Investment Advisory Services
•282 stocks
•
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Price Performance Heatmap
5Y Price (Market Cap Weighted)
All Stocks (282)
| Company | Market Cap | Price |
|---|---|---|
|
INDB
Independent Bank Corp.
Investment advisory services and related wealth management revenue.
|
$3.87B |
$78.31
+0.41%
|
|
RNST
Renasant Corporation
Investment Advisory Services capture the wealth management fiduciary, trust, and planning offerings.
|
$3.79B |
$40.10
+0.53%
|
|
AB
AllianceBernstein Holding L.P.
AB offers investment advisory services for funds and clients, a core revenue stream.
|
$3.63B |
$39.46
-1.10%
|
|
CNS
Cohen & Steers, Inc.
Investment advisory services for funds and clients.
|
$3.59B |
$70.11
-0.26%
|
|
BULL
Webull Corporation Class A Ordinary Shares
Partnership with BlackRock to offer model portfolios indicates investment advisory services within the platform.
|
$3.43B |
$7.04
+3.15%
|
|
SII
Sprott Inc.
Provides investment advisory and portfolio management services to funds/clients.
|
$3.36B |
$130.96
+0.43%
|
|
INTR
Inter & Co, Inc.
Investment advisory services and portfolio management capabilities.
|
$3.34B |
$7.54
-0.59%
|
|
CBU
Community Bank System, Inc.
Investment advisory services provided through wealth management offerings within the firm.
|
$3.34B |
$64.25
+1.40%
|
|
BSM
Black Stone Minerals, L.P.
BSM's capital allocation and structuring of development agreements reflect investment advisory-like capabilities in allocating capital and structuring partnerships.
|
$3.24B |
$14.29
-0.24%
|
|
BOH
Bank of Hawaii Corporation
Wealth management and investment advisory services are key components of BOH's growth initiatives.
|
$3.15B |
$80.14
+0.79%
|
|
FSK
FS KKR Capital Corp.
Investment advisory services related to fund management and portfolio oversight.
|
$3.15B |
$11.54
+2.53%
|
|
SBCF
Seacoast Banking Corporation of Florida
Investment advisory services are part of the bank’s wealth management offering.
|
$3.08B |
$31.48
+0.03%
|
|
SFNC
Simmons First National Corporation
SFNC provides investment advisory services as part of its asset management capabilities.
|
$3.08B |
$21.41
+0.68%
|
|
APAM
Artisan Partners Asset Management Inc.
Provides investment advisory services, strategy, and fiduciary guidance to funds and clients.
|
$3.02B |
$37.90
+1.22%
|
|
FFBC
First Financial Bancorp.
Investment advisory services as part of wealth management offerings.
|
$2.98B |
$30.52
+0.81%
|
|
HTGC
Hercules Capital, Inc.
HTGC's RIA platform implies investment advisory services to funds and clients, aligned with investment advisory capabilities.
|
$2.92B |
$16.25
+1.28%
|
|
FBK
FB Financial Corporation
Presence of investment services and trust income suggests Investment Advisory Services.
|
$2.89B |
$54.47
+0.74%
|
|
ETOR
eToro Group Ltd.
Alpha Portfolios and wealth management offerings imply Investment Advisory Services and portfolio management.
|
$2.88B |
$37.26
+4.71%
|
|
DBRG
DigitalBridge Group, Inc.
DBRG provides investment advisory services as part of managing funds and client mandates.
|
$2.85B |
$15.55
-0.03%
|
|
CVBF
CVB Financial Corp.
Investment advisory services related to trust and asset management offerings.
|
$2.79B |
$20.48
+0.54%
|
|
PRK
Park National Corporation
Investment Advisory Services: fiduciary/trust-related advisory capabilities implied by fiduciary income and asset management activities.
|
$2.77B |
$173.49
+0.75%
|
|
TRMK
Trustmark Corporation
Wealth management and advisory services for clients; aligns with investment advisory offerings.
|
$2.66B |
$44.95
+1.31%
|
|
DJT
Trump Media & Technology Group Corp.
Offering separately managed accounts (SMAs) implies Investment Advisory Services.
|
$2.56B |
$9.45
+3.22%
|
|
FBNC
First Bancorp
FBNC notes financial advisory services as part of its core offerings, aligning with Investment Advisory Services.
|
$2.39B |
$57.99
+0.43%
|
|
WT
WisdomTree, Inc.
