Investment Advisory Services Stocks - Financial Analysis & Market Data

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All Stocks (283)

Company	Market Cap	Price
FMAO Farmers & Merchants Bancorp, Inc. Investment advisory services related to wealth management offerings.	$378.23M	$27.60 +0.15%
ISBA Isabella Bank Corporation ISBA provides investment advisory services through wealth management activities.	$361.08M	$50.83 +3.61%
VALU Value Line, Inc. Offers investment advisory services related to funds and client investment strategy through its asset-management affiliate.	$357.94M	$38.55 +1.34%
RWAY Runway Growth Finance Corp. Investment adviser role and related advisory services are part of the business, especially post-acquisition.	$337.54M	$9.02 -3.22%
CZNC Citizens & Northern Corporation Investment Advisory Services can be aligned with trust/portfolio management activities offered by CZNC.	$336.21M	$21.95 +1.29%
CBAN Colony Bankcorp, Inc. Wealth Management / Investment Advisory services are part of CBAN's offerings.	$320.42M	$18.53 +0.98%
FNLC The First Bancorp, Inc. FNLC provides Investment Management and fiduciary services as part of wealth management offerings.	$311.77M	$28.24 +1.55%
XOMA XOMA Royalty Corp. Provides investment advisory services related to capital management and asset allocation for managed portfolios.	$304.85M	$25.05 -0.65%
CZFS Citizens Financial Services, Inc. Provides trust administration and investment advisory services as part of wealth management offerings.	$294.21M	$61.65 +0.74%
HRZN Horizon Technology Finance Corporation HTFM acts as investment advisor and manages advisory relationships, reflecting Investment Advisory Services.	$281.65M	$6.54 -1.28%
FDBC Fidelity D & D Bancorp, Inc. Investment advisory services related to fiduciary/trust offerings indicated by the bank's 'trusted financial advisor' model.	$280.98M	$49.52 +1.64%
NWFL Norwood Financial Corp. Fiduciary services imply investment advisory capabilities and client asset management.	$277.57M	$29.84 -0.45%
CHMG Chemung Financial Corporation Wealth management services imply Investment Advisory Services as a key offering within the wealth mgmt segment.	$275.96M	$58.96 +2.36%
HVII Hennessy Capital Investment Corp. VII HVII’s management/sponsor identifies and evaluates potential targets and executes the transaction process, aligning with investment advisory services.	$268.56M	$10.31 -0.10%
TPVG TriplePoint Venture Growth BDC Corp. TPVG uses an adviser to manage its investment activities and portfolios, constituting Investment Advisory Services.	$267.35M	$6.49 -2.19%
FUNC First United Corporation Wealth management revenue includes investment advisory services (trust/estate administration and IRA administration) supporting Investment Advisory Services.	$263.10M	$40.84 +0.83%
OVLY Oak Valley Bancorp Investment advisory services generate advisory fee income, indicating an investment advisory capability.	$253.26M	$30.65 +1.42%
MYFW First Western Financial, Inc. Company provides investment advisory services as part of its wealth management offering.	$249.56M	$25.66 -0.06%
LIEN Chicago Atlantic BDC, Inc. LIEN's operations include investment advisory services typical of asset managers managing funds and portfolios.	$249.43M	$11.02 +0.82%
FRAF Franklin Financial Services Corporation Wealth management services and advisory capabilities are part of the company’s offerings.	$247.65M	$55.92 +1.09%
LCNB LCNB Corp. Investment Advisory Services covers fiduciary and wealth-management-related advisory offerings.	$245.10M	$17.61 +1.85%
CFFI C&F Financial Corporation Investment advisory services through CF Wealth Management.	$237.82M	$74.75 +1.78%
FCCO First Community Corporation FCCO offers investment advisory services and wealth management within its Investment advisory segment.	$235.57M	$30.95 +0.98%
HWBK Hawthorn Bancshares, Inc. Wealth Management is a strategic, segmented revenue line including advisory services.	$233.97M	$34.95 +3.16%
FXNC First National Corporation Investment advisory services are part of the bank's client offerings in wealth management.	$232.82M	$26.15 +0.97%
DEFT DeFi Technologies Inc. DeFi Advisory is a client-facing advisory service, aligning with investment advisory capabilities.	$227.87M	$1.02 -6.42%
SSSS SuRo Capital Corp. SuRo Capital provides investment management and advisory services as an internally managed investment company/BDC.	$225.26M	$9.26 -1.80%
