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.

Cross-References.

  • 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.