Investment Advisory Services
•283 stocks
•
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Price Performance Heatmap
5Y Price (Market Cap Weighted)
All Stocks (283)
| Company | Market Cap | Price |
|---|---|---|
|
BAC
Bank of America Corporation
Investment advisory services for portfolios and fiduciary guidance.
|
$389.53B |
$53.08
+0.93%
|
|
MS
Morgan Stanley
Investment advisory services for funds and clients.
|
$305.27B |
$191.77
+0.28%
|
|
WFC
Wells Fargo & Company
Investment Advisory Services covers portfolio management and fiduciary guidance for clients and funds.
|
$284.98B |
$89.01
+0.06%
|
|
RY
Royal Bank of Canada
RBC provides Investment Advisory Services including portfolio management and fiduciary guidance.
|
$237.92B |
$169.40
+0.04%
|
|
C
Citigroup Inc.
Citi offers investment advisory services as part of its asset management suite.
|
$216.23B |
$118.70
+1.06%
|
|
MUFG
Mitsubishi UFJ Financial Group, Inc.
Investment advisory services are provided by MUFG's asset management and banking units.
|
$213.38B |
$18.89
+1.40%
|
|
SCHW
The Charles Schwab Corporation
Schwab provides investment advisory services to clients and funds.
|
$186.53B |
$104.75
+1.93%
|
|
BLK
BlackRock, Inc.
Investment advisory services cover portfolio management, fiduciary guidance, and related client offerings.
|
$179.11B |
$1171.49
+1.28%
|
|
TD
The Toronto-Dominion Bank
Investment Advisory Services reflects TD's wealth management and financial planning offerings.
|
$162.04B |
$94.10
+0.03%
|
|
UBS
UBS Group AG
Investment Advisory Services include portfolio management and fiduciary guidance for clients.
|
$149.02B |
$47.46
-0.02%
|
|
BX
Blackstone Inc.
Provision of investment advisory services and fund management for clients and funds.
|
$118.53B |
$164.53
+2.31%
|
|
MFG
Mizuho Financial Group, Inc.
Provides investment advisory services to funds and clients as part of its asset and wealth management capabilities.
|
$105.05B |
$8.60
+1.30%
|
|
HOOD
Robinhood Markets, Inc.
Robinhood Strategies provides digital investment advisory services with asset management capabilities.
|
$98.07B |
$110.07
-0.25%
|
|
BNS
The Bank of Nova Scotia
Investment Advisory Services covers advisory and portfolio management offerings within wealth management.
|
$91.38B |
$73.50
-0.07%
|
|
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.
|
$87.43B |
$122.92
-0.85%
|
|
PNC
The PNC Financial Services Group, Inc.
Investment advisory services for institutional and high-net-worth clients.
|
$84.68B |
$222.75
+3.58%
|
|
USB
U.S. Bancorp
Investment advisory services are a direct offering for institutions and high-net-worth clients within USB's wealth operations.
|
$83.96B |
$54.70
+1.39%
|
|
BAM
Brookfield Asset Management Ltd.
BAM offers investment advisory services for funds and clients.
|
$83.95B |
$52.83
+1.52%
|
|
NWG
NatWest Group plc
NatWest provides Investment Advisory Services as part of its wealth management offerings.
|
$71.40B |
$17.56
+2.45%
|
|
MFC
Manulife Financial Corporation
Investment advisory services associated with asset management offerings.
|
$63.86B |
$37.55
-0.15%
|
|
ARES
Ares Management Corporation
Investment Advisory Services aligns with providing professional portfolio and fund management guidance.
|
$55.40B |
$171.02
+0.86%
|
|
CBRE
CBRE Group, Inc.
CBRE provides advisory services for capital markets, leasing, and other real estate transactions.
|
$50.83B |
$172.91
+1.22%
|
|
AMP
Ameriprise Financial, Inc.
AMP provides professional investment advisory services and portfolio management for clients and funds.
|
$47.90B |
$512.16
+0.80%
|
|
PUK
Prudential plc
Prudential provides investment advisory services as part of its asset management capabilities.
|
$43.89B |
$32.06
+0.56%
|
|
STT
State Street Corporation
Investment advisory services are a core function of asset management wings that guide fund strategies.
|
$38.66B |
$130.51
-4.24%
|
|
BBD
Banco Bradesco S.A.
