Investment Advisory Services Stocks - Financial Analysis & Market Data

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All Stocks (283)

Company	Market Cap	Price
BAC Bank of America Corporation Investment advisory services for portfolios and fiduciary guidance.	$414.42B	$55.94 +1.70%
WFC Wells Fargo & Company Investment Advisory Services covers portfolio management and fiduciary guidance for clients and funds.	$304.97B	$95.33 +2.29%
MS Morgan Stanley Investment advisory services for funds and clients.	$290.37B	$181.71 +2.35%
RY Royal Bank of Canada RBC provides Investment Advisory Services including portfolio management and fiduciary guidance.	$239.95B	$170.94 +0.26%
C Citigroup Inc. Citi offers investment advisory services as part of its asset management suite.	$218.51B	$118.38 +1.45%
MUFG Mitsubishi UFJ Financial Group, Inc. Investment advisory services are provided by MUFG's asset management and banking units.	$197.03B	$15.97 +0.73%
SCHW The Charles Schwab Corporation Schwab provides investment advisory services to clients and funds.	$184.37B	$101.66 +1.75%
BLK BlackRock, Inc. Investment advisory services cover portfolio management, fiduciary guidance, and related client offerings.	$168.03B	$1083.51 +1.23%
TD The Toronto-Dominion Bank Investment Advisory Services reflects TD's wealth management and financial planning offerings.	$162.85B	$94.44 +0.25%
UBS UBS Group AG Investment Advisory Services include portfolio management and fiduciary guidance for clients.	$151.14B	$47.14 +1.79%
BX Blackstone Inc. Provision of investment advisory services and fund management for clients and funds.	$117.05B	$158.94 +3.11%
HOOD Robinhood Markets, Inc. Robinhood Strategies provides digital investment advisory services with asset management capabilities.	$102.38B	$115.50 +2.12%
MFG Mizuho Financial Group, Inc. Provides investment advisory services to funds and clients as part of its asset and wealth management capabilities.	$94.08B	$7.42 +1.30%
BNS The Bank of Nova Scotia Investment Advisory Services covers advisory and portfolio management offerings within wealth management.	$92.60B	$74.36 +0.91%
USB U.S. Bancorp Investment advisory services are a direct offering for institutions and high-net-worth clients within USB's wealth operations.	$83.93B	$54.12 +1.41%
PNC The PNC Financial Services Group, Inc. Investment advisory services for institutional and high-net-worth clients.	$83.27B	$212.47 +1.79%
BK The Bank of New York Mellon Corporation The firm provides investment advisory services to funds and clients as part of its asset/wealth management offerings.	$82.54B	$116.83 +0.64%
NWG NatWest Group plc NatWest provides Investment Advisory Services as part of its wealth management offerings.	$73.89B	$17.82 +1.86%
MFC Manulife Financial Corporation Investment advisory services associated with asset management offerings.	$63.49B	$36.23 -0.14%
ARES Ares Management Corporation Investment Advisory Services aligns with providing professional portfolio and fund management guidance.	$54.34B	$166.40 +2.95%
CBRE CBRE Group, Inc. CBRE provides advisory services for capital markets, leasing, and other real estate transactions.	$47.67B	$160.78 -0.01%
AMP Ameriprise Financial, Inc. AMP provides professional investment advisory services and portfolio management for clients and funds.	$46.55B	$494.56 +0.86%
PUK Prudential plc Prudential provides investment advisory services as part of its asset management capabilities.	$43.56B	$31.67 +1.77%
STT State Street Corporation Investment advisory services are a core function of asset management wings that guide fund strategies.	$36.62B	$128.57 +0.31%
SLF Sun Life Financial Inc. Sun Life provides investment advisory services for funds and clients as part of its asset management operations.	$36.19B	$62.77 +0.59%
IX ORIX Corporation Investment Advisory Services covers professional advisory and asset management guidance for funds/clients.	$35.83B	$29.44 +0.75%
BBD Banco Bradesco S.A. Investment advisory services to clients via asset management.	$35.76B	$3.37 +1.05%
SOFI SoFi Technologies, Inc. SoFi offers investment advisory services and portfolio management offerings as part of its broader financial services suite.	$32.88B	$27.41 +4.72%
RJF Raymond James Financial, Inc. Investment advisory services provided to clients and funds via the Private Client Group, including portfolio management and fiduciary guidance.	$32.62B	$163.60 +2.21%
MTB M&T Bank Corporation Investment Advisory Services covers advisory offerings consistent with asset-management activities and client guidance.	$31.89B	$204.57 +1.54%
IBKR Interactive Brokers Group, Inc. IBKR offers investment advisory tools and services to RIAs and clients (e.g., PortfolioAnalyst) as part of its advisor-enabled platform.	$29.94B	$67.01 +4.20%
LPLA LPL Financial Holdings Inc. LPL offers investment advisory services to clients and financial advisors as a core revenue/ service line.	$28.93B	$363.48 +1.77%
