Services coverage
The directory includes 1,760 firms. This chart shows the services reported across the directory, with portfolio management for individuals and small businesses appearing most often at 279 firms. Selecting other advisers follows at 213, while financial planning appears at 207. Institutional portfolio management is reported by 141 firms, and pooled vehicle portfolio management by 126. Other services account for 89 firms. Pension consulting appears at 65 firms. Educational seminars, newsletters or publications, and portfolio management for investment companies are reported less often, at 28, 18, and 14 firms. These counts show how frequently each service appears in the directory data. A firm may report more than one service, so the values should be read as service mentions rather than mutually exclusive firm groups. The results give readers a quick way to compare service coverage and identify which capabilities are most commonly listed.
Takeaways
- Portfolio management for individuals and small businesses is the most frequently reported service, with 279 firms.
- Selecting other advisers and financial planning follow closely, with 213 and 207 firms.
- Portfolio management for investment companies is the least frequently reported listed service, with 14 firms.