Financials > Asset Management & Brokerage
•505 stocks
•
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Price Performance Heatmap
5Y Price (Market Cap Weighted)
All Stocks (505)
| Company | Market Cap | Price |
|---|---|---|
|
BFST
Business First Bancshares, Inc.
BFST leverages asset management through Smith Shellnut Wilson, providing asset management services.
|
$826.22M |
$27.90
+0.69%
|
|
CCNE
CNB Financial Corporation
Asset management is part of CNB's diversified financial services offering.
|
$820.88M |
$27.85
-0.11%
|
|
ABL
Abacus Global Management, Inc.
Core business is asset management across Life Solutions, Asset Management, and ABL Tech segments.
|
$804.11M |
$8.29
-0.06%
|
|
BRSP
BrightSpire Capital, Inc.
In-house asset management and fund management capabilities position BrightSpire as an asset management & brokerage platform.
|
$773.46M |
$5.96
+0.59%
|
|
CAC
Camden National Corporation
Asset Management captures wealth management and related advisory activities indicated by AUM growth.
|
$772.92M |
$45.71
+1.11%
|
|
THFF
First Financial Corporation
THFF offers trust and financial services, implying asset management and brokerage activities.
|
$770.41M |
$65.03
+1.38%
|
|
CCBG
Capital City Bank Group, Inc.
Wealth management and brokerage services with assets under management and advisory components.
|
$763.90M |
$44.77
-0.33%
|
|
HBNC
Horizon Bancorp, Inc.
Asset Management reflects Horizon’s private wealth management services described in the report.
|
$762.45M |
$17.50
+1.21%
|
|
OPY
Oppenheimer Holdings Inc.
The company provides comprehensive asset management and wealth management services with record AUM, positioning Asset Management as a major business line.
|
$762.00M |
$72.31
-1.06%
|
|
VINP
Vinci Compass Investments Ltd.
VINP's core business is asset management and fund management across Latin America as an alternative platform.
|
$753.54M |
$13.16
+1.50%
|
|
ALTI
AlTi Global, Inc.
AlTi is an independent global fiduciary asset manager focused on UHNW clients, with significant AUM and recurring asset management services.
|
$749.40M |
$5.09
-0.97%
|
|
HBIA
Hills Bancorporation
HBIA earns trust fees and manages assets, indicating Asset Management & Brokerage activities.
|
$745.79M |
$80.10
|
|
MPB
Mid Penn Bancorp, Inc.
Asset Management/Wealth Management services, including trust services, delivered by MPB.
|
$743.78M |
$32.35
+0.92%
|
|
ORRF
Orrstown Financial Services, Inc.
Wealth management/asset management income is described as a material noninterest income stream.
|
$741.64M |
$38.07
+0.66%
|
|
RWT
Redwood Trust, Inc.
Asset management for housing credit investments, including platform-based investment management (Redwood Investments).
|
$726.24M |
$5.63
+0.63%
|
|
NCDL
Nuveen Churchill Direct Lending Corp.
Asset management business, managing BDC investments and private credit allocations.
|
$719.57M |
$14.61
+1.46%
|
|
FDUS
Fidus Investment Corporation
FDUS operates within asset management/fund management, aligning with an asset management category.
|
$702.29M |
$19.88
-1.14%
|
|
SMBC
Southern Missouri Bancorp, Inc.
Asset management and related advisory services implied by wealth management activities.
|
$697.09M |
$61.79
+1.59%
|
|
GDLC
Grayscale CoinDesk Crypto 5 ETF
GDLC is an asset management fund that manages a diversified basket of large-cap digital assets for investors.
|
$685.95M |
$43.56
+7.99%
|
|
NOAH
Noah Holdings Limited
Noah's core business encompasses asset management and brokerage services, including wealth management and distribution of investment products.
|
$685.06M |
$9.73
-3.47%
|
|
TIPT
Tiptree Inc.
Tiptree Capital's liquid investment portfolio is managed by TIPT's asset-management arm, constituting Asset Management.
|
$682.88M |
$18.38
+2.57%
|
|
SPFI
South Plains Financial, Inc.
