Investment Advisory Services
•283 stocks
•
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Price Performance Heatmap
5Y Price (Market Cap Weighted)
All Stocks (283)
| Company | Market Cap | Price |
|---|---|---|
|
BULL
Webull Corporation Class A Ordinary Shares
Partnership with BlackRock to offer model portfolios indicates investment advisory services within the platform.
|
$3.95B |
$8.16
-0.18%
|
|
DJT
Trump Media & Technology Group Corp.
Offering separately managed accounts (SMAs) implies Investment Advisory Services.
|
$3.84B |
$13.90
+1.76%
|
|
INDB
Independent Bank Corp.
Investment advisory services and related wealth management revenue.
|
$3.82B |
$76.39
-0.30%
|
|
FULT
Fulton Financial Corporation
Investment advisory services: Wealth management activities often include investment advisory services.
|
$3.64B |
$20.00
-0.84%
|
|
INTR
Inter & Co, Inc.
Investment advisory services and portfolio management capabilities.
|
$3.60B |
$8.18
+0.37%
|
|
CNS
Cohen & Steers, Inc.
Investment advisory services for funds and clients.
|
$3.59B |
$70.42
+1.13%
|
|
APAM
Artisan Partners Asset Management Inc.
Provides investment advisory services, strategy, and fiduciary guidance to funds and clients.
|
$3.58B |
$44.31
-0.26%
|
|
RNST
Renasant Corporation
Investment Advisory Services capture the wealth management fiduciary, trust, and planning offerings.
|
$3.48B |
$36.56
-0.95%
|
|
HTGC
Hercules Capital, Inc.
HTGC's RIA platform implies investment advisory services to funds and clients, aligned with investment advisory capabilities.
|
$3.44B |
$18.91
-0.34%
|
|
CBU
Community Bank System, Inc.
Investment advisory services provided through wealth management offerings within the firm.
|
$3.27B |
$61.77
-1.53%
|
|
FBK
FB Financial Corporation
Presence of investment services and trust income suggests Investment Advisory Services.
|
$3.21B |
$59.60
-1.68%
|
|
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.
|
$3.19B |
$14.09
-0.46%
|
|
WSFS
WSFS Financial Corporation
Investment advisory services provided within wealth management.
|
$3.17B |
$56.59
-1.06%
|
|
SII
Sprott Inc.
Provides investment advisory and portfolio management services to funds/clients.
|
$3.02B |
$116.85
+1.44%
|
|
SBCF
Seacoast Banking Corporation of Florida
Investment advisory services are part of the bank’s wealth management offering.
|
$2.97B |
$33.83
-0.57%
|
|
BOH
Bank of Hawaii Corporation
Wealth management and investment advisory services are key components of BOH's growth initiatives.
|
$2.83B |
$71.29
-0.79%
|
|
DBRG
DigitalBridge Group, Inc.
DBRG provides investment advisory services as part of managing funds and client mandates.
|
$2.80B |
$15.35
+0.13%
|
|
SFNC
Simmons First National Corporation
SFNC provides investment advisory services as part of its asset management capabilities.
|
$2.78B |
$19.23
-0.23%
|
|
CVBF
CVB Financial Corp.
Investment advisory services related to trust and asset management offerings.
|
$2.74B |
$19.91
+0.18%
|
|
PRK
Park National Corporation
Investment Advisory Services: fiduciary/trust-related advisory capabilities implied by fiduciary income and asset management activities.
|
$2.60B |
$161.55
-1.35%
|
|
FFBC
First Financial Bancorp.
Investment advisory services as part of wealth management offerings.
|
$2.55B |
$26.65
-0.60%
|
|
ETOR
eToro Group Ltd.
Alpha Portfolios and wealth management offerings imply Investment Advisory Services and portfolio management.
|
$2.53B |
$31.34
+0.22%
|
|
TRMK
Trustmark Corporation
Wealth management and advisory services for clients; aligns with investment advisory offerings.
|
$2.49B |
$41.30
+0.32%
|
|
FBNC
First Bancorp
FBNC notes financial advisory services as part of its core offerings, aligning with Investment Advisory Services.
|
$2.40B |
$57.93
+0.70%
|
|
GCMG
GCM Grosvenor Inc.
Investment advisory services are provided to funds and clients as part of the firm's offerings.
|
$2.29B |
$11.75
+0.60%
|
|
NBTB
NBT Bancorp Inc.