OPOF Old Point Financial Corporation Investment advisory services form part of the wealth management offering, supporting client portfolios.	$214.92M	$42.10
NKSH National Bankshares, Inc. Investment advisory services provided via the subsidiary NBFS (investment services for clients).	$213.58M	$33.80 +0.75%
ATLO Ames National Corporation Wealth management services including investment advisory offerings.	$212.50M	$24.07 +0.77%
ESSA ESSA Bancorp, Inc. Investment Advisory Services is indicated by trust and investment fee activity within ESSA's noninterest income.	$209.29M	$20.61
MRBK Meridian Corporation Investment Advisory Services covers advisory offerings within the wealth management segment.	$194.72M	$17.36 +0.75%
EARN Ellington Credit Company The business provides investment advisory/sub-advisory services through its external manager and strategy execution.	$194.18M	$5.12 -1.06%
CCFN Muncy Columbia Financial Corporation Provides investment advisory services / trust offerings as part of wealth management.	$193.63M	$54.76
SAMG Silvercrest Asset Management Group Inc. Provides investment advisory services including portfolio management and fiduciary guidance for funds and high-net-worth clients.	$191.02M	$15.29 +0.59%
WHF WhiteHorse Finance, Inc. Investment advisory services related to portfolio management and fund management provided through the external management structure.	$175.95M	$7.38 -2.58%
PTMN Portman Ridge Finance Corporation Investment advisory services related to funds and portfolio strategy.	$167.80M	$12.72
WHG Westwood Holdings Group, Inc. The company offers investment advisory services to institutional clients, mutual funds, and individuals.	$167.09M	$18.09 +1.83%
BFIN BankFinancial Corporation Fiduciary and financial planning services implied, aligning with investment advisory activities.	$158.75M	$12.87 +1.02%
SIEB Siebert Financial Corp. Siebert offers Investment Advisory Services through Siebert AdvisorNXT.	$152.81M	$3.86 +2.12%
BMNR Bitmine Immersion Technologies, Inc. BMNR has launched a Bitcoin Treasury Advisory Practice and Ethereum treasury strategy, signaling active investment/advisory services for corporate treasuries.	$150.02M	$31.50 -9.65%
OXSQ Oxford Square Capital Corp. The company engages in investment advisory services related to its managed investment activities.	$144.36M	$1.85 +0.27%
MRCC Monroe Capital Corporation As a funds company, MRCC engages in investment advisory/management activities via its externally managed framework.	$144.30M	$6.41 -3.75%
BULL Webull Corporation Class A Ordinary Shares Partnership with BlackRock to offer model portfolios indicates investment advisory services within the platform.	$137.15M	$8.71 -4.97%
RBKB Rhinebeck Bancorp, Inc. Wealth management activities may include investment advisory services.	$136.71M	$12.34 +0.24%
CSBB CSB Bancorp, Inc. CSBB offers investment services (trust, brokerage) through CSB Investment Services, LLC, implying investment advisory services.	$136.43M	$49.75
CHCI Comstock Holding Companies, Inc. CHCI's asset management arrangements and advisory-like services align with investment advisory capabilities.	$129.42M	$13.21 +2.80%
ENBP ENB Financial Corp Investment advisory services associated with fiduciary/trust activities.	$127.42M	$22.89
QNBC QNB Corp. The article notes retail brokerage services and advisory fees, which align with Investment Advisory Services.	$124.61M	$35.05
AMTD AMTD IDEA Group Provides professional investment advisory services for funds and clients as part of its asset management and capital markets offerings.	$90.28M	$1.09 -3.96%
FMBM F & M Bank Corp. Investment advisory services are part of the bank's asset-management capabilities.	$89.17M	$27.80
IROQ IF Bancorp, Inc. Investment advisory services align with their wealth management offerings.	$87.81M	N/A
SORA AsiaStrategy Potential investment advisory services related to its asset management activities.	$86.58M	$3.85 -1.28%
BOTJ Bank of the James Financial Group, Inc. Investment Advisory segment (PWW) with rising AUM and noninterest income supports Investment Advisory Services.	$81.78M	$18.20 +1.11%
HNNA Hennessy Advisors, Inc. Investment advisory services are a major revenue stream and core service provided to funds and clients.	$80.82M	$10.15 -2.20%
