NAICS code for financial consulting

The NAICS code for financial consulting is 541611, Administrative Management and General Management Consulting Services. Depending on the work, also check 523940.

Financial management consulting is 541611; customized financial planning for a fee is 523940.

Also searched as: financial consultant, financial consulting services.

Best match

541611 Administrative Management and General Management Consulting Services

Businesses primarily engaged in providing operating advice and assistance to businesses and other organizations on administrative management issues, such as financial planning and budgeting, equity and asset…

Census NAICS lines under 541611 that match financial consulting:

Financial management consulting (except investment advice) services
Financial management (except investment advice) consulting services
Business management consulting services

All about NAICS 541611

Other codes to check

523940 Portfolio Management and Investment Advice

Businesses primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis.

Census NAICS lines under 523940 that match financial consulting:

Certified financial planners, customized, fees paid by client
Financial planning services, customized, fees paid by client
Financial investment advice services, customized, fees paid by client
Investment management

All about NAICS 523940

Not quite your business?

Search “financial consulting” in the NAICS code lookup

Questions

What is the NAICS code for financial consulting?

541611, Administrative Management and General Management Consulting Services. Businesses primarily engaged in providing operating advice and assistance to businesses and other organizations on administrative management issues, such as financial planning and budgeting, equity and asset…

Is there more than one NAICS code for financial consulting?

Often, yes. Also check 523940 (Portfolio Management and Investment Advice). Financial management consulting is 541611; customized financial planning for a fee is 523940. In SAM.gov you can list several NAICS codes and mark one as primary.

Which NAICS code is used for a government bid?

The one on the solicitation. Federal agencies assign one NAICS code to each solicitation, and the SBA size standard of that code decides whether you count as a small business for that bid.

Source: U.S. Census Bureau, 2022 NAICS (public domain). PublicBeam is independent and not affiliated with the Census Bureau or any agency. Always check the NAICS code in the official notice before you bid.