. …Examples: Mutual funds, open-ended, Funds, mutual, open-ended, Investment funds, open-ended, Management investment offices,
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551112 - Offices of Other Holding CompaniesThis U.S. industry comprises legal entities known as holding companies (except bank holding) primarily engaged in holding the securities of (or other equity interests in) companies and enterprises for the purpose of owning a controlling interest or influencing the management decisions of these firms. The holding companies in this industry do not administer, oversee, and manage other …Examples: Financial holding companies
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561110 - Office Administrative ServicesThis industry comprises establishments primarily engaged in providing a range of day-to-day office administrative services, such as financial planning; billing and recordkeeping; personnel; and physical distribution and logistics, for others on a contract or fee basis. These establishments do not provide operating staff to carry out the complete operations of a business. …Examples: Administrative management services, Business management services, Executive management services, Hotel management
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561450 - Credit BureausThis industry comprises establishments primarily engaged in compiling information, such as credit and employment histories, and providing the information to financial institutions, retailers, and others who have a need to evaluate the creditworthiness of individuals and businesses. …Examples: Commercial credit reporting bureaus, Consumer credit reporting bureaus, Credit agencies, Credit bureaus, Credit
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711410 - Agents and Managers for Artists, Athletes, Entertainers, and Other Public FiguresThis industry comprises establishments of agents and managers primarily engaged in representing and/or managing creative and performing artists, sports figures, entertainers, and other public figures. The representation and management includes activities, such as representing clients in contract negotiations; managing or organizing clients' financial affairs; and generally promoting the careers …Examples: Talent agencies, Talent agents, Theatrical talent agents, Agents, artists', Agents, authors', Agents, celebrities',
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921130 - Public Finance ActivitiesThis industry comprises government establishments primarily engaged in public finance, taxation, and monetary policy. Included are financial administration activities, such as monetary policy; tax administration and collection; custody and disbursement of funds; debt and investment administration; auditing activities; and government employee retirement trust fund administration. …Examples: Assessor's offices, tax, Board of Governors, Federal Reserve, Budget agencies, government, Controllers' and