SHG Shinhan Financial Group Co., Ltd. SHG provides investment advisory services for clients and funds as part of its wealth management offerings.	$27.70B	$53.87 +0.44%
BAP Credicorp Ltd. Credicorp Capital offers investment advisory services and wealth management for clients.	$27.03B	$287.96 +0.33%
HBAN Huntington Bancshares Incorporated Investment advisory services are part of Huntington’s capital markets/wealth-management offerings.	$25.50B	$17.57 +1.27%
NMR Nomura Holdings, Inc. The firm provides investment advisory services for funds and clients as part of its asset management offering.	$25.10B	$8.47 +0.95%
TPG TPG Inc. Investment advisory services provided to funds and clients as part of the asset management platform.	$24.85B	$65.62 +2.79%
FUTU Futu Holdings Limited Provides investment advisory and wealth management services to clients.	$24.63B	$178.29 +8.58%
RF Regions Financial Corporation Investment Advisory Services aligns with Regions’ wealth management capabilities and advisory offerings for clients.	$24.59B	$27.65 +2.03%
OWL Blue Owl Capital Inc. Investment advisory services are provided to fund and client accounts as part of asset-management offerings.	$23.72B	$15.34 +2.64%
BAM Brookfield Asset Management Ltd. BAM offers investment advisory services for funds and clients.	$23.68B	$53.25 +1.64%
KEY KeyCorp Investment Advisory Services: Provision of advisory services for investment strategies and portfolios.	$23.00B	$21.07 +2.08%
TROW T. Rowe Price Group, Inc. Investment advisory services provided to funds and clients.	$22.99B	$104.36 +1.93%
RPRX Royalty Pharma plc Provides investment advisory-like services as part of its asset-management and fund-structuring activities.	$22.66B	$38.83 +0.49%
CG The Carlyle Group Inc. Carlyle provides investment advisory services to funds and clients as part of its asset management platform.	$22.01B	$60.77 +2.80%
SSNC SS&C Technologies Holdings, Inc. Investment advisory services are part of SS&C's software-enabled services portfolio for funds and clients.	$20.94B	$85.97 -1.66%
PFG Principal Financial Group, Inc. Asset management activities imply investment advisory services to clients and funds.	$19.92B	$89.52 +1.49%
BCH Banco de Chile Investment advisory services offered to clients as part of wealth management.	$19.30B	$38.10 +0.26%
EWBC East West Bancorp, Inc. Wealth management / investment advisory services contribute to EWBC's fee income.	$15.86B	$115.46 +2.73%
WF Woori Financial Group Inc. Investment advisory and wealth-management services as part of WF’s asset-management suite.	$14.83B	$59.44 +1.11%
EQH Equitable Holdings, Inc. Wealth management advisory services are provided through Equitable Advisors, a core revenue and service line.	$14.37B	$48.07 +0.88%
AEG Aegon Ltd. Investment advisory services related to funds and client portfolios as part of the broader asset management business.	$14.16B	$7.76 +0.65%
EVR Evercore Inc. Investment advisory services for funds and clients are a key service line in Evercore's platform.	$13.56B	$350.96 +3.15%
SF Stifel Financial Corp. Investment advisory services are a core pillar of Stifel's client-centric wealth and asset management model.	$13.11B	$128.31 +2.46%
JEF Jefferies Financial Group Inc. Investment Advisory Services providing portfolio management and fiduciary guidance for funds and clients.	$13.09B	$63.74 +2.86%
HLI Houlihan Lokey, Inc. The firm provides investment advisory and valuation advisory services as part of its Financial and Valuation Advisory suite.	$12.40B	$175.84 +0.94%
BEN Franklin Resources, Inc. Investment advisory services are provided to funds and clients as a core service.	$12.36B	$23.83 -0.25%
FHN First Horizon Corporation Wealth and trust management and advisory services align with investment advisory capabilities.	$12.25B	$24.14 +0.98%
IVZ Invesco Ltd. Investment advisory services for funds and clients are a direct revenue/Service line.	$12.01B	$26.93 +2.49%
CMA Comerica Incorporated Investment advisory services are provided to clients and institutions as part of wealth management.	$11.39B	$89.03 +2.42%
SEIC SEI Investments Company SEI provides investment advisory services, including outsourced/institutional investment management.	$10.26B	$82.81 +0.96%
WTFC Wintrust Financial Corporation Investment Advisory Services captures the advisory component of Wintrust's wealth management offerings.	$9.55B	$143.58 +2.69%
GLXY Galaxy Digital Galaxy offers investment advisory services related to its digital asset and infrastructure businesses.	$9.31B	$24.79 +10.85%
XP XP Inc. XP provides investment advisory services, financial planning, and strategy guidance to clients within its ecosystem.	$8.89B	$16.20 -1.04%
MORN Morningstar, Inc. Independent research and investment advisory services component of Morningstar's offerings.	$8.88B	$211.41 -2.48%
UMBF UMB Financial Corporation Investment advisory and portfolio management services.	$8.84B	$116.66 +1.40%
ONB Old National Bancorp Investment advisory services are part of ONB's client offerings alongside wealth management.	$8.84B	$22.57 +1.14%
