Financials > Asset Management & Brokerage
•505 stocks
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5Y Price (Market Cap Weighted)
All Stocks (505)
| Company | Market Cap | Price |
|---|---|---|
|
OPY
Oppenheimer Holdings Inc.
The firm has a retail securities brokerage capability, implying online/retail brokerage services for individual investors.
|
$863.42M |
$82.11
+3.92%
|
|
CPF
Central Pacific Financial Corp.
Asset Management captures CPF's broader money management and wealth management capabilities.
|
$859.36M |
$31.77
-1.70%
|
|
HBT
HBT Financial, Inc.
Wealth management and asset management services contribute to noninterest income and client services.
|
$858.57M |
$27.33
+0.26%
|
|
MOFG
MidWestOne Financial Group, Inc.
Asset management including wealth management and related services.
|
$857.65M |
$41.45
-1.32%
|
|
SLRC
SLR Investment Corp.
Operates like an alternative asset manager given its private credit strategy and fund management approach.
|
$837.41M |
$15.36
-1.16%
|
|
ABL
Abacus Global Management, Inc.
Core business is asset management across Life Solutions, Asset Management, and ABL Tech segments.
|
$819.60M |
$8.47
+0.06%
|
|
TRST
TrustCo Bank Corp NY
TrustCo maintains assets under management and provides wealth management/trust services, i.e., Asset Management & Brokerage.
|
$819.08M |
$43.45
-0.93%
|
|
BFST
Business First Bancshares, Inc.
BFST leverages asset management through Smith Shellnut Wilson, providing asset management services.
|
$802.24M |
$27.11
-0.77%
|
|
CCNE
CNB Financial Corporation
Asset management is part of CNB's diversified financial services offering.
|
$798.78M |
$27.10
+0.37%
|
|
NOAH
Noah Holdings Limited
Noah's core business encompasses asset management and brokerage services, including wealth management and distribution of investment products.
|
$784.31M |
$11.23
+0.45%
|
|
HBIA
Hills Bancorporation
HBIA earns trust fees and manages assets, indicating Asset Management & Brokerage activities.
|
$778.49M |
$83.61
|
|
BRSP
BrightSpire Capital, Inc.
In-house asset management and fund management capabilities position BrightSpire as an asset management & brokerage platform.
|
$774.76M |
$5.95
-0.17%
|
|
RWT
Redwood Trust, Inc.
Asset management for housing credit investments, including platform-based investment management (Redwood Investments).
|
$770.17M |
$5.96
+2.76%
|
|
CAC
Camden National Corporation
Asset Management captures wealth management and related advisory activities indicated by AUM growth.
|
$766.66M |
$45.33
-0.78%
|
|
HBNC
Horizon Bancorp, Inc.
Asset Management reflects Horizon’s private wealth management services described in the report.
|
$762.45M |
$17.50
+1.21%
|
|
CCBG
Capital City Bank Group, Inc.
Wealth management and brokerage services with assets under management and advisory components.
|
$760.65M |
$44.62
-0.18%
|
|
MPB
Mid Penn Bancorp, Inc.
Asset Management/Wealth Management services, including trust services, delivered by MPB.
|
$746.08M |
$32.45
+0.15%
|
|
THFF
First Financial Corporation
THFF offers trust and financial services, implying asset management and brokerage activities.
|
$743.63M |
$62.72
-0.76%
|
|
ORRF
Orrstown Financial Services, Inc.
Wealth management/asset management income is described as a material noninterest income stream.
|
$715.32M |
$36.72
-0.93%
|
|
FDUS
Fidus Investment Corporation
FDUS operates within asset management/fund management, aligning with an asset management category.
|
$704.41M |
$19.93
-1.43%
|
|
SMBC
Southern Missouri Bancorp, Inc.
Asset management and related advisory services implied by wealth management activities.
|
$695.62M |
$61.70
-0.88%
|
|
GDLC
Grayscale CoinDesk Crypto 5 ETF
GDLC is an asset management fund that manages a diversified basket of large-cap digital assets for investors.
|
$685.95M |
$43.56
+7.99%
|
|
NCDL
Nuveen Churchill Direct Lending Corp.