Investment advisory services to clients via asset management.
|
$35.75B |
$3.54
+0.71%
|
|
IX
ORIX Corporation
Investment Advisory Services covers professional advisory and asset management guidance for funds/clients.
|
$35.49B |
$30.66
+0.46%
|
|
SLF
Sun Life Financial Inc.
Sun Life provides investment advisory services for funds and clients as part of its asset management operations.
|
$35.26B |
$63.12
+0.67%
|
|
RJF
Raymond James Financial, Inc.
Investment advisory services provided to clients and funds via the Private Client Group, including portfolio management and fiduciary guidance.
|
$34.20B |
$172.72
+0.68%
|
|
MTB
M&T Bank Corporation
Investment Advisory Services covers advisory offerings consistent with asset-management activities and client guidance.
|
$33.22B |
$211.67
-0.42%
|
|
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.
|
$32.81B |
$73.84
+0.22%
|
|
SOFI
SoFi Technologies, Inc.
SoFi offers investment advisory services and portfolio management offerings as part of its broader financial services suite.
|
$31.66B |
$26.50
+0.23%
|
|
LPLA
LPL Financial Holdings Inc.
LPL offers investment advisory services to clients and financial advisors as a core revenue/ service line.
|
$30.15B |
$379.72
+0.77%
|
|
NMR
Nomura Holdings, Inc.
The firm provides investment advisory services for funds and clients as part of its asset management offering.
|
$27.17B |
$9.29
-1.06%
|
|
SHG
Shinhan Financial Group Co., Ltd.
SHG provides investment advisory services for clients and funds as part of its wealth management offerings.
|
$26.46B |
$53.91
-0.34%
|
|
HBAN
Huntington Bancshares Incorporated
Investment advisory services are part of Huntington’s capital markets/wealth-management offerings.
|
$26.19B |
$18.00
+0.25%
|
|
RF
Regions Financial Corporation
Investment Advisory Services aligns with Regions’ wealth management capabilities and advisory offerings for clients.
|
$25.45B |
$27.68
-2.95%
|
|
TPG
TPG Inc.
Investment advisory services provided to funds and clients as part of the asset management platform.
|
$25.42B |
$68.03
+1.13%
|
|
BAP
Credicorp Ltd.
Credicorp Capital offers investment advisory services and wealth management for clients.
|
$25.30B |
$319.38
+0.19%
|
|
FUTU
Futu Holdings Limited
Provides investment advisory and wealth management services to clients.
|
$24.58B |
$170.97
-3.13%
|
|
OWL
Blue Owl Capital Inc.
Investment advisory services are provided to fund and client accounts as part of asset-management offerings.
|
$24.47B |
$16.04
+1.55%
|
|
CG
The Carlyle Group Inc.
Carlyle provides investment advisory services to funds and clients as part of its asset management platform.
|
$23.92B |
$66.40
+0.42%
|
|
TROW
T. Rowe Price Group, Inc.
Investment advisory services provided to funds and clients.
|
$23.58B |
$106.72
-0.56%
|
|
KEY
KeyCorp
Investment Advisory Services: Provision of advisory services for investment strategies and portfolios.
|
$23.28B |
$21.18
-0.21%
|
|
RPRX
Royalty Pharma plc
Provides investment advisory-like services as part of its asset-management and fund-structuring activities.
|
$23.16B |
$39.59
-0.33%
|
|
SSNC
SS&C Technologies Holdings, Inc.
Investment advisory services are part of SS&C's software-enabled services portfolio for funds and clients.
|
$21.02B |
$85.77
-0.33%
|
|
BCH
Banco de Chile
Investment advisory services offered to clients as part of wealth management.
|
$20.82B |
$39.58
-0.50%
|
|
PFG
Principal Financial Group, Inc.
Asset management activities imply investment advisory services to clients and funds.
|
$20.27B |
$89.35
-1.79%
|
|
EWBC
East West Bancorp, Inc.
Wealth management / investment advisory services contribute to EWBC's fee income.
|
$15.96B |
$115.26
-0.44%
|
|
EVR
Evercore Inc.
Investment advisory services for funds and clients are a key service line in Evercore's platform.
|
$14.79B |
$381.92
-0.31%
|
|
WF
Woori Financial Group Inc.
