Investment Advisory Services
•283 stocks
•
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Price Performance Heatmap
5Y Price (Market Cap Weighted)
All Stocks (283)
| Company | Market Cap | Price |
|---|---|---|
|
INDB
Independent Bank Corp.
Investment advisory services and related wealth management revenue.
|
$3.63B |
$72.88
-1.19%
|
|
ETOR
eToro Group Ltd.
Alpha Portfolios and wealth management offerings imply Investment Advisory Services and portfolio management.
|
$3.40B |
$41.97
+5.16%
|
|
RNST
Renasant Corporation
Investment Advisory Services capture the wealth management fiduciary, trust, and planning offerings.
|
$3.38B |
$35.63
-0.14%
|
|
APAM
Artisan Partners Asset Management Inc.
Provides investment advisory services, strategy, and fiduciary guidance to funds and clients.
|
$3.38B |
$41.80
+0.48%
|
|
FULT
Fulton Financial Corporation
Investment advisory services: Wealth management activities often include investment advisory services.
|
$3.32B |
$18.25
-0.19%
|
|
CNS
Cohen & Steers, Inc.
Investment advisory services for funds and clients.
|
$3.25B |
$63.80
+1.66%
|
|
HTGC
Hercules Capital, Inc.
HTGC's RIA platform implies investment advisory services to funds and clients, aligned with investment advisory capabilities.
|
$3.25B |
$17.87
+1.07%
|
|
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.
|
$3.17B |
$13.98
+1.67%
|
|
WSFS
WSFS Financial Corporation
Investment advisory services provided within wealth management.
|
$3.16B |
$56.47
-0.34%
|
|
DJT
Trump Media & Technology Group Corp.
Offering separately managed accounts (SMAs) implies Investment Advisory Services.
|
$3.07B |
$11.08
+3.17%
|
|
CBU
Community Bank System, Inc.
Investment advisory services provided through wealth management offerings within the firm.
|
$3.03B |
$57.31
-1.17%
|
|
FBK
FB Financial Corporation
Presence of investment services and trust income suggests Investment Advisory Services.
|
$3.01B |
$56.02
-0.64%
|
|
SBCF
Seacoast Banking Corporation of Florida
Investment advisory services are part of the bank’s wealth management offering.
|
$2.78B |
$31.64
+0.30%
|
|
CVBF
CVB Financial Corp.
Investment advisory services related to trust and asset management offerings.
|
$2.75B |
$19.96
-1.29%
|
|
SFNC
Simmons First National Corporation
SFNC provides investment advisory services as part of its asset management capabilities.
|
$2.70B |
$18.64
-0.43%
|
|
BOH
Bank of Hawaii Corporation
Wealth management and investment advisory services are key components of BOH's growth initiatives.
|
$2.64B |
$66.42
-0.69%
|
|
PRK
Park National Corporation
Investment Advisory Services: fiduciary/trust-related advisory capabilities implied by fiduciary income and asset management activities.
|
$2.49B |
$155.56
-1.39%
|
|
FFBC
First Financial Bancorp.
Investment advisory services as part of wealth management offerings.
|
$2.40B |
$25.07
-0.65%
|
|
TRMK
Trustmark Corporation
Wealth management and advisory services for clients; aligns with investment advisory offerings.
|
$2.36B |
$39.08
-0.31%
|
|
SII
Sprott Inc.
Provides investment advisory and portfolio management services to funds/clients.
|
$2.29B |
$90.36
+2.88%
|
|
WD
Walker & Dunlop, Inc.
WD provides Investment Advisory Services related to its real estate investment platforms and capital deployment.
|
$2.22B |
$65.30
+1.63%
|
|
NBTB
NBT Bancorp Inc.
Investment Advisory Services reflects fee-based advisory activities for clients.
|
$2.21B |
$42.19
-0.38%
|
|
FRME
First Merchants Corporation
Wealth management services and investment advisory capabilities are part of FRME's service mix.
|
$2.14B |
$37.13
-0.21%
|
|
FBNC
First Bancorp
FBNC notes financial advisory services as part of its core offerings, aligning with Investment Advisory Services.
|
$2.13B |
$51.38
-0.35%
|
|
GCMG
GCM Grosvenor Inc.
