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Investment Advisory Services

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282 stocks
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5Y Price (Market Cap Weighted)

All Stocks (282)

Company Market Cap Price
CBAN Colony Bankcorp, Inc.
Wealth Management / Investment Advisory services are part of CBAN's offerings.
 $345.90M
$19.86
+0.10%
SSSS SuRo Capital Corp.
SuRo Capital provides investment management and advisory services as an internally managed investment company/BDC.
 $336.09M
$13.53
+1.08%
VALU Value Line, Inc.
Offers investment advisory services related to funds and client investment strategy through its asset-management affiliate.
 $330.43M
$34.90
-0.82%
FNLC The First Bancorp, Inc.
FNLC provides Investment Management and fiduciary services as part of wealth management offerings.
 $319.30M
$28.86
+1.39%
CHMG Chemung Financial Corporation
Wealth management services imply Investment Advisory Services as a key offering within the wealth mgmt segment.
 $318.39M
$66.29
-0.18%
BRBS Blue Ridge Bankshares, Inc.
Investment advisory services are associated with the wealth management offerings of BRB Financial Group.
 $313.81M
$3.42
-0.15%
PNNT PennantPark Investment Corporation
As an investment manager, PNNT provides investment advisory services to funds/partners.
 $306.89M
$4.78
+1.60%
CZFS Citizens Financial Services, Inc.
Provides trust administration and investment advisory services as part of wealth management offerings.
 $303.57M
$62.63
-0.84%
DEFT DeFi Technologies Inc.
DeFi Advisory is a client-facing advisory service, aligning with investment advisory capabilities.
 $292.16M
$0.78
+1.99%
ISBA Isabella Bank Corporation
ISBA provides investment advisory services through wealth management activities.
 $292.01M
$41.05
+3.11%
OVLY Oak Valley Bancorp
Investment advisory services generate advisory fee income, indicating an investment advisory capability.
 $277.48M
$33.70
+1.87%
MYFW First Western Financial, Inc.
Company provides investment advisory services as part of its wealth management offering.
 $275.02M
$28.18
-0.46%
NWFL Norwood Financial Corp.
Fiduciary services imply investment advisory capabilities and client asset management.
 $271.16M
$31.00
+5.89%
HVII Hennessy Capital Investment Corp. VII
HVII’s management/sponsor identifies and evaluates potential targets and executes the transaction process, aligning with investment advisory services.
 $270.64M
N/A
MFH Mercurity Fintech Holding Inc.
Chaince Securities provides broker-dealer and investment advisory services as a primary revenue/operational channel.
 $263.13M
$11.36
+188.93%
CCFN Muncy Columbia Financial Corporation
Provides investment advisory services / trust offerings as part of wealth management.
 $261.77M
$73.93
FDBC Fidelity D & D Bancorp, Inc.
Investment advisory services related to fiduciary/trust offerings indicated by the bank's 'trusted financial advisor' model.
 $260.05M
$45.97
+1.95%
FRAF Franklin Financial Services Corporation
Wealth management services and advisory capabilities are part of the company’s offerings.
 $252.39M
$57.45
+1.95%
ATLO Ames National Corporation
Wealth management services including investment advisory offerings.
 $250.58M
$28.91
+2.59%
RWAY Runway Growth Finance Corp.
Investment adviser role and related advisory services are part of the business, especially post-acquisition.
 $243.18M
$6.83
+1.41%
CFFI C&F Financial Corporation
Investment advisory services through CF Wealth Management.
 $242.06M
$76.04
+1.73%
FUNC First United Corporation
Wealth management revenue includes investment advisory services (trust/estate administration and IRA administration) supporting Investment Advisory Services.
 $241.43M
$37.34
+0.47%
FXNC First National Corporation
Investment advisory services are part of the bank's client offerings in wealth management.
 $240.77M
$27.21
+1.83%
HWBK Hawthorn Bancshares, Inc.
Wealth Management is a strategic, segmented revenue line including advisory services.
 $231.90M
$33.45
-0.51%
LCNB LCNB Corp.
Investment Advisory Services covers fiduciary and wealth-management-related advisory offerings.
 $229.97M
$16.52
+1.91%
FCCO First Community Corporation
FCCO offers investment advisory services and wealth management within its Investment advisory segment.
 $227.69M
$30.04
+1.45%
TPVG TriplePoint Venture Growth BDC Corp.
TPVG uses an adviser to manage its investment activities and portfolios, constituting Investment Advisory Services.
 $220.99M
$5.53
+1.01%
MRBK Meridian Corporation
