Financials > Asset Management & Brokerage
•503 stocks
•
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Price Performance Heatmap
5Y Price (Market Cap Weighted)
All Stocks (503)
| Company | Market Cap | Price |
|---|---|---|
|
TRST
TrustCo Bank Corp NY
TrustCo maintains assets under management and provides wealth management/trust services, i.e., Asset Management & Brokerage.
|
$840.57M |
$43.94
-1.46%
|
|
CCNE
CNB Financial Corporation
Asset management is part of CNB's diversified financial services offering.
|
$840.34M |
$28.04
-1.65%
|
|
CGBD
Carlyle Secured Lending, Inc.
Asset management/fund management operations are a primary service provided to investors in its BDC structure.
|
$817.97M |
$11.30
+0.71%
|
|
BFST
Business First Bancshares, Inc.
BFST leverages asset management through Smith Shellnut Wilson, providing asset management services.
|
$816.50M |
$27.14
-1.56%
|
|
VINP
Vinci Compass Investments Ltd.
VINP's core business is asset management and fund management across Latin America as an alternative platform.
|
$816.12M |
$11.87
-0.08%
|
|
HBIA
Hills Bancorporation
HBIA earns trust fees and manages assets, indicating Asset Management & Brokerage activities.
|
$814.69M |
$80.98
|
|
SLRC
SLR Investment Corp.
Operates like an alternative asset manager given its private credit strategy and fund management approach.
|
$804.68M |
$14.71
-0.24%
|
|
NOAH
Noah Holdings Limited
Noah's core business encompasses asset management and brokerage services, including wealth management and distribution of investment products.
|
$801.06M |
$11.36
-1.09%
|
|
CAC
Camden National Corporation
Asset Management captures wealth management and related advisory activities indicated by AUM growth.
|
$799.48M |
$46.24
-2.14%
|
|
RWT
Redwood Trust, Inc.
Asset management for housing credit investments, including platform-based investment management (Redwood Investments).
|
$775.30M |
$6.11
-0.25%
|
|
BRSP
BrightSpire Capital, Inc.
In-house asset management and fund management capabilities position BrightSpire as an asset management & brokerage platform.
|
$770.61M |
$5.87
-1.26%
|
|
THFF
First Financial Corporation
THFF offers trust and financial services, implying asset management and brokerage activities.
|
$763.77M |
$62.92
-2.37%
|
|
HBNC
Horizon Bancorp, Inc.
Asset Management reflects Horizon’s private wealth management services described in the report.
|
$762.45M |
$17.50
+1.21%
|
|
MPB
Mid Penn Bancorp, Inc.
Asset Management/Wealth Management services, including trust services, delivered by MPB.
|
$754.36M |
$32.14
-2.01%
|
|
CCBG
Capital City Bank Group, Inc.
Wealth management and brokerage services with assets under management and advisory components.
|
$739.59M |
$42.79
-1.25%
|
|
FCBC
First Community Bankshares, Inc.
Asset Management & Brokerage covers wealth management and related services.
|
$739.19M |
$40.03
-0.81%
|
|
ORRF
Orrstown Financial Services, Inc.
Wealth management/asset management income is described as a material noninterest income stream.
|
$710.26M |
$35.88
-1.54%
|
|
SMBC
Southern Missouri Bancorp, Inc.
Asset management and related advisory services implied by wealth management activities.
|
$710.22M |
$62.48
-1.45%
|
|
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%
|
|
SPFI
South Plains Financial, Inc.
SPFI offers investment services, which aligns with Asset Management.
|
$681.13M |
$41.09
-2.05%
|
|
FDUS
Fidus Investment Corporation
FDUS operates within asset management/fund management, aligning with an asset management category.
|
$677.55M |
$18.57
-0.19%
|
|
HY
Hyster-Yale Materials Handling, Inc.
Not applicable (no explicit alternative asset management theme identified in core product lines).
|
$668.92M |
$37.41
-0.82%
|
|
NCDL
Nuveen Churchill Direct Lending Corp.
