NAICS 523940

Portfolio Management and Investment Advice

0 open opportunities · Browse open bids →

Federal agencies have awarded 27 contracts worth $23.5M to 18 recipients under NAICS 523940 (Portfolio Management and Investment Advice). Below are the top recipients, the agencies buying most under this code, and current open solicitations.

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Top 10 Recipients (last 12 months)

Top 5 Buying Agencies (last 12 months)

Top Buying Agencies

Pension Benefit Guaranty Corporation$21.3M · 19

U.S. International Development Finance Corporation$1M · 3

Department of Housing and Urban Development$843K · 2

Department of Defense$300K · 2

Department of the Treasury$40K · 1

Small Business Set-Aside Programs

8(a) Business Development$843K · 2

Spending by Fiscal Year

FY 2026$16.6M · 18 awards

FY 2025$6.6M · 7 awards

FY 2024$300K · 2 awards

Where the Work Happens

DC$9.3M · 12

CA$3M · 1

CT$3M · 1

NY$3M · 4

MA$2.3M · 2

WA$2.1M · 2

Federal Contracting under NAICS 523940

Across all years, federal agencies have obligated $23.5M to 18 vendors under NAICS 523940 (Portfolio Management and Investment Advice), an average of $870K per award. In FY2026, $16.6M was awarded across 18 contract actions. Around 7% of awards under this code went to small businesses through programs such as 8(a) Business Development. The largest buyer is Pension Benefit Guaranty Corporation. Most of the work is performed in DC and CA. Browse open bids →

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