Investment advisory services are provided to funds and clients as part of the firm's offerings.
|
$2.12B |
$10.91
+2.15%
|
|
BUSE
First Busey Corporation
Investment advisory services are a key portion of the wealth management segment.
|
$2.12B |
$23.75
-0.92%
|
|
NTB
The Bank of N.T. Butterfield & Son Limited
Investment advisory services supporting clients with portfolio strategy and fiduciary guidance within wealth management.
|
$2.08B |
$46.55
+0.06%
|
|
EFSC
Enterprise Financial Services Corp
Investment Advisory Services aligns with EFSC's wealth management activities and client advisory capabilities.
|
$2.03B |
$55.06
-0.53%
|
|
SYBT
Stock Yards Bancorp, Inc.
Investment advisory services as part of Wealth Management & Trust segment.
|
$1.95B |
$66.00
-1.57%
|
|
NIC
Nicolet Bankshares, Inc.
Investment advisory services accompany NIC’s wealth management activities, providing portfolio management and related services.
|
$1.89B |
$127.38
+0.49%
|
|
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 |
$122.25
-0.31%
|
|
DBRG
DigitalBridge Group, Inc.
DBRG provides investment advisory services as part of managing funds and client mandates.
|
$1.73B |
$9.52
+1.38%
|
|
FCF
First Commonwealth Financial Corporation
Investment advisory services related to wealth management activities.
|
$1.71B |
$16.36
-1.30%
|
|
WT
WisdomTree, Inc.
Asset growth and model portfolios indicate ongoing Investment Advisory Services to institutions and clients.
|
$1.61B |
$10.96
-0.36%
|
|
RHLD
Resolute Holdings Management, Inc.
RHLD provides investment/advisory style oversight and strategic guidance to portfolio/underlying businesses as part of its platform.
|
$1.58B |
$185.22
+3.20%
|
|
SRCE
1st Source Corporation
Investment Advisory Services captures wealth/trust-related offerings associated with SRCE’s services.
|
$1.55B |
$63.16
-0.03%
|
|
STBA
S&T Bancorp, Inc.
Trust and brokerage-related services are indicated, aligning with Investment Advisory Services in providing value-added client advice.
|
$1.51B |
$39.52
-2.73%
|
|
GABC
German American Bancorp, Inc.
Wealth management services are provided via German American Investment Services, representing advisory capabilities.
|
$1.50B |
$39.92
-0.77%
|
|
KW
Kennedy-Wilson Holdings, Inc.
KW provides investment advisory services as part of its investment management capabilities.
|
$1.35B |
$9.81
+0.82%
|
|
BY
Byline Bancorp, Inc.
BY provides Investment Advisory Services as part of its wealth management offering.
|
$1.29B |
$28.11
-0.85%
|
|
OCSL
Oaktree Specialty Lending Corporation
Investment advisory services relate to managing and advising on funds and assets within the firm's platform.
|
$1.21B |
$13.72
+0.66%
|
|
CSWC
Capital Southwest Corporation
Potential investment advisory services as part of asset management activities for funds/clients.
|
$1.20B |
$21.55
+0.47%
|
|
MMI
Marcus & Millichap, Inc.
Investment advisory services related to CRE investments and client capital strategies.
|
$1.15B |
$29.68
-0.49%
|
|
VRTS
Virtus Investment Partners, Inc.
Delivers investment advisory services, including portfolio management and strategy for funds and clients.
|
$1.08B |
$160.14
+0.01%
|
|
PEBO
Peoples Bancorp Inc.
PEBO may provide investment advisory services related to wealth/trust operations.
|
$1.06B |
$29.81
-0.43%
|
|
PX
P10, Inc.
Investment Advisory Services are part of PX's fee-related revenue through long-term management/advisory contracts.
|
$1.03B |
$9.38
+1.52%
|
|
TMP
Tompkins Financial Corporation
Wealth Management revenue is driven by advisory and portfolio services through Tompkins Financial Advisors.
|
$1.01B |
$70.41
-0.30%
|
|
OSBC
Old Second Bancorp, Inc.
Wealth management includes investment advisory services as part of OSBC’s offerings.
|
$1.00B |
$19.04
+0.21%
|
|
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.
|
$920.61M |
$31.94
-1.24%
|
|
FMBH
First Mid Bancshares, Inc.
Wealth management services including investment advisory revenue.
|
$917.42M |
$38.26
-0.47%
|
|
SBSI
Southside Bancshares, Inc.