Asset management business, managing BDC investments and private credit allocations.
|
$670.18M |
$13.59
-1.81%
|
|
SPFI
South Plains Financial, Inc.
SPFI offers investment services, which aligns with Asset Management.
|
$662.13M |
$40.82
-0.73%
|
|
AC
Associated Capital Group, Inc.
AC operates as an asset manager focused on alternative investments and direct investments.
|
$653.58M |
$30.92
|
|
TIPT
Tiptree Inc.
Tiptree Capital's liquid investment portfolio is managed by TIPT's asset-management arm, constituting Asset Management.
|
$651.38M |
$17.35
-1.98%
|
|
FISI
Financial Institutions, Inc.
Asset management / wealth management services (Courier Capital) with AUM.
|
$647.97M |
$32.23
+0.03%
|
|
MSIF
MSC Income Fund, Inc.
MSIF is an asset manager issuing a BDC and managing investments for shareholders.
|
$639.97M |
$13.10
-2.89%
|
|
FCBC
First Community Bankshares, Inc.
Asset Management & Brokerage covers wealth management and related services.
|
$633.70M |
$34.71
+1.20%
|
|
ALTI
AlTi Global, Inc.
AlTi is an independent global fiduciary asset manager focused on UHNW clients, with significant AUM and recurring asset management services.
|
$608.61M |
$4.15
-1.43%
|
|
ALRS
Alerus Financial Corporation
Asset management and wealth advisory services tied to wealth mgmt and AUM growth.
|
$607.99M |
$23.97
-0.75%
|
|
FRGE
Forge Global Holdings, Inc.
Forge Price is a proprietary data/price index service for private companies, underpinning transparency and pricing in the private market.
|
$606.21M |
$44.60
+0.11%
|
|
HY
Hyster-Yale Materials Handling, Inc.
Not applicable (no explicit alternative asset management theme identified in core product lines).
|
$599.67M |
$33.81
-1.11%
|
|
UROY
Uranium Royalty Corp.
The company operates as an asset manager via acquiring royalties and managing a diversified asset portfolio, aligning with asset management.
|
$590.68M |
$4.42
+1.49%
|
|
BHB
Bar Harbor Bankshares
Wealth management and AUM growth indicate asset management services.
|
$547.53M |
$32.82
-0.24%
|
|
AROW
Arrow Financial Corporation
Wealth management provides asset management and advisory services to clients.
|
$538.04M |
$32.78
|
|
GAIN
Gladstone Investment Corporation
Asset management activities underpin the fund's investment management and governance.
|
$537.74M |
$14.09
-0.63%
|
|
PGC
Peapack-Gladstone Financial Corporation
Wealth management is a stable, recurring revenue pillar with significant AUM.
|
$519.04M |
$29.42
+0.79%
|
|
FFWM
First Foundation Inc.
FFWM's wealth management operations align with Asset Management capabilities and services against client portfolios.
|
$513.27M |
$6.24
-0.87%
|
|
FMNB
Farmers National Banc Corp.
Wealth management-related activities (trust, retirement planning) fit Asset Management & Brokerage.
|
$509.36M |
$13.51
-0.15%
|
|
BWB
Bridgewater Bancshares, Inc.
The company provides asset management services through its investment management subsidiary, generating asset management revenue.
|
$501.56M |
$18.29
-1.03%
|
|
RRBI
Red River Bancshares, Inc.
Asset Management & Brokerage aligns with RRBI's noninterest income driven by brokerage activity and potential asset management services.
|
$500.88M |
$75.17
-0.41%
|
|
PFIS
Peoples Financial Services Corp.
PFIS offers wealth management/asset management services as part of its noninterest income.
|
$499.83M |
$49.98
-0.64%
|
|
TCPC
BlackRock TCP Capital Corp.
Operates as an asset management firm managing private credit investments and funds.
|
$492.36M |
$5.78
-1.20%
|
|
CION
CION Investment Corporation
CION operates as an asset manager overseeing investments and fund portfolios.
|
$492.22M |
$9.46
-0.98%
|
|
MSBI
Midland States Bancorp, Inc.
