Miscellaneous Financial Investment Activities - Market Size, Financial Statistics, Industry Trends

Industry Overview

This 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 commission basis. Illustrative Examples: Exchange clearinghouses, commodities or securities Stock quotation services Gas lease brokers offices Cross-References. Establishments primarily engaged in--
Source: U.S. Census Bureau

Miscellaneous Financial Investment Activities Market Size

This report includes historical and forecasted market sizes and industry trends for Miscellaneous Financial Investment Activities. It reveals overall market dynamics from 2020 through the present, and predicts industry growth or shrinkage through 2030. Revenue data include both public and private companies in the Miscellaneous Financial Investment Activities industry.

Historical Forecasted
2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030
Market Size (Total Revenue)

Included in Report

% Growth Rate
Number of Companies
Total Employees
Average Revenue per Company
Average Employees per Company
Source: U.S. government financial data

Industry Revenue ($ Billions)

Miscellaneous Financial Investment Activities Industry Market Size
  • 2018
  • 2019
  • 2020
  • 2021
  • 2022
  • 2023
  • 2024

Industry Forecast ($ Billions)

Miscellaneous Financial Investment Activities Industry Forecast
  • 2024
  • 2025
  • 2026
  • 2027
  • 2028
  • 2029
  • 2030


Pell Research's advanced econometric models forecast five years of industry growth based on short- and long-term trend analysis. Market size statistics include revenue generated from all products and services sold within the Miscellaneous Financial Investment Activities industry.

Geographic Breakdown by U.S. State

Miscellaneous Financial Investment Activities market share by state pinpoints local opportunities based on regional revenue statistics. Growth rate for each state is affected by regional economic conditions. Data by state can be used to locate profitable and nonprofitable locations for Miscellaneous Financial Investment Activities companies in the United States.

Industry Revenue by State [Sample]

Market Size by State

Distribution by Company Size

Company Size All Industries Miscellaneous Financial Investment Activities
Small Business (< 5 Employees)

Included

Small Business (5 - 20)
Midsized Business (20 - 100)
Large Business (100 - 500)
Enterprise (> 500)

Industry Income Statement (Average Financial Metrics)

Financial statement analysis determines averages for the following industry forces:
The report includes a traditional income statement from an "average" Miscellaneous Financial Investment Activities company (both public and private companies are included).

Industry Average Percent of Sales
Total Revenue

Included

Operating Revenue
Cost of Goods Sold (COGS)
Gross Profit
Operating Expenses
Operating Income
Non-Operating Income
Earnings Before Interest and Taxes (EBIT)
Interest Expense
Earnings Before Taxes
Income Tax
Net Profit


Average Income Statement

Average Income Statement

Cost of Goods Sold

Salaries, Wages, and Benefits

Rent

Advertising

Depreciation and Amortization

Officer Compensation

Net Income


Financial Ratio Analysis

Financial ratios allow a company's performance to be compared against that of its peers.

Financial RatioIndustry Average
Profitability Ratios

Included

Profit Margin
ROE
ROA
Liquidity Ratios
Current Ratio
Quick Ratio
Activity Ratios
Average Collection Period
Asset Turnover Ratio
Receivables Turnover Ratio
Inventory Conversion Ratio

Compensation and Salary Surveys

Salary information for employees working in the Miscellaneous Financial Investment Activities industry.

TitlePercent of Workforce Bottom Quartile Average (Median) Salary Upper Quartile
Management Occupations 10%

Included

Chief Executives 0%
General and Operations Managers 2%
Operations Specialties Managers 5%
Business and Financial Operations Occupations 35%
Business Operations Specialists 5%
Financial Specialists 30%
Financial Analysts and Advisors 23%
Financial Analysts 8%
Personal Financial Advisors 15%
Computer and Mathematical Occupations 6%
Computer Occupations 6%
Sales and Related Occupations 21%
Sales Representatives, Services 20%
Securities, Commodities, and Financial Services Sales Agents 19%
Securities, Commodities, and Financial Services Sales Agents 19%
Office and Administrative Support Occupations 26%
Information and Record Clerks 10%
Secretaries and Administrative Assistants 7%
Secretaries and Administrative Assistants 7%

Government Contracts

The federal government spent an annual total of $334,056,118 on the Miscellaneous Financial Investment Activities industry. It has awarded 473 contracts to 39 companies, with an average value of $8,565,541 per company.

Top Companies in Miscellaneous Financial Investment Activities and Adjacent Industries

Company Address Revenue
($ Millions)

Included





Market Research Report Details
Geography United States
NAICS Code 523999
Publication Date November 2025
Report Format PDF Download  PDF
Price $750 $499
Report Contents
Report Objectives

For Private Equity Firms & Investors For Business Executives For Startups For Venture Capital

Related Industry Reports

Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Securities and Commodity Contracts Intermediation and Brokerage
Investment Banking and Securities Intermediation
Commodity Contracts Intermediation
Securities and Commodity Exchanges
Other Financial Investment Activities
Miscellaneous Intermediation
Portfolio Management and Investment Advice
All Other Financial Investment Activities
Trust, Fiduciary, and Custody Activities
Miscellaneous Financial Investment Activities