Wealth management and trust services represent growing noninterest income lines.
|
$884.66M |
$29.42
-0.94%
|
|
EQBK
Equity Bancshares, Inc.
Investment advisory services related to wealth management and fiduciary activities are highlighted as growth opportunities.
|
$835.79M |
$43.58
-0.68%
|
|
MOFG
MidWestOne Financial Group, Inc.
Investment advisory services as part of the bank's wealth/investment management offering.
|
$828.87M |
$40.01
+0.08%
|
|
CPF
Central Pacific Financial Corp.
Investment Advisory Services reflects CPF's wealth management and fiduciary guidance to clients.
|
$817.00M |
$30.36
-0.38%
|
|
AMTB
Amerant Bancorp Inc.
Amerant offers investment advisory services as part of its wealth management and fiduciary offerings.
|
$786.98M |
$18.86
-0.40%
|
|
CCNE
CNB Financial Corporation
CNB's wealth/asset management and fiduciary advisory services are provided to clients.
|
$771.36M |
$26.17
+0.65%
|
|
HBNC
Horizon Bancorp, Inc.
Investment Advisory Services captures the advisory/investment components of Horizon’s wealth management offerings.
|
$759.81M |
$17.23
+1.00%
|
|
NOAH
Noah Holdings Limited
Noah offers investment advisory services as part of its wealth management platform.
|
$729.37M |
$10.36
-0.77%
|
|
NCDL
Nuveen Churchill Direct Lending Corp.
Investment advisory services related to funds and investment management.
|
$725.99M |
$14.66
+0.58%
|
|
OPY
Oppenheimer Holdings Inc.
Investment Advisory Services is a direct service offering for portfolio management and fiduciary guidance highlighted by the wealth management division.
|
$714.56M |
$67.77
+0.19%
|
|
ORRF
Orrstown Financial Services, Inc.
ORRF offers investment advisory services as part of wealth, fiduciary, and brokerage-related activities.
|
$699.54M |
$35.88
-0.58%
|
|
FDUS
Fidus Investment Corporation
FDUS/its manager provides investment advisory services related to its portfolio strategy.
|
$696.98M |
$19.69
+0.10%
|
|
VINP
Vinci Compass Investments Ltd.
VINP provides investment advisory services as part of its asset management platform.
|
$693.21M |
$12.14
+1.93%
|
|
CAC
Camden National Corporation
Investment Advisory Services aligns with wealth management and client advisory capabilities.
|
$685.95M |
$40.56
-2.37%
|
|
GDLC
Grayscale CoinDesk Crypto 5 ETF
The fund is managed and advised by Grayscale, implying provision of investment advisory and fiduciary services to investors.
|
$681.98M |
$43.00
+2.83%
|
|
MSIF
MSC Income Fund, Inc.
MSIF's external manager provides investment advisory services to the fund.
|
$665.59M |
$13.77
-1.85%
|
|
AC
Associated Capital Group, Inc.
AC offers investment advisory services to funds and clients, supported by advisory fee revenue.
|
$653.58M |
$30.92
|
|
SMBC
Southern Missouri Bancorp, Inc.
Wealth management and investment advisory services are indicated by leadership roles in Wealth Management and Trust Services.
|
$639.73M |
$56.68
+0.09%
|
|
ABL
Abacus Global Management, Inc.
Asset management platform implies investment advisory services for funds and high-net-worth clients.
|
$632.84M |
$6.56
+5.30%
|
|
SPFI
South Plains Financial, Inc.
The firm provides investment advisory services to funds and clients, mapping to Investment Advisory Services.
|
$616.02M |
$38.01
-0.47%
|
|
FISI
Financial Institutions, Inc.
Investment advisory services tied to Courier Capital wealth management activity.
|
$615.77M |
$30.60
-0.52%
|
|
FCBC
First Community Bankshares, Inc.
Investment Advisory Services aligns with wealth management/trust services.
|
$614.47M |
$33.58
+0.09%
|
|
FRGE
Forge Global Holdings, Inc.
Forge Global Advisors provides investment advisory services and fiduciary guidance for funds and clients.
|
$602.68M |
$44.33
|
|
SHBI
Shore Bancshares, Inc.
Wye Financial Partners and Wye Trust provide investment advisory, wealth management, and financial planning services.
|
$590.82M |
$17.68
+1.35%
|
|
ALTI
AlTi Global, Inc.