Asset growth and model portfolios indicate ongoing Investment Advisory Services to institutions and clients.
|
$2.39B |
$16.54
-2.71%
|
|
FRME
First Merchants Corporation
Wealth management services and investment advisory capabilities are part of FRME's service mix.
|
$2.34B |
$40.58
+0.35%
|
|
BUSE
First Busey Corporation
Investment advisory services are a key portion of the wealth management segment.
|
$2.32B |
$26.76
+2.14%
|
|
NBTB
NBT Bancorp Inc.
Investment Advisory Services reflects fee-based advisory activities for clients.
|
$2.29B |
$44.38
+1.57%
|
|
NTB
The Bank of N.T. Butterfield & Son Limited
Investment advisory services supporting clients with portfolio strategy and fiduciary guidance within wealth management.
|
$2.22B |
$55.63
+0.32%
|
|
NIC
Nicolet Bankshares, Inc.
Investment advisory services accompany NIC’s wealth management activities, providing portfolio management and related services.
|
$2.17B |
$147.11
+0.43%
|
|
EFSC
Enterprise Financial Services Corp
Investment Advisory Services aligns with EFSC's wealth management activities and client advisory capabilities.
|
$2.14B |
$58.70
+1.52%
|
|
SYBT
Stock Yards Bancorp, Inc.
Investment advisory services as part of Wealth Management & Trust segment.
|
$2.13B |
$72.86
+0.73%
|
|
GCMG
GCM Grosvenor Inc.
Investment advisory services are provided to funds and clients as part of the firm's offerings.
|
$2.12B |
$10.97
+0.50%
|
|
FCF
First Commonwealth Financial Corporation
Investment advisory services related to wealth management activities.
|
$1.91B |
$18.52
+0.60%
|
|
SRCE
1st Source Corporation
Investment Advisory Services captures wealth/trust-related offerings associated with SRCE’s services.
|
$1.79B |
$74.36
+1.13%
|
|
CHCO
City Holding Company
Investment advisory services (trust and investment management) are a direct service line.
|
$1.77B |
$123.72
+0.61%
|
|
WD
Walker & Dunlop, Inc.
WD provides Investment Advisory Services related to its real estate investment platforms and capital deployment.
|
$1.72B |
$51.06
+1.42%
|
|
STBA
S&T Bancorp, Inc.
Trust and brokerage-related services are indicated, aligning with Investment Advisory Services in providing value-added client advice.
|
$1.69B |
$44.50
+0.84%
|
|
GABC
German American Bancorp, Inc.
Wealth management services are provided via German American Investment Services, representing advisory capabilities.
|
$1.61B |
$43.57
+1.16%
|
|
KW
Kennedy-Wilson Holdings, Inc.
KW provides investment advisory services as part of its investment management capabilities.
|
$1.50B |
$10.89
-0.05%
|
|
BY
Byline Bancorp, Inc.
BY provides Investment Advisory Services as part of its wealth management offering.
|
$1.47B |
$32.64
+1.52%
|
|
CSWC
Capital Southwest Corporation
Potential investment advisory services as part of asset management activities for funds/clients.
|
$1.38B |
$23.97
-0.13%
|
|
PEBO
Peoples Bancorp Inc.
PEBO may provide investment advisory services related to wealth/trust operations.
|
$1.23B |
$34.83
+1.24%
|
|
TMP
Tompkins Financial Corporation
Wealth Management revenue is driven by advisory and portfolio services through Tompkins Financial Advisors.
|
$1.22B |
$85.05
+0.92%
|
|
OPY
Oppenheimer Holdings Inc.
Investment Advisory Services is a direct service offering for portfolio management and fiduciary guidance highlighted by the wealth management division.
|
$1.20B |
$111.61
-2.51%
|
|
RHLD
Resolute Holdings Management, Inc.
RHLD provides investment/advisory style oversight and strategic guidance to portfolio/underlying businesses as part of its platform.
|
$1.16B |
$139.14
+2.24%
|
|
OCSL
Oaktree Specialty Lending Corporation
Investment advisory services relate to managing and advising on funds and assets within the firm's platform.
|
$1.11B |
$12.86
+1.86%
|
|
OSBC
Old Second Bancorp, Inc.
Wealth management includes investment advisory services as part of OSBC’s offerings.
|
$1.09B |
$20.77
+0.75%
|
|
MMI
Marcus & Millichap, Inc.
Investment advisory services related to CRE investments and client capital strategies.
|
$1.08B |
$27.81
+0.07%
|
|
UVSP
Univest Financial Corporation
Investment advisory services are offered to clients as part of wealth management.
|
$1.07B |
$38.33
+0.89%
|
|
MOFG
MidWestOne Financial Group, Inc.
