Investment Advisory Services
•283 stocks
•
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All Stocks (283)
| Company | Market Cap | Price |
|---|---|---|
|
ISBA
Isabella Bank Corporation
ISBA provides investment advisory services through wealth management activities.
|
$374.18M |
$50.54
+1.08%
|
|
VALU
Value Line, Inc.
Offers investment advisory services related to funds and client investment strategy through its asset-management affiliate.
|
$350.54M |
$37.65
+1.13%
|
|
FMAO
Farmers & Merchants Bancorp, Inc.
Investment advisory services related to wealth management offerings.
|
$347.15M |
$25.31
-0.24%
|
|
RWAY
Runway Growth Finance Corp.
Investment adviser role and related advisory services are part of the business, especially post-acquisition.
|
$340.07M |
$9.38
-2.19%
|
|
CZNC
Citizens & Northern Corporation
Investment Advisory Services can be aligned with trust/portfolio management activities offered by CZNC.
|
$332.80M |
$21.46
-0.69%
|
|
CBAN
Colony Bankcorp, Inc.
Wealth Management / Investment Advisory services are part of CBAN's offerings.
|
$326.00M |
$18.67
-0.05%
|
|
MFH
Mercurity Fintech Holding Inc.
Chaince Securities provides broker-dealer and investment advisory services as a primary revenue/operational channel.
|
$325.44M |
$11.36
+110.28%
|
|
XOMA
XOMA Royalty Corp.
Provides investment advisory services related to capital management and asset allocation for managed portfolios.
|
$321.78M |
$25.85
-2.89%
|
|
CZFS
Citizens Financial Services, Inc.
Provides trust administration and investment advisory services as part of wealth management offerings.
|
$309.59M |
$64.50
+2.79%
|
|
FNLC
The First Bancorp, Inc.
FNLC provides Investment Management and fiduciary services as part of wealth management offerings.
|
$304.59M |
$27.31
-0.04%
|
|
DEFT
DeFi Technologies Inc.
DeFi Advisory is a client-facing advisory service, aligning with investment advisory capabilities.
|
$298.79M |
$1.08
-1.36%
|
|
HRZN
Horizon Technology Finance Corporation
HTFM acts as investment advisor and manages advisory relationships, reflecting Investment Advisory Services.
|
$282.93M |
$6.66
-0.15%
|
|
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.
|
$269.34M |
$10.36
-0.62%
|
|
TPVG
TriplePoint Venture Growth BDC Corp.
TPVG uses an adviser to manage its investment activities and portfolios, constituting Investment Advisory Services.
|
$265.33M |
$6.59
-1.93%
|
|
CHMG
Chemung Financial Corporation
Wealth management services imply Investment Advisory Services as a key offering within the wealth mgmt segment.
|
$264.65M |
$55.85
-1.55%
|
|
OVLY
Oak Valley Bancorp
Investment advisory services generate advisory fee income, indicating an investment advisory capability.
|
$261.47M |
$31.31
+1.23%
|
|
NWFL
Norwood Financial Corp.
Fiduciary services imply investment advisory capabilities and client asset management.
|
$260.90M |
$28.40
+0.42%
|
|
MYFW
First Western Financial, Inc.
Company provides investment advisory services as part of its wealth management offering.
|
$259.18M |
$26.73
+0.06%
|
|
FDBC
Fidelity D & D Bancorp, Inc.
Investment advisory services related to fiduciary/trust offerings indicated by the bank's 'trusted financial advisor' model.
|
$253.76M |
$44.44
+1.09%
|
|
FUNC
First United Corporation
Wealth management revenue includes investment advisory services (trust/estate administration and IRA administration) supporting Investment Advisory Services.
|
$246.28M |
$38.36
-2.15%
|
|
LIEN
Chicago Atlantic BDC, Inc.
LIEN's operations include investment advisory services typical of asset managers managing funds and portfolios.
|
$237.79M |
$10.45
-4.22%
|
|
LCNB
LCNB Corp.
Investment Advisory Services covers fiduciary and wealth-management-related advisory offerings.
|
$236.60M |
$16.75
-0.18%
|
|
FXNC
First National Corporation
Investment advisory services are part of the bank's client offerings in wealth management.
|
$230.93M |
$25.69
-0.08%
|
|
SSSS
SuRo Capital Corp.
