Investment Advice
NAICS 523930 · Federal Contracts & Awards
Companies in the Investment Advice industry (NAICS code 523930) have received $131.2M in federal contracts, grants, and other awards since FY2024, across 54 individual awards tracked through FY2026. The largest funding agency is Department of Energy ($76.0M). Spending is concentrated in District of Columbia, Virginia, Massachusetts and 3 other states. All figures below come from USAspending.gov award records.
Total Obligations
$131.2M
Total Awards
54
States
6
Last Updated
Apr 16, 2026
Yearly Spending Trend
$126.0M24
$156K25
$5.0M26
Top 50 Awards in Investment Advice
Largest individual obligations in NAICS 523930.
| Award | Recipient | Awarding Agency | Program | Place | FY | Obligation |
|---|---|---|---|---|---|---|
CONT_AWD_89303023FLP400040_8900_DELP0000129_8900 ADDITIONAL FUNDING TO THE TASK ORDER | ARCHETYPE II LLC Virginia | Department of Energy Department of Energy | — | WASHINGTON, DC-98 | 2024 | $19,644,472 |
CONT_AWD_DEDT0014025_8900_DELP0000129_8900 THE PURPOSE FOR THIS MODIFICATION IS TO 1.) BILATERALLY EXTEND THE PERIOD OF PERFORMANCE FROM NOVEMBER 1, 2023, TO JULY 31, 2024, WITH AN OPTION TO EXTEND THE PERIOD OF PERFORMANC… | ARCHETYPE II LLC Virginia | Department of Energy Department of Energy | — | WASHINGTON, DC-98 | 2024 | $17,644,261 |
CONT_AWD_86615622C00001_8600_-NONE-_-NONE- GLOBAL INVESTORS AND MARKET ADVISORS | GUIDEHOUSE LLP Virginia | Department of Housing and Urban Development Department of Housing and Urban Development | — | MCLEAN, VA-11 | 2024 | $12,923,881 |
CONT_AWD_PBGC01CT160018_1665_-NONE-_-NONE- SUPPORT MANAGEMENT FINANCIAL | BLACKROCK FINANCIAL MANAGEMENT INC New York | Pension Benefit Guaranty Corporation Pension Benefit Guaranty Corporation | — | WASHINGTON, DC-98 | 2024 | $12,729,498 |
CONT_AWD_89303021FLP400017_8900_DELP0000129_8900 THE PURPOSE FOR THIS MODIFICATION IS TO 1.) BILATERALLY EXTEND THE PERIOD OF PERFORMANCE FROM NOVEMBER 1, 2023, TO JULY 31, 2024, WITH AN OPTION TO EXTEND THE PERIOD OF PERFORMANC… | ARCHETYPE II LLC Virginia | Department of Energy Department of Energy | — | HERNDON, VA-11 | 2024 | $9,212,796 |
CONT_AWD_DEDT0014019_8900_DELP0000129_8900 THE PURPOSE FOR THIS MODIFICATION IS TO 1.) BILATERALLY EXTEND THE PERIOD OF PERFORMANCE FROM NOVEMBER 1, 2023, TO JULY 31, 2024, WITH AN OPTION TO EXTEND THE PERIOD OF PERFORMANC… | ARCHETYPE II LLC Virginia | Department of Energy Department of Energy | — | WASHINGTON, DC-98 | 2024 | $7,910,748 |
CONT_AWD_DEDT0014023_8900_DELP0000129_8900 THE PURPOSE FOR THIS MODIFICATION IS TO 1.) BILATERALLY EXTEND THE PERIOD OF PERFORMANCE FROM NOVEMBER 1, 2023, TO JULY 31, 2024, WITH AN OPTION TO EXTEND THE PERIOD OF PERFORMANC… | ARCHETYPE II LLC Virginia | Department of Energy Department of Energy | — | WASHINGTON, DC-98 | 2024 | $7,461,177 |
