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2010 U.S. Investment Advice Industry Report

Barnes Reports, May 2010, Pages: 234


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The U.S. Investment Advice Industry report, published annually, contains timely and accurate industry statistics, forecasts and demographics. The report features 2010 current and 2011 forecast estimates on the size of the industry (sales, establishments, employment) nationally and for all 50 U.S. States and over 900 metro areas. New to the report this year are: financial ratios, number of firms and payroll estimates. The report also includes industry definition, 5-year historical trends on industry sales, establishments and employment, a breakdown of establishments, sales and employment by employee size of establishment (9 categories), and estimates on up to 10 sub-industries, including investment advise, investment counselors, and mutual funds managers.

Industry Definition and Related Industries

NAICS 52393: Investment Advice Industry. 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.

Related Industries
- Portfolio Management
- Commercial Banking
- Securities Dealing

U.S. Census Categories
NAICS 52393 - Investment Advice Industry is almost comparable to:
18% of SIC 6282 - Investment Advice

Sub-Industries
- Investment advice
- Futures advisory service
- Investment advisory service
- Investment counselors
- Investment research
- Manager of mutual funds, contract or fee basis

Please note, this report offers statistical information only and does not include an analysis of the figures.



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