Investment Advisory Services
•282 stocks
•
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Price Performance Heatmap
5Y Price (Market Cap Weighted)
All Stocks (282)
| Company | Market Cap | Price |
|---|---|---|
|
BAC
Bank of America Corporation
Investment advisory services for portfolios and fiduciary guidance.
|
$390.39B |
$53.33
-0.25%
|
|
MS
Morgan Stanley
Investment advisory services for funds and clients.
|
$302.91B |
$190.69
+0.05%
|
|
WFC
Wells Fargo & Company
Investment Advisory Services covers portfolio management and fiduciary guidance for clients and funds.
|
$253.73B |
$81.84
-0.47%
|
|
RY
Royal Bank of Canada
RBC provides Investment Advisory Services including portfolio management and fiduciary guidance.
|
$252.07B |
$179.47
-0.28%
|
|
C
Citigroup Inc.
Citi offers investment advisory services as part of its asset management suite.
|
$228.99B |
$127.64
-0.27%
|
|
MUFG
Mitsubishi UFJ Financial Group, Inc.
Investment advisory services are provided by MUFG's asset management and banking units.
|
$196.86B |
$17.76
-1.06%
|
|
TD
The Toronto-Dominion Bank
Investment Advisory Services reflects TD's wealth management and financial planning offerings.
|
$185.51B |
$107.52
-0.17%
|
|
BLK
BlackRock, Inc.
Investment advisory services cover portfolio management, fiduciary guidance, and related client offerings.
|
$165.33B |
$1066.56
+0.09%
|
|
SCHW
The Charles Schwab Corporation
Schwab provides investment advisory services to clients and funds.
|
$162.84B |
$92.09
+0.50%
|
|
UBS
UBS Group AG
Investment Advisory Services include portfolio management and fiduciary guidance for clients.
|
$126.88B |
$43.84
-0.14%
|
|
MFG
Mizuho Financial Group, Inc.
Provides investment advisory services to funds and clients as part of its asset and wealth management capabilities.
|
$103.03B |
$8.51
-1.10%
|
|
BNS
The Bank of Nova Scotia
Investment Advisory Services covers advisory and portfolio management offerings within wealth management.
|
$96.18B |
$78.15
+0.45%
|
|
BK
The Bank of New York Mellon Corporation
The firm provides investment advisory services to funds and clients as part of its asset/wealth management offerings.
|
$93.70B |
$134.74
+0.27%
|
|
BX
Blackstone Inc.
Provision of investment advisory services and fund management for clients and funds.
|
$92.73B |
$127.07
+1.19%
|
|
USB
U.S. Bancorp
Investment advisory services are a direct offering for institutions and high-net-worth clients within USB's wealth operations.
|
$88.07B |
$56.60
-0.11%
|
|
PNC
The PNC Financial Services Group, Inc.
Investment advisory services for institutional and high-net-worth clients.
|
$87.45B |
$222.25
-0.34%
|
|
BAM
Brookfield Asset Management Ltd.
BAM offers investment advisory services for funds and clients.
|
$77.33B |
$48.26
+0.51%
|
|
MFC
Manulife Financial Corporation
Investment advisory services associated with asset management offerings.
|
$66.20B |
$39.16
-0.34%
|
|
HOOD
Robinhood Markets, Inc.
Robinhood Strategies provides digital investment advisory services with asset management capabilities.
|
$65.62B |
$74.86
+2.70%
|
|
NWG
NatWest Group plc
NatWest provides Investment Advisory Services as part of its wealth management offerings.
|
$63.89B |
$15.38
-3.33%
|
|
AMP
Ameriprise Financial, Inc.
AMP provides professional investment advisory services and portfolio management for clients and funds.
|
$44.11B |
$468.09
-1.41%
|
|
STT
State Street Corporation
Investment advisory services are a core function of asset management wings that guide fund strategies.
|
$42.60B |
$153.19
+0.23%
|
|
CBRE
CBRE Group, Inc.
CBRE provides advisory services for capital markets, leasing, and other real estate transactions.
|
$42.13B |
$142.86
+0.09%
|
|
SLF
Sun Life Financial Inc.
Sun Life provides investment advisory services for funds and clients as part of its asset management operations.
|
$40.25B |
$72.47
+0.53%
|
|
PUK
Prudential plc
Prudential provides investment advisory services as part of its asset management capabilities.
|
$40.17B |
$30.20
-0.10%
|
|
BBD
Banco Bradesco S.A.
