Investment Advisory Services
•283 stocks
•
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5Y Price (Market Cap Weighted)
All Stocks (283)
| Company | Market Cap | Price |
|---|---|---|
|
BAC
Bank of America Corporation
Investment advisory services for portfolios and fiduciary guidance.
|
$400.79B |
$54.11
+0.90%
|
|
WFC
Wells Fargo & Company
Investment Advisory Services covers portfolio management and fiduciary guidance for clients and funds.
|
$276.33B |
$86.28
+0.10%
|
|
MS
Morgan Stanley
Investment advisory services for funds and clients.
|
$271.25B |
$169.87
+2.02%
|
|
RY
Royal Bank of Canada
RBC provides Investment Advisory Services including portfolio management and fiduciary guidance.
|
$210.59B |
$148.95
+0.83%
|
|
MUFG
Mitsubishi UFJ Financial Group, Inc.
Investment advisory services are provided by MUFG's asset management and banking units.
|
$191.73B |
$15.54
+2.27%
|
|
C
Citigroup Inc.
Citi offers investment advisory services as part of its asset management suite.
|
$189.37B |
$102.81
+2.03%
|
|
SCHW
The Charles Schwab Corporation
Schwab provides investment advisory services to clients and funds.
|
$177.37B |
$97.70
+1.65%
|
|
BLK
BlackRock, Inc.
Investment advisory services cover portfolio management, fiduciary guidance, and related client offerings.
|
$169.40B |
$1093.05
+0.67%
|
|
TD
The Toronto-Dominion Bank
Investment Advisory Services reflects TD's wealth management and financial planning offerings.
|
$148.22B |
$82.73
+1.39%
|
|
UBS
UBS Group AG
Investment Advisory Services include portfolio management and fiduciary guidance for clients.
|
$127.07B |
$39.59
+1.55%
|
|
HOOD
Robinhood Markets, Inc.
Robinhood Strategies provides digital investment advisory services with asset management capabilities.
|
$118.18B |
$132.96
+0.78%
|
|
BX
Blackstone Inc.
Provision of investment advisory services and fund management for clients and funds.
|
$106.41B |
$144.29
-0.48%
|
|
MFG
Mizuho Financial Group, Inc.
Provides investment advisory services to funds and clients as part of its asset and wealth management capabilities.
|
$86.33B |
$6.80
+1.11%
|
|
BNS
The Bank of Nova Scotia
Investment Advisory Services covers advisory and portfolio management offerings within wealth management.
|
$83.93B |
$67.81
+1.58%
|
|
BK
The Bank of New York Mellon Corporation
The firm provides investment advisory services to funds and clients as part of its asset/wealth management offerings.
|
$79.44B |
$112.62
+1.23%
|
|
USB
U.S. Bancorp
Investment advisory services are a direct offering for institutions and high-net-worth clients within USB's wealth operations.
|
$74.53B |
$47.88
+0.56%
|
|
PNC
The PNC Financial Services Group, Inc.
Investment advisory services for institutional and high-net-worth clients.
|
$73.61B |
$186.82
+1.08%
|
|
NWG
NatWest Group plc
NatWest provides Investment Advisory Services as part of its wealth management offerings.
|
$68.13B |
$16.43
+0.95%
|
|
MFC
Manulife Financial Corporation
Investment advisory services associated with asset management offerings.
|
$60.32B |
$34.45
+2.70%
|
|
ARES
Ares Management Corporation
Investment Advisory Services aligns with providing professional portfolio and fund management guidance.
|
$50.21B |
$153.62
-0.16%
|
|
CBRE
CBRE Group, Inc.
CBRE provides advisory services for capital markets, leasing, and other real estate transactions.
|
$46.24B |
$155.35
+0.29%
|
|
AMP
Ameriprise Financial, Inc.
AMP provides professional investment advisory services and portfolio management for clients and funds.
|
$44.36B |
$470.34
+1.16%
|
|
PUK
Prudential plc
Prudential provides investment advisory services as part of its asset management capabilities.
|
$39.91B |
$28.94
+0.24%
|
|
BBD
Banco Bradesco S.A.
Investment advisory services to clients via asset management.
|
$39.16B |
$3.68
-1.08%
|
|
SOFI
SoFi Technologies, Inc.
