Investment Advisory Services
•283 stocks
•
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Price Performance Heatmap
5Y Price (Market Cap Weighted)
All Stocks (283)
| Company | Market Cap | Price |
|---|---|---|
|
VALU
Value Line, Inc.
Offers investment advisory services related to funds and client investment strategy through its asset-management affiliate.
|
$352.86M |
$37.02
+0.54%
|
|
FMAO
Farmers & Merchants Bancorp, Inc.
Investment advisory services related to wealth management offerings.
|
$340.36M |
$24.90
-2.08%
|
|
ISBA
Isabella Bank Corporation
ISBA provides investment advisory services through wealth management activities.
|
$340.03M |
$46.19
-1.18%
|
|
RWAY
Runway Growth Finance Corp.
Investment adviser role and related advisory services are part of the business, especially post-acquisition.
|
$331.74M |
$9.15
-0.05%
|
|
DHIL
Diamond Hill Investment Group, Inc.
Investment Advisory Services — DHIL offers portfolio management and fiduciary guidance for funds and clients.
|
$316.94M |
$116.70
-0.12%
|
|
CZNC
Citizens & Northern Corporation
Investment Advisory Services can be aligned with trust/portfolio management activities offered by CZNC.
|
$314.18M |
$20.30
-0.98%
|
|
CBAN
Colony Bankcorp, Inc.
Wealth Management / Investment Advisory services are part of CBAN's offerings.
|
$305.05M |
$17.36
+0.09%
|
|
FNLC
The First Bancorp, Inc.
FNLC provides Investment Management and fiduciary services as part of wealth management offerings.
|
$289.79M |
$25.88
-0.99%
|
|
HRZN
Horizon Technology Finance Corporation
HTFM acts as investment advisor and manages advisory relationships, reflecting Investment Advisory Services.
|
$284.63M |
$6.72
+0.37%
|
|
CZFS
Citizens Financial Services, Inc.
Provides trust administration and investment advisory services as part of wealth management offerings.
|
$272.82M |
$56.50
-1.09%
|
|
TPVG
TriplePoint Venture Growth BDC Corp.
TPVG uses an adviser to manage its investment activities and portfolios, constituting Investment Advisory Services.
|
$272.19M |
$6.79
+2.33%
|
|
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.
|
$268.56M |
$10.31
-0.10%
|
|
NWFL
Norwood Financial Corp.
Fiduciary services imply investment advisory capabilities and client asset management.
|
$265.53M |
$28.60
-0.59%
|
|
CHMG
Chemung Financial Corporation
Wealth management services imply Investment Advisory Services as a key offering within the wealth mgmt segment.
|
$256.94M |
$53.00
-1.17%
|
|
FUNC
First United Corporation
Wealth management revenue includes investment advisory services (trust/estate administration and IRA administration) supporting Investment Advisory Services.
|
$250.69M |
$38.76
+0.40%
|
|
FDBC
Fidelity D & D Bancorp, Inc.
Investment advisory services related to fiduciary/trust offerings indicated by the bank's 'trusted financial advisor' model.
|
$249.55M |
$43.44
-0.31%
|
|
DEFT
DeFi Technologies Inc.
DeFi Advisory is a client-facing advisory service, aligning with investment advisory capabilities.
|
$248.78M |
$1.20
-8.78%
|
|
LIEN
Chicago Atlantic BDC, Inc.
LIEN's operations include investment advisory services typical of asset managers managing funds and portfolios.
|
$243.72M |
$10.63
+0.38%
|
|
FRAF
Franklin Financial Services Corporation
Wealth management services and advisory capabilities are part of the company’s offerings.
|
$240.13M |
$53.95
-0.06%
|
|
MYFW
First Western Financial, Inc.
Company provides investment advisory services as part of its wealth management offering.
|
$239.64M |
$24.42
+1.50%
|
|
HWBK
Hawthorn Bancshares, Inc.
Wealth Management is a strategic, segmented revenue line including advisory services.
|
$236.87M |
$34.67
-1.20%
|
|
OVLY
Oak Valley Bancorp
Investment advisory services generate advisory fee income, indicating an investment advisory capability.
|
$234.99M |
$28.11
+0.21%
|
|
LCNB
LCNB Corp.
Investment Advisory Services covers fiduciary and wealth-management-related advisory offerings.
|
$227.66M |
$16.05
-0.09%
|
|
FCCO
First Community Corporation
FCCO offers investment advisory services and wealth management within its Investment advisory segment.
|
$225.81M |
$29.38
-0.03%
|
|
SSSS
SuRo Capital Corp.
