Investment Advisory Services
•349 stocks
•
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Market Cap Distribution
Price Performance Heatmap
5Y Price (Market Cap Weighted)
All Stocks (349)
%
| Company | Market Cap | Price |
|---|---|---|
|
Investment advisory and wealth management services (trust, asset management, brokerage).
|
$8.40B |
$125.51
-4.82%
|
|
Frost Wealth Advisors provides trust, investment management, and related advisory services.
|
$7.90B |
$122.83
-4.39%
|
|
Wealth management and investment advisory services are implied as potential revenue streams alongside capital markets activity.
|
$7.73B |
$52.35
-6.63%
|
|
Wealth segment includes trust and private client services, indicating presence of investment advisory capabilities.
|
$7.56B |
$56.63
-3.67%
|
|
Investment Advisory Services aligns with Colliers' Investment Management (Harrison Street Asset Management) as a provider of fund and investment advisory capabilities.
|
$7.54B |
$149.47
-2.00%
|
|
StepStone provides customized investment advisory and fund-structure services for private markets (primary, secondary, co-investment strategies).
|
$7.32B |
$62.91
-1.95%
|
|
VOYA provides Investment Advisory Services to funds and clients as part of its asset management offerings.
|
$7.25B |
$75.25
-1.35%
|
|
Wealth Management is a significant fee-based business with fiduciary and advisory services.
|
$6.97B |
$108.46
-6.00%
|
|
PPM America manages investments for third-party clients, offering investment advisory services.
|
$6.78B |
$94.92
-5.20%
|
|
Wealth management and investment advisory services contribute fee income and client services.
|
$6.70B |
$86.38
-5.80%
|
|
Investment advisory services cover portfolio management and fiduciary guidance for funds and clients.
|
$6.59B |
$41.83
-4.95%
|
|
Wealth and investment services imply investment advisory capabilities provided to clients.
|
$6.59B |
$20.61
-5.63%
|
|
AMG directly provides investment advisory services through its platform, enabling affiliated investment managers to access growth capital, product strategy, and capital formation.
|
$6.56B |
$230.78
-4.47%
|
|
Hamilton Lane provides Investment Advisory Services for funds and clients, a core advisory revenue stream.
|
$6.36B |
$118.85
-1.38%
|
|
Investment advisory services are provided through wealth management offerings.
|
$6.25B |
$44.95
-5.57%
|
|
Investment Advisory Services: The firm offers professional investment advisory services, including private capital advisory, to funds and corporate clients.
|
$6.23B |
$350.86
+0.97%
|
|
PCM provides investment management services with fee-based revenue.
|
$6.05B |
$117.11
+0.54%
|
|
Wealth management and investment advisory services are a major fee-based revenue stream.
|
$5.85B |
$16.25
+0.68%
|
|
Asset Management Business provides investment advisory and management services, generating fees and DNII.
|
$5.72B |
$63.26
-1.11%
|
|
Asset Management involves professional investment management and fiduciary guidance for funds and clients, which Lazard provides through its asset management business.
|
$5.40B |
$47.86
-3.39%
|
|
Investment Advisory Services captures wealth management and fiduciary/portfolio guidance from the Sabal Trust integration.
|
$5.35B |
$62.46
+0.27%
|
|
Wealth management and fiduciary/asset services are part of the combined offering, aligning with Investment Advisory Services.
|
$5.12B |
$35.97
+0.84%
|
|
UBSI provides trust and brokerage services, implying investment advisory capabilities.
|
$5.05B |
$35.53
-4.64%
|
|
Private Capital Advisory (PCA) is highlighted as a major growth area, representing private capital advisory services to funds and sponsors, fitting Investment Advisory Services.
|
$4.95B |
$63.09
-4.57%
|
|
Investment advisory services tied to asset management offerings.
|
$4.89B |
$33.13
-3.72%
|
|
First Financial Trust Asset Management provides wealth management and investment advisory services.
|
$4.59B |
$32.11
-4.83%
|
|
Wealth management services include investment advisory capabilities related to fund selection and portfolio guidance.
|
$4.57B |
$39.94
-1.14%
|
|
Securities segment includes investment products and custody-related services, aligning with Investment Advisory Services offerings.
|
$4.49B |
$79.57
-4.56%
|
|
Investment advisory services encompass portfolio management and fiduciary guidance for clients.
|
$4.44B |
$65.98
-2.40%
|
|
Atlas operates as an asset manager providing investment/advisory-style capital allocation and managed cash flows.
|
$4.35B |
N/A
|
|
Investment advisory services and asset management capabilities are part of the group’s non-banking revenue streams.
