Financials > Asset Management & Brokerage
•503 stocks
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5Y Price (Market Cap Weighted)
All Stocks (503)
| Company | Market Cap | Price |
|---|---|---|
|
CBNA
Chain Bridge Bancorp, Inc.
CBNA's Trust and Wealth Management services align with asset management offerings for personal and institutional clients.
|
$235.77M |
$35.77
+1.45%
|
|
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.
|
$228.26M |
$5.65
+4.63%
|
|
VABK
Virginia National Bankshares Corporation
Trust and estate services indicate asset management/wealth management activities, which maps to Asset Management.
|
$225.00M |
$41.72
+1.71%
|
|
UTGN
UTG, Inc.
In-house, actively managed investment portfolio serving as the company's core earnings engine.
|
$221.21M |
$62.00
|
|
LIEN
Chicago Atlantic BDC, Inc.
As an externally managed BDC, LIEN provides asset management/fund management services to investors.
|
$216.80M |
$9.54
+1.49%
|
|
OPOF
Old Point Financial Corporation
Asset management is represented by Old Point Trust Financial Services within wealth management.
|
$214.92M |
$42.10
|
|
EFSI
Eagle Financial Services, Inc.
Asset Management captures the wealth management services and assets under management noted in the Wealth Management segment.
|
$210.81M |
$39.22
+2.48%
|
|
ESSA
ESSA Bancorp, Inc.
Asset Management reflects wealth/trust services that ESSA provides and earns fees from.
|
$209.29M |
$20.61
|
|
NKSH
National Bankshares, Inc.
Asset management/brokerage capabilities implied by NBFS investment services and trust income.
|
$208.93M |
$32.68
-0.43%
|
|
EARN
Ellington Credit Company
Ellington Credit Company is an asset management firm managing a CLO-focused investment strategy.
|
$207.70M |
$5.53
+2.13%
|
|
OZ
Belpointe PREP, LLC
The company is externally managed and engages in asset management for its real estate portfolio.
|
$197.32M |
$50.47
-0.17%
|
|
DUOT
Duos Technologies Group, Inc.
Asset management services for diversified investment and operations (AMA).
|
$196.47M |
$9.99
-1.28%
|
|
HRZN
Horizon Technology Finance Corporation
The company operates funds/portfolios under asset management, aligning with Asset Management.
|
$194.40M |
$4.39
-0.79%
|
|
CHCI
Comstock Holding Companies, Inc.
CHCI derives substantial recurring revenue from asset management for its Anchor Portfolio and affiliated real estate assets.
|
$189.24M |
$18.68
+2.66%
|
|
WHF
WhiteHorse Finance, Inc.
WHF operates as an externally managed BDC, implying asset management/investment management services to investors.
|
$175.95M |
$7.57
-0.26%
|
|
RBKB
Rhinebeck Bancorp, Inc.
Wealth management offering via Rhinebeck Asset Management indicates asset management services.
|
$171.31M |
$15.52
-0.10%
|
|
CSBB
CSB Bancorp, Inc.
Asset management capabilities are implied via investment services and brokerage activities.
|
$170.74M |
$62.26
|
|
SAMG
Silvercrest Asset Management Group Inc.
Silvercrest Asset Management Group provides asset management services, including discretionary client portfolios and fund management across strategies.
|
$168.03M |
$13.67
+0.51%
|
|
WHG
Westwood Holdings Group, Inc.
Westwood Holdings Group is a boutique asset manager providing asset management and fund management services.
|
$158.06M |
$16.61
+1.90%
|
|
OXSQ
Oxford Square Capital Corp.
Oxford Square Capital operates as an asset manager, deploying capital and managing investment assets for shareholders.
|
$155.17M |
$1.90
+1.34%
|
|
RMBI
Richmond Mutual Bancorporation, Inc.
Wealth management and trust services are part of RMBI's fee-based offerings with $214.2M AUM.
|
$152.05M |
$14.54
+2.47%
|
|
PTMN
Portman Ridge Finance Corporation
Asset management / fund management for a diversified investment portfolio is a primary service.
|
$150.78M |
$11.25
|
|
FNWD
Finward Bancorp
Wealth management capabilities imply an asset management/financial advisory offering.
|
$150.49M |
$35.20
+1.56%
|
|
BLBX
Blackboxstocks Inc.
Market Data & Index Providers: Real-time market data analytics and feeds.
|
$147.62M |
$18.28
+56.37%
|
|
SBFG
SB Financial Group, Inc.
Wealth Management / Private Client services are part of SBFG's diversified financial services.
|
$141.97M |
$22.25
+1.39%
|
|
ENBP
ENB Financial Corp
Asset management and brokerage services implied by trust and investment services income.
|
$138.05M |
$24.80
|
|
BCHG
Grayscale Bitcoin Cash Trust
BCHG is an asset-management product (a Grayscale security) that provides investors with passive exposure to Bitcoin Cash through a managed trust structure.
|
$134.73M |
$4.21
|
|
BMNR
Bitmine Immersion Technologies, Inc.