SoFi offers investment advisory services and portfolio management offerings as part of its broader financial services suite.
|
$38.57B |
$32.20
+4.05%
|
|
STT
State Street Corporation
Investment advisory services are a core function of asset management wings that guide fund strategies.
|
$34.36B |
$121.16
+1.44%
|
|
SLF
Sun Life Financial Inc.
Sun Life provides investment advisory services for funds and clients as part of its asset management operations.
|
$34.06B |
$59.12
+1.99%
|
|
RJF
Raymond James Financial, Inc.
Investment advisory services provided to clients and funds via the Private Client Group, including portfolio management and fiduciary guidance.
|
$33.47B |
$165.98
+1.51%
|
|
IX
ORIX Corporation
Investment Advisory Services covers professional advisory and asset management guidance for funds/clients.
|
$32.45B |
$26.71
+4.91%
|
|
IBKR
Interactive Brokers Group, Inc.
IBKR offers investment advisory tools and services to RIAs and clients (e.g., PortfolioAnalyst) as part of its advisor-enabled platform.
|
$32.37B |
$72.72
+2.62%
|
|
LPLA
LPL Financial Holdings Inc.
LPL offers investment advisory services to clients and financial advisors as a core revenue/ service line.
|
$30.13B |
$376.69
-0.30%
|
|
MTB
M&T Bank Corporation
Investment Advisory Services covers advisory offerings consistent with asset-management activities and client guidance.
|
$29.40B |
$187.98
+0.65%
|
|
SHG
Shinhan Financial Group Co., Ltd.
SHG provides investment advisory services for clients and funds as part of its wealth management offerings.
|
$28.11B |
$54.77
+1.99%
|
|
FUTU
Futu Holdings Limited
Provides investment advisory and wealth management services to clients.
|
$25.70B |
$186.05
-0.27%
|
|
BAP
Credicorp Ltd.
Credicorp Capital offers investment advisory services and wealth management for clients.
|
$24.78B |
$262.31
+1.61%
|
|
BAM
Brookfield Asset Management Ltd.
BAM offers investment advisory services for funds and clients.
|
$24.22B |
$54.73
+1.19%
|
|
OWL
Blue Owl Capital Inc.
Investment advisory services are provided to fund and client accounts as part of asset-management offerings.
|
$23.37B |
$15.09
+0.03%
|
|
HBAN
Huntington Bancshares Incorporated
Investment advisory services are part of Huntington’s capital markets/wealth-management offerings.
|
$23.27B |
$15.94
+0.73%
|
|
RPRX
Royalty Pharma plc
Provides investment advisory-like services as part of its asset-management and fund-structuring activities.
|
$23.09B |
$39.59
+1.60%
|
|
TROW
T. Rowe Price Group, Inc.
Investment advisory services provided to funds and clients.
|
$23.02B |
$104.77
+1.06%
|
|
RF
Regions Financial Corporation
Investment Advisory Services aligns with Regions’ wealth management capabilities and advisory offerings for clients.
|
$22.66B |
$25.39
+1.30%
|
|
TPG
TPG Inc.
Investment advisory services provided to funds and clients as part of the asset management platform.
|
$22.15B |
$58.70
+3.01%
|
|
NMR
Nomura Holdings, Inc.
The firm provides investment advisory services for funds and clients as part of its asset management offering.
|
$21.86B |
$7.36
+2.22%
|
|
SSNC
SS&C Technologies Holdings, Inc.
Investment advisory services are part of SS&C's software-enabled services portfolio for funds and clients.
|
$20.82B |
$85.19
+0.14%
|
|
CG
The Carlyle Group Inc.
Carlyle provides investment advisory services to funds and clients as part of its asset management platform.
|
$19.92B |
$55.09
+2.20%
|
|
KEY
KeyCorp
Investment Advisory Services: Provision of advisory services for investment strategies and portfolios.
|
$19.52B |
$17.80
-1.58%
|
|
PFG
Principal Financial Group, Inc.
Asset management activities imply investment advisory services to clients and funds.
|
$18.99B |
$85.23
+1.01%
|
|
BCH
Banco de Chile
Investment advisory services offered to clients as part of wealth management.
|
$18.87B |
$37.36
+1.88%
|
|
EWBC
East West Bancorp, Inc.
Wealth management / investment advisory services contribute to EWBC's fee income.
|
$14.52B |
$105.34
+0.30%
|
|
AEG
Aegon Ltd.
Investment advisory services related to funds and client portfolios as part of the broader asset management business.
|
$14.31B |
$7.84
+1.36%
|
|
WF
Woori Financial Group Inc.
