A more recent edition of NAICS is available.
2017 Edition

national industry 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.

The immediate parent of national industry 523930 is international industry 52393: Investment Advice

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

2017 NAICS Edition Cross References

  • 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.

Sub-Descriptions

  1. 523930 - Certified financial planners, customized, fees paid by client
  2. 523930 - Financial investment advice services, customized, fees paid by client
  3. 523930 - Financial planning services, customized, fees paid by client
  4. 523930 - Investment advice consulting services, customized, fees paid by client
  5. 523930 - Investment advice counseling services, customized, fees paid by client
  6. 523930 - Investment advisory services, customized, fees paid by client

History

The NAICS editions in which this code was present are indicated below. In the event that a code was changed from the prior edition the equivalent value in that edition is provided for reference.

Edition Existed Equivalent Value
2002 523930
2007 523930
2012 523930
2017 523930
2022 523940

Standard Industrial Classification (SIC) Mappings

  1. 6282 - Investment Advice
  2. 6371 - Pension, Health, and Welfare Funds
  3. 6733 - Trusts, Except Educational, Religious, and Charitable

Insurance Industry Mappings

Mappings are not available for this combination of NAICS code and edition.

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