Asset management business, managing BDC investments and private credit allocations.
|
$658.82M |
$13.28
-0.45%
|
|
AC
Associated Capital Group, Inc.
AC operates as an asset manager focused on alternative investments and direct investments.
|
$653.58M |
$30.92
|
|
ALTI
AlTi Global, Inc.
AlTi is an independent global fiduciary asset manager focused on UHNW clients, with significant AUM and recurring asset management services.
|
$651.14M |
$4.33
-2.59%
|
|
FISI
Financial Institutions, Inc.
Asset management / wealth management services (Courier Capital) with AUM.
|
$640.73M |
$31.29
-1.70%
|
|
TIPT
Tiptree Inc.
Tiptree Capital's liquid investment portfolio is managed by TIPT's asset-management arm, constituting Asset Management.
|
$631.88M |
$16.53
-1.90%
|
|
ALRS
Alerus Financial Corporation
Asset management and wealth advisory services tied to wealth mgmt and AUM growth.
|
$630.87M |
$24.23
-2.44%
|
|
PGC
Peapack-Gladstone Financial Corporation
Wealth management is a stable, recurring revenue pillar with significant AUM.
|
$608.52M |
$33.97
-1.48%
|
|
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.
|
$605.80M |
$44.62
+0.18%
|
|
RRBI
Red River Bancshares, Inc.
Asset Management & Brokerage aligns with RRBI's noninterest income driven by brokerage activity and potential asset management services.
|
$605.77M |
$88.38
-2.59%
|
|
MSIF
MSC Income Fund, Inc.
MSIF is an asset manager issuing a BDC and managing investments for shareholders.
|
$605.34M |
$12.73
-0.93%
|
|
CNNE
Cannae Holdings, Inc.
CNNE functions as an asset manager/holding company with active capital allocation across its portfolio.
|
$579.60M |
$11.71
-0.43%
|
|
AROW
Arrow Financial Corporation
Wealth management provides asset management and advisory services to clients.
|
$559.12M |
$33.25
-2.06%
|
|
BHB
Bar Harbor Bankshares
Wealth management and AUM growth indicate asset management services.
|
$552.20M |
$32.51
-1.78%
|
|
UROY
Uranium Royalty Corp.
The company operates as an asset manager via acquiring royalties and managing a diversified asset portfolio, aligning with asset management.
|
$547.92M |
$3.94
-4.02%
|
|
GAIN
Gladstone Investment Corporation
Asset management activities underpin the fund's investment management and governance.
|
$547.12M |
$13.78
-0.18%
|
|
PFIS
Peoples Financial Services Corp.
PFIS offers wealth management/asset management services as part of its noninterest income.
|
$546.11M |
$53.61
-1.89%
|
|
BWB
Bridgewater Bancshares, Inc.
The company provides asset management services through its investment management subsidiary, generating asset management revenue.
|
$509.49M |
$17.93
-2.90%
|
|
FFWM
First Foundation Inc.
FFWM's wealth management operations align with Asset Management capabilities and services against client portfolios.
|
$497.61M |
$5.96
-1.41%
|
|
FMNB
Farmers National Banc Corp.
Wealth management-related activities (trust, retirement planning) fit Asset Management & Brokerage.
|
$492.04M |
$12.91
-1.19%
|
|
GLRE
Greenlight Capital Re, Ltd.
Solasglas and DME Advisors constitute GLRE's asset management/investment management function.
|
$491.09M |
$14.13
-1.57%
|
|
MSBI
Midland States Bancorp, Inc.
MSBI derives wealth management revenue and provides asset management services.
|
$487.50M |
$22.11
-2.23%
|
|
DHIL
Diamond Hill Investment Group, Inc.
Asset management and brokerage services are DHIL's core offering, including fund management and client accounts.
|
$464.58M |
$171.60
-0.08%
|
|
FRPH
FRP Holdings, Inc.