SuRo Capital provides investment management and advisory services as an internally managed investment company/BDC.
|
$230.28M |
$9.67
-0.31%
|
|
CFFI
C&F Financial Corporation
Investment advisory services through CF Wealth Management.
|
$227.78M |
$71.01
-0.18%
|
|
FCCO
First Community Corporation
FCCO offers investment advisory services and wealth management within its Investment advisory segment.
|
$225.12M |
$29.29
-0.88%
|
|
FRAF
Franklin Financial Services Corporation
Wealth management services and advisory capabilities are part of the company’s offerings.
|
$224.01M |
$50.04
+1.62%
|
|
HWBK
Hawthorn Bancshares, Inc.
Wealth Management is a strategic, segmented revenue line including advisory services.
|
$218.99M |
$32.01
-1.78%
|
|
OPOF
Old Point Financial Corporation
Investment advisory services form part of the wealth management offering, supporting client portfolios.
|
$214.92M |
$42.10
|
|
ATLO
Ames National Corporation
Wealth management services including investment advisory offerings.
|
$209.56M |
$23.56
-0.38%
|
|
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%
|
|
MRBK
Meridian Corporation
Investment Advisory Services covers advisory offerings within the wealth management segment.
|
$205.12M |
$18.17
+0.11%
|
|
CCFN
Muncy Columbia Financial Corporation
Provides investment advisory services / trust offerings as part of wealth management.
|
$196.25M |
$55.50
|
|
SAMG
Silvercrest Asset Management Group Inc.
Provides investment advisory services including portfolio management and fiduciary guidance for funds and high-net-worth clients.
|
$195.29M |
$15.56
+1.43%
|
|
WHG
Westwood Holdings Group, Inc.
The company offers investment advisory services to institutional clients, mutual funds, and individuals.
|
$173.02M |
$18.55
+0.51%
|
|
PTMN
Portman Ridge Finance Corporation
Investment advisory services related to funds and portfolio strategy.
|
$162.79M |
$12.34
|
|
WHF
WhiteHorse Finance, Inc.
Investment advisory services related to portfolio management and fund management provided through the external management structure.
|
$160.84M |
$6.95
-1.35%
|
|
BFIN
BankFinancial Corporation
Fiduciary and financial planning services implied, aligning with investment advisory activities.
|
$149.53M |
$12.02
+0.17%
|
|
CSBB
CSB Bancorp, Inc.
CSBB offers investment services (trust, brokerage) through CSB Investment Services, LLC, implying investment advisory services.
|
$146.74M |
$53.51
|
|
MRCC
Monroe Capital Corporation
As a funds company, MRCC engages in investment advisory/management activities via its externally managed framework.
|
$145.38M |
$6.67
+0.53%
|
|
OXSQ
Oxford Square Capital Corp.
The company engages in investment advisory services related to its managed investment activities.
|
$145.14M |
$1.88
-2.04%
|
|
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%
|
|
RBKB
Rhinebeck Bancorp, Inc.
Wealth management activities may include investment advisory services.
|
$133.38M |
$12.15
+1.17%
|
|
ENBP
ENB Financial Corp
Investment advisory services associated with fiduciary/trust activities.
|
$132.76M |
$23.85
|
|
QNBC
QNB Corp.
The article notes retail brokerage services and advisory fees, which align with Investment Advisory Services.
|
$125.32M |
$35.25
|
|
SIEB
Siebert Financial Corp.
Siebert offers Investment Advisory Services through Siebert AdvisorNXT.
|
$122.90M |
$3.09
-1.59%
|
|
CHCI
Comstock Holding Companies, Inc.
CHCI's asset management arrangements and advisory-like services align with investment advisory capabilities.
|
$112.20M |
$11.38
+0.40%
|
|
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.
|
$91.60M |
$27.29
+0.31%
|
|
BOTJ
Bank of the James Financial Group, Inc.
Investment Advisory segment (PWW) with rising AUM and noninterest income supports Investment Advisory Services.
|
$83.37M |
N/A
|
|
AMTD
AMTD IDEA Group
Provides professional investment advisory services for funds and clients as part of its asset management and capital markets offerings.
|
$83.20M |
$1.00
|
|
HNNA
Hennessy Advisors, Inc.