|
$4.32B |
$3.64
+4.30%
|
|
AB provides investment advisory services to clients and funds, a core service.
|
$4.23B |
$38.18
+0.08%
|
|
Trust and related advisory/investment services are offered, aligning with investment advisory activities.
|
$4.21B |
$124.91
+0.00%
|
|
The firm offers investment advisory services for funds and clients, including private capital solutions and fund placement-related guidance.
|
$4.18B |
$171.00
-1.68%
|
|
Wealth management activities include Investment Advisory Services, contributing to noninterest income.
|
$4.09B |
$24.68
-5.91%
|
|
Federated Hermes provides investment advisory services to funds and clients.
|
$4.04B |
$51.04
-3.26%
|
|
AGO's Asset Management segment (Sound Point) provides investment advisory/management services.
|
$4.02B |
$84.55
+1.18%
|
|
Brokerage and advisory services with client assets under management indicate investment advisory capability.
|
$3.90B |
$40.07
+1.60%
|
|
Provides brokerage and advisory services to clients (investment advisory services).
|
$3.89B |
$39.28
-0.78%
|
|
Investment Advisory Services: Wealth management and investment advisory through Cambridge Trust.
|
$3.76B |
$17.82
-4.86%
|
|
Wealth management / investment advisory services for clients.
|
$3.71B |
$30.50
-5.16%
|
|
Investment advisory services for wealth management and funds.
|
$3.70B |
$8.43
-1.63%
|
|
HASI earns asset management fees and provides investment advisory services on its portfolio.
|
$3.58B |
$29.49
-4.75%
|
|
Truth.Fi will offer separately managed accounts (SMAs), indicating Investment Advisory Services.
|
$3.52B |
$15.97
-5.78%
|
|
Wealth management revenue includes fiduciary/trust and financial planning services.
|
$3.50B |
$36.89
-0.08%
|
|
CNS provides investment advisory services to funds and clients.
|
$3.37B |
$66.15
-0.71%
|
|
Asset management capabilities implied by the asset-management affiliate acquisition and broader financial services.
|
$3.26B |
$51.00
-1.92%
|
|
Wealth management services are mentioned as part of the bank’s offerings, aligning with Investment Advisory Services.
|
$3.18B |
$25.08
+0.08%
|
|
Wealth management revenues imply investment advisory services as a core offering.
|
$3.15B |
$17.31
-6.23%
|
|
Investment advisory services for funds and client portfolios as part of CRE capital solutions.
|
$3.14B |
$16.99
-1.56%
|
|
Trust and brokerage-related activities imply asset management/advisory services, captured by Investment Advisory Services.
|
$3.06B |
$31.99
-4.76%
|
|
generates investment management and advisory income, indicating wealth management services.
|
$3.00B |
$70.41
+0.43%
|
|
Artisan Partners provides portfolio management and fiduciary investment advisory services to clients.
|
$2.99B |
$42.39
-3.29%
|
|
Wealth & Trust aligns with Investment Advisory Services, reflecting WSFS's wealth management and fiduciary services.
|
$2.93B |
$51.60
-3.52%
|
|
HTGC operates an RIA subsidiary and earns fees from investment advisory activities, aligning with Investment Advisory Services.
|
$2.93B |
$16.70
-2.40%
|
|
Investment advisory services within Wealth Management (Nottingham Financial Group).
|
$2.93B |
$55.40
-3.25%
|
|
WD provides investment management and advisory services through WD Investment Partners and related activities, i.e., Investment Advisory Services.
|
$2.77B |
$81.53
-0.90%
|
|
Asset management activities (Advantage Fund performance fees and BOF-C partnership) indicate investment advisory/asset management services.
|
$2.70B |
$12.27
-0.49%
|
|
Fiduciary services with assets under management indicate investment advisory capabilities.
|
$2.69B |
$166.44
-0.24%
|
|
Investment advisory & trust services via the CitizensTrust division.
|
$2.59B |
$18.79
+0.54%
|
|
Wealth management / investment advisory services are offered to clients.
|
$2.57B |
$29.91
-4.90%
|
|
Beacon Trust provides wealth management and investment advisory services as part of the bank’s fee-based subsidiaries.
|
$2.56B |
$19.61
+0.26%
|
|
Wealth management and trust/asset advisory services are highlighted as strategic growth areas and revenue sources.
|
$2.48B |
$62.50
-3.93%
|
|
Wealth management and asset advisory services generating noninterest income
|
$2.48B |
$62.50
-3.93%
|
|
FBK reports investment services and trust income, indicating provide/offer investment advisory capabilities to clients.