BMNR manages digital asset treasuries (Bitcoin and Ethereum), aligning with asset management activity.
|
$134.61M |
$30.42
-2.75%
|
|
GHI
Greystone Housing Impact Investors LP
GHI operates as an asset manager/owner of investments in housing finance and JV equity, indicating Asset Management.
|
$124.75M |
$5.30
+0.86%
|
|
FKYS
First Keystone Corporation
Trust department and related asset management services contribute to advisory capabilities and non-interest income.
|
$119.23M |
$19.01
|
|
SFDL
Security Federal Corporation
Subsidiaries manage investment securities and trust services, indicating asset management/brokerage offerings.
|
$114.01M |
$35.05
|
|
RVSB
Riverview Bancorp, Inc.
Asset management and wealth services (Trust Company) contributing non-interest income.
|
$113.71M |
$5.47
-0.55%
|
|
MRCC
Monroe Capital Corporation
MRCC is externally managed by Monroe Capital LLC, meaning asset-management services/support are a core aspect of its structure.
|
$110.07M |
$5.07
-0.20%
|
|
PFBX
Peoples Financial Corporation
Trust services and related fiduciary/asset management activities are part of the bank’s offerings.
|
$107.64M |
$21.01
|
|
BOTJ
Bank of the James Financial Group, Inc.
Asset management via PWW complements the bank’s revenue from wealth management activities.
|
$105.00M |
$23.23
+2.76%
|
|
BTCS
BTCS Inc.
BTCS manages a crypto asset treasury (ETH holdings) as an investment and treasury management service.
|
$93.68M |
$1.99
+6.42%
|
|
FMBM
F & M Bank Corp.
Wealth management/asset management offerings contribute to non-interest income.
|
$92.70M |
$28.70
|
|
SPRU
Spruce Power Holding Corporation
Provides asset management for its owned and third-party solar asset portfolios, a core revenue driver.
|
$90.60M |
$5.06
-0.39%
|
|
IROQ
IF Bancorp, Inc.
Wealth management is offered via licenses alongside insurance and asset management capabilities.
|
$88.98M |
$26.51
-0.15%
|
|
ICG
Intchains Group Limited
Company uses self-funded Ethereum treasury with yield strategy, resembling asset/treasury management.
|
$82.54M |
$1.23
-9.53%
|
|
AMTD
AMTD IDEA Group
Operates as an investment holding with capital, liquidity and asset management responsibilities.
|
$80.48M |
$1.01
-0.12%
|
|
CBKM
Consumers Bancorp, Inc.
Manages investments and securities for clients, including municipal securities via CNB Investment Co., aligning with Asset Management.
|
$77.82M |
$25.70
|
|
SIEB
Siebert Financial Corp.
Siebert directly provides Retail Online Brokerage services to retail investors via its brokerage platform.
|
$77.22M |
$1.91
+1.87%
|
|
DOMH
Dominari Holdings Inc.
Dominari Financial segment includes asset management and pooled investment vehicles, generating management and advisory fees.
|
$76.90M |
$4.58
-8.76%
|
|
UWHR
Uwharrie Capital Corp
Asset management activities through wealth management align with Asset Management.
|
$75.00M |
$10.66
|
|
GEG
Great Elm Group, Inc.
GEG's core business is asset management, overseeing GECC, GECIF, and Monomoy platforms as an alternative asset manager.
|
$72.66M |
$2.16
+3.85%
|
|
NRT
North European Oil Royalty Trust
Asset management-like structure pooling royalties and distributing cash to investors; aligns with asset-management/ fund-like characteristics.
|
$70.58M |
$7.79
-12.18%
|
|
ASRV
AmeriServ Financial, Inc.
Wealth management and asset management services are provided via AmeriServ's advisory and asset management divisions.
|
$65.10M |
$3.90
-3.47%
|
|
RMCO
Royalty Management Holding Corporation
RMCO functions as an asset manager managing a diversified royalty and IP asset portfolio.
|
$57.94M |
$4.00
+0.63%
|
|
SORA
AsiaStrategy
Core business: asset management and fund management operations for digital asset investments.
|
$55.99M |
$2.25
|
|
FSEA
First Seacoast Bancorp
Asset Management encompasses managing client assets as part of wealth management offerings.
|
$52.42M |
$12.16
+5.65%
|
|
SWIN
Solowin Holdings Ordinary Share
Corporate finance and asset management ambitions imply an asset management revenue stream; hence Asset Management.
|
$52.41M |
$3.27
-0.15%
|
|
HGBL
Heritage Global Inc.
NLEX brokerage and asset disposition capabilities align with Asset Management & Brokerage.
|
$50.72M |
$1.46
+1.39%
|
|
LRFC
Logan Ridge Finance Corporation
LRFC operates as an asset manager (a BDC) that manages capital and invests on behalf of funds.
|
$50.67M |
$19.08
|
|
MGLD
The Marygold Companies, Inc.
Marygold operates a U.S. fund management subsidiary (USCF Investments), a core asset management business.
|
$47.96M |
$1.14
-1.72%
|
|
COHN
Cohen & Company Inc.
