Investment Advisory Services Stocks - Financial Analysis & Market Data

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All Stocks (282)

Company	Market Cap	Price
WSFS WSFS Financial Corporation Investment advisory services provided within wealth management.	$3.85B	$70.45 +1.67%
RNST Renasant Corporation Investment Advisory Services capture the wealth management fiduciary, trust, and planning offerings.	$3.85B	$40.47 +2.68%
SII Sprott Inc. Provides investment advisory and portfolio management services to funds/clients.	$3.83B	$148.64 +2.20%
INTR Inter & Co, Inc. Investment advisory services and portfolio management capabilities.	$3.71B	$8.43 -0.35%
AB AllianceBernstein Holding L.P. AB offers investment advisory services for funds and clients, a core revenue stream.	$3.54B	$38.88 +0.44%
CNS Cohen & Steers, Inc. Investment advisory services for funds and clients.	$3.40B	$66.70 +3.19%
BULL Webull Corporation Class A Ordinary Shares Partnership with BlackRock to offer model portfolios indicates investment advisory services within the platform.	$3.37B	$6.72 +3.70%
CBU Community Bank System, Inc. Investment advisory services provided through wealth management offerings within the firm.	$3.33B	$63.30 +2.66%
SBCF Seacoast Banking Corporation of Florida Investment advisory services are part of the bank’s wealth management offering.	$3.20B	$32.74 +1.80%
FSK FS KKR Capital Corp. Investment advisory services related to fund management and portfolio oversight.	$3.19B	$11.41 +4.01%
BOH Bank of Hawaii Corporation Wealth management and investment advisory services are key components of BOH's growth initiatives.	$3.19B	$80.19 +2.30%
SFNC Simmons First National Corporation SFNC provides investment advisory services as part of its asset management capabilities.	$3.11B	$21.53 +5.23%
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.	$3.10B	$13.68 -1.58%
ETOR eToro Group Ltd. Alpha Portfolios and wealth management offerings imply Investment Advisory Services and portfolio management.	$3.05B	$37.69 -0.82%
APAM Artisan Partners Asset Management Inc. Provides investment advisory services, strategy, and fiduciary guidance to funds and clients.	$3.04B	$37.69 +1.96%
FFBC First Financial Bancorp. Investment advisory services as part of wealth management offerings.	$2.93B	$29.75 +2.78%
HTGC Hercules Capital, Inc. HTGC's RIA platform implies investment advisory services to funds and clients, aligned with investment advisory capabilities.	$2.90B	$15.96 +2.05%
FBK FB Financial Corporation Presence of investment services and trust income suggests Investment Advisory Services.	$2.89B	$54.01 +1.43%
DJT Trump Media & Technology Group Corp. Offering separately managed accounts (SMAs) implies Investment Advisory Services.	$2.87B	$10.27 +4.26%
DBRG DigitalBridge Group, Inc. DBRG provides investment advisory services as part of managing funds and client mandates.	$2.85B	$15.59 +0.03%
CVBF CVB Financial Corp. Investment advisory services related to trust and asset management offerings.	$2.83B	$20.66 +2.89%
PRK Park National Corporation Investment Advisory Services: fiduciary/trust-related advisory capabilities implied by fiduciary income and asset management activities.	$2.82B	$174.90 +2.60%
TRMK Trustmark Corporation Wealth management and advisory services for clients; aligns with investment advisory offerings.	$2.72B	$45.30 +2.59%
FBNC First Bancorp FBNC notes financial advisory services as part of its core offerings, aligning with Investment Advisory Services.	$2.47B	$59.51 +2.73%
WT WisdomTree, Inc. Asset growth and model portfolios indicate ongoing Investment Advisory Services to institutions and clients.	$2.46B	$17.45 +6.01%
NBTB NBT Bancorp Inc. Investment Advisory Services reflects fee-based advisory activities for clients.	$2.39B	$45.67 +2.40%
BUSE First Busey Corporation Investment advisory services are a key portion of the wealth management segment.	$2.39B	$26.97 +2.94%
FRME First Merchants Corporation Wealth management services and investment advisory capabilities are part of FRME's service mix.	$2.38B	$41.14 +2.62%
NIC Nicolet Bankshares, Inc. Investment advisory services accompany NIC’s wealth management activities, providing portfolio management and related services.	$2.34B	$157.88 +1.61%
NTB The Bank of N.T. Butterfield & Son Limited Investment advisory services supporting clients with portfolio strategy and fiduciary guidance within wealth management.	$2.33B	$56.62 +1.14%
EFSC Enterprise Financial Services Corp Investment Advisory Services aligns with EFSC's wealth management activities and client advisory capabilities.	$2.17B	$58.73 +2.43%
SYBT Stock Yards Bancorp, Inc. Investment advisory services as part of Wealth Management & Trust segment.	$2.14B	$72.63 +1.92%
GCMG GCM Grosvenor Inc. Investment advisory services are provided to funds and clients as part of the firm's offerings.	$2.12B	$10.95 +3.11%
