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Research Outline
Prepared for David P. | Delivered September 18, 2019
Wealth Management and CPAs
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Goals
To determine the number of wealth management companies and the number of Certified Public Accountant (CPA firms) in Florida in order to help a client assess market size.
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Early Findings
In addition to this public search, we scanned our proprietary research database of over 1 million sources and were unable to find any specific research reports that address your goals.
Wealth Management
According to Investopedia, wealth management is "
an investment advisory service
that combines other financial services to address the needs of affluent clients." Services offered as part of wealth management can include "financial and
investment advice
, legal or estate planning, accounting, and tax services, and retirement planning."
Wealth Management
falls under NAICS codes
523920
, Portfolio Management, and
523930
, Investment Advice.
Based on the most recent data available from the Census Bureau, 2016, there are 17.997 firms in Florida utilizing NAICS codes starting with 52, which represents Finance and Insurance. Unfortunately, this number includes more than only wealth management firms.
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prominent wealth management firms
in Florida include Moran Wealth Management, Merrill Private Wealth Management, JP Morgan Securities, and Doyle Wealth Management.
CPA Firms
CPA firms fall under NAICS code
541211
, Offices of Certified Public Accountants.
Based on the most recent data available from the Census Bureau, 2016, there are
73,264
firms in Florida utilizing NAICS codes starting with 54, which represents Professional, Scientific and Technical Services. Unfortunately, this number includes more than only CPA firms.
Some of the
largest CPAs in Florida
include PwC, KPMG, Ernst & Young,
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i
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LLP, and Carr Riggs & Ingram CPA's.
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