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 |
|---|---|---|
|
Wealth management and trust income indicate BYline offers Investment Advisory Services.
|
$1.30B |
$28.27
+0.14%
|
|
Wealth management growth and assets under management indicate investment advisory services as a material revenue stream.
|
$1.27B |
$75.95
+1.01%
|
|
PX earns management and advisory fees across private markets, aligning with Investment Advisory Services.
|
$1.20B |
$10.71
-1.56%
|
|
BRDG provides investment management and advisory services for real assets and funds.
|
$1.20B |
$9.60
|
|
KW provides investment advisory services related to its funds and co-investments, aligning with fiduciary/portfolio management activities.
|
$1.15B |
$8.32
+1.22%
|
|
CNNE operates as a principal investment firm providing investment advisory/management services to its funds and portfolio.
|
$1.14B |
$18.07
-2.54%
|
|
The company is expanding its third-party investment management and advisory business through Palisades, creating recurring fee-based advisory income.
|
$1.09B |
$13.50
-1.46%
|
|
MMI offers investment advisory and capital markets support to clients, aligning with Investment Advisory Services.
|
$1.07B |
$27.45
-2.76%
|
|
PEBO's trust and investment activities imply Investment Advisory Services.
|
$1.02B |
$28.64
-4.05%
|
|
Clarendon Private suggests wealth/investment advisory services as part of BRKL's offering.
|
$975.70M |
$10.95
|
|
Wealth management division includes investment advisory and trust services.
|
$927.17M |
$17.27
+0.99%
|
|
Wealth management revenue driven by advisory services, trust, and related activities.
|
$911.10M |
$63.12
-2.02%
|
|
The fund's management and ongoing portfolio construction are provided by an investment manager, indicating Investment Advisory Services as a directly provided offering.
|
$872.71M |
$55.00
-1.13%
|
|
Hearthstone asset management and off-balance sheet capital solutions suggest an asset-management/advisory service revenue stream to homebuilders.
|
$857.28M |
$5.75
-3.52%
|
|
Diversified revenue from wealth management aligns with investment advisory services and discretionary portfolio management.
|
$850.17M |
$35.44
-2.45%
|
|
Wealth management and advisory services (Girard Investment/Advisory) are a key fee-based revenue stream.
|
$824.24M |
$28.54
-3.48%
|
|
Wealth management and trust services are expanding, aligning with Investment Advisory Services.
|
$819.10M |
$27.11
-2.90%
|
|
Wealth management fees and assets under management indicate investment advisory services as a revenue/offerings area.
|
$812.90M |
$25.81
-0.88%
|
|
The company offers investment management and trust services to clients, representing asset management revenue.
|
$802.06M |
$26.22
-2.27%
|
|
Noah provides wealth management and portfolio/advisory services to high-net-worth clients, including global asset allocation and investment strategy.
|
$774.39M |
$11.01
-7.25%
|
|
CPF offers wealth management and investment advisory services as part of its financial services platform.
|
$770.16M |
$28.55
-3.32%
|
|
Investment advisory and wealth management services are provided by Amerant Investments.
|
$762.54M |
$18.23
-3.90%
|
|
Trust administration and assets under management imply Investment Advisory Services (trust/asset management).
|
$742.53M |
$79.75
|
|
Investment Advisory Services captures Horizon's private wealth management activities and related advisory services.
|
$714.38M |
$16.20
+0.12%
|
|
FDUS provides investment advisory services to its funds/clients as part of its asset management structure.
|
$713.19M |
$20.37
-0.88%
|
|
EQBK references trust, wealth management, and investment advisory services as growth opportunities, indicating advisory capabilities.
|
$707.45M |
$40.39
+0.75%
|
|
Provides Investment Advisory Services including portfolio management and fiduciary guidance for clients and funds.
|
$701.63M |
$66.66
-3.27%
|
|
Wealth management growth and new retail brokerage accounts indicate investment advisory services.
|
$695.50M |
$40.78
-3.96%
|
|
Reference to trust and financial services suggests advisory/asset management activities for clients.
|
$685.44M |
$57.68
-0.28%
|
|
Wealth/trust services and assets under management suggest investment advisory services as a service line.
|
$679.77M |
$35.74
-0.78%
|
|
Assets under management and brokerage activity indicate a wealth management/investment advisory service offering.
|
$672.20M |
$39.77
+1.74%
|
|
Tiptree Capital manages investable assets and would provide investment advisory services to funds/clients.
|
$662.57M |
$17.67
-4.85%
|
|
Fiduciary and investment advisory services are part of ORRF's offerings, generating wealth-management related revenue.
|
$658.02M |
$33.73
+0.78%
|
|
AC directly provides investment advisory services for funds and clients.