FCF First Commonwealth Financial Corporation Investment advisory services related to wealth management activities.	$1.95B	$18.82 +1.18%
CHCO City Holding Company Investment advisory services (trust and investment management) are a direct service line.	$1.83B	$127.03 +1.08%
SRCE 1st Source Corporation Investment Advisory Services captures wealth/trust-related offerings associated with SRCE’s services.	$1.82B	$74.70 +2.98%
WD Walker & Dunlop, Inc. WD provides Investment Advisory Services related to its real estate investment platforms and capital deployment.	$1.71B	$50.15 +1.79%
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	$44.18 +1.75%
GABC German American Bancorp, Inc. Wealth management services are provided via German American Investment Services, representing advisory capabilities.	$1.65B	$44.12 +2.20%
BY Byline Bancorp, Inc. BY provides Investment Advisory Services as part of its wealth management offering.	$1.55B	$33.72 +1.84%
KW Kennedy-Wilson Holdings, Inc. KW provides investment advisory services as part of its investment management capabilities.	$1.50B	$10.89 +0.09%
CSWC Capital Southwest Corporation Potential investment advisory services as part of asset management activities for funds/clients.	$1.40B	$24.30 +1.99%
RHLD Resolute Holdings Management, Inc. RHLD provides investment/advisory style oversight and strategic guidance to portfolio/underlying businesses as part of its platform.	$1.26B	$148.04 +0.66%
TMP Tompkins Financial Corporation Wealth Management revenue is driven by advisory and portfolio services through Tompkins Financial Advisors.	$1.24B	$85.46 +2.32%
PEBO Peoples Bancorp Inc. PEBO may provide investment advisory services related to wealth/trust operations.	$1.23B	$34.37 +2.11%
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	$114.00 +1.21%
OCSL Oaktree Specialty Lending Corporation Investment advisory services relate to managing and advising on funds and assets within the firm's platform.	$1.16B	$13.12 +3.19%
OSBC Old Second Bancorp, Inc. Wealth management includes investment advisory services as part of OSBC’s offerings.	$1.16B	$21.94 +1.72%
MMI Marcus & Millichap, Inc. Investment advisory services related to CRE investments and client capital strategies.	$1.08B	$27.74 +2.48%
UVSP Univest Financial Corporation Investment advisory services are offered to clients as part of wealth management.	$1.07B	$37.58 +2.62%
FMBH First Mid Bancshares, Inc. Wealth management services including investment advisory revenue.	$1.05B	$43.72 +2.08%
MOFG MidWestOne Financial Group, Inc. Investment advisory services as part of the bank's wealth/investment management offering.	$1.02B	$49.34 +0.06%
SBSI Southside Bancshares, Inc. Wealth management and trust services represent growing noninterest income lines.	$1.00B	$33.38 +2.46%
AMTB Amerant Bancorp Inc. Amerant offers investment advisory services as part of its wealth management and fiduciary offerings.	$982.53M	$23.80 +0.40%
BRKL Brookline Bancorp, Inc. Wealth management services are offered under Clarendon Private, implying investment advisory services.	$975.70M	$10.95
VRTS Virtus Investment Partners, Inc. Delivers investment advisory services, including portfolio management and strategy for funds and clients.	$944.13M	$139.61 -0.84%
CPF Central Pacific Financial Corp. Investment Advisory Services reflects CPF's wealth management and fiduciary guidance to clients.	$934.94M	$34.89 +2.14%
CCNE CNB Financial Corporation CNB's wealth/asset management and fiduciary advisory services are provided to clients.	$924.08M	$31.32 +2.79%
HBNC Horizon Bancorp, Inc. Investment Advisory Services captures the advisory/investment components of Horizon’s wealth management offerings.	$922.43M	$18.00 +2.42%
EQBK Equity Bancshares, Inc. Investment advisory services related to wealth management and fiduciary activities are highlighted as growth opportunities.	$877.32M	$45.92 +1.89%
CAC Camden National Corporation Investment Advisory Services aligns with wealth management and client advisory capabilities.	$866.42M	$51.22 +3.13%
PX P10, Inc. Investment Advisory Services are part of PX's fee-related revenue through long-term management/advisory contracts.	$863.62M	$10.54 -93.59%
FCBC First Community Bankshares, Inc. Investment Advisory Services aligns with wealth management/trust services.	$793.22M	$43.40 +2.77%
VINP Vinci Compass Investments Ltd. VINP provides investment advisory services as part of its asset management platform.	$768.03M	$11.17 +0.72%
ORRF Orrstown Financial Services, Inc. ORRF offers investment advisory services as part of wealth, fiduciary, and brokerage-related activities.	$763.57M	$39.12 +2.84%
SMBC Southern Missouri Bancorp, Inc. Wealth management and investment advisory services are indicated by leadership roles in Wealth Management and Trust Services.	$756.15M	$67.61 +2.82%