SPFI offers investment services, which aligns with Asset Management.
|
$667.49M |
$41.34
+0.43%
|
|
AC
Associated Capital Group, Inc.
AC operates as an asset manager focused on alternative investments and direct investments.
|
$653.58M |
$30.92
|
|
FISI
Financial Institutions, Inc.
Asset management / wealth management services (Courier Capital) with AUM.
|
$652.20M |
$32.39
-0.15%
|
|
FCBC
First Community Bankshares, Inc.
Asset Management & Brokerage covers wealth management and related services.
|
$647.07M |
$35.38
+1.00%
|
|
MSIF
MSC Income Fund, Inc.
MSIF is an asset manager issuing a BDC and managing investments for shareholders.
|
$637.60M |
$13.46
-1.57%
|
|
FRGE
Forge Global Holdings, Inc.
Forge Price is a proprietary data/price index service for private companies, underpinning transparency and pricing in the private market.
|
$603.22M |
$44.34
-0.12%
|
|
ALRS
Alerus Financial Corporation
Asset management and wealth advisory services tied to wealth mgmt and AUM growth.
|
$596.31M |
$23.48
|
|
HY
Hyster-Yale Materials Handling, Inc.
Not applicable (no explicit alternative asset management theme identified in core product lines).
|
$594.17M |
$33.61
+0.15%
|
|
BHB
Bar Harbor Bankshares
Wealth management and AUM growth indicate asset management services.
|
$551.70M |
$33.12
+0.68%
|
|
FMNB
Farmers National Banc Corp.
Wealth management-related activities (trust, retirement planning) fit Asset Management & Brokerage.
|
$541.36M |
$14.39
-0.28%
|
|
AROW
Arrow Financial Corporation
Wealth management provides asset management and advisory services to clients.
|
$536.40M |
$32.53
+1.02%
|
|
PFIS
Peoples Financial Services Corp.
PFIS offers wealth management/asset management services as part of its noninterest income.
|
$531.92M |
$53.22
+1.12%
|
|
GAIN
Gladstone Investment Corporation
Asset management activities underpin the fund's investment management and governance.
|
$530.87M |
$13.89
-0.50%
|
|
PGC
Peapack-Gladstone Financial Corporation
Wealth management is a stable, recurring revenue pillar with significant AUM.
|
$522.57M |
$29.61
-0.17%
|
|
CION
CION Investment Corporation
CION operates as an asset manager overseeing investments and fund portfolios.
|
$518.78M |
$9.95
-2.50%
|
|
BWB
Bridgewater Bancshares, Inc.
The company provides asset management services through its investment management subsidiary, generating asset management revenue.
|
$513.65M |
$18.70
-0.32%
|
|
FFWM
First Foundation Inc.
FFWM's wealth management operations align with Asset Management capabilities and services against client portfolios.
|
$505.85M |
$6.13
+1.49%
|
|
TCPC
BlackRock TCP Capital Corp.
Operates as an asset management firm managing private credit investments and funds.
|
$504.27M |
$5.93
-2.22%
|
|
RRBI
Red River Bancshares, Inc.
Asset Management & Brokerage aligns with RRBI's noninterest income driven by brokerage activity and potential asset management services.
|
$495.47M |
$74.36
+0.20%
|
|
GLRE
Greenlight Capital Re, Ltd.
Solasglas and DME Advisors constitute GLRE's asset management/investment management function.
|
$491.43M |
$14.42
+1.12%
|
|
FBIZ
First Business Financial Services, Inc.
FBIZ engages in Asset Management via Private Wealth Management and related advisory services.
|
$482.01M |
$57.94
+1.21%
|
|
UROY
Uranium Royalty Corp.
The company operates as an asset manager via acquiring royalties and managing a diversified asset portfolio, aligning with asset management.
|
$479.60M |
$3.62
-0.96%
|
|
COFS
ChoiceOne Financial Services, Inc.
ChoiceOne offers asset management and wealth management services (trust and related).
|
$478.38M |
$31.85
+0.75%
|
|
ITIC
Investors Title Company
Asset management services for trusts and investment management capabilities.
|
$475.40M |
$252.25
+0.68%
|
|
CIVB
Civista Bancshares, Inc.