Asset Management – management of a diversified real estate portfolio and JV assets.
|
$461.87M |
$23.72
-1.86%
|
|
FBIZ
First Business Financial Services, Inc.
FBIZ engages in Asset Management via Private Wealth Management and related advisory services.
|
$456.50M |
$54.08
-1.39%
|
|
CIVB
Civista Bancshares, Inc.
Wealth management services and asset custody/management are part of CIVB's offering.
|
$452.50M |
$23.07
-1.56%
|
|
COFS
ChoiceOne Financial Services, Inc.
ChoiceOne offers asset management and wealth management services (trust and related).
|
$444.14M |
$28.93
-2.20%
|
|
OBT
Orange County Bancorp, Inc.
Asset management activities are a core wealth management offering with assets under management exceeding $1.7B.
|
$441.24M |
$32.34
-2.06%
|
|
ITIC
Investors Title Company
Asset management services for trusts and investment management capabilities.
|
$431.08M |
$228.54
+0.07%
|
|
CION
CION Investment Corporation
CION operates as an asset manager overseeing investments and fund portfolios.
|
$422.42M |
$8.16
+0.62%
|
|
GLAD
Gladstone Capital Corporation
GLAD operates as an asset management entity within the context of managing its investment portfolio for shareholders/investors.
|
$420.46M |
$18.62
+0.05%
|
|
BMRC
Bank of Marin Bancorp
BMRC offers asset management services through wealth management capabilities.
|
$406.20M |
$24.78
-1.63%
|
|
BOC
Boston Omaha Corporation
BOC has a wind-down of its Asset Management segment; it provides asset management services to fund partners.
|
$380.59M |
$12.12
+0.17%
|
|
PBFS
Pioneer Bancorp, Inc.
PBFS offers wealth management services through Pioneer Financial Services, Inc., representing asset management for clients.
|
$380.30M |
$14.56
-0.99%
|
|
BRBS
Blue Ridge Bankshares, Inc.
BRB Financial Group provides wealth management and asset management services to clients.
|
$376.80M |
$3.99
-2.44%
|
|
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%
|
|
FMAO
Farmers & Merchants Bancorp, Inc.
Wealth management/asset management services through FM Investment Services.
|
$358.32M |
$25.04
-3.91%
|
|
CZNC
Citizens & Northern Corporation
Asset Management & Brokerage includes trust and related asset management services provided by the bank.
|
$354.83M |
$22.30
-2.49%
|
|
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.
|
$352.65M |
$11.16
|
|
ISBA
Isabella Bank Corporation
ISBA engages in asset management related to wealth management and client portfolios.
|
$351.80M |
$47.77
-0.06%
|
|
TCPC
BlackRock TCP Capital Corp.
Operates as an asset management firm managing private credit investments and funds.
|
$350.39M |
$4.05
-1.82%
|
|
VALU
Value Line, Inc.
Has an unconsolidated interest in EULAV Asset Management, creating a material asset-management income stream.
|
$347.71M |
$37.00
+0.11%
|
|
BLBX
Blackboxstocks Inc.
Market Data & Index Providers: Real-time market data analytics and feeds.
|
$336.01M |
$18.28
+30.85%
|
|
PNNT
PennantPark Investment Corporation
PNNT operates as an alternative asset manager focusing on private credit and related investments.
|
$332.36M |
$5.08
-0.10%
|
|
ONIT
Onity Group Inc.
Asset Management encompasses management of mortgage-related assets (MSRs, whole loans, securitization) and related services.
|
$331.78M |
$41.30
+0.32%
|
|
XOMA
XOMA Royalty Corp.
XOMA provides asset management of royalty streams and monetizes IP-derived cash flows.
|
$321.78M |
$25.85
-2.89%
|
|
FNLC
The First Bancorp, Inc.
Asset Management services are part of the bank's wealth management platform.
|
$319.05M |
$28.02
-1.53%
|
|
VOXR
Vox Royalty Corp.
