Investment Advisory Services
•282 stocks
•
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Price Performance Heatmap
5Y Price (Market Cap Weighted)
All Stocks (282)
| Company | Market Cap | Price |
|---|---|---|
|
FULT
Fulton Financial Corporation
Investment advisory services: Wealth management activities often include investment advisory services.
|
$3.81B |
$21.09
+1.71%
|
|
INTR
Inter & Co, Inc.
Investment advisory services and portfolio management capabilities.
|
$3.70B |
$8.39
+1.39%
|
|
RNST
Renasant Corporation
Investment Advisory Services capture the wealth management fiduciary, trust, and planning offerings.
|
$3.67B |
$38.66
-0.03%
|
|
WSFS
WSFS Financial Corporation
Investment advisory services provided within wealth management.
|
$3.56B |
$65.20
|
|
AB
AllianceBernstein Holding L.P.
AB offers investment advisory services for funds and clients, a core revenue stream.
|
$3.52B |
$38.72
+0.10%
|
|
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.
|
$3.43B |
$15.12
+0.03%
|
|
CNS
Cohen & Steers, Inc.
Investment advisory services for funds and clients.
|
$3.41B |
$66.88
-1.51%
|
|
APAM
Artisan Partners Asset Management Inc.
Provides investment advisory services, strategy, and fiduciary guidance to funds and clients.
|
$3.23B |
$40.06
+0.02%
|
|
CBU
Community Bank System, Inc.
Investment advisory services provided through wealth management offerings within the firm.
|
$3.22B |
$61.09
-0.06%
|
|
BOH
Bank of Hawaii Corporation
Wealth management and investment advisory services are key components of BOH's growth initiatives.
|
$3.12B |
$78.35
+0.68%
|
|
FSK
FS KKR Capital Corp.
Investment advisory services related to fund management and portfolio oversight.
|
$3.08B |
$11.00
-0.09%
|
|
SBCF
Seacoast Banking Corporation of Florida
Investment advisory services are part of the bank’s wealth management offering.
|
$3.08B |
$31.48
|
|
DJT
Trump Media & Technology Group Corp.
Offering separately managed accounts (SMAs) implies Investment Advisory Services.
|
$3.07B |
$10.95
-0.05%
|
|
BULL
Webull Corporation Class A Ordinary Shares
Partnership with BlackRock to offer model portfolios indicates investment advisory services within the platform.
|
$2.94B |
$6.08
+2.01%
|
|
SFNC
Simmons First National Corporation
SFNC provides investment advisory services as part of its asset management capabilities.
|
$2.92B |
$20.20
|
|
FBK
FB Financial Corporation
Presence of investment services and trust income suggests Investment Advisory Services.
|
$2.89B |
$54.16
+0.11%
|
|
DBRG
DigitalBridge Group, Inc.
DBRG provides investment advisory services as part of managing funds and client mandates.
|
$2.82B |
$15.43
-0.19%
|
|
FFBC
First Financial Bancorp.
Investment advisory services as part of wealth management offerings.
|
$2.76B |
$28.07
+0.09%
|
|
HTGC
Hercules Capital, Inc.
HTGC's RIA platform implies investment advisory services to funds and clients, aligned with investment advisory capabilities.
|
$2.72B |
$15.01
+0.10%
|
|
PRK
Park National Corporation
Investment Advisory Services: fiduciary/trust-related advisory capabilities implied by fiduciary income and asset management activities.
|
$2.68B |
$166.60
-0.18%
|
|
CVBF
CVB Financial Corp.
Investment advisory services related to trust and asset management offerings.
|
$2.67B |
$19.48
-0.03%
|
|
ETOR
eToro Group Ltd.
Alpha Portfolios and wealth management offerings imply Investment Advisory Services and portfolio management.
|
$2.64B |
$32.64
+3.65%
|
|
TRMK
Trustmark Corporation
Wealth management and advisory services for clients; aligns with investment advisory offerings.
|
$2.59B |
$43.27
+0.07%
|
|
WT
WisdomTree, Inc.
Asset growth and model portfolios indicate ongoing Investment Advisory Services to institutions and clients.
|
$2.46B |
$17.50
+2.97%
|
|
FBNC
First Bancorp
FBNC notes financial advisory services as part of its core offerings, aligning with Investment Advisory Services.
|
$2.41B |
$58.20
+0.14%
|
|
NIC
Nicolet Bankshares, Inc.