Investment Advisory Services covers advisory offerings within the wealth management segment.
 $216.76M
$18.86
+0.21%
OPOF Old Point Financial Corporation
Investment advisory services form part of the wealth management offering, supporting client portfolios.
 $214.92M
$42.10
LIEN Chicago Atlantic BDC, Inc.
LIEN's operations include investment advisory services typical of asset managers managing funds and portfolios.
 $210.63M
$9.23
ESSA ESSA Bancorp, Inc.
Investment Advisory Services is indicated by trust and investment fee activity within ESSA's noninterest income.
 $209.29M
$20.61
NKSH National Bankshares, Inc.
Investment advisory services provided via the subsidiary NBFS (investment services for clients).
 $208.93M
$32.68
-0.43%
EARN Ellington Credit Company
The business provides investment advisory/sub-advisory services through its external manager and strategy execution.
 $207.70M
$5.53
+2.13%
RBKB Rhinebeck Bancorp, Inc.
Wealth management activities may include investment advisory services.
 $182.12M
$16.27
-0.40%
WHF WhiteHorse Finance, Inc.
Investment advisory services related to portfolio management and fund management provided through the external management structure.
 $176.65M
$7.64
+0.53%
CSBB CSB Bancorp, Inc.
CSBB offers investment services (trust, brokerage) through CSB Investment Services, LLC, implying investment advisory services.
 $173.45M
$62.25
HRZN Horizon Technology Finance Corporation
HTFM acts as investment advisor and manages advisory relationships, reflecting Investment Advisory Services.
 $173.09M
$3.92
-0.63%
CHCI Comstock Holding Companies, Inc.
CHCI's asset management arrangements and advisory-like services align with investment advisory capabilities.
 $161.40M
$15.74
-1.59%
SAMG Silvercrest Asset Management Group Inc.
Provides investment advisory services including portfolio management and fiduciary guidance for funds and high-net-worth clients.
 $160.94M
$13.06
-0.65%
OXSQ Oxford Square Capital Corp.
The company engages in investment advisory services related to its managed investment activities.
 $157.62M
$1.94
+0.26%
QNBC QNB Corp.
The article notes retail brokerage services and advisory fees, which align with Investment Advisory Services.
 $156.96M
$45.00
WHG Westwood Holdings Group, Inc.
The company offers investment advisory services to institutional clients, mutual funds, and individuals.
 $154.67M
$15.98
-2.80%
PTMN Portman Ridge Finance Corporation
Investment advisory services related to funds and portfolio strategy.
 $150.78M
$11.25
BFIN BankFinancial Corporation
Fiduciary and financial planning services implied, aligning with investment advisory activities.
 $149.53M
$12.02
+0.17%
ENBP ENB Financial Corp
Investment advisory services associated with fiduciary/trust activities.
 $141.50M
$24.80
BMNR Bitmine Immersion Technologies, Inc.
BMNR has launched a Bitcoin Treasury Advisory Practice and Ethereum treasury strategy, signaling active investment/advisory services for corporate treasuries.
 $134.61M
$30.42
-2.75%
MRCC Monroe Capital Corporation
As a funds company, MRCC engages in investment advisory/management activities via its externally managed framework.
 $110.07M
$5.07
-0.20%
BOTJ Bank of the James Financial Group, Inc.
Investment Advisory segment (PWW) with rising AUM and noninterest income supports Investment Advisory Services.
 $104.32M
$23.05
+0.37%
FMBM F & M Bank Corp.
Investment advisory services are part of the bank's asset-management capabilities.
 $92.70M
$28.70
IROQ IF Bancorp, Inc.
Investment advisory services align with their wealth management offerings.
 $88.98M
$26.51
-0.15%
AMTD AMTD IDEA Group
Provides professional investment advisory services for funds and clients as part of its asset management and capital markets offerings.
 $80.48M
$1.01
-0.12%
UWHR Uwharrie Capital Corp
Wealth management/advisory services are provided via Uwharrie Investment Advisors, aligning with Investment Advisory Services.
 $80.21M
$10.98
HNNA Hennessy Advisors, Inc.
Investment advisory services are a major revenue stream and core service provided to funds and clients.
 $78.92M
$9.92
-0.80%
DOMH Dominari Holdings Inc.
Dominari Financial provides investment advisory services to clients as an asset management function.
 $76.90M
$4.58
-8.76%
JUVF Juniata Valley Financial Corp.
The bank provides trust and wealth management services, aligning with investment advisory capabilities.
 $73.35M
$14.90
SIEB Siebert Financial Corp.
Siebert offers Investment Advisory Services through Siebert AdvisorNXT.
 $70.75M
$1.78
+1.71%
SORA AsiaStrategy
