Financial Advisor Name Ideas
60 name ideas for a financial advisor, plus how the U.S. Census Bureau classifies this kind of business and where these businesses are most common.
Financial Advisor name ideas
Tap a name to read what its key word means and where it comes from. Always check trademarks and your state's business name rules before you register.
Name words that fit, with their meanings
How a financial advisor is classified
For government statistics, tax forms and many licensing systems, a financial advisor usually falls under NAICS 523930: Investment Advice.
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.
Businesses classified here include
- 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
Definition and examples from the 2017 North American Industry Classification System (NAICS 523930), U.S. Census Bureau.
Investment Advice in the U.S. by the numbers
Locations by number of employees nationwide
Source: U.S. Census Bureau, County Business Patterns 2022. Counts cover employer establishments (businesses with paid employees); self-employed owners without staff are not included. Small establishments with 1–4 employees include those that reported no paid employees in mid-March.
States with the most investment advice locations
- California 3,169 locations
- Florida 2,021 locations
- Texas 1,879 locations
- New York 1,634 locations
- Illinois 931 locations
- Pennsylvania 896 locations
- Ohio 838 locations
- North Carolina 758 locations
- Colorado 725 locations
- New Jersey 685 locations
Each state page shows local numbers and links to that state's official business registration offices.