CONT_AWD_DEDT0014020_8900_DELP0000129_8900 THE PURPOSE FOR THIS MODIFICATION IS TO 1.) BILATERALLY EXTEND THE PERIOD OF PERFORMANCE FROM NOVEMBER 1, 2023, TO JULY 31, 2024, WITH AN OPTION TO EXTEND THE PERIOD OF PERFORMANC… | ARCHETYPE II LLC Virginia | Department of Energy Department of Energy | — | WASHINGTON, DC-98 | 2024 | $5,605,055 |
CONT_AWD_PBGC01CT150031_1665_-NONE-_-NONE- EXERCISE OPTION TO EXTEND SERVICES DESCRIPTION: SECURITIES AND EXCHANGE COMMISSION- REGISTERED FIRM SHALL PROVIDE SERVICES AS A REGISTERED INVESTMENT ADVISOR (RIA) IN A FIDUCIARY… | J. P. MORGAN INVESTMENT MANAGEMENT INC. New York | Pension Benefit Guaranty Corporation Pension Benefit Guaranty Corporation | — | WASHINGTON, DC-98 | 2024 | $5,492,058 |
CONT_AWD_16PBGC21C0015_1665_-NONE-_-NONE- INVESTMENT ADVICE | PERELLA WEINBERG PARTNERS LP New York | Pension Benefit Guaranty Corporation Pension Benefit Guaranty Corporation | — | WASHINGTON, DC-98 | 2024 | $5,100,000 |
CONT_AWD_16PBGC22C0026_1665_-NONE-_-NONE- EXERCISE AND FULLY FUND OPTION PERIOD 3 | MERCER INVESTMENTS LLC Massachusetts | Pension Benefit Guaranty Corporation Pension Benefit Guaranty Corporation | — | WASHINGTON, DC-98 | 2024 | $4,716,808 |
CONT_AWD_16PBGC20C0017_1665_-NONE-_-NONE- CORRECT END DATE AND ASSIGN NEW COR. | STIFEL, NICOLAUS & CO, INCORPORATED New Jersey | Pension Benefit Guaranty Corporation Pension Benefit Guaranty Corporation | — | WASHINGTON, DC-98 | 2024 | $3,500,000 |
CONT_AWD_15F06721P0004136_1549_-NONE-_-NONE- ACCESS TO CAPITAL IQS FINANCIAL DATA | S&P GLOBAL MARKET INTELLIGENCE LLC New York | Department of Justice Federal Bureau of Investigation | — | HYATTSVILLE, MD-04 | 2024 | $2,573,644 |
CONT_IDV_DU100G16D01_8600 GLOBAL INVESTOR ADVISORY SERVICES | STATE STREET BANK AND TRUST COMPANY Massachusetts | Department of Housing and Urban Development Department of Housing and Urban Development | — | — | 2026 | $2,396,100 |
CONT_AWD_DEDT0014021_8900_DELP0000129_8900 THE PURPOSE FOR THIS MODIFICATION IS TO 1.) BILATERALLY EXTEND THE PERIOD OF PERFORMANCE FROM NOVEMBER 1, 2023, TO JULY 31, 2024, WITH AN OPTION TO EXTEND THE PERIOD OF PERFORMANC… | ARCHETYPE II LLC Virginia | Department of Energy Department of Energy | — | WASHINGTON, DC-98 | 2024 | $2,229,580 |
CONT_AWD_89303022FLP400035_8900_DELP0000129_8900 INCREMENTAL FUNDING. | ARCHETYPE II LLC Virginia | Department of Energy Department of Energy | — | WASHINGTON, DC-98 | 2024 | $1,575,979 |
CONT_AWD_00003_8600_DU100G16D01_8600 GLOBAL INVESTOR ADVISOR SERVICES | STATE STREET BANK AND TRUST COMPANY Massachusetts | Department of Housing and Urban Development Department of Housing and Urban Development | — | BOSTON, MA-08 | 2026 | $1,425,331 |
CONT_AWD_89303022FLP400030_8900_DELP0000129_8900 THE PURPOSE FOR THIS MODIFICATION IS TO ADD FUNDING TO THE TASK ORDER | ARCHETYPE II LLC Virginia | Department of Energy Department of Energy | — | WASHINGTON, DC-98 | 2024 | $973,382 |
CONT_AWD_86615620F00001_8600_DU100G16D01_8600 GLOBAL INVESTOR ADVISORY SERVICES | STATE STREET BANK AND TRUST COMPANY Massachusetts | Department of Housing and Urban Development Department of Housing and Urban Development | — | BOSTON, MA-08 | 2026 | $936,551 |