MSBI derives wealth management revenue and provides asset management services.
|
$484.73M |
$22.50
-0.27%
|
|
ITIC
Investors Title Company
Asset management services for trusts and investment management capabilities.
|
$478.48M |
$255.22
+0.01%
|
|
GLAD
Gladstone Capital Corporation
GLAD operates as an asset management entity within the context of managing its investment portfolio for shareholders/investors.
|
$471.61M |
$21.13
-0.47%
|
|
FBIZ
First Business Financial Services, Inc.
FBIZ engages in Asset Management via Private Wealth Management and related advisory services.
|
$469.61M |
$56.25
-1.78%
|
|
DHIL
Diamond Hill Investment Group, Inc.
Asset management and brokerage services are DHIL's core offering, including fund management and client accounts.
|
$463.60M |
$170.31
-0.12%
|
|
FRPH
FRP Holdings, Inc.
Asset Management – management of a diversified real estate portfolio and JV assets.
|
$459.96M |
$24.08
-1.39%
|
|
GLRE
Greenlight Capital Re, Ltd.
Solasglas and DME Advisors constitute GLRE's asset management/investment management function.
|
$454.84M |
$13.31
-0.67%
|
|
CIVB
Civista Bancshares, Inc.
Wealth management services and asset custody/management are part of CIVB's offering.
|
$438.21M |
$22.70
-2.26%
|
|
BMRC
Bank of Marin Bancorp
BMRC offers asset management services through wealth management capabilities.
|
$432.16M |
$26.82
-0.33%
|
|
COFS
ChoiceOne Financial Services, Inc.
ChoiceOne offers asset management and wealth management services (trust and related).
|
$428.38M |
$28.58
-0.24%
|
|
ONIT
Onity Group Inc.
Asset Management encompasses management of mortgage-related assets (MSRs, whole loans, securitization) and related services.
|
$424.35M |
$52.80
-1.04%
|
|
OBT
Orange County Bancorp, Inc.
Asset management activities are a core wealth management offering with assets under management exceeding $1.7B.
|
$397.35M |
$29.65
-0.70%
|
|
BRBS
Blue Ridge Bankshares, Inc.
BRB Financial Group provides wealth management and asset management services to clients.
|
$397.06M |
$4.31
-2.49%
|
|
PNNT
PennantPark Investment Corporation
PNNT manages investment portfolios for shareholders, i.e., asset management activities.
|
$394.39M |
$6.05
-0.81%
|
|
BOC
Boston Omaha Corporation
BOC has a wind-down of its Asset Management segment; it provides asset management services to fund partners.
|
$385.93M |
$12.27
-1.60%
|
|
PSBD
Palmer Square Capital BDC Inc.
PSBD operates as an externally managed BDC, i.e., an asset management & brokerage entity managing investment portfolios for investors.
|
$385.51M |
$12.03
-2.35%
|
|
ISBA
Isabella Bank Corporation
ISBA engages in asset management related to wealth management and client portfolios.
|
$374.18M |
$50.54
+1.08%
|
|
SCM
Stellus Capital Investment Corporation
As an investment manager, SCM derives management fees and oversees portfolio investments, aligning with asset management activities.
|
$364.30M |
$12.95
+2.13%
|
|
VALU
Value Line, Inc.
Has an unconsolidated interest in EULAV Asset Management, creating a material asset-management income stream.
|
$350.54M |
$37.65
+1.13%
|
|
FMAO
Farmers & Merchants Bancorp, Inc.
Wealth management/asset management services through FM Investment Services.
|
$347.15M |
$25.31
-0.24%
|
|
PBFS
Pioneer Bancorp, Inc.
PBFS offers wealth management services through Pioneer Financial Services, Inc., representing asset management for clients.
|
$346.95M |
$13.56
+0.26%
|
|
RWAY
Runway Growth Finance Corp.
