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2018 Market Analysis & Industry Outlook: Miscellaneous Financial Investment Activities

Overview of the U.S. Miscellaneous Financial Investment Activities Industry

This section provides answers to key questions about the industry:
  1. What is the total market size (industry revenue)?
  2. What is the industry outlook?
  3. Market Analysis: Is the market growing or declining, and how quickly?
  4. Are long-term forecasts positive or negative?
  5. What is the average company size in the industry?
  6. How many companies are in the industry?

Market Size & Industry Statistics

The total U.S. industry market size for Miscellaneous Financial Investment Activities: Industry statistics cover all companies in the United States, both public and private, ranging in size from small businesses to market leaders. In addition to revenue, the industry market analysis shows information on employees, companies, and average firm size.

Investors, banks, and business executives use growth rates and industry trends to understand the market outlook and opportunity.

market size 2018
Charts and graphs can be copied to Microsoft Word and Powerpoint presentations.

Statistics 2012        2013        2014        2015        2016        2017
Market Size
(Total Sales/Revenue)

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Total Firms
Total Employees
Average Revenue Per Firm
Average Employees Per Firm
Statistics Source: U.S. Census, AnythingResearch Market Analysis

Market Forecast[PREMIUM]

Market forecasts show the long term industry outlook and future growth trends. The following five-year demand forecast projects both short-term and long-term trends.

market forecast

Forecast / Industry Outlook 2017 2018 2019 2020 2021 2022
Market Forecast ($ millions)
Projected Industry Growth Rate (%)
Source: AnythingResearch Economic Analysis

Product & Services Breakdown

Research products and services in the Miscellaneous Financial Investment Activities industry generating sales. Note that products are broken into categories with different levels of classification.

Product DescriptionNumber of Companies Sales ($ millions) Percent of Total Sales

Industry Total

Brokering And Dealing Services For Equities

Financing Related To Securities

Securities Lending Fees, Including Securities Borrowed From A Broker's Inventory And Margin Accounts

Repurchase Agreements - Net Gains (Losses)

Trading Equities On Own Account - Net Gains (Losses)

Trading Derivative Contracts On Own Account - Net Gains (Losses)

Trust Services - Fiduciary Fees

Trust Services For Businesses And Governments

Other Trust Services

Support Services For Financial And Commodity Markets

Trade Execution, Clearing, And Settlement Services For Security And Commodity Contracts

Listing Services For Security And Commodity Contracts

Support Services For Financial Market And Clearing Products, Not Elsewhere Specified

Financial Planning And Investment Management Services

Personal Financial Planning And Advice Services

Personal Investment Management Services

Other Products Supporting Financial Services - Fees

U.S. Geographic Distribution: Revenue Statistics by State

Market Size by State ($ millions) indicates how the industry's competition is distributed throughout the country. State-level information can identify areas with higher and lower industry market share than average.

U.S. map of Miscellaneous Financial Investment Activities by state

Income Statement (Average Financial Metrics)

Financial metrics provide a snapshot view of a benchmark "average" company. Key business metrics show revenue and operating costs. The data collected covers both public and private companies.

Industry AveragePercent of Sales
(Industry Benchmark)
Total Revenue

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Operating Revenue
Cost of Goods Sold
Gross Profit

Operating Expenses
Pension, profit sharing plans, stock, annuity
Rent paid on business property
Charitable Contributions
Domestic production activities deduction
Compensation of officers
Salaries and wages
Employee benefit programs
Taxes and Licenses
Bad Debts
Other Operating Expenses
Total Operating Expenses
Operating Income
Non-Operating Income
EBIT (Earnings Before Interest and Taxes)
Interest Expense
Earnings Before Taxes
Income Tax
Net Profit
Source: AnythingResearch Analysis of U.S. federal statistics

Financial Ratio Analysis

Financial ratio information can be used to benchmark how a Miscellaneous Financial Investment Activities company compares to its peers. Accounting statistics are calculated from the industry-average for income statements and balance sheets.

Profitability & Valuation RatiosIndustry Average
Company valuation can be measured based on the firm's own performance, as well as in comparison against its industry competitors. These metrics show how the average company in the Miscellaneous Financial Investment Activities industry is performing.
Profit Margin
Gross Profit Margin, Operating Profit Margin, and Net Profit Margin. Show company earnings relative to revenues.
Return on Equity (ROE)
Return on Equity (ROE) is net income as a percentage of shareholders' equity. Shareholders' Equity is defined as the company's total assets minus total liabilities. ROE shows how much profits a company generates with the money shareholders invested (or with retained earnings).
Return on Assets (ROA)
Return on Assets (ROA) is net income relative to total assets. The market research on Miscellaneous Financial Investment Activities measures how efficiently the company leverages its assets to generate profit. ROA is calculated as Net Income divided by Total Assets.

Liquidity RatiosIndustry Average
Bankers and suppliers use liquidity to determine creditworthiness and identify potential threats to a company's financial viability.
Current Ratio
Measures a firm's ability to pay its debts over the next 12 months.
Quick Ratio (Acid Test)
Calculates liquid assets relative to liabilities, excluding inventories.

