Investment Advisory Services
•283 stocks
•
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Price Performance Heatmap
5Y Price (Market Cap Weighted)
All Stocks (283)
| Company | Market Cap | Price |
|---|---|---|
|
INTR
Inter & Co, Inc.
Investment advisory services and portfolio management capabilities.
|
$3.62B |
$8.31
-9.03%
|
|
ETOR
eToro Group Ltd.
Alpha Portfolios and wealth management offerings imply Investment Advisory Services and portfolio management.
|
$3.48B |
$43.54
-0.89%
|
|
FULT
Fulton Financial Corporation
Investment advisory services: Wealth management activities often include investment advisory services.
|
$3.46B |
$19.04
+0.42%
|
|
RNST
Renasant Corporation
Investment Advisory Services capture the wealth management fiduciary, trust, and planning offerings.
|
$3.45B |
$36.37
+0.59%
|
|
HTGC
Hercules Capital, Inc.
HTGC's RIA platform implies investment advisory services to funds and clients, aligned with investment advisory capabilities.
|
$3.45B |
$19.02
+0.45%
|
|
APAM
Artisan Partners Asset Management Inc.
Provides investment advisory services, strategy, and fiduciary guidance to funds and clients.
|
$3.44B |
$42.75
+0.80%
|
|
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.
|
$3.34B |
$14.72
+1.41%
|
|
CNS
Cohen & Steers, Inc.
Investment advisory services for funds and clients.
|
$3.17B |
$62.45
-0.33%
|
|
DJT
Trump Media & Technology Group Corp.
Offering separately managed accounts (SMAs) implies Investment Advisory Services.
|
$3.15B |
$11.48
-2.59%
|
|
WSFS
WSFS Financial Corporation
Investment advisory services provided within wealth management.
|
$3.12B |
$55.94
-0.16%
|
|
CBU
Community Bank System, Inc.
Investment advisory services provided through wealth management offerings within the firm.
|
$3.10B |
$58.63
+0.14%
|
|
FBK
FB Financial Corporation
Presence of investment services and trust income suggests Investment Advisory Services.
|
$3.06B |
$56.76
-0.86%
|
|
SBCF
Seacoast Banking Corporation of Florida
Investment advisory services are part of the bank’s wealth management offering.
|
$2.84B |
$32.66
+0.09%
|
|
SFNC
Simmons First National Corporation
SFNC provides investment advisory services as part of its asset management capabilities.
|
$2.70B |
$18.68
-0.61%
|
|
CVBF
CVB Financial Corp.
Investment advisory services related to trust and asset management offerings.
|
$2.69B |
$19.54
-1.54%
|
|
BOH
Bank of Hawaii Corporation
Wealth management and investment advisory services are key components of BOH's growth initiatives.
|
$2.64B |
$66.58
-0.06%
|
|
DBRG
DigitalBridge Group, Inc.
DBRG provides investment advisory services as part of managing funds and client mandates.
|
$2.57B |
$14.69
+51.08%
|
|
PRK
Park National Corporation
Investment Advisory Services: fiduciary/trust-related advisory capabilities implied by fiduciary income and asset management activities.
|
$2.52B |
$156.83
-0.99%
|
|
FFBC
First Financial Bancorp.
Investment advisory services as part of wealth management offerings.
|
$2.47B |
$25.77
-0.15%
|
|
TRMK
Trustmark Corporation
Wealth management and advisory services for clients; aligns with investment advisory offerings.
|
$2.37B |
$39.26
-1.13%
|
|
SII
Sprott Inc.
Provides investment advisory and portfolio management services to funds/clients.
|
$2.34B |
$91.82
+0.49%
|
|
NBTB
NBT Bancorp Inc.
Investment Advisory Services reflects fee-based advisory activities for clients.
|
$2.20B |
$41.96
+0.33%
|
|
NTB
The Bank of N.T. Butterfield & Son Limited
Investment advisory services supporting clients with portfolio strategy and fiduciary guidance within wealth management.
|
$2.20B |
$48.95
+0.93%
|
|
FRME
First Merchants Corporation
Wealth management services and investment advisory capabilities are part of FRME's service mix.
|
$2.16B |
$37.13
-0.30%
|
|
WD
Walker & Dunlop, Inc.