GEG Great Elm Group, Inc. GEG provides investment advisory services and manages funds/assets, generating advisory/management fees.	$76.84M	$2.60 -1.70%
UWHR Uwharrie Capital Corp Wealth management/advisory services are provided via Uwharrie Investment Advisors, aligning with Investment Advisory Services.	$74.93M	$10.65
JUVF Juniata Valley Financial Corp. The bank provides trust and wealth management services, aligning with investment advisory capabilities.	$69.59M	$13.90
DOMH Dominari Holdings Inc. Dominari Financial provides investment advisory services to clients as an asset management function.	$68.17M	$4.36 -2.02%
FSEA First Seacoast Bancorp Investment Advisory Services aligns with the wealth management offering provided to clients via a third-party advisor.	$57.93M	$12.11 -1.70%
SWIN Solowin Holdings Ordinary Share Solowin's Corporate Finance Services growth including U.S. market listings aligns with Investment Advisory Services.	$52.41M	$3.27 -0.15%
ASRV AmeriServ Financial, Inc. Investment advisory services for wealth management assets, including organizational advisory arrangements.	$50.88M	$3.16 +2.60%
LRFC Logan Ridge Finance Corporation LRFC relies on investment advisory services (investment adviser arrangement) for portfolio management and strategy.	$50.67M	$19.08
RAND Rand Capital Corporation Investment Advisory Services are provided for funds and investments, aligning with Rand's advisory role and management fees.	$47.40M	$16.93 +6.08%
HGBL Heritage Global Inc. Heritage Global provides investment advisory services related to asset-based opportunities and deal sourcing.	$46.90M	$1.40 +3.70%
TOP TOP Financial Group Limited The company plans to offer asset management and investment advisory services as part of its diversified service offering.	$42.58M	$1.12 -2.61%
CRCW The Crypto Company The company intends to advise on crypto treasury strategy and capital deployment, aligning with investment advisory services.	$41.98M	$0.00
MGLD The Marygold Companies, Inc. The company has investment advisory services tied to Step-By-Step Financial Planners and asset-management acquisitions in the UK.	$41.53M	$0.99 +2.06%
COHN Cohen & Company Inc. COHN provides investment advisory services as part of its capital markets offerings and client engagements.	$38.72M	$18.87 -0.78%
BCG Binah Capital Group, Inc. BCG delivers investment advisory services, including portfolio management and fiduciary guidance for clients and funds.	$35.53M	$2.06 -3.74%
GROW U.S. Global Investors, Inc. Offers investment advisory services to funds and clients as a core service.	$31.50M	$2.44 +0.41%
LGL The LGL Group, Inc. Investment advisory services related to portfolio management and strategic investment guidance.	$30.97M	$5.88 +2.34%
MOGO Mogo Inc. Investment Advisory Services represents professional guidance integrated into wealth management offerings.	$27.92M	$1.11 -3.48%
EQS Equus Total Return, Inc. As a fund manager, EQS provides investment strategy and fiduciary guidance for funds and clients.	$22.92M	$1.68 -0.41%
BMNM Bimini Capital Management, Inc. BMNM provides investment advisory services to Orchid Island Capital as its external manager, a key revenue driver.	$19.64M	$1.95
GRNQ Greenpro Capital Corp. Investment advisory services reflecting corporate advisory capabilities.	$14.86M	$1.73 -3.67%
AMBR Amber International Holding Ltd Amber Premium includes investment advisory and funds management services as part of its offerings.	$13.66M	$1.40 -10.26%
DSS DSS, Inc. Investment Advisory Services as part of the Securities & Investment Management operations.	$8.91M	$1.01 +3.05%
SUND Sundance Strategies, Inc. The company provides investment advisory services including portfolio construction and advisory oversight for structured finance transactions.	$7.75M	$0.18
CWD CaliberCos Inc. Investment advisory services for funds and asset management are part of CaliberCos' offerings.	$4.23M	$1.68 -4.29%
FGF FG Financial Group, Inc. Advisory services related to capital allocation and investments are provided to clients.	$3.44M	$2.59
GSIW Garden Stage Limited Ordinary Shares Licensed Type 4 activities and ongoing securities investment advisory services.	$2.26M	$0.14 -4.78%
ELAB PMGC Holdings Inc. Investment advisory services related to portfolio construction and stewardship for funds and assets.	$1.63M	$3.35 -13.12%