Investment advisory services accompany NIC’s wealth management activities, providing portfolio management and related services.
|
$2.29B |
$154.38
-0.41%
|
|
BUSE
First Busey Corporation
Investment advisory services are a key portion of the wealth management segment.
|
$2.27B |
$25.68
-0.45%
|
|
GCMG
GCM Grosvenor Inc.
Investment advisory services are provided to funds and clients as part of the firm's offerings.
|
$2.27B |
$11.68
+1.57%
|
|
FRME
First Merchants Corporation
Wealth management services and investment advisory capabilities are part of FRME's service mix.
|
$2.25B |
$38.95
-0.41%
|
|
NBTB
NBT Bancorp Inc.
Investment Advisory Services reflects fee-based advisory activities for clients.
|
$2.25B |
$43.02
+0.82%
|
|
NTB
The Bank of N.T. Butterfield & Son Limited
Investment advisory services supporting clients with portfolio strategy and fiduciary guidance within wealth management.
|
$2.10B |
$51.10
+0.56%
|
|
EFSC
Enterprise Financial Services Corp
Investment Advisory Services aligns with EFSC's wealth management activities and client advisory capabilities.
|
$2.10B |
$56.79
-0.07%
|
|
SYBT
Stock Yards Bancorp, Inc.
Investment advisory services as part of Wealth Management & Trust segment.
|
$1.95B |
$66.25
+0.09%
|
|
FCF
First Commonwealth Financial Corporation
Investment advisory services related to wealth management activities.
|
$1.85B |
$17.84
-0.06%
|
|
CHCO
City Holding Company
Investment advisory services (trust and investment management) are a direct service line.
|
$1.75B |
$121.43
+0.17%
|
|
WD
Walker & Dunlop, Inc.
WD provides Investment Advisory Services related to its real estate investment platforms and capital deployment.
|
$1.72B |
$50.42
+3.54%
|
|
SRCE
1st Source Corporation
Investment Advisory Services captures wealth/trust-related offerings associated with SRCE’s services.
|
$1.68B |
$68.63
+0.87%
|
|
STBA
S&T Bancorp, Inc.
Trust and brokerage-related services are indicated, aligning with Investment Advisory Services in providing value-added client advice.
|
$1.63B |
$42.62
-0.02%
|
|
GABC
German American Bancorp, Inc.
Wealth management services are provided via German American Investment Services, representing advisory capabilities.
|
$1.56B |
$41.54
+0.07%
|
|
RHLD
Resolute Holdings Management, Inc.
RHLD provides investment/advisory style oversight and strategic guidance to portfolio/underlying businesses as part of its platform.
|
$1.53B |
$179.55
-0.06%
|
|
KW
Kennedy-Wilson Holdings, Inc.
KW provides investment advisory services as part of its investment management capabilities.
|
$1.50B |
$10.90
-0.05%
|
|
BY
Byline Bancorp, Inc.
BY provides Investment Advisory Services as part of its wealth management offering.
|
$1.46B |
$31.92
+0.50%
|
|
CSWC
Capital Southwest Corporation
Potential investment advisory services as part of asset management activities for funds/clients.
|
$1.30B |
$22.71
+0.04%
|
|
PEBO
Peoples Bancorp Inc.
PEBO may provide investment advisory services related to wealth/trust operations.
|
$1.17B |
$32.76
-0.43%
|
|
TMP
Tompkins Financial Corporation
Wealth Management revenue is driven by advisory and portfolio services through Tompkins Financial Advisors.
|
$1.14B |
$78.84
|
|
OSBC
Old Second Bancorp, Inc.
Wealth management includes investment advisory services as part of OSBC’s offerings.
|
$1.06B |
$20.05
+0.75%
|
|
MMI
Marcus & Millichap, Inc.
Investment advisory services related to CRE investments and client capital strategies.
|
$1.03B |
$26.58
+0.45%
|
|
OCSL
Oaktree Specialty Lending Corporation
Investment advisory services relate to managing and advising on funds and assets within the firm's platform.
|
$1.02B |
$11.61
+1.66%
|
|
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.
|
$996.15M |
$41.55
+1.02%
|
|
UVSP
Univest Financial Corporation
Investment advisory services are offered to clients as part of wealth management.
|
$976.43M |
$34.31
+0.67%
|
|
BRKL
Brookline Bancorp, Inc.