|
$653.58M |
$30.92
-7.43%
|
|
VINP is an asset management firm that provides investment advisory services to funds and clients as a core business activity.
|
$615.81M |
$10.82
-1.01%
|
|
SPFI offers investment advisory services as part of its wealth management and trust offerings.
|
$606.27M |
$37.36
-1.74%
|
|
Wealth management and trust services are offered via its Trust Division and First Community Wealth Management.
|
$595.53M |
$32.58
-2.22%
|
|
Wealth management and investment advisory services are a material, diversified noninterest income stream described in the report.
|
$582.25M |
$27.97
-3.08%
|
|
Wealth management/investment advisory services are provided, aligning with trust and wealth mgmt offerings.
|
$569.79M |
$28.98
-1.38%
|
|
Investment advisory services and wealth management capabilities feeding noninterest income.
|
$569.07M |
$33.44
-3.55%
|
|
Wealth management and advisory services provided via Wye Financial Partners & Wye Trust.
|
$565.36M |
$16.71
-1.36%
|
|
Investment Advisory Services are provided to funds/clients as part of Asset Management offerings.
|
$555.94M |
$5.74
-4.01%
|
|
FMNB offers investment advisory services through its trust and retirement planning activities (e.g., Crest Retirement Advisors).
|
$547.29M |
$14.54
-0.48%
|
|
Courier Capital provides Wealth Management / Investment Advisory Services, contributing to non-interest income and asset management revenue.
|
$527.88M |
$26.25
-3.42%
|
|
Investment Advisory Services: Wealth Management includes advisory and fiduciary services, aligning with investment advisory offerings.
|
$527.86M |
$20.81
-3.43%
|
|
AlTi Global directly provides investment advisory and discretionary portfolio management services to UHNW clients as its core business.
|
$520.49M |
$3.59
+1.41%
|
|
CION is managed by CIM providing investment advisory services to its funds/investors.
|
$508.43M |
$9.65
+0.10%
|
|
CNB notes wealth and asset management capabilities via its subsidiaries, aligning with Investment Advisory Services.
|
$495.11M |
$23.60
-3.20%
|
|
Investment Advisory Services is a core function via its Adviser/Administrator, providing investment management support.
|
$486.25M |
$13.20
-1.93%
|
|
Wealth management division provides investment advisory services as a stable revenue pillar.
|
$481.00M |
$27.12
-1.20%
|
|
Investment management and fiduciary trust services via Investors Trust Company.
|
$478.58M |
$253.72
-1.51%
|
|
Wealth management and investment advisory services contribute to non-interest income.
|
$474.97M |
$30.73
-0.89%
|
|
Wealth management activity is cited as a contributor to noninterest income, mapping to Investment Advisory Services.
|
$467.59M |
$43.16
-0.80%
|
|
Management and fund operations imply investment advisory services to TCPC's funds.
|
$464.31M |
$5.46
-0.91%
|
|
Wealth management arm (FFA) provides investment advisory services to clients.
|
$461.36M |
$5.60
+1.08%
|
|
Wealth management services are offered, including investment advisory capabilities.
|
$458.57M |
$27.79
+1.04%
|
|
Investment advisory services generate noninterest income, notably post-FMCB acquisition via Bridgewater Investment Management.
|
$456.05M |
$16.62
-3.32%
|
|
DeFi Advisory is a professional investment advisory service line providing treasury strategy and crypto asset guidance to clients.
|
$432.76M |
$2.05
-6.82%
|
|
Higher noninterest income from brokerage activities suggests RRBI provides investment advisory/investment services.
|
$431.91M |
$64.48
+0.23%
|
|
GLAD is externally managed and provides investment advisory services as part of its fund management.
|
$431.19M |
$19.31
-2.08%
|
|
FBIZ derives fee income from Private Wealth Management and likely provides investment advisory services to clients.
|
$405.29M |
$48.72
-2.91%
|
|
The firm provides investment services and wealth management, aligning with Investment Advisory Services.
|
$405.02M |
$27.03
-3.33%
|
|
Wealth and trust management activities align with investment advisory services for clients.
|
$393.89M |
$4.32
-1.14%
|
|
BMRC provides wealth management and investment advisory services as part of its offerings.
|
$371.19M |
$22.89
-4.23%
|
|
Core service: Diamond Hill provides investment advisory services to funds and clients.
|
$370.83M |
$135.95
-3.02%
|
|
The company operates via investment adviser structures and provides investment advisory services to funds/clients.
|
$358.54M |
$9.60
-2.83%
|
|
FM Investment Services points to wealth management and investment advisory capabilities.