Investment Advisory Services reflects fee-based advisory activities for clients.
|
$2.28B |
$43.63
-0.18%
|
|
WT
WisdomTree, Inc.
Asset growth and model portfolios indicate ongoing Investment Advisory Services to institutions and clients.
|
$2.23B |
$15.15
+6.58%
|
|
WD
Walker & Dunlop, Inc.
WD provides Investment Advisory Services related to its real estate investment platforms and capital deployment.
|
$2.23B |
$65.36
-0.86%
|
|
FRME
First Merchants Corporation
Wealth management services and investment advisory capabilities are part of FRME's service mix.
|
$2.20B |
$38.09
-1.13%
|
|
BUSE
First Busey Corporation
Investment advisory services are a key portion of the wealth management segment.
|
$2.17B |
$24.40
-1.85%
|
|
NTB
The Bank of N.T. Butterfield & Son Limited
Investment advisory services supporting clients with portfolio strategy and fiduciary guidance within wealth management.
|
$2.09B |
$50.04
-0.46%
|
|
EFSC
Enterprise Financial Services Corp
Investment Advisory Services aligns with EFSC's wealth management activities and client advisory capabilities.
|
$2.05B |
$55.48
-1.31%
|
|
SYBT
Stock Yards Bancorp, Inc.
Investment advisory services as part of Wealth Management & Trust segment.
|
$2.02B |
$68.53
-0.44%
|
|
NIC
Nicolet Bankshares, Inc.
Investment advisory services accompany NIC’s wealth management activities, providing portfolio management and related services.
|
$1.95B |
$131.36
-1.29%
|
|
FCF
First Commonwealth Financial Corporation
Investment advisory services related to wealth management activities.
|
$1.83B |
$17.49
-0.63%
|
|
CHCO
City Holding Company
Investment advisory services (trust and investment management) are a direct service line.
|
$1.79B |
$123.25
-0.21%
|
|
RHLD
Resolute Holdings Management, Inc.
RHLD provides investment/advisory style oversight and strategic guidance to portfolio/underlying businesses as part of its platform.
|
$1.76B |
$207.25
-8.45%
|
|
SRCE
1st Source Corporation
Investment Advisory Services captures wealth/trust-related offerings associated with SRCE’s services.
|
$1.59B |
$64.73
-0.98%
|
|
STBA
S&T Bancorp, Inc.
Trust and brokerage-related services are indicated, aligning with Investment Advisory Services in providing value-added client advice.
|
$1.55B |
$40.48
-0.83%
|
|
GABC
German American Bancorp, Inc.
Wealth management services are provided via German American Investment Services, representing advisory capabilities.
|
$1.51B |
$40.31
-0.91%
|
|
BY
Byline Bancorp, Inc.
BY provides Investment Advisory Services as part of its wealth management offering.
|
$1.41B |
$30.71
-0.78%
|
|
KW
Kennedy-Wilson Holdings, Inc.
KW provides investment advisory services as part of its investment management capabilities.
|
$1.38B |
$10.01
+0.05%
|
|
CSWC
Capital Southwest Corporation
Potential investment advisory services as part of asset management activities for funds/clients.
|
$1.32B |
$23.70
-0.11%
|
|
PX
P10, Inc.
Investment Advisory Services are part of PX's fee-related revenue through long-term management/advisory contracts.
|
$1.18B |
$10.71
+0.94%
|
|
VRTS
Virtus Investment Partners, Inc.
Delivers investment advisory services, including portfolio management and strategy for funds and clients.
|
$1.14B |
$169.31
-0.56%
|
|
OCSL
Oaktree Specialty Lending Corporation
Investment advisory services relate to managing and advising on funds and assets within the firm's platform.
|
$1.13B |
$12.87
-1.00%
|
|
PEBO
Peoples Bancorp Inc.
PEBO may provide investment advisory services related to wealth/trust operations.
|
$1.11B |
$31.20
-1.14%
|
|
TMP
Tompkins Financial Corporation
Wealth Management revenue is driven by advisory and portfolio services through Tompkins Financial Advisors.
|
$1.10B |
$76.09
-0.91%
|
|
OSBC
Old Second Bancorp, Inc.
Wealth management includes investment advisory services as part of OSBC’s offerings.
|
$1.09B |
$20.66
-1.55%
|
|
MMI
Marcus & Millichap, Inc.
