> Enrich.chat gives AI agents verified work emails and mobiles. To use it from an agent, read https://enrich.chat/agents.md . This is the Markdown version of https://enrich.chat/naics/523940/florida/ # NAICS 523940 companies in Florida Companies with NAICS code 523940 (Portfolio Management and Investment Advice) headquartered in Florida, with their cities, sizes and SIC codes. By Enrich.chat Editorial. Updated October 22, 2026. **Short answer:** The biggest NAICS 523940 companies in Florida by headcount range include Raymond James, Community Loan Servicing and Lighthouse Investment Partners. NAICS 523940 is the code for Portfolio Management and Investment Advice. Among those counted, they are mostly very small: 73% have 50 or fewer employees. ## Which NAICS 523940 companies are in Florida? The biggest by headcount range include Raymond James, Community Loan Servicing, Lighthouse Investment Partners, Money Concepts and Amg. NAICS 523940 is the code for Portfolio Management and Investment Advice. Names link to a company profile where we have one. | Company | City | Employees | | --- | --- | --- | | [Raymond James](https://enrich.chat/company/raymond-james/) | St. Petersburg | 10,001+ | | Community Loan Servicing | Coral Gables | 1,001 to 5,000 | | Lighthouse Investment Partners | Palm Beach Gardens | 501 to 1,000 | | Money Concepts | Palm Beach Gardens | 501 to 1,000 | | Amg | West Palm Beach | 201 to 500 | | Ark Investment Management | St. Petersburg | 51 to 200 | | Florida Financial Advisors | Tampa | 51 to 200 | | Summar Financial | Miami | 51 to 200 | | Coastal Wealth | Fort Lauderdale | 51 to 200 | | Templum | Miami Beach | 51 to 200 | | Moneyshow | Sarasota | 51 to 200 | | Npc Financial | Miami | 51 to 200 | | J.W. Cole Financial | Tampa | 51 to 200 | | Contravest | Altamonte Springs | 51 to 200 | | Jaffe Tilchin Wealth Management | Tampa | 51 to 200 | | Legacy Wealth Partners | Tampa | 51 to 200 | | North Florida Financial | Tallahassee | 51 to 200 | | Global Planning Partners | Naples | 51 to 200 | | Strategic Senior Benefits Group | Coconut Creek | 51 to 200 | | Real Advisors | Tampa | 51 to 200 | | American Horizon Financial | Coral Springs | 51 to 200 | | Broome Capital | Tampa | 51 to 200 | | Financial Growth Group | Punta Gorda | 51 to 200 | | Alliance Global Advisors | Naples | 11 to 50 | | Middleton Advisory Group | Hobe Sound | 11 to 50 | The table shows the 25 biggest by headcount range, with ties broken by audience size. The charts and percentages below cover every company counted for this page, not just these 25, and companies with fewer than 11 employees are not counted. Headquarters is the location on each company's public profile. ## Which cities in Florida? Within Florida, Miami (13%), Tampa (10%) and Orlando (7%) are the most common headquarters. **Figure: Cities of NAICS 523940 companies in Florida.** Bars for the share of counted NAICS 523940 companies in Florida headquartered in each city: Miami 13%, Tampa 10%, Orlando 7%, Naples 6%, Palm Beach Gardens 6%, West Palm Beach 6%, Fort Lauderdale 3%, St. Petersburg 3%. *Share of counted NAICS 523940 companies in Florida by headquarters city.* ## How big are they? 73% of the NAICS 523940 companies counted in Florida have 50 or fewer employees, and the middle one is in the 11 to 50 range. Companies with fewer than 11 employees are not counted. **Figure: Size of NAICS 523940 companies in Florida.** Seven columns for the share of counted NAICS 523940 companies in Florida in each employee range: 11 to 50 73%, 51 to 200 21%, 201 to 500 1%, 501 to 1,000 2%, 1,001 to 5,000 1%, 5,001 to 10,000 0%, 10,001+ 1%. *Share of counted NAICS 523940 companies in Florida in each employee range.* ## How old are they? Most were founded in the 2010s (35%), then the 1990s (21%). **Figure: When NAICS 523940 companies in Florida were founded.** Eight columns for the share of counted NAICS 523940 companies in Florida founded in each era: Before 1960 2%, 1960s 2%, 1970s 5%, 1980s 13%, 1990s 21%, 2000s 19%, 2010s 35%, 2020s 3%. *Share of counted NAICS 523940 companies in Florida by the era they were founded in, for the ones that list a founding year.