|
$2.47B |
$55.08
+0.90%
|
|
Brookfield Asset Management’s private-equity-focused activities imply Investment Advisory Services (portfolio management & fiduciary guidance).
|
$2.46B |
$33.76
-3.90%
|
|
BBU provides investment advisory services as part of its core asset management and portfolio optimization functions.
|
$2.45B |
$32.98
-4.43%
|
|
Wealth management services and advisory generate fees; aligns with investment advisory.
|
$2.41B |
$26.13
+2.51%
|
|
Wealth management/investment advisory services are part of SFNC's service mix.
|
$2.32B |
$18.45
-2.79%
|
|
Investment Advisory Services captures Trustmark's wealth management offerings, including trust and related advisory services.
|
$2.28B |
$37.62
-4.57%
|
|
GCM Grosvenor provides investment advisory services for institutional and individual clients across private markets.
|
$2.22B |
$11.45
-1.12%
|
|
The bank offers wealth management and investment advisory services to clients.
|
$2.20B |
N/A
|
|
Investment advisory/institutional wealth management services (private wealth platform).
|
$2.11B |
$36.18
-3.13%
|
|
The firm provides investment advisory services across its funds and client relationships as part of its asset management business.
|
$2.10B |
$82.71
-0.11%
|
|
Patria provides investment advisory and asset-management services to funds and clients across multiple private market asset classes.
|
$2.09B |
$13.80
-1.22%
|
|
Wealth Management segment provides asset management and fiduciary services, a core investment-advisory offering.
|
$2.07B |
$23.17
+0.04%
|
|
Wealth management and investment advisory services are part of HilltopSecurities' offerings within the broker-dealer segment.
|
$2.05B |
$32.01
-2.20%
|
|
The article notes financial advisory services alongside loans/deposits, suggesting investment advisory services as part of offerings.
|
$2.04B |
$49.19
-2.84%
|
|
Investment Advisory Services are part of EFSC's wealth management offering.
|
$2.03B |
$54.98
-3.39%
|
|
Investment Advisory Services: wealth management and investment advisory revenue streams.
|
$1.97B |
$43.15
-1.78%
|
|
DBRG provides professional investment advisory services to funds and clients as its core business.
|
$1.96B |
$11.14
-4.38%
|
|
DBRG provides professional investment advisory services and portfolio management for its funds and clients.
|
$1.96B |
$11.14
-4.38%
|
|
Wealth Management and Trust segment providing investment advisory and related services.
|
$1.96B |
$66.63
-3.60%
|
|
Wealth management and investment advisory services are provided to clients.
|
$1.96B |
$42.31
-4.66%
|
|
Wealth management and retirement plan administration are significant fee-based offerings, supported by Investment Advisory Services activity.
|
$1.95B |
$41.21
-0.24%
|
|
Wealth management and asset-management activities implied by assets under management and fee income.
|
$1.94B |
$128.59
-2.92%
|
|
Investment Advisory Services: portfolio management and fiduciary guidance for funds/clients.
|
$1.92B |
$13.04
-2.76%
|
|
WBHC provides investment advisory services and brokerage income from client acquisitions and advisors.
|
$1.88B |
$175.00
|
|
Wealth management activities (trust, asset management, advisory) align with Investment Advisory Services.
|
$1.86B |
$41.49
-1.43%
|
|
Wealth and investment management advisory services contribute to non-interest income.
|
$1.78B |
$124.15
+0.77%
|
|
Wealth management / investment advisory services are a growth area.
|
$1.69B |
$16.09
-3.19%
|
|
Wealth advisory and asset management activities are referenced, aligning with Investment Advisory Services.
|
$1.56B |
$61.05
-2.96%
|
|
Morgan Stanley provides investment advisory/management services to the externally managed fund.
|
$1.47B |
$16.74
-0.83%
|
|
Columbia Financial's wealth management activities align with Investment Advisory Services.
|
$1.46B |
$13.91
-4.07%
|
|
Wealth management and trust/brokerage services are directly provided to clients.
|
$1.45B |
$37.12
-0.36%
|
|
Asset management and related income suggest the bank provides investment advisory-type services.
|
$1.45B |
$44.04
+0.50%
|
|
Investment advisory services / trust services are part of SRCE's wealth management offering.
|
$1.43B |
$58.31
-3.43%
|
|
Wealth management services are offered through German American Investment Services, indicating investment advisory capabilities.
|
$1.40B |
$37.42
-2.58%
|
|
Chaince Securities provides investment advisory services, a core revenue/offer line.
|
$1.40B |
$23.05
-24.66%
|
|
Provides Investment Advisory Services for funds and client accounts, a primary revenue driver.
|
$1.33B |
$191.81
+2.05%
|
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