NAICS 523920 · Finance and Insurance
Portfolio Management: Business Name Ideas
48 name ideas, the official industry definition, and 43,217 U.S. business locations broken down by state.
What this industry covers
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.
Name ideas for portfolio management
Tap a name to see the meaning and origin of its key word.
Name words that fit, with their meanings
U.S. business 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.
Top states for portfolio management
- 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
All 51 states
- Alabama (345)
- Alaska (81)
- Arizona (845)
- Arkansas (339)
- California (4,440)
- Colorado (1,232)
- Connecticut (754)
- Delaware (196)
- District of Columbia (90)
- Florida (2,539)
- Georgia (1,172)
- Hawaii (127)
- Idaho (283)
- Illinois (2,119)
- Indiana (968)
- Iowa (552)
- Kansas (592)
- Kentucky (434)
- Louisiana (527)
- Maine (155)
- Maryland (636)
- Massachusetts (1,158)
- Michigan (1,314)
- Minnesota (1,106)
- Mississippi (185)
- Missouri (1,108)
- Montana (200)
- Nebraska (362)
- Nevada (375)
- New Hampshire (252)
- New Jersey (862)
- New Mexico (175)
- New York (2,522)
- North Carolina (1,358)
- North Dakota (141)
- Ohio (1,569)
- Oklahoma (597)
- Oregon (755)
- Pennsylvania (1,518)
- Rhode Island (152)
- South Carolina (577)
- South Dakota (165)
- Tennessee (701)
- Texas (3,661)
- Utah (438)
- Vermont (107)
- Virginia (986)
- Washington (1,238)
- West Virginia (107)
- Wisconsin (956)
- Wyoming (146)