Efficiency Ratios - Key Performance IndicatorsIndustry Average
Measure how quickly products and services sell, and effectively collections policies are implemented.
Receivables Turnover Ratio
If this number is low in your business when compared to the industry average in the research report, it may mean your payment terms are too lenient or that you are not doing a good enough job on collections.
Average Collection Period
Based on the Receivables Turnover, this estimates the collection period in days. Calculated as 365 divided by the Receivables Turnover
Inventory Turnover
A low turnover rate may point to overstocking, obsolescence, or deficiencies in the product line or marketing effort.
Fixed-Asset Turnover
Generally, higher is better, since it indicates the business has less money tied up in fixed assets for each dollar of sales revenue.

Compensation & Salary Surveys for Employees

Compensation statistics provides an accurate assessment of industry-specific jobs and national salary averages. This information can be used to identify which positions are most common, and high, low, and average annual wages.

TitlePercent of WorkforceBottom Quartile Average (Median) SalaryUpper Quartile
Management Occupations 10%

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Chief Executives0%
General and Operations Managers3%
Business and Financial Operations Occupations 42%
Business Operations Specialists 5%
Financial Specialists 37%
Accountants and Auditors 6%
Accountants and Auditors 6%
Financial Analysts and Advisors 27%
Financial Analysts 10%
Personal Financial Advisors 17%
Computer and Mathematical Occupations 6%
Computer Occupations 6%
Sales and Related Occupations 11%
Sales Representatives, Services 11%
Securities, Commodities, and Financial Services Sales Agents 9%
Securities, Commodities, and Financial Services Sales Agents 9%
Office and Administrative Support Occupations 27%
Information and Record Clerks 7%
Secretaries and Administrative Assistants 10%
Secretaries and Administrative Assistants 10%
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive 6%
Other Office and Administrative Support Workers 5%
Source: Bureau of Labor Statistics

Miscellaneous Financial Investment Activities Industry Market Share [PREMIUM]

Largest companies in the industry and related industries, with private company revenue estimates.

CompanyAddressRevenue Estimate

Top Innovators

CompanyInnovation Score

Additional companies, details and innovation scoring in the full report.

Latest Industry News

  • The Positive And Negative Impact Of Tax Cuts For Investors - Investors with significant investment expenses will decry the suspension of that miscellaneous itemized deduction ... Some FOs are evaluating which activities might qualify for business expense treatment to convert non-deductible investment expenses ... (01/14/2018)
  • FINRA Plan to Rid BDs of Advisor Liability Would Hit Firms’ Fee Revenue - The Financial Industry Regulatory ... to its rule on outside business activities that seeks to streamline BDs' obligations by “generally excluding from FINRA’s rule on a registered person’s personal investments and work performed on behalf of a ... (01/12/2018)
  • The Zacks Analyst Blog Highlights: Schlumberger, American Express, BlackRock, Aflac and Deutsche Bank - Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial ... Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. (01/12/2018)
  • Acuity Brands Inc.: Acuity Brands Reports Fiscal 2018 First Quarter Results - A reconciliation of adjusted financial ... Net miscellaneous income for the first quarter of the prior year included a $7.2 million gain associated with the sale of an investment in an unconsolidated affiliate. Net cash provided by operating activities ... (01/12/2018)
  • New Tax Changes: The Tax Cuts And Jobs Act - Certain Commonly Used Deductions Eliminated Under the Act The Act eliminates the following commonly used deductions: (1) casualty and theft losses; (2) moving expenses; (3) alimony; and (4) miscellaneous ... other than investment type income and income ... (01/09/2018)
  • Senior Proposal Consultant - Eight to ten years experience in the benefits outsourcing or financial industry ... in support of Fidelity Workplace Investing (WIs) overall business goals. All content will be sourced from the RFP database and other miscellaneous resources. (01/03/2018)
  • Bank of China Ltd. - The Others segment comprises investment holding and other miscellaneous activities. The company was founded on ... In Hong Kong, Frankfurt and other financial centers across the globe, the bank functions as clearing house of the currency. (12/15/2017)
  • CSO in solid shape despite seventh consecutive deficit - The financial report, announced at the annual meeting ... royalties, recording fees and miscellaneous activities. Endowment and other investments totaled more than $373 million, an increase of roughly $21.9 million over fiscal 2016. Total association ... (11/01/2017)
  • A granular look at finance job losses - EMSI, who has provided a very granular breakdown (Excel file ... and agency accounts”, which saw 11% more jobs; and of course “miscellaneous financial investment activities”. The insurance industry in general was flat from 2007 to 2009, while ... (05/19/2010)
  • Investment Costs May Not Add Up To Writeoff - The IRS imposes several restrictions on deductions for such investment ... read financial publications and clip bond coupons. The only exception, cautions the IRS, which has the consistent backing of the courts, is for someone whose investing activities ... (12/25/1994)

Government Contracts

In 2016, the federal government spent a total of $334,056,118 on Miscellaneous Financial Investment Activities. It has awarded 473 contracts to 39 companies, with an average value of $8,565,541 per company.   

Top government vendors:

CompanyFederal ContractsTotal Award Amount

Segments classified within this market research report

This industry market research report includes companies whose primary business is any of the following:
Clearinghouses, commodity exchange or securities exchange, Quotation services, stock, Protective committees, security holders, Securities transfer agencies, Deposit brokers, Securities holders' protective services, Exchange clearinghouses, commodities or securities, Stock transfer agencies, Transfer agencies, securities, Oil lease brokers' offices, Gas lease brokers' offices, Stock quotation services, etc.

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