WD provides Investment Advisory Services related to its real estate investment platforms and capital deployment.
|
$2.15B |
$63.28
-1.00%
|
|
BUSE
First Busey Corporation
Investment advisory services are a key portion of the wealth management segment.
|
$2.14B |
$24.00
-0.74%
|
|
FBNC
First Bancorp
FBNC notes financial advisory services as part of its core offerings, aligning with Investment Advisory Services.
|
$2.11B |
$51.20
-0.80%
|
|
GCMG
GCM Grosvenor Inc.
Investment advisory services are provided to funds and clients as part of the firm's offerings.
|
$2.10B |
$10.77
-3.84%
|
|
EFSC
Enterprise Financial Services Corp
Investment Advisory Services aligns with EFSC's wealth management activities and client advisory capabilities.
|
$2.04B |
$55.27
-0.80%
|
|
SYBT
Stock Yards Bancorp, Inc.
Investment advisory services as part of Wealth Management & Trust segment.
|
$1.98B |
$67.17
-0.22%
|
|
NIC
Nicolet Bankshares, Inc.
Investment advisory services accompany NIC’s wealth management activities, providing portfolio management and related services.
|
$1.93B |
$129.16
-0.16%
|
|
WBHC
Wilson Bank Holding Company
WBHC provides investment advisory services to clients.
|
$1.88B |
$175.00
|
|
CHCO
City Holding Company
Investment advisory services (trust and investment management) are a direct service line.
|
$1.77B |
$122.26
-0.19%
|
|
FCF
First Commonwealth Financial Corporation
Investment advisory services related to wealth management activities.
|
$1.72B |
$16.55
-0.27%
|
|
WT
WisdomTree, Inc.
Asset growth and model portfolios indicate ongoing Investment Advisory Services to institutions and clients.
|
$1.69B |
$11.41
+1.20%
|
|
RHLD
Resolute Holdings Management, Inc.
RHLD provides investment/advisory style oversight and strategic guidance to portfolio/underlying businesses as part of its platform.
|
$1.67B |
$195.42
-0.88%
|
|
SRCE
1st Source Corporation
Investment Advisory Services captures wealth/trust-related offerings associated with SRCE’s services.
|
$1.56B |
$63.60
-0.56%
|
|
STBA
S&T Bancorp, Inc.
Trust and brokerage-related services are indicated, aligning with Investment Advisory Services in providing value-added client advice.
|
$1.54B |
$40.09
-0.10%
|
|
GABC
German American Bancorp, Inc.
Wealth management services are provided via German American Investment Services, representing advisory capabilities.
|
$1.49B |
$39.58
-1.30%
|
|
BY
Byline Bancorp, Inc.
BY provides Investment Advisory Services as part of its wealth management offering.
|
$1.34B |
$29.21
+0.03%
|
|
KW
Kennedy-Wilson Holdings, Inc.
KW provides investment advisory services as part of its investment management capabilities.
|
$1.34B |
$9.73
+0.46%
|
|
CSWC
Capital Southwest Corporation
Potential investment advisory services as part of asset management activities for funds/clients.
|
$1.22B |
$21.88
+0.05%
|
|
OCSL
Oaktree Specialty Lending Corporation
Investment advisory services relate to managing and advising on funds and assets within the firm's platform.
|
$1.20B |
$13.65
+0.52%
|
|
MMI
Marcus & Millichap, Inc.
Investment advisory services related to CRE investments and client capital strategies.
|
$1.13B |
$29.11
+0.03%
|
|
VRTS
Virtus Investment Partners, Inc.
Delivers investment advisory services, including portfolio management and strategy for funds and clients.
|
$1.09B |
$162.06
+1.89%
|
|
PX
P10, Inc.
Investment Advisory Services are part of PX's fee-related revenue through long-term management/advisory contracts.
|
$1.08B |
$9.87
+0.20%
|
|
PEBO
Peoples Bancorp Inc.
PEBO may provide investment advisory services related to wealth/trust operations.
|
$1.08B |
$30.35
|
|
TMP
Tompkins Financial Corporation
Wealth Management revenue is driven by advisory and portfolio services through Tompkins Financial Advisors.
|
$1.03B |
$71.53
+0.10%
|
|
OSBC
Old Second Bancorp, Inc.
Wealth management includes investment advisory services as part of OSBC’s offerings.
|
$1.03B |
$19.61
-0.10%
|
|
BRKL
Brookline Bancorp, Inc.