Management of a diversified portfolio of royalties and cash flows aligns with asset management/investment management.
|
$315.70M |
$5.95
-4.42%
|
|
CZFS
Citizens Financial Services, Inc.
Engages in asset management related activities, including investment management services.
|
$303.92M |
$60.22
-4.75%
|
|
RWAY
Runway Growth Finance Corp.
As an asset manager operating a BDC, the firm provides asset management services to investors.
|
$292.63M |
$8.16
+0.99%
|
|
MBCN
Middlefield Banc Corp.
Asset management via Middlefield Investments providing portfolio management services.
|
$280.58M |
$34.69
-0.10%
|
|
NWFL
Norwood Financial Corp.
Asset management capacity aligns with NWFL’s fiduciary services and custody-like offerings for clients.
|
$276.55M |
$29.48
-1.27%
|
|
CHMG
Chemung Financial Corporation
Wealth management activities contribute to Asset Management, including advisory and brokerage services.
|
$272.46M |
$55.62
-2.20%
|
|
HVII
Hennessy Capital Investment Corp. VII
HVII manages the raised capital and trust investments prior to a business combination, aligning with asset management activities.
|
$268.30M |
$10.29
-0.15%
|
|
FDBC
Fidelity D & D Bancorp, Inc.
Asset management services (trust, wealth management) implied by deposits/trust revenue mix and advisory model.
|
$260.74M |
$45.12
-0.20%
|
|
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.
|
$254.59M |
$8.00
-0.25%
|
|
FVR
FrontView REIT, Inc.
Internalization of management represents in-house asset/portfolio management capabilities.
|
$253.72M |
$15.67
-0.76%
|
|
LCNB
LCNB Corp.
Asset Management & Brokerage reflects trust and wealth-management activities and potential brokerage services.
|
$248.22M |
$17.23
-1.63%
|
|
MYFW
First Western Financial, Inc.
Company offers asset management services including portfolio management and advisory for wealth clients.
|
$244.71M |
$24.50
-2.74%
|
|
ATLO
Ames National Corporation
Asset management services linked to wealth management revenue streams.
|
$242.85M |
$27.29
|
|
CFFI
C&F Financial Corporation
Asset management / wealth management mandate tied to advisory services.
|
$241.96M |
$75.20
+0.64%
|
|
HWBK
Hawthorn Bancshares, Inc.
Wealth Management includes asset management, aligning with HWBK's growth into this segment.
|
$240.88M |
$34.06
-2.34%
|
|
FXNC
First National Corporation
Wealth management services imply asset management offerings to clients.
|
$240.55M |
$26.41
-1.31%
|
|
CBNA
Chain Bridge Bancorp, Inc.
CBNA's Trust and Wealth Management services align with asset management offerings for personal and institutional clients.
|
$235.44M |
$36.01
+0.35%
|
|
FUNC
First United Corporation
The Wealth Management segment carries substantial assets under management (about $1.7 billion), a core Asset Management function.
|
$234.46M |
$35.78
-0.89%
|
|
LIEN
Chicago Atlantic BDC, Inc.
As an externally managed BDC, LIEN provides asset management/fund management services to investors.
|
$228.89M |
$10.00
+0.30%
|
|
SSSS
SuRo Capital Corp.
Core business is asset management of a concentrated private-equity style AI portfolio.
|
$225.26M |
$9.42
-0.11%
|
|
FRAF
Franklin Financial Services Corporation
Asset management and brokerage-related services are part of the wealth management segment.
|
$224.01M |
$50.04
+1.62%
|
|
FCCO
First Community Corporation
Asset management services are provided as part of FCCO's investment-related activities.
|
$222.12M |
$28.55
-1.21%
|
|
MRBK
Meridian Corporation
Asset Management reflects Meridian's Wealth Management operations and asset-management-related services.
|
$221.90M |
$19.34
-1.50%
|
Showing page 4 of 6 (503 total stocks)
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