Wealth management services are offered under Clarendon Private, implying investment advisory services.
|
$975.70M |
$10.95
|
|
SBSI
Southside Bancshares, Inc.
Wealth management and trust services represent growing noninterest income lines.
|
$956.10M |
$31.81
+0.03%
|
|
VRTS
Virtus Investment Partners, Inc.
Delivers investment advisory services, including portfolio management and strategy for funds and clients.
|
$949.67M |
$140.63
+0.65%
|
|
OPY
Oppenheimer Holdings Inc.
Investment Advisory Services is a direct service offering for portfolio management and fiduciary guidance highlighted by the wealth management division.
|
$946.22M |
$89.70
-0.27%
|
|
AMTB
Amerant Bancorp Inc.
Amerant offers investment advisory services as part of its wealth management and fiduciary offerings.
|
$898.76M |
$21.76
+0.83%
|
|
PX
P10, Inc.
Investment Advisory Services are part of PX's fee-related revenue through long-term management/advisory contracts.
|
$875.72M |
$10.54
-93.59%
|
|
EQBK
Equity Bancshares, Inc.
Investment advisory services related to wealth management and fiduciary activities are highlighted as growth opportunities.
|
$874.42M |
$45.48
+0.20%
|
|
CPF
Central Pacific Financial Corp.
Investment Advisory Services reflects CPF's wealth management and fiduciary guidance to clients.
|
$862.77M |
$32.20
+0.14%
|
|
CCNE
CNB Financial Corporation
CNB's wealth/asset management and fiduciary advisory services are provided to clients.
|
$840.34M |
$28.54
+0.11%
|
|
VINP
Vinci Compass Investments Ltd.
VINP provides investment advisory services as part of its asset management platform.
|
$816.12M |
$11.78
+1.12%
|
|
NOAH
Noah Holdings Limited
Noah offers investment advisory services as part of its wealth management platform.
|
$801.06M |
$11.49
+1.41%
|
|
CAC
Camden National Corporation
Investment Advisory Services aligns with wealth management and client advisory capabilities.
|
$799.48M |
$47.34
+1.24%
|
|
HBNC
Horizon Bancorp, Inc.
Investment Advisory Services captures the advisory/investment components of Horizon’s wealth management offerings.
|
$762.45M |
$17.50
+1.21%
|
|
FCBC
First Community Bankshares, Inc.
Investment Advisory Services aligns with wealth management/trust services.
|
$739.19M |
$40.40
+0.71%
|
|
ORRF
Orrstown Financial Services, Inc.
ORRF offers investment advisory services as part of wealth, fiduciary, and brokerage-related activities.
|
$710.26M |
$36.36
-0.22%
|
|
SMBC
Southern Missouri Bancorp, Inc.
Wealth management and investment advisory services are indicated by leadership roles in Wealth Management and Trust Services.
|
$710.22M |
$63.54
+1.11%
|
|
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%
|
|
SPFI
South Plains Financial, Inc.
The firm provides investment advisory services to funds and clients, mapping to Investment Advisory Services.
|
$681.13M |
$41.97
+0.19%
|
|
FDUS
Fidus Investment Corporation
FDUS/its manager provides investment advisory services related to its portfolio strategy.
|
$677.55M |
$18.61
+2.87%
|
|
NCDL
Nuveen Churchill Direct Lending Corp.
Investment advisory services related to funds and investment management.
|
$658.82M |
$13.36
+0.15%
|
|
AC
Associated Capital Group, Inc.
AC offers investment advisory services to funds and clients, supported by advisory fee revenue.
|
$653.58M |
$30.92
|
|
ALTI
AlTi Global, Inc.
AlTi provides investment advisory services as its core client offering, guiding portfolio strategy and fiduciary decisions for UHNW clients.
|
$651.14M |
$4.45
+0.23%
|
|
FISI
Financial Institutions, Inc.
Investment advisory services tied to Courier Capital wealth management activity.
|
$640.73M |
$31.87
+0.70%
|
|
ALRS
Alerus Financial Corporation
Investment advisory services provided as part of wealth management offerings.
|
$630.87M |
$24.87
+1.97%
|
|
SHBI
Shore Bancshares, Inc.
