Financial Advisory Stocks
Fee-based revenue models drive these institutions, which provide specialized capital management, fiduciary services, and strategic asset allocation for retail and institutional clients. Market performance hinges on net interest margins, assets under management (AUM) growth, and the cyclical nature of investment banking pipelines.
As of Oct 23, 2026, Financial Advisory has 97 US-listed companies worth $3T combined. The median member moved +1.4% over the past week; TRU led among the 25 largest at +10.0% and RSHGY trailed at -6.7%.
Companies in Financial Advisory
- JPM – JPMorgan Chase & Co, $894B
- BAC – Bank of America Corp, $357B
- MS – Morgan Stanley, $289B
- C – Citigroup Inc., $200B
- SCHW – Charles Schwab Corp, $158B
- BMO – Bank of Montreal, $118B
- IBN – ICICI Bank Limited, $107B
- CM – Canadian Imperial Bank Of Commerce, $104B
- MRSH – Marsh & McLennan Companies, Inc., $95.1B
- INTU – Intuit Inc, $94.8B
- NWG – Natwest Group PLC, $66.4B
- AMP – Ameriprise Financial Inc, $43.9B
- RSHGY – Resona Holdings Inc, $31.3B
- SHG – Shinhan Financial Group Co Ltd, $31.2B
- NTRS – Northern Trust Corporation, $30.7B
- RJF – Raymond James Financial Inc., $30.3B
- NMR – Nomura Holdings Inc ADR, $26.2B
- LPLA – LPL Financial Holdings Inc, $25.1B
- TROW – T. Rowe Price Group Inc, $22B
- FICO – Fair Isaac Corporation, $17.2B
- TRU – TransUnion, $15.1B
- EQH – Axa Equitable Holdings Inc, $15B
- JLL – Jones Lang LaSalle Incorporated, $14.4B
- SEIC – SEI Investments Company, $12.9B
- IVZ – Invesco Plc, $12.7B
- JEF – Jefferies Financial Group Inc, $10.5B
- SF – Stifel Financial Corporation, $10B
- EVR – Evercore Partners Inc, $9.8B
- HLI – Houlihan Lokey Inc, $9.3B
- MORN – Morningstar Inc, $7.8B
- PJT – PJT Partners Inc, $6.1B
- HLNE – Hamilton Lane Inc, $5.7B
- STEP – Stepstone Group Inc, $5.4B
- WTM – White Mountains Insurance Group Ltd, $5.2B
- EBC – Eastern Bankshares Inc, $4.9B
- PIPR – Piper Sandler Companies, $4.5B
- FCN – FTI Consulting Inc, $4.1B
- MC – Moelis & Co, $4.1B
- BMA – Banco Macro SA B ADR, $4B
- WSFS – WSFS Financial Corporation, $3.9B
- LAZ – Lazard Ltd, $3.7B
- CNS – Cohen & Steers Inc, $3.6B
- AB – AllianceBernstein Holding L.P. , $3.2B
- HURN – Huron Consulting Group Inc, $3.1B
- CBZ – CBIZ Inc, $3B
- TRMK – Trustmark Corporation, $2.7B
- LCLN – Lincoln International, Inc., $2.5B
- APAM – Artisan Partners Asset Management Inc, $2.4B
- SYBT – Stock Yards Bancorp Inc, $2.4B
- DBD – Diebold Nixdorf, Incorporated, $2.4B
- ECPG – Encore Capital Group Inc, $2.2B
- TMP – Tompkins Financial Corporation, $1.4B
- PEBO – Peoples Bancorp Inc, $1.3B
- PWP – Perella Weinberg Partners, $1.3B
- OPY – Oppenheimer Holdings Inc, $1.2B
- DFIN – Donnelley Financial Solutions Inc, $1.1B
- MMI – Marcus & Millichap Inc, $1.1B
- ANDG – Andersen Group Inc., $1.1B
- CRAI – CRA International Inc, $1B
- ALRS – Alerus Financial Corp, $814M
- PGC – Peapack-Gladstone Financial, $790M
- CD – Chaince Digital Holdings Inc., $762M
- NRDS – Nerdwallet Inc, $616M
- FBIZ – First Business Financial Services, $594M
- NOAH – Noah Holdings Ltd, $549M
- OBT – Orange County Bancorp Inc, $506M
- ALTI – Alvarium Tiedemann Holdings Inc., $419M
- BRBI – BRBI BR Partners S.A. ADSs, $402M
- VALU – Value Line Inc, $389M
- PLTS – Platinum Analytics Cayman Limited Class A Ordinary Shares, $316M
- FCCO – First Community Corporation, $307M
- FNRN – First Northern Community Bancorp Common stock, $292M
- MYFW – First Western Financial Inc, $288M
- VABK – Virginia National Bankshares Corp, $265M
- CMTV – Community Bancorp. Common Stock, $237M
- WHG – Westwood Holdings Group Inc, $183M
- RILY – BRC Group Holdings, Inc., $155M
- BOTJ – Bank of the James Financial Group, $124M
- RGP – Resources Connection Inc, $95.9M
- BMHL – Bluemount Holdings Limited Class B Ordinary Shares, $86.3M
- HNNA – Hennessy Ad, $81.5M
- SAMG – Silvercrest Asset Management Group Inc, $81M
- MKTW – Marketwise Inc, $54.5M
- MEGL – Magic Empire Global Limited, $47.5M
- AURE – Prestige Wealth Inc., $38.7M
- PLUT – Plutus Financial Group Limited Ordinary Shares, $33.6M
- GRAN – Grande Group Limited Class A Ordinary Shares, $32.2M
- BCG – Binah Capital Group, Inc. Common Stock, $17.6M
- ACCS – ACCESS Newswire Inc., $17.6M
- LICN – Lichen China Limited Class A Ordinary Shares, $16.3M
- GRNQ – GreenPro Capital Corp, $15M
- GSIW – Garden Stage Limited Ordinary Shares, $14.5M
- BCOR – Blucora Inc
- BRIF – BRIF
- ALCPB – Capital B
- MN – Manning & Napier Inc
- WLTH – Wealthfront Corporation Common Stock