Investment Firm Name Ideas
60 name ideas for a investment firm, plus how the U.S. Census Bureau classifies this kind of business and where these businesses are most common.
Investment Firm 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 investment firm is classified
For government statistics, tax forms and many licensing systems, a investment firm usually falls under NAICS 523920: Portfolio Management.
This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis. Establishments in this industry have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio.
Businesses classified here include
- Investment management
- Managing investment funds
- Managing mutual funds
- Managing personal investment trusts
- Managing trusts
- Mutual fund managing
- Pension fund managing
- Personal investments trusts, managing
- Portfolio fund managing
- Private equity fund managing
Definition and examples from the 2017 North American Industry Classification System (NAICS 523920), U.S. Census Bureau.
Portfolio Management 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 portfolio management locations
- California 4,440 locations
- Texas 3,661 locations
- Florida 2,539 locations
- New York 2,522 locations
- Illinois 2,119 locations
- Ohio 1,569 locations
- Pennsylvania 1,518 locations
- North Carolina 1,358 locations
- Michigan 1,314 locations
- Washington 1,238 locations
Each state page shows local numbers and links to that state's official business registration offices.