SuRo Capital provides investment management and advisory services as an internally managed investment company/BDC.
|
$225.26M |
$9.44
-0.37%
|
|
FXNC
First National Corporation
Investment advisory services are part of the bank's client offerings in wealth management.
|
$221.04M |
$24.63
|
|
CFFI
C&F Financial Corporation
Investment advisory services through CF Wealth Management.
|
$220.66M |
$69.01
+0.74%
|
|
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
|
|
EARN
Ellington Credit Company
The business provides investment advisory/sub-advisory services through its external manager and strategy execution.
|
$201.32M |
$5.38
+0.94%
|
|
ATLO
Ames National Corporation
Wealth management services including investment advisory offerings.
|
$196.48M |
$22.13
+0.14%
|
|
CCFN
Muncy Columbia Financial Corporation
Provides investment advisory services / trust offerings as part of wealth management.
|
$190.94M |
$54.00
|
|
NKSH
National Bankshares, Inc.
Investment advisory services provided via the subsidiary NBFS (investment services for clients).
|
$189.64M |
$30.40
+0.56%
|
|
SAMG
Silvercrest Asset Management Group Inc.
Provides investment advisory services including portfolio management and fiduciary guidance for funds and high-net-worth clients.
|
$184.61M |
$14.80
-1.53%
|
|
MRBK
Meridian Corporation
Investment Advisory Services covers advisory offerings within the wealth management segment.
|
$183.87M |
$16.35
-0.67%
|
|
WHF
WhiteHorse Finance, Inc.
Investment advisory services related to portfolio management and fund management provided through the external management structure.
|
$178.51M |
$7.67
+1.05%
|
|
PTMN
Portman Ridge Finance Corporation
Investment advisory services related to funds and portfolio strategy.
|
$172.68M |
$13.09
|
|
WHG
Westwood Holdings Group, Inc.
The company offers investment advisory services to institutional clients, mutual funds, and individuals.
|
$155.05M |
$16.52
+0.46%
|
|
BFIN
BankFinancial Corporation
Fiduciary and financial planning services implied, aligning with investment advisory activities.
|
$151.15M |
$12.13
-0.29%
|
|
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.
|
$146.57M |
$34.72
-4.38%
|
|
MRCC
Monroe Capital Corporation
As a funds company, MRCC engages in investment advisory/management activities via its externally managed framework.
|
$144.84M |
$6.67
+1.06%
|
|
OXSQ
Oxford Square Capital Corp.
The company engages in investment advisory services related to its managed investment activities.
|
$142.80M |
$1.84
+0.27%
|
|
BULL
Webull Corporation Class A Ordinary Shares
Partnership with BlackRock to offer model portfolios indicates investment advisory services within the platform.
|
$141.79M |
$9.46
-1.66%
|
|
CHCI
Comstock Holding Companies, Inc.
CHCI's asset management arrangements and advisory-like services align with investment advisory capabilities.
|
$136.27M |
$13.68
-0.62%
|
|
CSBB
CSB Bancorp, Inc.
CSBB offers investment services (trust, brokerage) through CSB Investment Services, LLC, implying investment advisory services.
|
$134.38M |
$49.00
|
|
RBKB
Rhinebeck Bancorp, Inc.
Wealth management activities may include investment advisory services.
|
$129.49M |
$11.55
-0.77%
|
|
QNBC
QNB Corp.
The article notes retail brokerage services and advisory fees, which align with Investment Advisory Services.
|
$125.50M |
$35.30
|
|
ENBP
ENB Financial Corp
Investment advisory services associated with fiduciary/trust activities.
|
$123.74M |
$22.23
|
|
SIEB
Siebert Financial Corp.
Siebert offers Investment Advisory Services through Siebert AdvisorNXT.
|
$120.07M |
$2.95
-1.67%
|
|
IROQ
IF Bancorp, Inc.
Investment advisory services align with their wealth management offerings.
|
$88.48M |
$26.23
-0.44%
|
|
FMBM
F & M Bank Corp.
Investment advisory services are part of the bank's asset-management capabilities.
|
$87.72M |
$27.35
|
|
SORA
AsiaStrategy
Potential investment advisory services related to its asset management activities.
|
$85.25M |
$3.94
+2.34%
|
|
BOTJ
Bank of the James Financial Group, Inc.