Wealth management services are offered under Clarendon Private, implying investment advisory services.
|
$975.70M |
$10.95
|
|
UVSP
Univest Financial Corporation
Investment advisory services are offered to clients as part of wealth management.
|
$963.82M |
$33.26
-0.54%
|
|
FMBH
First Mid Bancshares, Inc.
Wealth management services including investment advisory revenue.
|
$956.30M |
$40.01
-0.67%
|
|
SBSI
Southside Bancshares, Inc.
Wealth management and trust services represent growing noninterest income lines.
|
$918.65M |
$30.62
+0.57%
|
|
EQBK
Equity Bancshares, Inc.
Investment advisory services related to wealth management and fiduciary activities are highlighted as growth opportunities.
|
$862.51M |
$45.22
+0.22%
|
|
MOFG
MidWestOne Financial Group, Inc.
Investment advisory services as part of the bank's wealth/investment management offering.
|
$843.57M |
$40.88
+0.15%
|
|
CPF
Central Pacific Financial Corp.
Investment Advisory Services reflects CPF's wealth management and fiduciary guidance to clients.
|
$824.82M |
$30.59
-0.07%
|
|
AMTB
Amerant Bancorp Inc.
Amerant offers investment advisory services as part of its wealth management and fiduciary offerings.
|
$804.93M |
$19.25
-0.52%
|
|
CCNE
CNB Financial Corporation
CNB's wealth/asset management and fiduciary advisory services are provided to clients.
|
$781.98M |
$26.69
-0.93%
|
|
HBNC
Horizon Bancorp, Inc.
Investment Advisory Services captures the advisory/investment components of Horizon’s wealth management offerings.
|
$762.45M |
$17.38
+0.06%
|
|
NOAH
Noah Holdings Limited
Noah offers investment advisory services as part of its wealth management platform.
|
$739.22M |
$10.60
+2.22%
|
|
NCDL
Nuveen Churchill Direct Lending Corp.
Investment advisory services related to funds and investment management.
|
$731.42M |
$14.85
+0.20%
|
|
ORRF
Orrstown Financial Services, Inc.
ORRF offers investment advisory services as part of wealth, fiduciary, and brokerage-related activities.
|
$720.00M |
$36.94
-0.19%
|
|
CAC
Camden National Corporation
Investment Advisory Services aligns with wealth management and client advisory capabilities.
|
$716.91M |
$42.41
-0.54%
|
|
OPY
Oppenheimer Holdings Inc.
Investment Advisory Services is a direct service offering for portfolio management and fiduciary guidance highlighted by the wealth management division.
|
$714.03M |
$67.47
-1.48%
|
|
FDUS
Fidus Investment Corporation
FDUS/its manager provides investment advisory services related to its portfolio strategy.
|
$698.75M |
$19.76
+0.05%
|
|
VINP
Vinci Compass Investments Ltd.
VINP provides investment advisory services as part of its asset management platform.
|
$690.93M |
$12.13
-2.65%
|
|
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%
|
|
ABL
Abacus Global Management, Inc.
Asset management platform implies investment advisory services for funds and high-net-worth clients.
|
$666.71M |
$6.89
-0.72%
|
|
ALTI
AlTi Global, Inc.
AlTi provides investment advisory services as its core client offering, guiding portfolio strategy and fiduciary decisions for UHNW clients.
|
$665.81M |
$4.54
+4.49%
|
|
MSIF
MSC Income Fund, Inc.
MSIF's external manager provides investment advisory services to the fund.
|
$664.64M |
$14.03
-1.13%
|
|
SMBC
Southern Missouri Bancorp, Inc.
Wealth management and investment advisory services are indicated by leadership roles in Wealth Management and Trust Services.
|
$654.18M |
$57.97
-0.79%
|
|
AC
Associated Capital Group, Inc.
AC offers investment advisory services to funds and clients, supported by advisory fee revenue.
|
$653.58M |
$30.92
|
|
SPFI
South Plains Financial, Inc.
The firm provides investment advisory services to funds and clients, mapping to Investment Advisory Services.
|
$632.09M |
$38.98
-0.78%
|
|
FISI
Financial Institutions, Inc.
Investment advisory services tied to Courier Capital wealth management activity.
|
$621.20M |
$30.92
-1.02%
|
|
FRGE
Forge Global Holdings, Inc.
Forge Global Advisors provides investment advisory services and fiduciary guidance for funds and clients.
|
$602.68M |
$44.35
+0.03%
|
|
FCBC
First Community Bankshares, Inc.