Investment advisory and wealth-management services as part of WF’s asset-management suite.
|
$14.22B |
$57.12
-1.07%
|
|
EQH
Equitable Holdings, Inc.
Wealth management advisory services are provided through Equitable Advisors, a core revenue and service line.
|
$14.17B |
$46.73
-1.23%
|
|
BEN
Franklin Resources, Inc.
Investment advisory services are provided to funds and clients as a core service.
|
$13.48B |
$26.16
+0.71%
|
|
HLI
Houlihan Lokey, Inc.
The firm provides investment advisory and valuation advisory services as part of its Financial and Valuation Advisory suite.
|
$13.34B |
$190.95
+0.62%
|
|
SF
Stifel Financial Corp.
Investment advisory services are a core pillar of Stifel's client-centric wealth and asset management model.
|
$13.30B |
$130.30
+0.08%
|
|
JEF
Jefferies Financial Group Inc.
Investment Advisory Services providing portfolio management and fiduciary guidance for funds and clients.
|
$13.25B |
$63.50
-1.17%
|
|
IVZ
Invesco Ltd.
Investment advisory services for funds and clients are a direct revenue/Service line.
|
$13.11B |
$29.46
+0.26%
|
|
FHN
First Horizon Corporation
Wealth and trust management and advisory services align with investment advisory capabilities.
|
$12.41B |
$24.41
-0.14%
|
|
GLXY
Galaxy Digital
Galaxy offers investment advisory services related to its digital asset and infrastructure businesses.
|
$12.04B |
$34.41
+7.58%
|
|
AEG
Aegon Ltd.
Investment advisory services related to funds and client portfolios as part of the broader asset management business.
|
$11.88B |
$7.64
-0.71%
|
|
CMA
Comerica Incorporated
Investment advisory services are provided to clients and institutions as part of wealth management.
|
$11.76B |
$91.82
+0.34%
|
|
SEIC
SEI Investments Company
SEI provides investment advisory services, including outsourced/institutional investment management.
|
$10.70B |
$86.36
-0.21%
|
|
WTFC
Wintrust Financial Corporation
Investment Advisory Services captures the advisory component of Wintrust's wealth management offerings.
|
$9.80B |
$146.30
-0.07%
|
|
UMBF
UMB Financial Corporation
Investment advisory and portfolio management services.
|
$9.36B |
$122.67
-0.51%
|
|
XP
XP Inc.
XP provides investment advisory services, financial planning, and strategy guidance to clients within its ecosystem.
|
$9.19B |
$17.34
-0.37%
|
|
AMG
Affiliated Managers Group, Inc.
AMG provides investment advisory services to funds and clients through its partner networks.
|
$9.16B |
$327.04
+1.49%
|
|
ONB
Old National Bancorp
Investment advisory services are part of ONB's client offerings alongside wealth management.
|
$9.13B |
$23.38
+0.36%
|
|
MORN
Morningstar, Inc.
Independent research and investment advisory services component of Morningstar's offerings.
|
$9.10B |
$214.96
-0.32%
|
|
CFR
Cullen/Frost Bankers, Inc.
CFR offers investment advisory services as part of its wealth management capabilities.
|
$8.95B |
$138.72
-0.29%
|
|
STEP
StepStone Group Inc.
Provides investment advisory services to fund clients and custom solutions.
|
$8.95B |
$77.68
+2.48%
|
|
ZION
Zions Bancorporation, National Association
Investment Advisory Services aligns with wealth management and advisory offerings mentioned in the outlook.
|
$8.79B |
$60.00
+0.82%
|
|
HLNE
Hamilton Lane Incorporated
The company provides investment advisory services, offering guidance and strategic input to clients and fund structures.
|
$8.57B |
$154.37
+0.34%
|
|
GGAL
Grupo Financiero Galicia S.A.
Investment advisory services are typically part of asset management offerings for clients and funds.
|
$8.33B |
$51.20
+0.06%
|
|
BOKF
BOK Financial Corporation
Investment advisory services supporting asset management and client portfolios.
|
$8.12B |
$127.36
-0.26%
|
|
CBSH
Commerce Bancshares, Inc.