AlTi provides investment advisory services as its core client offering, guiding portfolio strategy and fiduciary decisions for UHNW clients.
|
$586.61M |
$4.02
+0.50%
|
|
ALRS
Alerus Financial Corporation
Investment advisory services provided as part of wealth management offerings.
|
$552.12M |
$21.73
-0.89%
|
|
MFH
Mercurity Fintech Holding Inc.
Chaince Securities provides broker-dealer and investment advisory services as a primary revenue/operational channel.
|
$546.77M |
$11.36
+28.16%
|
|
GAIN
Gladstone Investment Corporation
The company is externally managed with investment advisory services provided to its funds.
|
$533.92M |
$13.96
-0.21%
|
|
ITIC
Investors Title Company
Investment advisory services via Investors Trust Company (trust and fiduciary management).
|
$532.33M |
$282.54
+2.84%
|
|
CION
CION Investment Corporation
CION provides investment advisory services for funds and clients as part of its management platform.
|
$523.99M |
$10.06
+1.21%
|
|
ACNB
ACNB Corporation
ACNB provides investment advisory and wealth management services.
|
$512.91M |
$49.06
+0.04%
|
|
FMNB
Farmers National Banc Corp.
FMNB's trust and retirement consulting services align with Investment Advisory Services.
|
$511.99M |
$13.60
+0.22%
|
|
AROW
Arrow Financial Corporation
Investment advisory services offered to clients as part of wealth management.
|
$502.14M |
$30.39
-1.41%
|
|
BHB
Bar Harbor Bankshares
Wealth management activities imply investment advisory services as part of client offerings.
|
$499.99M |
$29.95
-1.90%
|
|
RMR
The RMR Group Inc.
RMR provides investment advisory services to funds, REITs, and related clients.
|
$490.79M |
$15.40
+2.67%
|
|
BWB
Bridgewater Bancshares, Inc.
Bridgewater earns investment advisory income from Bridgewater Investment Management, indicating an advisory services capability.
|
$481.49M |
$17.54
+0.03%
|
|
PGC
Peapack-Gladstone Financial Corporation
Investment advisory services are part of the wealth management offering to clients.
|
$475.63M |
$26.98
-0.63%
|
|
GLAD
Gladstone Capital Corporation
GLAD relies on investment advisory/investment management services in the externally managed BDC structure, aligning with Investment Advisory Services.
|
$471.38M |
$21.12
+0.93%
|
|
COFS
ChoiceOne Financial Services, Inc.
The bank provides investment advisory services as part of wealth management offerings.
|
$459.46M |
$30.59
-0.47%
|
|
FFWM
First Foundation Inc.
FFWM offers Investment Advisory Services through its wealth management arm.
|
$444.06M |
$5.39
-1.55%
|
|
FBIZ
First Business Financial Services, Inc.
FBIZ offers Investment Advisory Services related to private wealth and client portfolios.
|
$437.23M |
$52.56
-0.07%
|
|
BMRC
Bank of Marin Bancorp
BMRC provides investment advisory services as part of its wealth management offerings.
|
$436.19M |
$26.98
-0.15%
|
|
BRBS
Blue Ridge Bankshares, Inc.
Investment advisory services are associated with the wealth management offerings of BRB Financial Group.
|
$397.98M |
$4.33
+0.82%
|
|
PNNT
PennantPark Investment Corporation
As an investment manager, PNNT provides investment advisory services to funds/partners.
|
$395.69M |
$6.06
+0.50%
|
|
PSBD
Palmer Square Capital BDC Inc.
Management provides investment advisory services related to portfolio strategy and fund oversight.
|
$393.22M |
$12.18
-1.69%
|
|
XOMA
XOMA Royalty Corp.
Provides investment advisory services related to capital management and asset allocation for managed portfolios.
|
$390.31M |
$32.28
+1.37%
|
|
OBT
Orange County Bancorp, Inc.
Wealth Management segment provides investment advisory services to clients, a key revenue stream.
|
$364.81M |
$27.29
+0.15%
|
|
VALU
Value Line, Inc.
Offers investment advisory services related to funds and client investment strategy through its asset-management affiliate.
|
$349.09M |
$37.36
+0.19%
|
Showing page 2 of 3 (283 total stocks)
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