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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
PSBD Palmer Square Capital BDC Inc.
Management provides investment advisory services related to portfolio strategy and fund oversight.
 $342.85M
$10.91
+0.88%
ISBA Isabella Bank Corporation
ISBA provides investment advisory services through wealth management activities.
 $335.58M
$45.99
-6.85%
SSSS SuRo Capital Corp.
SuRo Capital provides investment management and advisory services as an internally managed investment company/BDC.
 $333.83M
$13.28
+1.37%
VALU Value Line, Inc.
Offers investment advisory services related to funds and client investment strategy through its asset-management affiliate.
 $331.37M
$35.64
-0.70%
FNLC The First Bancorp, Inc.
FNLC provides Investment Management and fiduciary services as part of wealth management offerings.
 $330.07M
$29.43
+2.65%
CZFS Citizens Financial Services, Inc.
Provides trust administration and investment advisory services as part of wealth management offerings.
 $328.52M
$68.09
+5.08%
BRBS Blue Ridge Bankshares, Inc.
Investment advisory services are associated with the wealth management offerings of BRB Financial Group.
 $326.61M
$3.57
+2.59%
PNNT PennantPark Investment Corporation
As an investment manager, PNNT provides investment advisory services to funds/partners.
 $310.81M
$4.75
+3.04%
DEFT DeFi Technologies Inc.
DeFi Advisory is a client-facing advisory service, aligning with investment advisory capabilities.
 $309.42M
$0.80
+6.31%
CHMG Chemung Financial Corporation
Wealth management services imply Investment Advisory Services as a key offering within the wealth mgmt segment.
 $301.18M
$62.53
+5.45%
OVLY Oak Valley Bancorp
Investment advisory services generate advisory fee income, indicating an investment advisory capability.
 $294.09M
$35.05
+2.01%
NWFL Norwood Financial Corp.
Fiduciary services imply investment advisory capabilities and client asset management.
 $290.43M
$31.29
+2.14%
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.
 $270.77M
$10.40
FXNC First National Corporation
Investment advisory services are part of the bank's client offerings in wealth management.
 $265.37M
$29.47
+3.22%
FDBC Fidelity D & D Bancorp, Inc.
Investment advisory services related to fiduciary/trust offerings indicated by the bank's 'trusted financial advisor' model.
 $263.33M
$45.57
+3.57%
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%
FRAF Franklin Financial Services Corporation
Wealth management services and advisory capabilities are part of the company’s offerings.
 $261.89M
$58.40
+3.61%
MYFW First Western Financial, Inc.
Company provides investment advisory services as part of its wealth management offering.
 $261.62M
$26.86
+1.82%
ATLO Ames National Corporation
Wealth management services including investment advisory offerings.
 $254.85M
$28.65
+1.06%
CFFI C&F Financial Corporation
Investment advisory services through CF Wealth Management.
 $248.92M
$76.87
-0.93%
RWAY Runway Growth Finance Corp.
Investment adviser role and related advisory services are part of the business, especially post-acquisition.
 $244.63M
$6.76
+1.12%
FUNC First United Corporation
Wealth management revenue includes investment advisory services (trust/estate administration and IRA administration) supporting Investment Advisory Services.
 $244.41M
$37.72
+1.15%
LCNB LCNB Corp.
Investment Advisory Services covers fiduciary and wealth-management-related advisory offerings.
 $243.30M
$17.13
+3.47%
HWBK Hawthorn Bancshares, Inc.
Wealth Management is a strategic, segmented revenue line including advisory services.
 $243.21M
$35.29
+3.76%
CCFN Muncy Columbia Financial Corporation
Provides investment advisory services / trust offerings as part of wealth management.
 $240.50M
$68.00
FCCO First Community Corporation
FCCO offers investment advisory services and wealth management within its Investment advisory segment.
 $239.53M
$31.14
+2.40%
MRBK Meridian Corporation
Investment Advisory Services covers advisory offerings within the wealth management segment.
 $235.99M
$20.50
+0.56%
TPVG TriplePoint Venture Growth BDC Corp.
TPVG uses an adviser to manage its investment activities and portfolios, constituting Investment Advisory Services.
 $228.26M
$5.65
+4.63%
LIEN Chicago Atlantic BDC, Inc.
LIEN's operations include investment advisory services typical of asset managers managing funds and portfolios.
 $216.80M
$9.54
+1.49%
OPOF Old Point Financial Corporation
Investment advisory services form part of the wealth management offering, supporting client portfolios.
 $214.92M
$42.10
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%
HRZN Horizon Technology Finance Corporation
HTFM acts as investment advisor and manages advisory relationships, reflecting Investment Advisory Services.
 $194.40M
$4.39
-0.79%
