Wealth Management Stocks
Financial institutions in this sector generate recurring fee-based revenue and interest income through the stewardship of private, institutional, and retail capital across diverse asset classes.
As of Oct 23, 2026, Wealth Management has 180 US-listed companies worth $5.8T combined. The median member moved +1.8% over the past week; MRSH led among the 25 largest at +4.8% and BCS trailed at -4.6%.
Companies in Wealth Management
- JPM – JPMorgan Chase & Co, $894B
- BAC – Bank of America Corp, $357B
- HSBC – HSBC Holdings PLC ADR, $314B
- MS – Morgan Stanley, $289B
- RY – Royal Bank of Canada, $280B
- GS – Goldman Sachs Group Inc, $263B
- WFC – Wells Fargo & Company, $247B
- MUFG – Mitsubishi UFJ Financial Group Inc ADR, $237B
- TD – Toronto Dominion Bank, $204B
- C – Citigroup Inc., $200B
- SCHW – Charles Schwab Corp, $158B
- UBS – UBS Group AG, $147B
- BMO – Bank of Montreal, $118B
- BNS – Bank of Nova Scotia, $114B
- CM – Canadian Imperial Bank Of Commerce, $104B
- MRSH – Marsh & McLennan Companies, Inc., $95.1B
- USB – U.S. Bancorp, $93.5B
- PNC – PNC Financial Services Group Inc, $89.5B
- BN – Brookfield Corp, $85.5B
- LYG – Lloyds Banking Group PLC ADR, $77.1B
- MFC – Manulife Financial Corp, $75.5B
- BCS – Barclays PLC ADR, $72.5B
- NWG – Natwest Group PLC, $66.4B
- TFC – Truist Financial Corp, $59.2B
- DB – Deutsche Bank AG, $59.2B
- FITB – Fifth Third Bancorp, $48.3B
- SLF – Sun Life Financial Inc., $44B
- AMP – Ameriprise Financial Inc, $43.9B
- KB – KB Financial Group Inc, $42.2B
- HIG – Hartford Financial Services Group, $37B
- MTB – M&T Bank Corporation, $32B
- HBAN – Huntington Bancshares Incorporated, $31.6B
- RSHGY – Resona Holdings Inc, $31.3B
- WTW – Willis Towers Watson PLC, $30.9B
- NTRS – Northern Trust Corporation, $30.7B
- RJF – Raymond James Financial Inc., $30.3B
- BAP – Credicorp Ltd, $29.5B
- CFG – Citizens Financial Group, Inc., $27.5B
- NMR – Nomura Holdings Inc ADR, $26.2B
- LPLA – LPL Financial Holdings Inc, $25.1B
- FCNCA – First Citizens BancShares, Inc., $24.8B
- RF – Regions Financial Corporation, $24.2B
- PFG – Principal Financial Group Inc, $23.2B
- CIB – Grupo Cibest S.A., $22.6B
- TROW – T. Rowe Price Group Inc, $22B
- SSNC – SS&C Technologies Holdings Inc, $19.5B
- BCH – Banco De Chile, $19.4B
- BEN – Franklin Resources Inc, $16B
- XP – Xp Inc, $15.4B
- CRBG – Corebridge Financial Inc., $15.2B
- PNFP – Pinnacle Financial Partners, Inc., $15.2B
- BSAC – Banco Santander Chile, $15.1B
- EQH – Axa Equitable Holdings Inc, $15B
- FUTU – Futu Holdings Ltd, $13.9B
- SEIC – SEI Investments Company, $12.9B
- IVZ – Invesco Plc, $12.7B
- FDS – FactSet Research Systems Inc, $11.9B
- FHN – First Horizon Corporation, $11.2B
- JEF – Jefferies Financial Group Inc, $10.5B
- BNT – Brookfield Wealth Solutions Ltd., $10B
- SF – Stifel Financial Corporation, $10B
- SSB – SouthState Corporation, $10B
- EVR – Evercore Partners Inc, $9.8B
- WTFC – Wintrust Financial Corporation, $9.7B
- ONB – Old National Bancorp, $9.6B
- CFR – Cullen/Frost Bankers Inc, $9.5B
- VOYA – Voya Financial Inc, $8.9B
- PRI – Primerica Inc, $8.7B
- COLB – Columbia Banking System Inc, $8.3B
- CBSH – Commerce Bancshares Inc, $7.9B
- LNC – Lincoln National Corporation, $7.9B
- MORN – Morningstar Inc, $7.8B
- BOKF – BOK Financial Corporation, $7.6B
- VLY – Valley National Bancorp, $7.2B
- SNEX – Stonex Group Inc, $6.8B
- HWC – Hancock Whitney Corp, $5.8B
- IFS – Intercorp Financial Services Inc, $5.7B
- AUB – Atlantic Union Bankshares Corp, $5.5B
- MAAS – Maase Inc., $5.3B
- WTM – White Mountains Insurance Group Ltd, $5.2B
- EBC – Eastern Bankshares Inc, $4.9B
- PIPR – Piper Sandler Companies, $4.5B
- FULT – Fulton Financial Corporation, $4.3B
- FHI – Federated Investors Inc B, $4.3B
- TCBI – Texas Capital Bancshares, Inc., $4.3B
- FFIN – First Financial Bankshares Inc, $4.3B