Investment advisory services as part of the bank's wealth/investment management offering.
|
$1.02B |
$49.34
+0.06%
|
|
FMBH
First Mid Bancshares, Inc.
Wealth management services including investment advisory revenue.
|
$1.01B |
$43.53
+3.42%
|
|
SBSI
Southside Bancshares, Inc.
Wealth management and trust services represent growing noninterest income lines.
|
$993.08M |
$34.43
+4.24%
|
|
VRTS
Virtus Investment Partners, Inc.
Delivers investment advisory services, including portfolio management and strategy for funds and clients.
|
$983.10M |
$136.01
-6.55%
|
|
BRKL
Brookline Bancorp, Inc.
Wealth management services are offered under Clarendon Private, implying investment advisory services.
|
$975.70M |
$10.95
|
|
AMTB
Amerant Bancorp Inc.
Amerant offers investment advisory services as part of its wealth management and fiduciary offerings.
|
$947.87M |
$23.06
+0.39%
|
|
HBNC
Horizon Bancorp, Inc.
Investment Advisory Services captures the advisory/investment components of Horizon’s wealth management offerings.
|
$927.04M |
$18.31
+1.16%
|
|
CCNE
CNB Financial Corporation
CNB's wealth/asset management and fiduciary advisory services are provided to clients.
|
$895.49M |
$30.85
+1.55%
|
|
CPF
Central Pacific Financial Corp.
Investment Advisory Services reflects CPF's wealth management and fiduciary guidance to clients.
|
$874.93M |
$33.87
+1.76%
|
|
PX
P10, Inc.
Investment Advisory Services are part of PX's fee-related revenue through long-term management/advisory contracts.
|
$872.42M |
$10.54
-93.59%
|
|
EQBK
Equity Bancshares, Inc.
Investment advisory services related to wealth management and fiduciary activities are highlighted as growth opportunities.
|
$864.92M |
$45.94
+1.32%
|
|
CAC
Camden National Corporation
Investment Advisory Services aligns with wealth management and client advisory capabilities.
|
$815.14M |
$49.02
+1.76%
|
|
FCBC
First Community Bankshares, Inc.
Investment Advisory Services aligns with wealth management/trust services.
|
$780.58M |
$43.20
+1.37%
|
|
SMBC
Southern Missouri Bancorp, Inc.
Wealth management and investment advisory services are indicated by leadership roles in Wealth Management and Trust Services.
|
$764.44M |
$68.95
+1.04%
|
|
VINP
Vinci Compass Investments Ltd.
VINP provides investment advisory services as part of its asset management platform.
|
$760.48M |
$11.00
-0.63%
|
|
PGC
Peapack-Gladstone Financial Corporation
Investment advisory services are part of the wealth management offering to clients.
|
$733.05M |
$42.36
+1.46%
|
|
NOAH
Noah Holdings Limited
Noah offers investment advisory services as part of its wealth management platform.
|
$724.72M |
$10.57
+1.59%
|
|
NCDL
Nuveen Churchill Direct Lending Corp.
Investment advisory services related to funds and investment management.
|
$722.53M |
$14.81
+1.26%
|
|
ORRF
Orrstown Financial Services, Inc.
ORRF offers investment advisory services as part of wealth, fiduciary, and brokerage-related activities.
|
$716.38M |
$37.36
+1.69%
|
|
FDUS
Fidus Investment Corporation
FDUS/its manager provides investment advisory services related to its portfolio strategy.
|
$691.03M |
$19.14
+0.90%
|
|
GDLC
Grayscale CoinDesk Crypto 5 ETF
The fund is managed and advised by Grayscale, implying provision of investment advisory and fiduciary services to investors.
|
$685.95M |
$43.56
+7.99%
|
|
FISI
Financial Institutions, Inc.
Investment advisory services tied to Courier Capital wealth management activity.
|
$685.85M |
$34.66
+1.73%
|
|
ALRS
Alerus Financial Corporation
Investment advisory services provided as part of wealth management offerings.
|
$684.20M |
$27.02
+0.32%
|
|
SPFI
South Plains Financial, Inc.
The firm provides investment advisory services to funds and clients, mapping to Investment Advisory Services.
|
$667.46M |
$41.77
+1.68%
|
|
GAIN
Gladstone Investment Corporation
The company is externally managed with investment advisory services provided to its funds.
|
$658.53M |
$16.77
+0.93%
|
|
AC
Associated Capital Group, Inc.