Investment advisory services are a major revenue stream and core service provided to funds and clients.
|
$79.59M |
$10.29
-0.72%
|
|
DOMH
Dominari Holdings Inc.
Dominari Financial provides investment advisory services to clients as an asset management function.
|
$76.90M |
$4.58
-8.76%
|
|
UWHR
Uwharrie Capital Corp
Wealth management/advisory services are provided via Uwharrie Investment Advisors, aligning with Investment Advisory Services.
|
$73.88M |
$10.50
|
|
JUVF
Juniata Valley Financial Corp.
The bank provides trust and wealth management services, aligning with investment advisory capabilities.
|
$71.10M |
$14.21
|
|
GEG
Great Elm Group, Inc.
GEG provides investment advisory services and manages funds/assets, generating advisory/management fees.
|
$70.46M |
$2.43
+0.83%
|
|
SORA
AsiaStrategy
Potential investment advisory services related to its asset management activities.
|
$70.24M |
N/A
|
|
FSEA
First Seacoast Bancorp
Investment Advisory Services aligns with the wealth management offering provided to clients via a third-party advisor.
|
$60.47M |
N/A
|
|
ASRV
AmeriServ Financial, Inc.
Investment advisory services for wealth management assets, including organizational advisory arrangements.
|
$54.18M |
$3.19
-2.74%
|
|
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
|
|
HGBL
Heritage Global Inc.
Heritage Global provides investment advisory services related to asset-based opportunities and deal sourcing.
|
$50.03M |
$1.42
-0.35%
|
|
COHN
Cohen & Company Inc.
COHN provides investment advisory services as part of its capital markets offerings and client engagements.
|
$46.01M |
$22.40
+12.51%
|
|
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.
|
$42.75M |
$0.93
-6.86%
|
|
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
|
|
BCG
Binah Capital Group, Inc.
BCG delivers investment advisory services, including portfolio management and fiduciary guidance for clients and funds.
|
$39.85M |
$2.48
+2.70%
|
|
TOP
TOP Financial Group Limited
The company plans to offer asset management and investment advisory services as part of its diversified service offering.
|
$38.14M |
$1.04
+2.97%
|
|
RAND
Rand Capital Corporation
Investment Advisory Services are provided for funds and investments, aligning with Rand's advisory role and management fees.
|
$35.49M |
$11.90
+2.06%
|
|
LGL
The LGL Group, Inc.
Investment advisory services related to portfolio management and strategic investment guidance.
|
$34.42M |
$6.33
-0.47%
|
|
GROW
U.S. Global Investors, Inc.
Offers investment advisory services to funds and clients as a core service.
|
$32.14M |
$2.49
|
|
BMNM
Bimini Capital Management, Inc.
BMNM provides investment advisory services to Orchid Island Capital as its external manager, a key revenue driver.
|
$30.11M |
$3.50
|
|
MOGO
Mogo Inc.
Investment Advisory Services represents professional guidance integrated into wealth management offerings.
|
$28.27M |
$1.09
-10.66%
|
|
AMBR
Amber International Holding Ltd
Amber Premium includes investment advisory and funds management services as part of its offerings.
|
$24.45M |
$2.58
-1.53%
|
|
EQS
Equus Total Return, Inc.
As a fund manager, EQS provides investment strategy and fiduciary guidance for funds and clients.
|
$18.48M |
N/A
|
|
GRNQ
Greenpro Capital Corp.
Investment advisory services reflecting corporate advisory capabilities.
|
$14.87M |
$1.73
|
|
SUND
Sundance Strategies, Inc.
The company provides investment advisory services including portfolio construction and advisory oversight for structured finance transactions.
|
$10.77M |
$0.25
|
|
DSS
DSS, Inc.
Investment Advisory Services as part of the Securities & Investment Management operations.
|
$9.12M |
$0.98
-6.66%
|
|
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.
|
$3.28M |
$1.34
+0.75%
|
|
GSIW
Garden Stage Limited Ordinary Shares
Licensed Type 4 activities and ongoing securities investment advisory services.
|
$2.31M |
$0.15
+7.69%
|
|
ELAB
PMGC Holdings Inc.
Investment advisory services related to portfolio construction and stewardship for funds and assets.
|
$1.63M |
$3.35
-13.12%
|
Showing page 3 of 3 (283 total stocks)
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