Wealth management services and asset custody/management are part of CIVB's offering.
|
$472.01M |
$24.43
+1.29%
|
|
GLAD
Gladstone Capital Corporation
GLAD operates as an asset management entity within the context of managing its investment portfolio for shareholders/investors.
|
$471.61M |
$21.12
-1.52%
|
|
DHIL
Diamond Hill Investment Group, Inc.
Asset management and brokerage services are DHIL's core offering, including fund management and client accounts.
|
$462.54M |
$169.94
+0.56%
|
|
MSBI
Midland States Bancorp, Inc.
MSBI derives wealth management revenue and provides asset management services.
|
$460.39M |
$21.34
+0.66%
|
|
BMRC
Bank of Marin Bancorp
BMRC offers asset management services through wealth management capabilities.
|
$448.44M |
$27.73
-0.64%
|
|
FRPH
FRP Holdings, Inc.
Asset Management – management of a diversified real estate portfolio and JV assets.
|
$447.16M |
$23.08
-1.37%
|
|
BOC
Boston Omaha Corporation
BOC has a wind-down of its Asset Management segment; it provides asset management services to fund partners.
|
$425.88M |
$13.79
+1.85%
|
|
BRBS
Blue Ridge Bankshares, Inc.
BRB Financial Group provides wealth management and asset management services to clients.
|
$422.86M |
$4.59
+1.32%
|
|
PNNT
PennantPark Investment Corporation
PNNT manages investment portfolios for shareholders, i.e., asset management activities.
|
$394.39M |
$6.08
+3.67%
|
|
OBT
Orange County Bancorp, Inc.
Asset management activities are a core wealth management offering with assets under management exceeding $1.7B.
|
$390.73M |
$29.25
+1.90%
|
|
PSBD
Palmer Square Capital BDC Inc.
PSBD operates as an externally managed BDC, i.e., an asset management & brokerage entity managing investment portfolios for investors.
|
$384.22M |
$11.96
-1.08%
|
|
FMAO
Farmers & Merchants Bancorp, Inc.
Wealth management/asset management services through FM Investment Services.
|
$380.16M |
$27.52
-0.15%
|
|
ISBA
Isabella Bank Corporation
ISBA engages in asset management related to wealth management and client portfolios.
|
$375.87M |
$51.42
+4.81%
|
|
PBFS
Pioneer Bancorp, Inc.
PBFS offers wealth management services through Pioneer Financial Services, Inc., representing asset management for clients.
|
$373.32M |
$14.52
-1.29%
|
|
ONIT
Onity Group Inc.
Asset Management encompasses management of mortgage-related assets (MSRs, whole loans, securitization) and related services.
|
$361.60M |
$44.77
+0.43%
|
|
VALU
Value Line, Inc.
Has an unconsolidated interest in EULAV Asset Management, creating a material asset-management income stream.
|
$358.82M |
$38.55
+1.34%
|
|
SCM
Stellus Capital Investment Corporation
As an investment manager, SCM derives management fees and oversees portfolio investments, aligning with asset management activities.
|
$356.91M |
$12.59
-2.55%
|
|
CZNC
Citizens & Northern Corporation
Asset Management & Brokerage includes trust and related asset management services provided by the bank.
|
$341.17M |
$22.02
+1.62%
|
|
RWAY
Runway Growth Finance Corp.
As an asset manager operating a BDC, the firm provides asset management services to investors.
|
$328.12M |
$9.06
-2.74%
|
|
FNLC
The First Bancorp, Inc.
Asset Management services are part of the bank's wealth management platform.
|
$317.93M |
$28.36
+1.96%
|
|
XOMA
XOMA Royalty Corp.
XOMA provides asset management of royalty streams and monetizes IP-derived cash flows.
|
$308.12M |
$25.52
+1.19%
|
|
MBCN
Middlefield Banc Corp.
Asset management via Middlefield Investments providing portfolio management services.
|
$298.28M |
$36.84
-0.11%
|
|
CZFS
Citizens Financial Services, Inc.