ZION Zions Bancorporation, National Association Investment Advisory Services aligns with wealth management and advisory offerings mentioned in the outlook.	$8.75B	$59.52 +1.67%
CFR Cullen/Frost Bankers, Inc. CFR offers investment advisory services as part of its wealth management capabilities.	$8.24B	$128.57 +1.54%
AMG Affiliated Managers Group, Inc. AMG provides investment advisory services to funds and clients through its partner networks.	$8.21B	$287.94 -0.12%
GGAL Grupo Financiero Galicia S.A. Investment advisory services are typically part of asset management offerings for clients and funds.	$7.87B	$54.28 +0.63%
STEP StepStone Group Inc. Provides investment advisory services to fund clients and custom solutions.	$7.86B	$66.44 +3.53%
HLNE Hamilton Lane Incorporated The company provides investment advisory services, offering guidance and strategic input to clients and fund structures.	$7.61B	$137.05 +2.04%
BOKF BOK Financial Corporation Investment advisory services supporting asset management and client portfolios.	$7.55B	$119.62 +0.98%
JHG Janus Henderson Group plc Investment advisory services are a core service line accompanying asset management activities.	$7.45B	$47.71 +0.29%
PNFP Pinnacle Financial Partners, Inc. Wealth management and investment advisory services generate fee-based revenue and reflect PNFP’s advisory capabilities.	$7.38B	$96.94 +1.93%
CIGI Colliers International Group Inc. Investment advisory services related to asset management offerings and fund strategy within the investment platform.	$7.32B	$146.19 -0.56%
CBSH Commerce Bancshares, Inc. Investment advisory services are part of CBSH’s wealth segment, offering portfolio guidance and fiduciary advice to clients.	$7.32B	$52.48 +0.26%
VOYA Voya Financial, Inc. Investment Advisory Services align with VOYA's asset management capabilities and fiduciary portfolio guidance provided to clients.	$7.29B	$76.28 +2.40%
SNV Synovus Financial Corp. Investment Advisory Services aligns with Synovus's wealth and investment services for clients.	$6.95B	$50.05 -0.01%
OTF Blue Owl Technology Finance Corp. The Adviser provides investment advisory/portfolio management services as part of managing the fund's investments.	$6.81B	$14.35 -1.34%
PIPR Piper Sandler Companies Private capital advisory/investment advisory services (including Aviditi integration) are part of Piper Sandler's advisory revenue streams.	$6.19B	$348.74 +2.66%
FNB F.N.B. Corporation Investment advisory services supporting client portfolios and fiduciary guidance.	$6.17B	$17.25 +0.85%
RITM Rithm Capital Corp. Investment advisory services relate to managing and advising external funds as an asset manager.	$5.82B	$11.06 +1.51%
LAZ Lazard Ltd Lazard offers Investment Advisory Services to funds and clients, aligning portfolio and strategy with client needs.	$5.61B	$49.52 +1.98%
HWC Hancock Whitney Corporation Wealth management and investment advisory services expand via the Sabal Trust acquisition.	$5.46B	$64.83 +1.81%
WTM White Mountains Insurance Group, Ltd. Investment advisory services related to portfolio and capital deployment strategy.	$5.26B	$2040.09 -1.83%
SNEX StoneX Group Inc. Investment advisory services capabilities appear via capital markets activity and acquisitions.	$5.08B	$98.41 +3.45%
AUB Atlantic Union Bankshares Corporation AUB's wealth management capabilities align with Investment Advisory Services for managing client portfolios and advisory needs.	$5.06B	$35.49 +0.55%
IFS Intercorp Financial Services Inc. Investment Advisory Services as part of wealth management offerings.	$4.83B	$42.37 +0.01%
FFIN First Financial Bankshares, Inc. Wealth management and advisory capabilities imply Investment Advisory Services for clients.	$4.30B	$30.11 +0.82%
WBHC Wilson Bank Holding Company WBHC provides investment advisory services to clients.	$4.29B	$400.00
VCTR Victory Capital Holdings, Inc. The company offers investment advisory services for funds and client portfolios, supporting its asset management franchise.	$4.28B	$64.07 +1.55%
AB AllianceBernstein Holding L.P. AB offers investment advisory services for funds and clients, a core revenue stream.	$4.27B	$38.84 +0.94%
FSK FS KKR Capital Corp. Investment advisory services related to fund management and portfolio oversight.	$4.18B	$15.03 +1.45%
CNO CNO Financial Group, Inc. The company provides brokerage and advisory services to clients, reflecting asset management activities.	$4.09B	$42.24 -0.54%
FHI Federated Hermes, Inc. Provides investment advisory services to funds and clients as a core revenue stream.	$4.06B	$52.56 +0.94%
HASI HA Sustainable Infrastructure Capital, Inc. HASI provides investment advisory services and related fee income in connection with its capital solutions.	$3.96B	$31.82 +1.26%
EBC Eastern Bankshares, Inc. Investment advisory services provided via the Cambridge Trust wealth management division.	$3.92B	$18.61 +0.95%
UCB United Community Banks, Inc. Investment Advisory Services / Wealth management offerings for clients.	$3.82B	$31.43 +0.67%