CONT_AWD_89303022FLP400029_8900_DELP0000129_8900 TO OBLIGATE FUNDS IN THE AMOUNT OF $582,489.04 DE OBLIGATED UNDER MODIFICATION P00005. | ARCHETYPE II LLC Virginia | Department of Energy Department of Energy | — | WASHINGTON, DC-98 | 2024 | $844,590 |
CONT_AWD_89303022FLP400036_8900_DELP0000129_8900 THE PURPOSE FOR THIS MODIFICATION IS TO PROVIDE ADDITIONAL FUNDING. ALL OTHER TERMS AND CONDITIONS REMAIN UNCHANGED. | ARCHETYPE II LLC Virginia | Department of Energy Department of Energy | — | WASHINGTON, DC-98 | 2024 | $795,476 |
CONT_AWD_89303021FLP400012_8900_DELP0000129_8900 ADD FUNDING FOR LIMITED RECOURSE PROJECT FINANCE CLASSES. | ARCHETYPE II LLC Virginia | Department of Energy Department of Energy | — | WASHINGTON, DC-98 | 2024 | $490,627 |
CONT_AWD_71311119F1006_7700_OPIC16D0028_7700 EXPRESS CLOSEOUT PURSUANT TO DFC-OA-ACQ-006-2024 EXPEDITED CLOSEOUT PROCESS | MEKETA INVESTMENT GROUP INC Massachusetts | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | WASHINGTON, DC-98 | 2024 | $387,000 |
CONT_AWD_89303023FLP400044_8900_DELP0000129_8900 EXTEND PERIOD OF PERFORMANCE (POP) THROUGH OCTOBER 31, 2024. | ARCHETYPE II LLC Virginia | Department of Energy Department of Energy | — | WASHINGTON, DC-98 | 2024 | $348,455 |
CONT_AWD_89303022FLP400028_8900_DELP0000129_8900 EXTEND PERIOD OF PERFORMANCE THROUGH OCTOBER 31, 2024. | ARCHETYPE II LLC Virginia | Department of Energy Department of Energy | — | WASHINGTON, DC-98 | 2024 | $323,533 |
CONT_AWD_89303023FLP400046_8900_DELP0000129_8900 THE PURPOSE FOR THIS TASK ORDER IS TO ACQUIRE SUPPORT SERVICES FOR THE ENVIRONMENTAL OFFICE. POP 9/26/23 THROUGH 7/31/24. | ARCHETYPE II LLC Virginia | Department of Energy Department of Energy | — | WASHINGTON, DC-98 | 2024 | $316,951 |
CONT_AWD_89303022FLP400034_8900_DELP0000129_8900 EXTEND TASK ORDER PERIOD OF PERFORMANCE THROUGH OCTOBER 31, 2024. | ARCHETYPE II LLC Virginia | Department of Energy Department of Energy | — | WASHINGTON, DC-98 | 2024 | $313,647 |
CONT_AWD_77344421F0031_7700_OPIC16D0028_7700 DUE DILIGENCE FOR 6 PROJECTS | MEKETA INVESTMENT GROUP INC Massachusetts | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | WESTWOOD, MA-08 | 2024 | $280,000 |
CONT_AWD_86615621F00002_8600_DU100G16D01_8600 GLOBAL INVESTOR ADVISORY SERVICES | STATE STREET BANK AND TRUST COMPANY Massachusetts | Department of Housing and Urban Development Department of Housing and Urban Development | — | BOSTON, MA-08 | 2026 | $268,458 |
CONT_AWD_89303023FLP400045_8900_DELP0000129_8900 TO EXTEND THE TASK ORDER PERIOD OF PERFORMANCE AT NO ADDITIONAL COST TO THE GOVERNMENT THROUGH OCTOBER 31,2024. | ARCHETYPE II LLC Virginia | Department of Energy Department of Energy | — | WASHINGTON, DC-98 | 2024 | $210,570 |
CONT_AWD_71311120F0007_7700_71311119A0002_7700 EXPRESS CLOSEOUT PURSUANT TO DFC-OA-ACQ-006-2024 EXPEDITED CLOSEOUT PROCESS | RISKBRIDGE ASSOCIATES LTD | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | — | 2024 | $171,747 |