Potential investment advisory services related to its asset management activities.
 $69.37M
$2.79
GEG Great Elm Group, Inc.
GEG provides investment advisory services and manages funds/assets, generating advisory/management fees.
 $68.37M
$2.13
+2.90%
ASRV AmeriServ Financial, Inc.
Investment advisory services for wealth management assets, including organizational advisory arrangements.
 $65.43M
$3.76
-5.05%
FSEA First Seacoast Bancorp
Investment Advisory Services aligns with the wealth management offering provided to clients via a third-party advisor.
 $55.19M
$11.70
-0.43%
SWIN Solowin Holdings Ordinary Share
Solowin's Corporate Finance Services growth including U.S. market listings aligns with Investment Advisory Services.
 $52.41M
$3.27
-0.15%
LRFC Logan Ridge Finance Corporation
LRFC relies on investment advisory services (investment adviser arrangement) for portfolio management and strategy.
 $50.67M
$19.08
COHN Cohen & Company Inc.
COHN provides investment advisory services as part of its capital markets offerings and client engagements.
 $47.80M
$20.36
-13.27%
HGBL Heritage Global Inc.
Heritage Global provides investment advisory services related to asset-based opportunities and deal sourcing.
 $47.25M
$1.32
-2.57%
MGLD The Marygold Companies, Inc.
The company has investment advisory services tied to Step-By-Step Financial Planners and asset-management acquisitions in the UK.
 $43.25M
$1.05
+3.96%
CRCW The Crypto Company
The company intends to advise on crypto treasury strategy and capital deployment, aligning with investment advisory services.
 $41.98M
$0.00
LGL The LGL Group, Inc.
Investment advisory services related to portfolio management and strategic investment guidance.
 $38.44M
$7.10
+2.16%
BCG Binah Capital Group, Inc.
BCG delivers investment advisory services, including portfolio management and fiduciary guidance for clients and funds.
 $36.19M
$2.27
+4.36%
GROW U.S. Global Investors, Inc.
Offers investment advisory services to funds and clients as a core service.
 $33.63M
$2.56
-2.66%
RAND Rand Capital Corporation
Investment Advisory Services are provided for funds and investments, aligning with Rand's advisory role and management fees.
 $32.91M
N/A
TOP TOP Financial Group Limited
The company plans to offer asset management and investment advisory services as part of its diversified service offering.
 $29.63M
$0.79
-1.25%
BMNM Bimini Capital Management, Inc.
BMNM provides investment advisory services to Orchid Island Capital as its external manager, a key revenue driver.
 $26.98M
$2.65
MOGO Mogo Inc.
Investment Advisory Services represents professional guidance integrated into wealth management offerings.
 $24.85M
$1.09
+2.83%
AMBR Amber International Holding Ltd
Amber Premium includes investment advisory and funds management services as part of its offerings.
 $22.75M
$2.44
+1.67%
EQS Equus Total Return, Inc.
As a fund manager, EQS provides investment strategy and fiduciary guidance for funds and clients.
 $16.34M
$1.18
+0.85%
GRNQ Greenpro Capital Corp.
Investment advisory services reflecting corporate advisory capabilities.
 $14.40M
$1.69
-2.87%
SUND Sundance Strategies, Inc.
The company provides investment advisory services including portfolio construction and advisory oversight for structured finance transactions.
 $11.63M
$0.27
DSS DSS, Inc.
Investment Advisory Services as part of the Securities & Investment Management operations.
 $4.96M
$0.53
-2.73%
FGF FG Nexus Inc.
Advisory services related to capital allocation and investments are provided to clients.
 $3.53M
$2.59
CWD CaliberCos Inc.
Investment advisory services for funds and asset management are part of CaliberCos' offerings.
 $3.21M
$1.31
-4.38%
GSIW Garden Stage Limited Ordinary Shares
Licensed Type 4 activities and ongoing securities investment advisory services.
 $2.47M
$30.16
-4.48%
ELAB PMGC Holdings Inc.
Investment advisory services related to portfolio construction and stewardship for funds and assets.
 $1.63M
$3.35
-13.12%
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BOTJ Bank of the James Financial Group, Inc.

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May 01, 2026
WHG Westwood Holdings Group, Inc.

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Westwood Holdings Group Announces Strategic Partnership with ETF Capital Markets Advisors to Enhance ETF Trading and Liquidity

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MYFW First Western Financial, Inc.

First Western Financial Reports Strong Q1 2026 Earnings, EPS Beats Estimates

Apr 24, 2026

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