Investment advisory services are part of CBSH’s wealth segment, offering portfolio guidance and fiduciary advice to clients.
|
$7.64B |
$54.38
-0.32%
|
|
PNFP
Pinnacle Financial Partners, Inc.
Wealth management and investment advisory services generate fee-based revenue and reflect PNFP’s advisory capabilities.
|
$7.57B |
$98.42
+0.79%
|
|
VOYA
Voya Financial, Inc.
Investment Advisory Services align with VOYA's asset management capabilities and fiduciary portfolio guidance provided to clients.
|
$7.55B |
$76.10
-2.83%
|
|
CIGI
Colliers International Group Inc.
Investment advisory services related to asset management offerings and fund strategy within the investment platform.
|
$7.49B |
$148.21
+0.49%
|
|
JHG
Janus Henderson Group plc
Investment advisory services are a core service line accompanying asset management activities.
|
$7.47B |
$47.90
+0.02%
|
|
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.
|
$6.63B |
$14.23
-1.76%
|
|
PIPR
Piper Sandler Companies
Private capital advisory/investment advisory services (including Aviditi integration) are part of Piper Sandler's advisory revenue streams.
|
$6.63B |
$376.64
+0.57%
|
|
FNB
F.N.B. Corporation
Investment advisory services supporting client portfolios and fiduciary guidance.
|
$6.27B |
$17.39
-0.49%
|
|
LAZ
Lazard Ltd
Lazard offers Investment Advisory Services to funds and clients, aligning portfolio and strategy with client needs.
|
$6.06B |
$53.57
-0.33%
|
|
RITM
Rithm Capital Corp.
Investment advisory services relate to managing and advising external funds as an asset manager.
|
$6.02B |
$11.72
+3.26%
|
|
HWC
Hancock Whitney Corporation
Wealth management and investment advisory services expand via the Sabal Trust acquisition.
|
$5.80B |
$68.59
+0.26%
|
|
SNEX
StoneX Group Inc.
Investment advisory services capabilities appear via capital markets activity and acquisitions.
|
$5.52B |
$110.01
+3.89%
|
|
AUB
Atlantic Union Bankshares Corporation
AUB's wealth management capabilities align with Investment Advisory Services for managing client portfolios and advisory needs.
|
$5.47B |
$38.35
-0.01%
|
|
WTM
White Mountains Insurance Group, Ltd.
Investment advisory services related to portfolio and capital deployment strategy.
|
$5.31B |
$2048.02
-0.67%
|
|
IFS
Intercorp Financial Services Inc.
Investment Advisory Services as part of wealth management offerings.
|
$5.02B |
$45.20
+0.44%
|
|
FFIN
First Financial Bankshares, Inc.
Wealth management and advisory capabilities imply Investment Advisory Services for clients.
|
$4.67B |
$32.66
+0.03%
|
|
VCTR
Victory Capital Holdings, Inc.
The company offers investment advisory services for funds and client portfolios, supporting its asset management franchise.
|
$4.49B |
$68.03
+1.22%
|
|
AB
AllianceBernstein Holding L.P.
AB offers investment advisory services for funds and clients, a core revenue stream.
|
$4.34B |
$39.88
+1.61%
|
|
WBHC
Wilson Bank Holding Company
WBHC provides investment advisory services to clients.
|
$4.29B |
$400.00
|
|
HASI
HA Sustainable Infrastructure Capital, Inc.
HASI provides investment advisory services and related fee income in connection with its capital solutions.
|
$4.27B |
$34.51
+0.44%
|
|
FHI
Federated Hermes, Inc.
Provides investment advisory services to funds and clients as a core revenue stream.
|
$4.14B |
$54.19
+1.46%
|
|
EBC
Eastern Bankshares, Inc.
Investment advisory services provided via the Cambridge Trust wealth management division.
|
$4.14B |
$19.50
-0.31%
|
|
UCB
United Community Banks, Inc.
Investment Advisory Services / Wealth management offerings for clients.
|
$4.12B |
$33.81
-0.29%
|
|
FSK
FS KKR Capital Corp.
Investment advisory services related to fund management and portfolio oversight.
|
$4.11B |
$14.48
-1.23%
|
|
CNO
CNO Financial Group, Inc.
The company provides brokerage and advisory services to clients, reflecting asset management activities.
|
$4.08B |
$41.69
-0.97%
|
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