CONT_AWD_77344421F0032_7700_OPIC16D0028_7700 EXPRESS CLOSEOUT PURSUANT TO DFC-OA-ACQ-006-2024 EXPEDITED CLOSEOUT PROCESS. | MEKETA INVESTMENT GROUP INC Massachusetts | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | WESTWOOD, MA-08 | 2024 | $170,000 |
CONT_AWD_77344424F0053_7700_71311119A0002_7700 THE PURPOSE OF THIS MODIFICATION IS TO: 1. EXERCISE OPTION YEAR 1 2. ALL OTHER TERMS AND CONDITIONS REMAIN THE SAME AND UNCHANGED. | RISKBRIDGE ASSOCIATES LTD | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | WASHINGTON, DC-98 | 2024 | $162,690 |
CONT_AWD_71311119F1092_7700_OPIC16D0025_7700 EXPRESS CLOSEOUT PURSUANT TO DFC-OA-ACQ-006-2024 EXPEDITED CLOSEOUT PROCESS | AKSIA TORREYCOVE PARTNERS LLC California | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | SAN DIEGO, CA-51 | 2024 | $160,000 |
CONT_AWD_77344423F0106_7700_71311119A0002_7700 THE PURPOSE OF THIS MODIFICATION IS TO: 1) EXTEND THE PERIOD OF PERFORMANCE (POP) BY TWELVE MONTHS. 2) THIS CHANGES THE END DATE OF THE PERIOD OF PERFORMANCE FROM 03/30/2026 TO 0… | RISKBRIDGE ASSOCIATES LTD | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | — | 2024 | $158,673 |
CONT_AWD_77344423F0134_7700_77344422D0003_7700 LATAM CATALYTIC BATCHING PILOT - DUE DILIGENCE REPORTS-NOTICE OF TERMINATION FOR CONVENIENCE | CROSSBOUNDARY LLC District of Columbia | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | WASHINGTON, DC-98 | 2025 | $155,829 |
CONT_AWD_15JTAX18P00000069_1501_-NONE-_-NONE- EXPERT WITNESS | ANALYSIS GROUP INC Massachusetts | Department of Justice Offices, Boards and Divisions | — | WASHINGTON, DC-98 | 2024 | $148,168 |
CONT_AWD_77344420F0011_7700_OPIC16D0028_7700 EXPRESS CLOSEOUT PURSUANT TO DFC-OA-ACQ-006-2024. EXPEDITED CLOSEOUT PROCESS | MEKETA INVESTMENT GROUP INC Massachusetts | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | WASHINGTON, DC-98 | 2024 | $135,000 |
CONT_AWD_89303023FLP400042_8900_DELP0000129_8900 DE-OBLIGATE FUNDS IN THE AMOUNT OF $11,788.80 TO CLOSE OUT TASK ORDER. | ARCHETYPE II LLC Virginia | Department of Energy Department of Energy | — | WASHINGTON, DC-98 | 2024 | $134,867 |
CONT_AWD_2023H219P00430_2050_-NONE-_-NONE- EXPERT WITNESS SERVICES | CALIBER ADVISORS, INCORPORATED California | Department of the Treasury Internal Revenue Service | — | SOLANA BEACH, CA-49 | 2024 | $131,890 |
CONT_AWD_77344423F0057_7700_77344422D0003_7700 EXPRESS CLOSEOUT PURSUANT TO DFC-OA-ACQ-006-2024 EXPEDITED CLOSEOUT PROCESS | CROSSBOUNDARY LLC District of Columbia | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | WASHINGTON, DC-98 | 2024 | $129,161 |
CONT_AWD_77344421F0018_7700_OPIC16D0025_7700 EXPRESS CLOSEOUT PURSUANT TO DFC-OA-ACQ-006-2024 EXPEDITED CLOSEOUT PROCESS | AKSIA TORREYCOVE PARTNERS LLC California | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | SAN DIEGO, CA-50 | 2024 | $120,000 |
CONT_AWD_16PBGC22C0001_1665_-NONE-_-NONE- PROVIDE SECURITIES AND LENDING | FINADIUM LLC Massachusetts | Pension Benefit Guaranty Corporation Pension Benefit Guaranty Corporation | — | WASHINGTON, DC-98 | 2024 | $118,857 |