Investment Advisory Services aligns with wealth management/trust services.
|
$597.43M |
$32.66
-1.63%
|
|
SHBI
Shore Bancshares, Inc.
Wye Financial Partners and Wye Trust provide investment advisory, wealth management, and financial planning services.
|
$590.15M |
$17.61
-0.40%
|
|
ALRS
Alerus Financial Corporation
Investment advisory services provided as part of wealth management offerings.
|
$564.05M |
$22.20
-0.36%
|
|
GAIN
Gladstone Investment Corporation
The company is externally managed with investment advisory services provided to its funds.
|
$532.78M |
$13.95
-0.18%
|
|
FMNB
Farmers National Banc Corp.
FMNB's trust and retirement consulting services align with Investment Advisory Services.
|
$520.65M |
$13.86
-1.49%
|
|
CION
CION Investment Corporation
CION provides investment advisory services for funds and clients as part of its management platform.
|
$517.74M |
$9.93
+0.05%
|
|
BHB
Bar Harbor Bankshares
Wealth management activities imply investment advisory services as part of client offerings.
|
$516.34M |
$30.86
-0.79%
|
|
ACNB
ACNB Corporation
ACNB provides investment advisory and wealth management services.
|
$514.59M |
$49.35
-0.18%
|
|
AROW
Arrow Financial Corporation
Investment advisory services offered to clients as part of wealth management.
|
$503.46M |
$30.59
-1.07%
|
|
RMR
The RMR Group Inc.
RMR provides investment advisory services to funds, REITs, and related clients.
|
$496.85M |
$15.63
+0.64%
|
|
PGC
Peapack-Gladstone Financial Corporation
Investment advisory services are part of the wealth management offering to clients.
|
$493.45M |
$27.95
-0.60%
|
|
BWB
Bridgewater Bancshares, Inc.
Bridgewater earns investment advisory income from Bridgewater Investment Management, indicating an advisory services capability.
|
$490.29M |
$17.85
-1.00%
|
|
GLAD
Gladstone Capital Corporation
GLAD relies on investment advisory/investment management services in the externally managed BDC structure, aligning with Investment Advisory Services.
|
$473.39M |
$21.23
+0.35%
|
|
FFWM
First Foundation Inc.
FFWM offers Investment Advisory Services through its wealth management arm.
|
$472.90M |
$5.74
+1.23%
|
|
ITIC
Investors Title Company
Investment advisory services via Investors Trust Company (trust and fiduciary management).
|
$472.74M |
$251.50
-3.12%
|
|
COFS
ChoiceOne Financial Services, Inc.
The bank provides investment advisory services as part of wealth management offerings.
|
$469.22M |
$31.33
-0.95%
|
|
FBIZ
First Business Financial Services, Inc.
FBIZ offers Investment Advisory Services related to private wealth and client portfolios.
|
$448.80M |
$53.93
-0.77%
|
|
BMRC
Bank of Marin Bancorp
BMRC provides investment advisory services as part of its wealth management offerings.
|
$431.19M |
$26.88
-0.59%
|
|
MSBI
Midland States Bancorp, Inc.
MSBI offers investment advisory services as part of its wealth management business.
|
$423.98M |
$19.73
-1.40%
|
|
BRBS
Blue Ridge Bankshares, Inc.
Investment advisory services are associated with the wealth management offerings of BRB Financial Group.
|
$402.59M |
$4.38
-0.34%
|
|
PSBD
Palmer Square Capital BDC Inc.
Management provides investment advisory services related to portfolio strategy and fund oversight.
|
$394.50M |
$12.30
+0.57%
|
|
PNNT
PennantPark Investment Corporation
As an investment manager, PNNT provides investment advisory services to funds/partners.
|
$381.33M |
$5.87
+1.73%
|
|
MFH
Mercurity Fintech Holding Inc.
Chaince Securities provides broker-dealer and investment advisory services as a primary revenue/operational channel.
|
$373.43M |
$11.36
+52.62%
|
|
OBT
Orange County Bancorp, Inc.
Wealth Management segment provides investment advisory services to clients, a key revenue stream.
|
$362.80M |
$27.19
-0.66%
|
|
XOMA
XOMA Royalty Corp.
Provides investment advisory services related to capital management and asset allocation for managed portfolios.
|
$361.54M |
$29.84
-4.14%
|
Showing page 2 of 3 (283 total stocks)
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