Investment advisory services to clients via asset management.
|
$39.85B |
$3.85
-0.64%
|
|
ARES
Ares Management Corporation
Investment Advisory Services aligns with providing professional portfolio and fund management guidance.
|
$38.37B |
$119.59
+1.87%
|
|
IX
ORIX Corporation
Investment Advisory Services covers professional advisory and asset management guidance for funds/clients.
|
$37.60B |
$33.09
-1.56%
|
|
IBKR
Interactive Brokers Group, Inc.
IBKR offers investment advisory tools and services to RIAs and clients (e.g., PortfolioAnalyst) as part of its advisor-enabled platform.
|
$35.41B |
$80.67
+1.47%
|
|
MTB
M&T Bank Corporation
Investment Advisory Services covers advisory offerings consistent with asset-management activities and client guidance.
|
$33.60B |
$217.45
-0.54%
|
|
SHG
Shinhan Financial Group Co., Ltd.
SHG provides investment advisory services for clients and funds as part of its wealth management offerings.
|
$33.08B |
$68.67
-0.25%
|
|
RJF
Raymond James Financial, Inc.
Investment advisory services provided to clients and funds via the Private Client Group, including portfolio management and fiduciary guidance.
|
$31.14B |
$156.99
-0.84%
|
|
RPRX
Royalty Pharma plc
Provides investment advisory-like services as part of its asset-management and fund-structuring activities.
|
$28.91B |
$49.33
-1.53%
|
|
LPLA
LPL Financial Holdings Inc.
LPL offers investment advisory services to clients and financial advisors as a core revenue/ service line.
|
$26.74B |
$323.54
-3.17%
|
|
BAP
Credicorp Ltd.
Credicorp Capital offers investment advisory services and wealth management for clients.
|
$25.45B |
$323.42
-0.23%
|
|
RF
Regions Financial Corporation
Investment Advisory Services aligns with Regions’ wealth management capabilities and advisory offerings for clients.
|
$25.03B |
$28.38
-0.61%
|
|
HBAN
Huntington Bancshares Incorporated
Investment advisory services are part of Huntington’s capital markets/wealth-management offerings.
|
$24.46B |
$16.71
-0.30%
|
|
KEY
KeyCorp
Investment Advisory Services: Provision of advisory services for investment strategies and portfolios.
|
$24.16B |
$21.95
-0.70%
|
|
NMR
Nomura Holdings, Inc.
The firm provides investment advisory services for funds and clients as part of its asset management offering.
|
$23.27B |
$7.83
-2.79%
|
|
TROW
T. Rowe Price Group, Inc.
Investment advisory services provided to funds and clients.
|
$22.45B |
$103.65
+0.75%
|
|
PFG
Principal Financial Group, Inc.
Asset management activities imply investment advisory services to clients and funds.
|
$21.88B |
$101.50
+0.58%
|
|
FUTU
Futu Holdings Limited
Provides investment advisory and wealth management services to clients.
|
$21.53B |
$154.90
+0.25%
|
|
BCH
Banco de Chile
Investment advisory services offered to clients as part of wealth management.
|
$20.97B |
$37.32
-1.45%
|
|
SOFI
SoFi Technologies, Inc.
SoFi offers investment advisory services and portfolio management offerings as part of its broader financial services suite.
|
$19.42B |
$16.73
+3.94%
|
|
CG
The Carlyle Group Inc.
Carlyle provides investment advisory services to funds and clients as part of its asset management platform.
|
$18.05B |
$49.88
-0.38%
|
|
EWBC
East West Bancorp, Inc.
Wealth management / investment advisory services contribute to EWBC's fee income.
|
$17.40B |
$126.45
-0.02%
|
|
WF
Woori Financial Group Inc.
Investment advisory and wealth-management services as part of WF’s asset-management suite.
|
$17.31B |
$70.28
-0.53%
|
|
SSNC
SS&C Technologies Holdings, Inc.
Investment advisory services are part of SS&C's software-enabled services portfolio for funds and clients.
|
$16.91B |
$69.34
+0.06%
|
|
TPG
TPG Inc.
Investment advisory services provided to funds and clients as part of the asset management platform.
|
$16.49B |
$45.05
+3.28%
|
|
BEN
Franklin Resources, Inc.
Investment advisory services are provided to funds and clients as a core service.
|
$15.61B |
$30.00
+0.12%
|
|
OWL
Blue Owl Capital Inc.