Investment Advisory segment (PWW) with rising AUM and noninterest income supports Investment Advisory Services.
|
$80.87M |
$17.89
+0.93%
|
|
HNNA
Hennessy Advisors, Inc.
Investment advisory services are a major revenue stream and core service provided to funds and clients.
|
$80.82M |
$10.15
-2.20%
|
|
AMTD
AMTD IDEA Group
Provides professional investment advisory services for funds and clients as part of its asset management and capital markets offerings.
|
$80.34M |
$0.99
-1.67%
|
|
GEG
Great Elm Group, Inc.
GEG provides investment advisory services and manages funds/assets, generating advisory/management fees.
|
$76.55M |
$2.62
-3.14%
|
|
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.
|
$71.30M |
$14.24
|
|
DOMH
Dominari Holdings Inc.
Dominari Financial provides investment advisory services to clients as an asset management function.
|
$59.59M |
$3.98
-5.01%
|
|
FSEA
First Seacoast Bancorp
Investment Advisory Services aligns with the wealth management offering provided to clients via a third-party advisor.
|
$56.15M |
$12.12
+0.59%
|
|
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%
|
|
ASRV
AmeriServ Financial, Inc.
Investment advisory services for wealth management assets, including organizational advisory arrangements.
|
$52.37M |
$3.16
+2.60%
|
|
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.
|
$44.47M |
$1.27
-1.55%
|
|
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
|
|
RAND
Rand Capital Corporation
Investment Advisory Services are provided for funds and investments, aligning with Rand's advisory role and management fees.
|
$41.67M |
$13.56
-3.36%
|
|
TOP
TOP Financial Group Limited
The company plans to offer asset management and investment advisory services as part of its diversified service offering.
|
$40.73M |
$1.11
+2.78%
|
|
BCG
Binah Capital Group, Inc.
BCG delivers investment advisory services, including portfolio management and fiduciary guidance for clients and funds.
|
$40.01M |
$2.33
-0.21%
|
|
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.
|
$38.96M |
$0.98
-5.77%
|
|
COHN
Cohen & Company Inc.
COHN provides investment advisory services as part of its capital markets offerings and client engagements.
|
$34.12M |
$16.50
-2.42%
|
|
GROW
U.S. Global Investors, Inc.
Offers investment advisory services to funds and clients as a core service.
|
$31.50M |
$2.48
-0.40%
|
|
LGL
The LGL Group, Inc.
Investment advisory services related to portfolio management and strategic investment guidance.
|
$31.39M |
$5.82
+1.75%
|
|
MOGO
Mogo Inc.
Investment Advisory Services represents professional guidance integrated into wealth management offerings.
|
$28.89M |
$1.20
-0.83%
|
|
EQS
Equus Total Return, Inc.
As a fund manager, EQS provides investment strategy and fiduciary guidance for funds and clients.
|
$24.46M |
$1.81
+1.06%
|
|
BMNM
Bimini Capital Management, Inc.
BMNM provides investment advisory services to Orchid Island Capital as its external manager, a key revenue driver.
|
$16.41M |
$1.63
|
|
AMBR
Amber International Holding Ltd
Amber Premium includes investment advisory and funds management services as part of its offerings.
|
$15.59M |
$1.84
-6.60%
|
|
GRNQ
Greenpro Capital Corp.
Investment advisory services reflecting corporate advisory capabilities.
|
$13.41M |
$1.56
-3.41%
|
|
DSS
DSS, Inc.
Investment Advisory Services as part of the Securities & Investment Management operations.
|
$9.44M |
$1.02
+2.00%
|
|
SUND
Sundance Strategies, Inc.
The company provides investment advisory services including portfolio construction and advisory oversight for structured finance transactions.
|
$7.75M |
$0.18
|
|
CWD
CaliberCos Inc.
Investment advisory services for funds and asset management are part of CaliberCos' offerings.
|
$4.40M |
$1.82
-6.41%
|
|
FGF
FG Financial Group, Inc.
Advisory services related to capital allocation and investments are provided to clients.
|
$3.76M |
$2.83
|
|
GSIW
Garden Stage Limited Ordinary Shares
Licensed Type 4 activities and ongoing securities investment advisory services.
|
$2.38M |
$0.16
+6.84%
|
|
ELAB
PMGC Holdings Inc.
Investment advisory services related to portfolio construction and stewardship for funds and assets.
|
$2.10M |
$4.99
+0.20%
|
Showing page 3 of 3 (283 total stocks)
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