AC offers investment advisory services to funds and clients, supported by advisory fee revenue.
|
$653.58M |
$30.92
|
|
SHBI
Shore Bancshares, Inc.
Wye Financial Partners and Wye Trust provide investment advisory, wealth management, and financial planning services.
|
$645.14M |
$19.56
+1.35%
|
|
AROW
Arrow Financial Corporation
Investment advisory services offered to clients as part of wealth management.
|
$605.90M |
$37.23
+1.03%
|
|
FRGE
Forge Global Holdings, Inc.
Forge Global Advisors provides investment advisory services and fiduciary guidance for funds and clients.
|
$605.80M |
$44.62
+0.18%
|
|
MSIF
MSC Income Fund, Inc.
MSIF's external manager provides investment advisory services to the fund.
|
$583.10M |
$13.21
+2.36%
|
|
BHB
Bar Harbor Bankshares
Wealth management activities imply investment advisory services as part of client offerings.
|
$571.58M |
$34.74
+1.43%
|
|
RMR
The RMR Group Inc.
RMR provides investment advisory services to funds, REITs, and related clients.
|
$571.01M |
$18.49
+3.82%
|
|
MSBI
Midland States Bancorp, Inc.
MSBI offers investment advisory services as part of its wealth management business.
|
$560.56M |
$26.45
+1.67%
|
|
FMNB
Farmers National Banc Corp.
FMNB's trust and retirement consulting services align with Investment Advisory Services.
|
$529.78M |
$14.26
+1.35%
|
|
ACNB
ACNB Corporation
ACNB provides investment advisory and wealth management services.
|
$526.41M |
$51.95
+2.49%
|
|
ALTI
AlTi Global, Inc.
AlTi provides investment advisory services as its core client offering, guiding portfolio strategy and fiduciary decisions for UHNW clients.
|
$519.15M |
$3.60
+1.69%
|
|
XOMA
XOMA Royalty Corp.
Provides investment advisory services related to capital management and asset allocation for managed portfolios.
|
$506.96M |
$41.05
+0.28%
|
|
BWB
Bridgewater Bancshares, Inc.
Bridgewater earns investment advisory income from Bridgewater Investment Management, indicating an advisory services capability.
|
$500.11M |
$18.39
+1.43%
|
|
FFWM
First Foundation Inc.
FFWM offers Investment Advisory Services through its wealth management arm.
|
$489.02M |
$5.89
-0.17%
|
|
DHIL
Diamond Hill Investment Group, Inc.
Investment Advisory Services — DHIL offers portfolio management and fiduciary guidance for funds and clients.
|
$473.40M |
$174.98
-0.01%
|
|
FBIZ
First Business Financial Services, Inc.
FBIZ offers Investment Advisory Services related to private wealth and client portfolios.
|
$468.87M |
$56.63
+0.77%
|
|
OBT
Orange County Bancorp, Inc.
Wealth Management segment provides investment advisory services to clients, a key revenue stream.
|
$455.81M |
$34.23
+0.38%
|
|
COFS
ChoiceOne Financial Services, Inc.
The bank provides investment advisory services as part of wealth management offerings.
|
$451.16M |
$30.68
+2.15%
|
|
ITIC
Investors Title Company
Investment advisory services via Investors Trust Company (trust and fiduciary management).
|
$446.94M |
$234.41
-1.00%
|
|
GLAD
Gladstone Capital Corporation
GLAD relies on investment advisory/investment management services in the externally managed BDC structure, aligning with Investment Advisory Services.
|
$427.01M |
$19.20
+1.56%
|
|
BMRC
Bank of Marin Bancorp
BMRC provides investment advisory services as part of its wealth management offerings.
|
$412.67M |
$26.04
+1.54%
|
|
CION
CION Investment Corporation
CION provides investment advisory services for funds and clients as part of its management platform.
|
$400.97M |
$7.93
+2.26%
|
|
CZNC
Citizens & Northern Corporation
Investment Advisory Services can be aligned with trust/portfolio management activities offered by CZNC.
|
$393.07M |
$22.47
+1.77%
|
|
FMAO
Farmers & Merchants Bancorp, Inc.
Investment advisory services related to wealth management offerings.
|
$368.17M |
$27.51
+2.73%
|
|
PSBD
Palmer Square Capital BDC Inc.
Management provides investment advisory services related to portfolio strategy and fund oversight.
|
$346.65M |
$11.07
+0.91%
|
Showing page 2 of 3 (282 total stocks)
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