Wye Financial Partners and Wye Trust provide investment advisory, wealth management, and financial planning services.
|
$617.73M |
$18.48
-0.08%
|
|
PGC
Peapack-Gladstone Financial Corporation
Investment advisory services are part of the wealth management offering to clients.
|
$608.52M |
$34.43
+1.23%
|
|
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.
|
$605.34M |
$12.88
+0.94%
|
|
AROW
Arrow Financial Corporation
Investment advisory services offered to clients as part of wealth management.
|
$559.12M |
$33.98
+1.77%
|
|
RMR
The RMR Group Inc.
RMR provides investment advisory services to funds, REITs, and related clients.
|
$554.66M |
$17.32
+2.27%
|
|
BHB
Bar Harbor Bankshares
Wealth management activities imply investment advisory services as part of client offerings.
|
$552.20M |
$33.15
+0.15%
|
|
GAIN
Gladstone Investment Corporation
The company is externally managed with investment advisory services provided to its funds.
|
$547.12M |
$13.80
+0.44%
|
|
ACNB
ACNB Corporation
ACNB provides investment advisory and wealth management services.
|
$528.61M |
$50.35
-0.29%
|
|
BWB
Bridgewater Bancshares, Inc.
Bridgewater earns investment advisory income from Bridgewater Investment Management, indicating an advisory services capability.
|
$509.49M |
$18.48
+0.41%
|
|
MFH
Mercurity Fintech Holding Inc.
Chaince Securities provides broker-dealer and investment advisory services as a primary revenue/operational channel.
|
$507.58M |
$11.36
+173.61%
|
|
FFWM
First Foundation Inc.
FFWM offers Investment Advisory Services through its wealth management arm.
|
$497.61M |
$6.05
+1.00%
|
|
FMNB
Farmers National Banc Corp.
FMNB's trust and retirement consulting services align with Investment Advisory Services.
|
$492.04M |
$13.07
+0.04%
|
|
MSBI
Midland States Bancorp, Inc.
MSBI offers investment advisory services as part of its wealth management business.
|
$487.50M |
$22.61
-0.07%
|
|
DHIL
Diamond Hill Investment Group, Inc.
Investment Advisory Services — DHIL offers portfolio management and fiduciary guidance for funds and clients.
|
$464.58M |
$171.88
+0.10%
|
|
FBIZ
First Business Financial Services, Inc.
FBIZ offers Investment Advisory Services related to private wealth and client portfolios.
|
$456.50M |
$54.98
+0.50%
|
|
COFS
ChoiceOne Financial Services, Inc.
The bank provides investment advisory services as part of wealth management offerings.
|
$444.14M |
$29.58
|
|
OBT
Orange County Bancorp, Inc.
Wealth Management segment provides investment advisory services to clients, a key revenue stream.
|
$441.24M |
$33.09
+0.80%
|
|
ITIC
Investors Title Company
Investment advisory services via Investors Trust Company (trust and fiduciary management).
|
$431.08M |
$228.33
+0.15%
|
|
CION
CION Investment Corporation
CION provides investment advisory services for funds and clients as part of its management platform.
|
$422.42M |
$8.11
+0.87%
|
|
GLAD
Gladstone Capital Corporation
GLAD relies on investment advisory/investment management services in the externally managed BDC structure, aligning with Investment Advisory Services.
|
$420.46M |
$18.63
+0.59%
|
|
BMRC
Bank of Marin Bancorp
BMRC provides investment advisory services as part of its wealth management offerings.
|
$406.20M |
$25.27
+0.96%
|
|
BRBS
Blue Ridge Bankshares, Inc.
Investment advisory services are associated with the wealth management offerings of BRB Financial Group.
|
$376.80M |
$4.08
+0.99%
|
|
FMAO
Farmers & Merchants Bancorp, Inc.
Investment advisory services related to wealth management offerings.
|
$358.32M |
$26.04
-0.08%
|
|
CZNC
Citizens & Northern Corporation
Investment Advisory Services can be aligned with trust/portfolio management activities offered by CZNC.
|
$354.83M |
$22.92
+0.66%
|
Showing page 2 of 3 (282 total stocks)
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