- WSFS – WSFS Financial Corporation, $3.9B
- CVBF – CVB Financial Corporation, $3.9B
- INDB – Independent Bank, $3.9B
- RNST – Renasant Corporation, $3.8B
- LAZ – Lazard Ltd, $3.7B
- WSBC – WesBanco, Inc., $3.6B
- NIC – Nicolet Bankshares Inc., $3.6B
- TOWN – Towne Bank, $3.4B
- FFBC – First Financial Bancorp, $3.3B
- PRK – Park National Corporation, $3.3B
- CBU – Community Bank System Inc, $3.3B
- AB – AllianceBernstein Holding L.P. , $3.2B
- PFS – Provident Financial Services Inc, $3B
- BKU – BankUnited Inc, $3B
- BOH – Bank of Hawaii Corporation, $2.8B
- NBTB – NBT Bancorp Inc, $2.7B
- TRMK – Trustmark Corporation, $2.7B
- FBNC – First Bancorp, $2.5B
- BUSE – First Busey Corp, $2.5B
- SYBT – Stock Yards Bancorp Inc, $2.4B
- NTB – Bank of N.T. Butterfield & Son Ltd, $2.4B
- BBT – Beacon Financial Corporation, $2.3B
- EFSC – Enterprise Financial Services, $2.2B
- SRCE – 1st Source Corporation, $2.1B
- GABC – German American Bancorp Inc, $1.9B
- BY – Byline Bancorp Inc, $1.7B
- QCRH – QCR Holdings Inc, $1.6B
- LKFN – Lakeland Financial Corporation, $1.5B
- TMP – Tompkins Financial Corporation, $1.4B
- BHRB – Burke & Herbert Financial Services Corp., $1.4B
- CTBI – Community Trust Bancorp Inc, $1.4B
- OSBC – Old Second Bancorp Inc, $1.3B
- OPY – Oppenheimer Holdings Inc, $1.2B
- UVSP – Univest Corporation Pennsylvania, $1.2B
- AMTB – Amerant Bancorp Inc., $1.1B
- ANDG – Andersen Group Inc., $1.1B
- CAC – Camden National Corporation, $966M
- MPB – Mid Penn Bancorp, $921M
- TIGR – Up Fintech Holding Ltd, $845M
- ALRS – Alerus Financial Corp, $814M
- ORRF – Orrstown Financial Services Inc, $813M
- PGC – Peapack-Gladstone Financial, $790M
- FISI – Financial Institutions Inc, $785M
- VINP – Vinci Partners Investments Ltd, $758M
- WASH – Washington Trust Bancorp Inc, $707M
- AROW – Arrow Financial Corporation, $700M
- MSBI – Midland States Bancorp, Inc., $676M
- BHB – Bar Harbor Bankshares Inc, $662M
- FBIZ – First Business Financial Services, $594M
- NOAH – Noah Holdings Ltd, $549M
- OBT – Orange County Bancorp Inc, $506M
- CZNC – Citizens & Northern Corp, $460M
- ALTI – Alvarium Tiedemann Holdings Inc., $419M
- BRBI – BRBI BR Partners S.A. ADSs, $402M
- CHMG – Chemung Financial Corp, $401M
- FDBC – Fidelity D&D Bancorp Inc, $343M
- CBNA – Chain Bridge Bancorp, Inc., $310M
- FCCO – First Community Corporation, $307M
- FNRN – First Northern Community Bancorp Common stock, $292M
- MYFW – First Western Financial Inc, $288M
- FUNC – First United Corporation, $286M
- SVIA – Silvia, Inc., $285M
- FRAF – Franklin Financial Services Corp, $284M
- LCNB – LCNB Corporation, $268M
- VABK – Virginia National Bankshares Corp, $265M
- MRBK – Meridian Bank, $220M
- AMBR – Amber International Holding Limited, $195M
- FNWD – Finward Bancorp, $184M
- WHG – Westwood Holdings Group Inc, $183M
- RILY – BRC Group Holdings, Inc., $155M
- BOTJ – Bank of the James Financial Group, $124M
- UNB – Union Bankshares Inc, $114M
- SIEB – Siebert Financial Corp, $93.2M
- PWM – Prestige Wealth Inc. Ordinary Shares, $92.1M
- SAMG – Silvercrest Asset Management Group Inc, $81M
- ASRV – AmeriServ Financial Inc, $74.4M
- MATH – Metalpha Technology Holding Limited, $52.8M
- DOMH – Dominari Holdings Inc., $52.1M
- AURE – Prestige Wealth Inc., $38.7M
- PLUT – Plutus Financial Group Limited Ordinary Shares, $33.6M
- JFU – 9F Inc, $31.9M
- MNY – MoneyHero Limited Class A Ordinary Shares, $27M
- AXG – Solowin Holdings, $25.5M
- ORIO – Orion Digital Corp., $24.1M
- BCG – Binah Capital Group, Inc. Common Stock, $17.6M
- GRNQ – GreenPro Capital Corp, $15M
- SLAIY – SOLAI Limited, $607,884
- TGL – Treasure Global Inc., $523,699
- FRCB – First Republic Bank, $37,243
- ALCPB – Capital B
- WLTH – Wealthfront Corporation Common Stock
- MN – Manning & Napier Inc
- BCOR – Blucora Inc
- BRIF – BRIF