Investment advisory services related to CRE investments and client capital strategies.
|
$1.06B |
$27.26
+0.22%
|
|
FMBH
First Mid Bancshares, Inc.
Wealth management services including investment advisory revenue.
|
$996.13M |
$41.52
+0.05%
|
|
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.
|
$970.69M |
$32.25
-0.37%
|
|
UVSP
Univest Financial Corporation
Investment advisory services are offered to clients as part of wealth management.
|
$965.12M |
$33.49
-0.10%
|
|
EQBK
Equity Bancshares, Inc.
Investment advisory services related to wealth management and fiduciary activities are highlighted as growth opportunities.
|
$901.71M |
$46.99
-0.84%
|
|
AMTB
Amerant Bancorp Inc.
Amerant offers investment advisory services as part of its wealth management and fiduciary offerings.
|
$870.06M |
$20.79
-1.00%
|
|
VINP
Vinci Compass Investments Ltd.
VINP provides investment advisory services as part of its asset management platform.
|
$864.21M |
$12.61
-1.87%
|
|
OPY
Oppenheimer Holdings Inc.
Investment Advisory Services is a direct service offering for portfolio management and fiduciary guidance highlighted by the wealth management division.
|
$863.42M |
$82.11
+3.92%
|
|
CPF
Central Pacific Financial Corp.
Investment Advisory Services reflects CPF's wealth management and fiduciary guidance to clients.
|
$859.36M |
$31.77
-1.70%
|
|
MOFG
MidWestOne Financial Group, Inc.
Investment advisory services as part of the bank's wealth/investment management offering.
|
$857.65M |
$41.45
-1.32%
|
|
ABL
Abacus Global Management, Inc.
Asset management platform implies investment advisory services for funds and high-net-worth clients.
|
$819.60M |
$8.47
+0.06%
|
|
CCNE
CNB Financial Corporation
CNB's wealth/asset management and fiduciary advisory services are provided to clients.
|
$798.78M |
$27.10
+0.37%
|
|
NOAH
Noah Holdings Limited
Noah offers investment advisory services as part of its wealth management platform.
|
$784.31M |
$11.23
+0.45%
|
|
CAC
Camden National Corporation
Investment Advisory Services aligns with wealth management and client advisory capabilities.
|
$766.66M |
$45.33
-0.78%
|
|
HBNC
Horizon Bancorp, Inc.
Investment Advisory Services captures the advisory/investment components of Horizon’s wealth management offerings.
|
$762.45M |
$17.50
+1.21%
|
|
ORRF
Orrstown Financial Services, Inc.
ORRF offers investment advisory services as part of wealth, fiduciary, and brokerage-related activities.
|
$715.32M |
$36.72
-0.93%
|
|
FDUS
Fidus Investment Corporation
FDUS/its manager provides investment advisory services related to its portfolio strategy.
|
$704.41M |
$19.93
-1.43%
|
|
SMBC
Southern Missouri Bancorp, Inc.
Wealth management and investment advisory services are indicated by leadership roles in Wealth Management and Trust Services.
|
$695.62M |
$61.70
-0.88%
|
|
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%
|
|
NCDL
Nuveen Churchill Direct Lending Corp.
Investment advisory services related to funds and investment management.
|
$670.18M |
$13.59
-1.81%
|
|
SPFI
South Plains Financial, Inc.
The firm provides investment advisory services to funds and clients, mapping to Investment Advisory Services.
|
$662.13M |
$40.82
-0.73%
|
|
AC
Associated Capital Group, Inc.
AC offers investment advisory services to funds and clients, supported by advisory fee revenue.
|
$653.58M |
$30.92
|
|
FISI
Financial Institutions, Inc.
Investment advisory services tied to Courier Capital wealth management activity.
|
$647.97M |
$32.23
+0.03%
|
|
MSIF
MSC Income Fund, Inc.
MSIF's external manager provides investment advisory services to the fund.
|
$639.97M |
$13.10
-2.89%
|
|
FCBC
First Community Bankshares, Inc.
Investment Advisory Services aligns with wealth management/trust services.
|
$633.70M |
$34.71
+1.20%
|
|
SHBI
Shore Bancshares, Inc.
Wye Financial Partners and Wye Trust provide investment advisory, wealth management, and financial planning services.
|
$610.20M |
$18.25
-1.00%
|
|
ALTI
AlTi Global, Inc.
