NAICS 523930: Investment Advice
National industry
SBA small business size standard: $41.5 million in average annual receipts
Code facts
- Part of
-
-
52
-
523
-
5239
- 52393
-
5239
-
523
-
52
- Contract obligations
- $11,851,118 In FY2025
NAICS codes and definitions come from the U.S. Census Bureau, size standards from the SBA and contract spending from SAM.gov/FPDS.
Contract obligations by fiscal year
| Fiscal year | Obligated |
|---|---|
| FY2027 To date | $0 |
| FY2026 | $2,813,696 |
| FY2025 | $11,851,118 |
| FY2024 | $38,418,389 |
| FY2023 | $40,180,995 |
Top contractors by obligations
| Rank | Contractor | Obligated, FY2026–FY2027 | Share |
|---|---|---|---|
| 1 | Guidehouse LLP | $2,748,216 | |
| 2 | Mercer Investments LLC | $1,239,784 | |
| 3 | Riskbridge Associates LTD | $54,230 | |
| 4 | S&P Global Market Intelligence LLC | $10,959 |
Top funding agencies by obligations
| Rank | Agency | Obligated, FY2026–FY2027 | Share |
|---|---|---|---|
| 1 | Department of Housing and Urban Development | $2,748,216 | |
| 2 | International Development Finance Corporation | $54,230 | |
| 3 | Department of Justice | $10,959 | |
| 4 | Pension Benefit Guaranty Corporation | $291 |
Top PSC codes by obligations
| Rank | PSC code | Obligated, FY2026–FY2027 | Share |
|---|---|---|---|
| 1 | R710 Support – Management: Financial | $2,748,507 | |
| 2 |
R406 Policy Review/ |
$54,230 | |
| 3 | R704 Auditing Services | $10,959 |
Contract obligations by state
| Rank | Place of performance | Obligated, last 12 months | Share |
|---|---|---|---|
| 1 | Virginia | $2,748,215 | |
| 2 | District of Columbia | $1,294,014 | |
| 3 | Maryland | $10,959 |
Contract opportunities
Show 40 more
Latest 50 of 103 listed here. See the rest on GovTribe.
Definition
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.
Illustrative examples
- 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
Quick answers
What is NAICS 523930?
NAICS 523930 is Investment Advice, a national industry in NAICS 52, Finance and Insurance.
What is the NAICS code for financial planning services, customized, fees paid by client?
The NAICS code for financial planning services, customized, fees paid by client is 523930, Investment Advice.
What is the NAICS code for certified financial planners, customized, fees paid by client?
The NAICS code for certified financial planners, customized, fees paid by client is 523930, Investment Advice.
What is the NAICS code for investment advisory services, customized, fees paid by client?
The NAICS code for investment advisory services, customized, fees paid by client is 523930, Investment Advice.
How much do federal agencies spend under NAICS 523930?
Federal contracts under NAICS 523930 obligated $11,851,118 in fiscal year 2025 and $93,264,198 in fiscal years 2023 through 2027.
Who are the largest contractors under NAICS 523930?
The contractors with the most obligated under NAICS 523930 in fiscal years 2026 and 2027 are Guidehouse LLP ($2,748,216), Mercer Investments LLC ($1,239,784) and Riskbridge Associates LTD ($54,230).
Which agencies buy the most under NAICS 523930?
The agencies that obligated the most under NAICS 523930 in fiscal years 2026 and 2027 are Department of Housing and Urban Development ($2,748,216), International Development Finance Corporation ($54,230) and Department of Justice ($10,959).
Which PSC codes are used with NAICS 523930?
The PSC codes with the most obligated under NAICS 523930 in fiscal years 2026 and 2027 are R710 Support – Management: Financial, R406 Policy Review/
Where is the work under NAICS 523930 performed?
By place of performance, the states with the most contract obligations under NAICS 523930 over the last 12 months are Virginia ($2,748,215), the District of Columbia ($1,294,014) and Maryland ($10,959).
What is the latest contract opportunity under NAICS 523930?
The latest contract opportunity under NAICS 523930 is Professional management/
On GovTribe
See everything under NAICS 523930
- Federal contract opportunities, awards and IDVs under this code
- Funding analysis by contractor, agency and set-aside
- Contacts who buy under this code
- Ask GovTribe AI about this code