* ## How Florida compares with the rest of the country - 73% of NAICS 523940 companies in Florida have 50 or fewer employees, against 65% across NAICS 523940 companies nationwide. - 39% were founded in 2010 or later, against 29% across NAICS 523940 companies nationwide. ## How do you reach the people at these Florida companies? The people to talk to are usually finance, operations and technology leaders. Build the list in three prompts to your AI agent. ### 1. Count them (free) Counting who matches never uses credits. ```text Use www.enrich.chat to count the companies with NAICS code 523940 in Florida ``` ### 2. Find the people (5 credits per person) Name the roles you sell to. Each person returned is 5 credits, and name, title and company are included. ```text Use www.enrich.chat to find the finance, operations and technology leaders at companies with NAICS code 523940 in Florida, with their titles ``` ### 3. Get their work emails (10 credits each) An email is 10 credits only when one is found. Every email comes with a status: verified, catch-all or unknown. ```text Use www.enrich.chat to find the work emails for these people and tell me which ones are verified ``` ## More to explore About the code: [NAICS 523940: Portfolio Management and Investment Advice](https://enrich.chat/naics/523940/). About the place: [companies in Florida](https://enrich.chat/companies-in/florida/). NAICS 523940 in other states: [New York](https://enrich.chat/naics/523940/new-york/)[California](https://enrich.chat/naics/523940/california/)[Massachusetts](https://enrich.chat/naics/523940/massachusetts/)[Illinois](https://enrich.chat/naics/523940/illinois/)[Pennsylvania](https://enrich.chat/naics/523940/pennsylvania/)[Texas](https://enrich.chat/naics/523940/texas/)[Ohio](https://enrich.chat/naics/523940/ohio/) Other NAICS codes in Florida: [NAICS 541511: Custom Computer Programming Services](https://enrich.chat/naics/541511/florida/)[NAICS 531210: Offices of Real Estate Agents](https://enrich.chat/naics/531210/florida/)[NAICS 238220: Plumbing, Heating, and Air-Conditioning](https://enrich.chat/naics/238220/florida/)[NAICS 722511: Full-Service Restaurants](https://enrich.chat/naics/722511/florida/)[NAICS 621111: Offices of Physicians](https://enrich.chat/naics/621111/florida/)[NAICS 524210: Insurance Agencies and Brokerages](https://enrich.chat/naics/524210/florida/)[NAICS 541613: Marketing Consulting Services](https://enrich.chat/naics/541613/florida/)[NAICS 541512: Computer Systems Design Services](https://enrich.chat/naics/541512/florida/)[NAICS 236220: Commercial and Institutional Building](https://enrich.chat/naics/236220/florida/)[NAICS 236115: New Single-Family Housing Construction](https://enrich.chat/naics/236115/florida/) ## Frequently asked questions ### Which NAICS 523940 companies are in Florida? The biggest by headcount range include Raymond James, Community Loan Servicing, Lighthouse Investment Partners, Money Concepts and Amg. The page lists 25 with links to their profiles where we have them. ### What is NAICS 523940? NAICS 523940 is the code for Portfolio Management and Investment Advice, in sector 52: Finance and Insurance. ### Which cities in Florida have the most? Miami (13%), Tampa (10%) and Orlando (7%) lead among the companies counted. ## Try this prompt Find the people at NAICS 523940 companies in Florida ```text Use www.enrich.chat to find the finance, operations and technology leaders at companies with NAICS code 523940 in Florida, with titles and verified work emails ``` ## Related - [Companies using a technology](https://enrich.chat/companies-using/) - [NAICS 523940 in New York](https://enrich.chat/naics/523940/new-york/) - [NAICS 523940 in California](https://enrich.chat/naics/523940/california/) - [NAICS 523940 in Massachusetts](https://enrich.chat/naics/523940/massachusetts/) - [NAICS 523940 in Illinois](https://enrich.chat/naics/523940/illinois/) - [NAICS 541511 in Florida](https://enrich.chat/naics/541511/florida/) - [NAICS 531210 in Florida](https://enrich.chat/naics/531210/florida/) - [NAICS 238220 in Florida](https://enrich.chat/naics/238220/florida/) - [NAICS 722511 in Florida](https://enrich.chat/naics/722511/florida/) - [Tech stack lookup](https://enrich.chat/tools/tech-stack-lookup/)