NAICS 523930 Investment Advice

NAICS Code: 523930

Code Title: Investment Advice

Code Sector: 52 - Finance and Insurance

NAICS 523930 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.


Illustrative 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

Cross References

Establishments primarily engaged in--
  • 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;
  • 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.

Alternate Titles

  • 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

NAICS 523930 Crosswalk

Crosswalk between the North American Industry Classification System (NAICS) and Standard Industrial Classification System (SIC) --

Crosswalk between the North American Industry Classification System (NAICS) and International Standard Industrial Classification of All Economic Activities Code Revision 4.0 --

  • ISIC 6619 - Other activities auxiliary to financial service activities