Investment advisory services are provided to fund and client accounts as part of asset-management offerings.
|
$15.21B |
$10.04
+2.92%
|
|
EVR
Evercore Inc.
Investment advisory services for funds and clients are a key service line in Evercore's platform.
|
$12.43B |
$319.81
-0.46%
|
|
FHN
First Horizon Corporation
Wealth and trust management and advisory services align with investment advisory capabilities.
|
$12.29B |
$24.89
-0.26%
|
|
EQH
Equitable Holdings, Inc.
Wealth management advisory services are provided through Equitable Advisors, a core revenue and service line.
|
$12.09B |
$42.48
+0.65%
|
|
SF
Stifel Financial Corp.
Investment advisory services are a core pillar of Stifel's client-centric wealth and asset management model.
|
$12.04B |
$77.16
-2.09%
|
|
IVZ
Invesco Ltd.
Investment advisory services for funds and clients are a direct revenue/Service line.
|
$11.67B |
$25.99
-0.84%
|
|
CMA
Comerica Incorporated
Investment advisory services are provided to clients and institutions as part of wealth management.
|
$11.40B |
$90.25
+1.78%
|
|
SEIC
SEI Investments Company
SEI provides investment advisory services, including outsourced/institutional investment management.
|
$11.09B |
$90.55
-0.15%
|
|
HLI
Houlihan Lokey, Inc.
The firm provides investment advisory and valuation advisory services as part of its Financial and Valuation Advisory suite.
|
$10.84B |
$153.87
-0.57%
|
|
GLXY
Galaxy Digital
Galaxy offers investment advisory services related to its digital asset and infrastructure businesses.
|
$10.72B |
$28.59
+4.21%
|
|
AEG
Aegon Ltd.
Investment advisory services related to funds and client portfolios as part of the broader asset management business.
|
$10.50B |
$6.99
+0.87%
|
|
XP
XP Inc.
XP provides investment advisory services, financial planning, and strategy guidance to clients within its ecosystem.
|
$10.12B |
$19.12
-0.18%
|
|
WTFC
Wintrust Financial Corporation
Investment Advisory Services captures the advisory component of Wintrust's wealth management offerings.
|
$10.08B |
$149.97
-0.40%
|
|
JEF
Jefferies Financial Group Inc.
Investment Advisory Services providing portfolio management and fiduciary guidance for funds and clients.
|
$9.97B |
$49.66
+2.99%
|
|
UMBF
UMB Financial Corporation
Investment advisory and portfolio management services.
|
$9.58B |
$129.55
+2.68%
|
|
ZION
Zions Bancorporation, National Association
Investment Advisory Services aligns with wealth management and advisory offerings mentioned in the outlook.
|
$9.36B |
$63.34
-0.12%
|
|
ONB
Old National Bancorp
Investment advisory services are part of ONB's client offerings alongside wealth management.
|
$9.34B |
$24.10
+0.54%
|
|
CFR
Cullen/Frost Bankers, Inc.
CFR offers investment advisory services as part of its wealth management capabilities.
|
$9.27B |
$140.80
-2.85%
|
|
BOKF
BOK Financial Corporation
Investment advisory services supporting asset management and client portfolios.
|
$8.46B |
$133.95
+0.12%
|
|
SNEX
StoneX Group Inc.
Investment advisory services capabilities appear via capital markets activity and acquisitions.
|
$8.31B |
$105.46
-0.54%
|
|
AMG
Affiliated Managers Group, Inc.
AMG provides investment advisory services to funds and clients through its partner networks.
|
$8.29B |
$288.76
-2.01%
|
|
JHG
Janus Henderson Group plc
Investment advisory services are a core service line accompanying asset management activities.
|
$7.97B |
$51.59
-0.03%
|
|
VOYA
Voya Financial, Inc.
Investment Advisory Services align with VOYA's asset management capabilities and fiduciary portfolio guidance provided to clients.
|
$7.80B |
$82.56
+0.73%
|
|
PNFP
Pinnacle Financial Partners, Inc.
Wealth management and investment advisory services generate fee-based revenue and reflect PNFP’s advisory capabilities.
|
$7.68B |
$99.04
+0.10%
|
|
CBSH
Commerce Bancshares, Inc.
Investment advisory services are part of CBSH’s wealth segment, offering portfolio guidance and fiduciary advice to clients.
|
$7.23B |
$52.30
+0.51%
|
|
GGAL
Grupo Financiero Galicia S.A.