CHCI Comstock Holding Companies, Inc.
CHCI's asset management arrangements and advisory-like services align with investment advisory capabilities.
 $189.24M
$18.68
+2.66%
WHF WhiteHorse Finance, Inc.
Investment advisory services related to portfolio management and fund management provided through the external management structure.
 $175.95M
$7.57
-0.26%
RBKB Rhinebeck Bancorp, Inc.
Wealth management activities may include investment advisory services.
 $171.31M
$15.52
-0.10%
CSBB CSB Bancorp, Inc.
CSBB offers investment services (trust, brokerage) through CSB Investment Services, LLC, implying investment advisory services.
 $170.74M
$62.26
SAMG Silvercrest Asset Management Group Inc.
Provides investment advisory services including portfolio management and fiduciary guidance for funds and high-net-worth clients.
 $168.03M
$13.67
+0.51%
QNBC QNB Corp.
The article notes retail brokerage services and advisory fees, which align with Investment Advisory Services.
 $159.98M
$45.00
WHG Westwood Holdings Group, Inc.
The company offers investment advisory services to institutional clients, mutual funds, and individuals.
 $158.06M
$16.61
+1.90%
OXSQ Oxford Square Capital Corp.
The company engages in investment advisory services related to its managed investment activities.
 $155.17M
$1.90
+1.34%
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.
 $138.05M
$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.
 $105.00M
$23.23
+2.76%
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%
HNNA Hennessy Advisors, Inc.
Investment advisory services are a major revenue stream and core service provided to funds and clients.
 $78.92M
$9.94
+1.22%
SIEB Siebert Financial Corp.
Siebert offers Investment Advisory Services through Siebert AdvisorNXT.
 $77.22M
$1.91
+1.87%
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.
 $75.00M
$10.66
GEG Great Elm Group, Inc.
GEG provides investment advisory services and manages funds/assets, generating advisory/management fees.
 $72.66M
$2.16
+3.85%
JUVF Juniata Valley Financial Corp.
The bank provides trust and wealth management services, aligning with investment advisory capabilities.
 $69.24M
$13.83
ASRV AmeriServ Financial, Inc.
Investment advisory services for wealth management assets, including organizational advisory arrangements.
 $65.10M
$3.90
-3.47%
SORA AsiaStrategy
Potential investment advisory services related to its asset management activities.
 $55.99M
$2.25
FSEA First Seacoast Bancorp
Investment Advisory Services aligns with the wealth management offering provided to clients via a third-party advisor.
 $52.42M
$12.16
+5.65%
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%
HGBL Heritage Global Inc.
Heritage Global provides investment advisory services related to asset-based opportunities and deal sourcing.
 $50.72M
$1.46
+1.39%
LRFC Logan Ridge Finance Corporation
LRFC relies on investment advisory services (investment adviser arrangement) for portfolio management and strategy.
 $50.67M
$19.08
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.
 $47.96M
$1.14
-1.72%
COHN Cohen & Company Inc.
COHN provides investment advisory services as part of its capital markets offerings and client engagements.
 $47.92M
$23.18
-0.11%
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.
 $39.72M
$7.19
-0.28%
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.
 $35.04M
$2.81
-0.71%
TOP TOP Financial Group Limited
The company plans to offer asset management and investment advisory services as part of its diversified service offering.
 $32.45M
$0.83
+2.93%
RAND Rand Capital Corporation
Investment Advisory Services are provided for funds and investments, aligning with Rand's advisory role and management fees.
 $32.07M
$10.85
+0.23%
BMNM Bimini Capital Management, Inc.
BMNM provides investment advisory services to Orchid Island Capital as its external manager, a key revenue driver.
 $28.70M
$2.85
MOGO Mogo Inc.
Investment Advisory Services represents professional guidance integrated into wealth management offerings.
 $25.80M
$1.09
+4.81%
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.
 $20.11M
$1.40
-1.41%
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.
 $12.92M
$0.24
DSS DSS, Inc.
Investment Advisory Services as part of the Securities & Investment Management operations.
 $8.73M
$0.93
-3.08%
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.
 $2.17M
$28.50
+19.00%
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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SIEB Siebert Financial Corp.

Siebert Financial Reports 2025 Earnings: Revenue Up 12%, Stock Loan Revenue Surges 51%, Operating Income Declines

Mar 31, 2026
SIEB Siebert Financial Corp.

Siebert Financial Expands Partnership with Newsmax, Launches National Advertising Campaign

Mar 26, 2026

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