Investment advisory and wealth-management services as part of WF’s asset-management suite.
|
$14.02B |
$55.94
+3.02%
|
|
EQH
Equitable Holdings, Inc.
Wealth management advisory services are provided through Equitable Advisors, a core revenue and service line.
|
$13.63B |
$45.51
+1.37%
|
|
HLI
Houlihan Lokey, Inc.
The firm provides investment advisory and valuation advisory services as part of its Financial and Valuation Advisory suite.
|
$12.97B |
$184.47
+1.22%
|
|
SF
Stifel Financial Corp.
Investment advisory services are a core pillar of Stifel's client-centric wealth and asset management model.
|
$12.77B |
$124.91
+1.98%
|
|
EVR
Evercore Inc.
Investment advisory services for funds and clients are a key service line in Evercore's platform.
|
$12.40B |
$321.44
+3.08%
|
|
JEF
Jefferies Financial Group Inc.
Investment Advisory Services providing portfolio management and fiduciary guidance for funds and clients.
|
$12.26B |
$59.38
+5.48%
|
|
BEN
Franklin Resources, Inc.
Investment advisory services are provided to funds and clients as a core service.
|
$11.97B |
$23.05
+1.01%
|
|
GLXY
Galaxy Digital
Galaxy offers investment advisory services related to its digital asset and infrastructure businesses.
|
$11.77B |
$31.30
+1.84%
|
|
FHN
First Horizon Corporation
Wealth and trust management and advisory services align with investment advisory capabilities.
|
$11.07B |
$21.80
+0.51%
|
|
IVZ
Invesco Ltd.
Investment advisory services for funds and clients are a direct revenue/Service line.
|
$11.00B |
$24.66
+3.29%
|
|
XP
XP Inc.
XP provides investment advisory services, financial planning, and strategy guidance to clients within its ecosystem.
|
$10.56B |
$19.20
-3.01%
|
|
SEIC
SEI Investments Company
SEI provides investment advisory services, including outsourced/institutional investment management.
|
$10.35B |
$83.71
+0.19%
|
|
CMA
Comerica Incorporated
Investment advisory services are provided to clients and institutions as part of wealth management.
|
$10.21B |
$79.48
+0.61%
|
|
MORN
Morningstar, Inc.
Independent research and investment advisory services component of Morningstar's offerings.
|
$9.12B |
$216.01
+0.69%
|
|
WTFC
Wintrust Financial Corporation
Investment Advisory Services captures the advisory component of Wintrust's wealth management offerings.
|
$8.74B |
$130.44
-0.40%
|
|
UMBF
UMB Financial Corporation
Investment advisory and portfolio management services.
|
$8.34B |
$109.75
-0.05%
|
|
ONB
Old National Bancorp
Investment advisory services are part of ONB's client offerings alongside wealth management.
|
$8.23B |
$20.99
|
|
GGAL
Grupo Financiero Galicia S.A.
Investment advisory services are typically part of asset management offerings for clients and funds.
|
$8.17B |
$55.31
+0.22%
|
|
CFR
Cullen/Frost Bankers, Inc.
CFR offers investment advisory services as part of its wealth management capabilities.
|
$7.99B |
$124.23
-0.57%
|
|
ZION
Zions Bancorporation, National Association
Investment Advisory Services aligns with wealth management and advisory offerings mentioned in the outlook.
|
$7.74B |
$52.44
-0.44%
|
|
CIGI
Colliers International Group Inc.
Investment advisory services related to asset management offerings and fund strategy within the investment platform.
|
$7.66B |
$151.84
-0.09%
|
|
AMG
Affiliated Managers Group, Inc.
AMG provides investment advisory services to funds and clients through its partner networks.
|
$7.52B |
$264.28
+2.57%
|
|
HLNE
Hamilton Lane Incorporated
The company provides investment advisory services, offering guidance and strategic input to clients and fund structures.
|
$7.49B |
$134.50
+1.66%
|
|
STEP
StepStone Group Inc.
Provides investment advisory services to fund clients and custom solutions.
|
$7.41B |
$62.83
+2.95%
|
|
CBSH
Commerce Bancshares, Inc.
Investment advisory services are part of CBSH’s wealth segment, offering portfolio guidance and fiduciary advice to clients.
|
$7.25B |
$54.31
-0.02%
|
|
VOYA
Voya Financial, Inc.