Investment advisory services are typically part of asset management offerings for clients and funds.
|
$7.01B |
$40.16
-2.85%
|
|
SNV
Synovus Financial Corp.
Investment Advisory Services aligns with Synovus's wealth and investment services for clients.
|
$6.95B |
$50.05
-0.01%
|
|
MORN
Morningstar, Inc.
Independent research and investment advisory services component of Morningstar's offerings.
|
$6.68B |
$171.00
+1.36%
|
|
FNB
F.N.B. Corporation
Investment advisory services supporting client portfolios and fiduciary guidance.
|
$6.39B |
$17.77
-0.48%
|
|
STEP
StepStone Group Inc.
Provides investment advisory services to fund clients and custom solutions.
|
$6.26B |
$53.28
+0.72%
|
|
PIPR
Piper Sandler Companies
Private capital advisory/investment advisory services (including Aviditi integration) are part of Piper Sandler's advisory revenue streams.
|
$6.17B |
$81.46
-6.58%
|
|
WBHC
Wilson Bank Holding Company
WBHC provides investment advisory services to clients.
|
$5.90B |
$550.00
|
|
WTM
White Mountains Insurance Group, Ltd.
Investment advisory services related to portfolio and capital deployment strategy.
|
$5.70B |
$2194.52
-1.68%
|
|
HWC
Hancock Whitney Corporation
Wealth management and investment advisory services expand via the Sabal Trust acquisition.
|
$5.64B |
$67.42
-0.13%
|
|
LAZ
Lazard Ltd
Lazard offers Investment Advisory Services to funds and clients, aligning portfolio and strategy with client needs.
|
$5.47B |
$44.81
-7.61%
|
|
RITM
Rithm Capital Corp.
Investment advisory services relate to managing and advising external funds as an asset manager.
|
$5.42B |
$9.78
-0.05%
|
|
AUB
Atlantic Union Bankshares Corporation
AUB's wealth management capabilities align with Investment Advisory Services for managing client portfolios and advisory needs.
|
$5.37B |
$38.03
+1.02%
|
|
CIGI
Colliers International Group Inc.
Investment advisory services related to asset management offerings and fund strategy within the investment platform.
|
$5.33B |
$104.61
+0.03%
|
|
HASI
HA Sustainable Infrastructure Capital, Inc.
HASI provides investment advisory services and related fee income in connection with its capital solutions.
|
$5.31B |
$42.87
+2.18%
|
|
OTF
Blue Owl Technology Finance Corp.
The Adviser provides investment advisory/portfolio management services as part of managing the fund's investments.
|
$5.30B |
$11.61
+1.98%
|
|
HLNE
Hamilton Lane Incorporated
The company provides investment advisory services, offering guidance and strategic input to clients and fund structures.
|
$5.13B |
$92.97
+1.07%
|
|
VCTR
Victory Capital Holdings, Inc.
The company offers investment advisory services for funds and client portfolios, supporting its asset management franchise.
|
$5.10B |
$77.91
-0.76%
|
|
IFS
Intercorp Financial Services Inc.
Investment Advisory Services as part of wealth management offerings.
|
$4.96B |
$44.02
-1.26%
|
|
FFIN
First Financial Bankshares, Inc.
Wealth management and advisory capabilities imply Investment Advisory Services for clients.
|
$4.62B |
$32.69
+1.29%
|
|
FHI
Federated Hermes, Inc.
Provides investment advisory services to funds and clients as a core revenue stream.
|
$4.50B |
$54.02
-7.00%
|
|
EBC
Eastern Bankshares, Inc.
Investment advisory services provided via the Cambridge Trust wealth management division.
|
$4.26B |
$20.41
+0.87%
|
|
CNO
CNO Financial Group, Inc.
The company provides brokerage and advisory services to clients, reflecting asset management activities.
|
$4.24B |
$43.98
-1.06%
|
|
UCB
United Community Banks, Inc.
Investment Advisory Services / Wealth management offerings for clients.
|
$4.05B |
$33.73
+1.22%
|
|
WSFS
WSFS Financial Corporation
Investment advisory services provided within wealth management.
|
$3.94B |
$72.39
+0.58%
|
|
FULT
Fulton Financial Corporation
Investment advisory services: Wealth management activities often include investment advisory services.
|
$3.90B |
$21.74
+0.69%
|
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