SPFI South Plains Financial, Inc. The firm provides investment advisory services to funds and clients, mapping to Investment Advisory Services.	$721.73M	$44.37 +2.47%
NCDL Nuveen Churchill Direct Lending Corp. Investment advisory services related to funds and investment management.	$713.64M	$14.45 +1.47%
NOAH Noah Holdings Limited Noah offers investment advisory services as part of its wealth management platform.	$710.80M	$10.23 +1.24%
FISI Financial Institutions, Inc. Investment advisory services tied to Courier Capital wealth management activity.	$707.19M	$35.13 +2.60%
PGC Peapack-Gladstone Financial Corporation Investment advisory services are part of the wealth management offering to clients.	$692.49M	$39.48 +2.60%
FDUS Fidus Investment Corporation FDUS/its manager provides investment advisory services related to its portfolio strategy.	$689.21M	$18.93 +2.02%
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%
SHBI Shore Bancshares, Inc. Wye Financial Partners and Wye Trust provide investment advisory, wealth management, and financial planning services.	$667.87M	$19.98 +3.10%
AC Associated Capital Group, Inc. AC offers investment advisory services to funds and clients, supported by advisory fee revenue.	$653.58M	$30.92
ALRS Alerus Financial Corporation Investment advisory services provided as part of wealth management offerings.	$650.68M	$25.61 +2.17%
GAIN Gladstone Investment Corporation The company is externally managed with investment advisory services provided to its funds.	$631.96M	$15.95 +2.90%
AROW Arrow Financial Corporation Investment advisory services offered to clients as part of wealth management.	$614.45M	$37.40 +2.78%
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%
BHB Bar Harbor Bankshares Wealth management activities imply investment advisory services as part of client offerings.	$581.43M	$34.75 +1.28%
MSIF MSC Income Fund, Inc. MSIF's external manager provides investment advisory services to the fund.	$570.90M	$13.15 +2.81%
ALTI AlTi Global, Inc. AlTi provides investment advisory services as its core client offering, guiding portfolio strategy and fiduciary decisions for UHNW clients.	$551.42M	$3.76 +1.90%
RMR The RMR Group Inc. RMR provides investment advisory services to funds, REITs, and related clients.	$543.76M	$16.93 +2.11%
ACNB ACNB Corporation ACNB provides investment advisory and wealth management services.	$536.89M	$51.66 +2.36%
FMNB Farmers National Banc Corp. FMNB's trust and retirement consulting services align with Investment Advisory Services.	$533.55M	$14.15 +1.76%
BWB Bridgewater Bancshares, Inc. Bridgewater earns investment advisory income from Bridgewater Investment Management, indicating an advisory services capability.	$528.52M	$19.16 +2.76%
MSBI Midland States Bancorp, Inc. MSBI offers investment advisory services as part of its wealth management business.	$512.72M	$23.82 +1.13%
FBIZ First Business Financial Services, Inc. FBIZ offers Investment Advisory Services related to private wealth and client portfolios.	$493.88M	$59.32 +2.38%
XOMA XOMA Royalty Corp. Provides investment advisory services related to capital management and asset allocation for managed portfolios.	$491.73M	$39.69 +0.20%
FFWM First Foundation Inc. FFWM offers Investment Advisory Services through its wealth management arm.	$489.02M	$5.89 -0.17%
OBT Orange County Bancorp, Inc. Wealth Management segment provides investment advisory services to clients, a key revenue stream.	$483.07M	$36.04 +2.80%
DHIL Diamond Hill Investment Group, Inc. Investment Advisory Services — DHIL offers portfolio management and fiduciary guidance for funds and clients.	$468.39M	$173.40 +0.41%
COFS ChoiceOne Financial Services, Inc. The bank provides investment advisory services as part of wealth management offerings.	$464.83M	$30.90 +3.66%
ITIC Investors Title Company Investment advisory services via Investors Trust Company (trust and fiduciary management).	$455.41M	$242.33 +3.52%
GLAD Gladstone Capital Corporation GLAD relies on investment advisory/investment management services in the externally managed BDC structure, aligning with Investment Advisory Services.	$434.24M	$19.23 +1.88%
BMRC Bank of Marin Bancorp BMRC provides investment advisory services as part of its wealth management offerings.	$425.06M	$26.41 +0.57%
CZNC Citizens & Northern Corporation Investment Advisory Services can be aligned with trust/portfolio management activities offered by CZNC.	$422.44M	$23.78 +2.63%
CION CION Investment Corporation CION provides investment advisory services for funds and clients as part of its management platform.	$400.45M	$7.75 +2.86%
FMAO Farmers & Merchants Bancorp, Inc. Investment advisory services related to wealth management offerings.	$376.34M	$27.40 +2.32%
CBAN Colony Bankcorp, Inc. Wealth Management / Investment Advisory services are part of CBAN's offerings.	$370.49M	$21.25 +2.21%