|
$356.94M |
$25.91
-0.44%
|
|
SCM operates with an investment management/advisory function for its funds and investors, implying Investment Advisory Services.
|
$342.13M |
$12.04
+0.25%
|
|
Wealth management services generating fee income and supporting client growth.
|
$340.28M |
$15.90
-2.45%
|
|
Wealth management offerings are part of Pioneer Financial Services, i.e., Investment Advisory Services.
|
$336.35M |
$13.01
-0.31%
|
|
WTBA provides trust-related and investment-advisory services to clients, aligning with wealth management offerings.
|
$325.43M |
$19.23
-3.51%
|
|
Wealth management services and investment advisory capabilities are part of Civista's offerings.
|
$320.62M |
$20.66
+0.19%
|
|
BMNR's Bitcoin/Ethereum treasury advisory activities constitute Investment Advisory Services.
|
$303.55M |
$52.47
-11.43%
|
|
Offers trust administration and investment management services as part of its wealth management offering.
|
$292.67M |
$61.49
+0.02%
|
|
Wealth management is cited as part of CBAN’s services, aligning with Investment Advisory Services.
|
$290.61M |
$16.86
+1.17%
|
|
Investment management and fiduciary income suggest FNLC offers investment advisory services to clients.
|
$269.75M |
$24.08
-2.82%
|
|
Wealth management provides investment advisory and trust services, generating fee-based income.
|
$267.52M |
$23.50
-3.45%
|
|
MarketWise offers investment research and advisory-style content/services to subscribers.
|
$267.24M |
$16.41
-1.14%
|
|
ISBA offers wealth management services and likely investment advisory services as part of its client offerings.
|
$259.44M |
$35.25
+0.03%
|
|
Wealth management services imply investment advisory capabilities and fiduciary guidance.
|
$252.50M |
$53.62
+1.06%
|
|
Investment Advisory Services: Wealth Management provides fiduciary/trust, IRA administration, and custody services.
|
$245.48M |
$37.98
+0.25%
|
|
The fund is externally managed and raises capital for investments, aligning with Investment Advisory Services.
|
$242.69M |
$64.05
-0.54%
|
|
Trust and related advisory/wealth services implied by the bank’s fiduciary offerings and trust income.
|
$238.14M |
$41.29
-5.84%
|
|
PWOD offers investment advisory services aligned with its brokerage activities.
|
$228.39M |
$30.00
|
|
Provides Investment Advisory Services including fiduciary and wealth-management offerings.
|
$221.30M |
$15.62
-0.89%
|
|
Subsidiaries provide investment management services, i.e., portfolio management and investment advisory.
|
$220.21M |
$27.25
-2.92%
|
|
Wealth management and institutional asset management; includes investment advisory services.
|
$219.52M |
$22.59
-0.37%
|
|
Wealth management and fiduciary services imply Investment Advisory Services activity.
|
$214.92M |
$42.10
|
|
CF Wealth Management indicates advisory, asset management, and wealth services, aligned with Investment Advisory Services.
|
$211.98M |
$65.43
-2.02%
|
|
Investment Advisory Services representing wealth management and related non-deposit services.
|
$210.32M |
$27.51
+0.47%
|
|
Specialized Trust and Wealth Management services imply investment advisory capabilities.
|
$210.11M |
$32.02
-0.96%
|
|
Wealth Management, including trust, estate planning, and asset management, is presented as a distinct segment.
|
$205.48M |
$29.58
-0.57%
|
|
Investment Advisory Services: The trust and estate service offerings suggest advisory capabilities related to wealth management and fiduciary guidance.
|
$203.76M |
$37.79
-1.05%
|
|
SAMG is primarily an asset management firm providing investment advisory and portfolio management services to ultra-high-net-worth individuals and institutional clients.
|
$203.56M |
$15.31
+0.86%
|
|
Wealth Management activities (assets under management, estate settlements) align with Investment Advisory Services as a wealth management service line.
|
$199.91M |
$37.33
+0.43%
|
|
Forge Global Advisors provides investment advisory services for funds and portfolios, including strategy and fiduciary guidance.
|
$199.72M |
$16.20
-4.03%
|
|
Investment advisory services as part of wealth management activities.
|
$198.88M |
$44.61
-3.50%
|
|
Investment Advisory Services: FXNC offers wealth management services, aligning with investment advisory activities.
|
$195.91M |
$21.80
-2.46%
|
|
The fund is externally managed by Ellington Management Group, providing investment advisory/management services to the fund.
|
$188.55M |
$5.02
-2.14%
|
|
ATLO earns noninterest income from wealth management, implying Investment Advisory Services as a direct offering.
|
$177.60M |
$20.20
+1.38%
|
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