As an asset manager operating a BDC, the firm provides asset management services to investors.
|
$340.07M |
$9.38
-2.19%
|
|
CZNC
Citizens & Northern Corporation
Asset Management & Brokerage includes trust and related asset management services provided by the bank.
|
$332.80M |
$21.46
-0.69%
|
|
XOMA
XOMA Royalty Corp.
XOMA provides asset management of royalty streams and monetizes IP-derived cash flows.
|
$321.78M |
$25.85
-2.89%
|
|
CZFS
Citizens Financial Services, Inc.
Engages in asset management related activities, including investment management services.
|
$309.59M |
$64.50
+2.79%
|
|
FNLC
The First Bancorp, Inc.
Asset Management services are part of the bank's wealth management platform.
|
$304.59M |
$27.31
-0.04%
|
|
DEFT
DeFi Technologies Inc.
DeFi Technologies functions as an asset manager providing regulated digital asset exposure through ETPs and related vehicles.
|
$298.79M |
$1.08
-1.36%
|
|
MITT
TPG Mortgage Investment Trust Inc
The presence of an internal asset management framework (Red Creek) and collaboration with TPG Angelo Gordon implies Asset Management activities.
|
$292.26M |
$9.21
|
|
HRZN
Horizon Technology Finance Corporation
The company operates funds/portfolios under asset management, aligning with Asset Management.
|
$282.93M |
$6.66
-0.15%
|
|
MBCN
Middlefield Banc Corp.
Asset management via Middlefield Investments providing portfolio management services.
|
$280.58M |
$34.69
-0.10%
|
|
HVII
Hennessy Capital Investment Corp. VII
HVII manages the raised capital and trust investments prior to a business combination, aligning with asset management activities.
|
$269.34M |
$10.36
-0.62%
|
|
TPVG
TriplePoint Venture Growth BDC Corp.
As a publicly traded BDC / asset manager focusing on alternative investments (private credit, equity), TPVG fits the Alternative Asset Managers investable theme.
|
$265.33M |
$6.59
-1.93%
|
|
CHMG
Chemung Financial Corporation
Wealth management activities contribute to Asset Management, including advisory and brokerage services.
|
$264.65M |
$55.85
-1.55%
|
|
NWFL
Norwood Financial Corp.
Asset management capacity aligns with NWFL’s fiduciary services and custody-like offerings for clients.
|
$260.90M |
$28.40
+0.42%
|
|
MYFW
First Western Financial, Inc.
Company offers asset management services including portfolio management and advisory for wealth clients.
|
$259.18M |
$26.73
+0.06%
|
|
FDBC
Fidelity D & D Bancorp, Inc.
Asset management services (trust, wealth management) implied by deposits/trust revenue mix and advisory model.
|
$253.76M |
$44.44
+1.09%
|
|
FVR
FrontView REIT, Inc.
Internalization of management represents in-house asset/portfolio management capabilities.
|
$253.72M |
$15.67
-0.76%
|
|
VOXR
Vox Royalty Corp.
Management of a diversified portfolio of royalties and cash flows aligns with asset management/investment management.
|
$252.26M |
$4.96
+0.20%
|
|
FUNC
First United Corporation
The Wealth Management segment carries substantial assets under management (about $1.7 billion), a core Asset Management function.
|
$246.28M |
$38.36
-2.15%
|
|
LIEN
Chicago Atlantic BDC, Inc.
As an externally managed BDC, LIEN provides asset management/fund management services to investors.
|
$237.79M |
$10.45
-4.22%
|
|
LCNB
LCNB Corp.
Asset Management & Brokerage reflects trust and wealth-management activities and potential brokerage services.
|
$236.60M |
$16.75
-0.18%
|
|
FXNC
First National Corporation
Wealth management services imply asset management offerings to clients.
|
$230.93M |
$25.69
-0.08%
|
|
SSSS
SuRo Capital Corp.
Core business is asset management of a concentrated private-equity style AI portfolio.
|
$230.28M |
$9.67
-0.31%
|
|
CFFI
C&F Financial Corporation
Asset management / wealth management mandate tied to advisory services.
|
$227.78M |
$71.01
-0.18%
|
Showing page 4 of 6 (505 total stocks)
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