Asset management is a core business segment via AUM and related management services, even as legacy CDO assets runoff.
|
$47.92M |
$23.18
-0.11%
|
|
CRCW
The Crypto Company
CRCW's pivot centers on managing crypto assets as an asset class, i.e., asset management for digital assets.
|
$41.98M |
$0.00
|
|
LGL
The LGL Group, Inc.
Asset management and brokerage activities through merchant investment and capital deployment.
|
$39.72M |
$7.19
-0.28%
|
|
BCG
Binah Capital Group, Inc.
BCG operates broker-dealer subsidiaries and provides online retail brokerage and execution services.
|
$36.19M |
$2.27
+4.36%
|
|
GROW
U.S. Global Investors, Inc.
Engages in asset management operations, including managing fund assets and client portfolios.
|
$35.04M |
$2.81
-0.71%
|
|
RITR
Reitar Logtech Holdings Limited Ordinary shares
Asset Management services offered to clients (asset management & professional consultancy).
|
$34.46M |
$0.56
-1.77%
|
|
TOP
TOP Financial Group Limited
TOP operates as an online brokerage enabling retail clients to trade local and overseas equities, futures, and options.
|
$32.45M |
$0.83
+2.93%
|
|
RAND
Rand Capital Corporation
Rand Capital operates as an asset manager, overseeing investment portfolios for shareholders.
|
$32.07M |
$10.85
+0.23%
|
|
ICMB
Investcorp Credit Management BDC, Inc.
ICMB operates as an asset manager / fund management vehicle within a broader platform.
|
$30.70M |
$2.15
+4.63%
|
|
BMNM
Bimini Capital Management, Inc.
BMNM operates an asset management segment and acts as the external manager for Orchid Island Capital, generating asset-management revenue.
|
$28.70M |
$2.85
|
|
MOGO
Mogo Inc.
Asset Management reflects Mogo’s wealth assets under management and advisory services.
|
$25.80M |
$1.09
+4.81%
|
|
AMBR
Amber International Holding Ltd
Amber Premium's core business is asset/wealth management services for institutional clients and high-net-worth individuals.
|
$22.75M |
$2.44
+1.67%
|
|
NYC
American Strategic Investment Co.
As a diversified real estate investor with portfolio management considerations, NYC engages in asset management activities related to its properties.
|
$21.89M |
$7.93
-0.22%
|
|
EQS
Equus Total Return, Inc.
EQS operates as an asset manager/BDC, delivering fund management and investment-related services to its portfolio and investors.
|
$20.11M |
$1.40
-1.41%
|
|
MFI
mF International Limited
Market Data & Index Providers tag reflecting provision and use of market data/analytics within the platform.
|
$19.88M |
$11.89
+10.19%
|
|
MDRR
Medalist Diversified REIT, Inc.
Management of real estate assets and investor capital aligns with Asset Management.
|
$18.16M |
$13.52
+0.11%
|
|
CTRM
Castor Maritime Inc.
Asset Management segment provides asset management and related investment services for maritime and energy infrastructure.
|
$17.39M |
$1.83
+0.55%
|
|
QMCI
QuoteMedia, Inc.
QMCI operates as a market data and index provider delivering financial data and analytics to clients.
|
$14.48M |
$0.16
|
|
DSS
DSS, Inc.
Asset Management & Brokerage represents the firm’s securities management and brokerage activities.
|
$8.73M |
$0.93
-3.08%
|
|
SRRE
Sunrise Real Estate Group, Inc.
Asset management and related financial services via entity investments and fund management.
|
$8.24M |
$0.12
|
|
OXBR
Oxbridge Re Holdings Limited
The tokenized reinsurance model attracts third-party capital and generates asset-management fees.
|
$8.06M |
$1.07
-3.60%
|
|
PGTK
Pacific Green Technologies Inc.
Post-sale asset/portfolio management services are described, supporting ongoing revenue streams.
|
$4.23M |
$0.09
|
|
FGF
FG Nexus Inc.
FGF engages in asset management of its investment holdings.
|
$3.53M |
$2.59
|
|
CWD
CaliberCos Inc.
CaliberCos operates as an alternative asset manager focused on real estate and related assets.
|
$3.21M |
$1.31
-4.38%
|
|
NCPL
Netcapital Inc.
Online brokerage/marketplace-like access for capital raises and investor participation.
|
$2.51M |
$0.53
-0.98%
|
|
GSIW
Garden Stage Limited Ordinary Shares
Company provides asset management services through its subsidiary IWAML, managing client assets.
|
$2.17M |
$28.50
+19.00%
|
|
NAKA
Nakamoto Inc.
Asset Management tag describing the Bitcoin treasury and crypto asset management/strategic holdings.
|
$1.93M |
$0.27
+4.62%
|
|
SBET
Sharplink, Inc.
Asset management/brokerage exposure via ETH treasury and investment plans.
|
$1.89M |
$8.00
+3.29%
|
Showing page 5 of 6 (503 total stocks)
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