Investment Advisory Services align with VOYA's asset management capabilities and fiduciary portfolio guidance provided to clients.
|
$6.99B |
$72.58
+3.37%
|
|
JHG
Janus Henderson Group plc
Investment advisory services are a core service line accompanying asset management activities.
|
$6.94B |
$44.45
+0.66%
|
|
BOKF
BOK Financial Corporation
Investment advisory services supporting asset management and client portfolios.
|
$6.92B |
$108.73
-0.40%
|
|
PNFP
Pinnacle Financial Partners, Inc.
Wealth management and investment advisory services generate fee-based revenue and reflect PNFP’s advisory capabilities.
|
$6.86B |
$88.43
+1.10%
|
|
SNV
Synovus Financial Corp.
Investment Advisory Services aligns with Synovus's wealth and investment services for clients.
|
$6.44B |
$46.40
+1.11%
|
|
OTF
Blue Owl Technology Finance Corp.
The Adviser provides investment advisory/portfolio management services as part of managing the fund's investments.
|
$6.33B |
$13.71
+1.52%
|
|
PIPR
Piper Sandler Companies
Private capital advisory/investment advisory services (including Aviditi integration) are part of Piper Sandler's advisory revenue streams.
|
$6.00B |
$338.94
+0.74%
|
|
RITM
Rithm Capital Corp.
Investment advisory services relate to managing and advising external funds as an asset manager.
|
$5.96B |
$11.22
+0.76%
|
|
LAZ
Lazard Ltd
Lazard offers Investment Advisory Services to funds and clients, aligning portfolio and strategy with client needs.
|
$5.85B |
$51.90
+1.02%
|
|
FNB
F.N.B. Corporation
Investment advisory services supporting client portfolios and fiduciary guidance.
|
$5.82B |
$16.21
+0.84%
|
|
HWC
Hancock Whitney Corporation
Wealth management and investment advisory services expand via the Sabal Trust acquisition.
|
$5.03B |
$59.24
+0.37%
|
|
WTM
White Mountains Insurance Group, Ltd.
Investment advisory services related to portfolio and capital deployment strategy.
|
$4.98B |
$1930.00
+0.26%
|
|
IFS
Intercorp Financial Services Inc.
Investment Advisory Services as part of wealth management offerings.
|
$4.77B |
$41.65
+2.26%
|
|
AUB
Atlantic Union Bankshares Corporation
AUB's wealth management capabilities align with Investment Advisory Services for managing client portfolios and advisory needs.
|
$4.66B |
$32.76
+0.11%
|
|
FFIN
First Financial Bankshares, Inc.
Wealth management and advisory capabilities imply Investment Advisory Services for clients.
|
$4.49B |
$31.34
-0.30%
|
|
SNEX
StoneX Group Inc.
Investment advisory services capabilities appear via capital markets activity and acquisitions.
|
$4.40B |
$90.17
+0.28%
|
|
AB
AllianceBernstein Holding L.P.
AB offers investment advisory services for funds and clients, a core revenue stream.
|
$4.39B |
$39.73
+0.10%
|
|
FSK
FS KKR Capital Corp.
Investment advisory services related to fund management and portfolio oversight.
|
$4.38B |
$15.65
+1.07%
|
|
INTR
Inter & Co, Inc.
Investment advisory services and portfolio management capabilities.
|
$4.35B |
$9.89
-1.30%
|
|
VCTR
Victory Capital Holdings, Inc.
The company offers investment advisory services for funds and client portfolios, supporting its asset management franchise.
|
$4.24B |
$63.49
+1.80%
|
|
HASI
HA Sustainable Infrastructure Capital, Inc.
HASI provides investment advisory services and related fee income in connection with its capital solutions.
|
$4.22B |
$33.98
-0.06%
|
|
CNO
CNO Financial Group, Inc.
The company provides brokerage and advisory services to clients, reflecting asset management activities.
|
$4.04B |
$41.60
+1.50%
|
|
FHI
Federated Hermes, Inc.
Provides investment advisory services to funds and clients as a core revenue stream.
|
$3.91B |
$50.30
+0.75%
|
|
EBC
Eastern Bankshares, Inc.
Investment advisory services provided via the Cambridge Trust wealth management division.
|
$3.75B |
$17.73
+1.31%
|
|
UCB
United Community Banks, Inc.
Investment Advisory Services / Wealth management offerings for clients.
|
$3.66B |
$30.10
-0.56%
|
Showing page 1 of 3 (283 total stocks)
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