AlTi provides investment advisory services as its core client offering, guiding portfolio strategy and fiduciary decisions for UHNW clients.
|
$608.61M |
$4.15
-1.43%
|
|
ALRS
Alerus Financial Corporation
Investment advisory services provided as part of wealth management offerings.
|
$607.99M |
$23.97
-0.75%
|
|
FRGE
Forge Global Holdings, Inc.
Forge Global Advisors provides investment advisory services and fiduciary guidance for funds and clients.
|
$606.21M |
$44.60
+0.11%
|
|
BHB
Bar Harbor Bankshares
Wealth management activities imply investment advisory services as part of client offerings.
|
$547.53M |
$32.82
-0.24%
|
|
AROW
Arrow Financial Corporation
Investment advisory services offered to clients as part of wealth management.
|
$538.04M |
$32.78
|
|
GAIN
Gladstone Investment Corporation
The company is externally managed with investment advisory services provided to its funds.
|
$537.74M |
$14.09
-0.63%
|
|
RMR
The RMR Group Inc.
RMR provides investment advisory services to funds, REITs, and related clients.
|
$524.89M |
$16.44
-0.12%
|
|
PGC
Peapack-Gladstone Financial Corporation
Investment advisory services are part of the wealth management offering to clients.
|
$519.04M |
$29.42
+0.79%
|
|
ACNB
ACNB Corporation
ACNB provides investment advisory and wealth management services.
|
$517.10M |
$49.40
-0.48%
|
|
FFWM
First Foundation Inc.
FFWM offers Investment Advisory Services through its wealth management arm.
|
$513.27M |
$6.24
-0.87%
|
|
FMNB
Farmers National Banc Corp.
FMNB's trust and retirement consulting services align with Investment Advisory Services.
|
$509.36M |
$13.51
-0.15%
|
|
BWB
Bridgewater Bancshares, Inc.
Bridgewater earns investment advisory income from Bridgewater Investment Management, indicating an advisory services capability.
|
$501.56M |
$18.29
-1.03%
|
|
CION
CION Investment Corporation
CION provides investment advisory services for funds and clients as part of its management platform.
|
$492.22M |
$9.46
-0.98%
|
|
MSBI
Midland States Bancorp, Inc.
MSBI offers investment advisory services as part of its wealth management business.
|
$484.73M |
$22.50
-0.27%
|
|
ITIC
Investors Title Company
Investment advisory services via Investors Trust Company (trust and fiduciary management).
|
$478.48M |
$255.22
+0.01%
|
|
GLAD
Gladstone Capital Corporation
GLAD relies on investment advisory/investment management services in the externally managed BDC structure, aligning with Investment Advisory Services.
|
$471.61M |
$21.13
-0.47%
|
|
FBIZ
First Business Financial Services, Inc.
FBIZ offers Investment Advisory Services related to private wealth and client portfolios.
|
$469.61M |
$56.25
-1.78%
|
|
DHIL
Diamond Hill Investment Group, Inc.
Investment Advisory Services — DHIL offers portfolio management and fiduciary guidance for funds and clients.
|
$463.60M |
$170.31
-0.12%
|
|
BMRC
Bank of Marin Bancorp
BMRC provides investment advisory services as part of its wealth management offerings.
|
$432.16M |
$26.82
-0.33%
|
|
COFS
ChoiceOne Financial Services, Inc.
The bank provides investment advisory services as part of wealth management offerings.
|
$428.38M |
$28.58
-0.24%
|
|
OBT
Orange County Bancorp, Inc.
Wealth Management segment provides investment advisory services to clients, a key revenue stream.
|
$397.35M |
$29.65
-0.70%
|
|
BRBS
Blue Ridge Bankshares, Inc.
Investment advisory services are associated with the wealth management offerings of BRB Financial Group.
|
$397.06M |
$4.31
-2.49%
|
|
PNNT
PennantPark Investment Corporation
As an investment manager, PNNT provides investment advisory services to funds/partners.
|
$394.39M |
$6.05
-0.81%
|
|
PSBD
Palmer Square Capital BDC Inc.
Management provides investment advisory services related to portfolio strategy and fund oversight.
|
$385.51M |
$12.03
-2.35%
|
Showing page 2 of 3 (283 total stocks)
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