CONT_AWD_71311119F1088_7700_OPIC16D0028_7700 EXPRESS CLOSEOUT PURSUANT TO DFC-OA-ACQ-006-2024 EXPEDITED CLOSEOUT PROCESS | MEKETA INVESTMENT GROUP INC Massachusetts | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | WESTWOOD, MA-08 | 2024 | $105,000 |
CONT_AWD_50310220P0046_5000_-NONE-_-NONE- EGAN JONES CREDIT RATINGS DATA | EGAN-JONES RATINGS COMPANY Pennsylvania | Securities and Exchange Commission Securities and Exchange Commission | — | WASHINGTON, DC-98 | 2024 | $100,000 |
CONT_AWD_50310221C0060_5000_-NONE-_-NONE- EXPERT WITNESS SERVICES | THE COLERIDGE GROUP, LLC Arizona | Securities and Exchange Commission Securities and Exchange Commission | — | PHOENIX, AZ-01 | 2024 | $98,106 |
CONT_AWD_83310121P0021_8300_-NONE-_-NONE- MOD TO SHORTEN POP AND DEOBLIGATION OF UNUSED FUNDS FOR CLOSEOUT. | JLL-RER SOLUTIONS, LLC Virginia | Export-Import Bank of the United States Export-Import Bank of the United States | — | HERNDON, VA-11 | 2024 | $95,954 |
CONT_AWD_77344420F0055_7700_OPIC16D0028_7700 EXPRESS CLOSEOUT PURSUANT TO DFC-OA-ACQ-006-2024 EXPEDITED CLOSEOUT PROCESS. | MEKETA INVESTMENT GROUP INC Massachusetts | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | WASHINGTON, DC-98 | 2024 | $92,500 |
CONT_AWD_77344420F0064_7700_OPIC16D0028_7700 EXPEDITED CLOSEOUT OF 77344420F0064 PURSUANT TO DFC-OA-ACQ-006-2024. | MEKETA INVESTMENT GROUP INC Massachusetts | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | WASHINGTON, DC-98 | 2024 | $50,000 |
CONT_AWD_77344423F0004_7700_77344422D0003_7700 EXPRESS CLOSEOUT PURSUANT TO DFC-OA-ACQ-006-2024 EXPEDITED CLOSEOUT PROCESS | CROSSBOUNDARY LLC District of Columbia | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | WASHINGTON, DC-98 | 2024 | $47,124 |
Top 50 awards shown, ranked by obligated amount. Dates reflect performance period; last-modified dates match USAspending.gov. Complete listings include all transaction history going back to FY2024.
Top Funding Agencies
View All→12345678
Department of Energy$76.0M
Pension Benefit Guaranty Corporation$31.7M
Department of Housing and Urban Development$18.0M
Department of Justice$2.7M
U.S. International Development Finance Corporation$2.4M
Securities and Exchange Commission$198K
Department of the Treasury$132K
Export-Import Bank of the United States$96K
Top Recipients
View All→12345678910
ARCHETYPE II LLC$76.0M
GUIDEHOUSE LLP$12.9M
BLACKROCK FINANCIAL MANAGEMENT INC$12.7M
J. P. MORGAN INVESTMENT MANAGEMENT INC.$5.5M
PERELLA WEINBERG PARTNERS LP$5.1M
STATE STREET BANK AND TRUST COMPANY$5.0M
MERCER INVESTMENTS LLC$4.7M
STIFEL, NICOLAUS & CO, INCORPORATED$3.5M
S&P GLOBAL MARKET INTELLIGENCE LLC$2.6M
MEKETA INVESTMENT GROUP INC$1.3M
Spending by State
| State | Funding | Awards |
|---|---|---|
| District of Columbia | $99.9M | 35 |
| Virginia | $22.2M | 3 |
| Massachusetts | $3.2M | 6 |
| Maryland | $2.6M | 1 |
| California | $412K | 4 |
| Arizona | $98K | 1 |
Source: USAspending.gov · All Industries