Engages in asset management related activities, including investment management services.
|
$295.31M |
$62.50
+2.12%
|
|
FDBC
Fidelity D & D Bancorp, Inc.
Asset management services (trust, wealth management) implied by deposits/trust revenue mix and advisory model.
|
$286.75M |
$49.60
+1.81%
|
|
CHMG
Chemung Financial Corporation
Wealth management activities contribute to Asset Management, including advisory and brokerage services.
|
$284.10M |
$58.96
+2.36%
|
|
NWFL
Norwood Financial Corp.
Asset management capacity aligns with NWFL’s fiduciary services and custody-like offerings for clients.
|
$277.38M |
$29.89
-0.27%
|
|
HRZN
Horizon Technology Finance Corporation
The company operates funds/portfolios under asset management, aligning with Asset Management.
|
$276.97M |
$6.51
-1.66%
|
|
HVII
Hennessy Capital Investment Corp. VII
HVII manages the raised capital and trust investments prior to a business combination, aligning with asset management activities.
|
$268.30M |
$10.31
-0.10%
|
|
VOXR
Vox Royalty Corp.
Management of a diversified portfolio of royalties and cash flows aligns with asset management/investment management.
|
$267.78M |
$5.33
+1.43%
|
|
MITT
AG Mortgage Investment Trust, Inc.
The presence of an internal asset management framework (Red Creek) and collaboration with TPG Angelo Gordon implies Asset Management activities.
|
$267.50M |
$8.43
+0.24%
|
|
FUNC
First United Corporation
The Wealth Management segment carries substantial assets under management (about $1.7 billion), a core Asset Management function.
|
$265.37M |
$40.88
+0.90%
|
|
TPVG
TriplePoint Venture Growth BDC Corp.
As a publicly traded BDC / asset manager focusing on alternative investments (private credit, equity), TPVG fits the Alternative Asset Managers investable theme.
|
$264.52M |
$6.49
-2.19%
|
|
FRAF
Franklin Financial Services Corporation
Asset management and brokerage-related services are part of the wealth management segment.
|
$251.86M |
$56.27
+1.71%
|
|
LCNB
LCNB Corp.
Asset Management & Brokerage reflects trust and wealth-management activities and potential brokerage services.
|
$251.06M |
$17.74
+2.60%
|
|
OZ
Belpointe PREP, LLC
The company is externally managed and engages in asset management for its real estate portfolio.
|
$250.30M |
$64.35
+1.47%
|
|
LIEN
Chicago Atlantic BDC, Inc.
As an externally managed BDC, LIEN provides asset management/fund management services to investors.
|
$249.66M |
$11.02
+0.82%
|
|
FVR
FrontView REIT, Inc.
Internalization of management represents in-house asset/portfolio management capabilities.
|
$248.57M |
$15.52
+3.09%
|
|
MYFW
First Western Financial, Inc.
Company offers asset management services including portfolio management and advisory for wealth clients.
|
$248.20M |
$25.71
+0.12%
|
|
CFFI
C&F Financial Corporation
Asset management / wealth management mandate tied to advisory services.
|
$245.14M |
$74.75
+1.78%
|
|
CBNA
Chain Bridge Bancorp, Inc.
CBNA's Trust and Wealth Management services align with asset management offerings for personal and institutional clients.
|
$244.95M |
$37.80
+3.19%
|
|
HWBK
Hawthorn Bancshares, Inc.
Wealth Management includes asset management, aligning with HWBK's growth into this segment.
|
$241.99M |
$35.00
+3.90%
|
|
FCCO
First Community Corporation
Asset management services are provided as part of FCCO's investment-related activities.
|
$239.64M |
$31.17
+1.70%
|
|
FXNC
First National Corporation
Wealth management services imply asset management offerings to clients.
|
$235.43M |
$26.13
+0.89%
|
|
VABK
Virginia National Bankshares Corporation
Trust and estate services indicate asset management/wealth management activities, which maps to Asset Management.
|
$229.81M |
$42.70
+6.01%
|
Showing page 4 of 6 (505 total stocks)
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