BRK-B
2nd
Berkshire Hathaway
$1.08Tn
502.95
-0.49%
+0.74%
Berkshire manages a massive portfolio of equity securities and fixed income instruments, generating substantial revenue from investment gains, dividends, and interest.
JPM
2nd
Jpmorgan Chase
$895.36Bn
336.83
-1.77%
+6.70%
The Asset & Wealth Management segment provides investment management services and charges asset management fees to high net worth individuals and institutions.
BSAC
2nd
Banco Santander Chile
$425.01Bn
33.83
-1.57%
+28.48%
The company has a dedicated Wealth Management segment that provides mutual fund management and investment management services, charging fees for managing portfolios on behalf of clients.
BAC
2nd
Bank Of America
$389.22Bn
55.46
-2.14%
+5.80%
The company manages investment portfolios and provides retirement solutions through its Global Wealth & Investment Management (GWIM) segment, earning asset management fees.
HSBC
2nd
Hsbc Holdings
$347.56Bn
101.18
+0.26%
+43.58%
The company operates HSBC Asset Management and manages over $1.2tn in wealth assets, charging fees for managing investment portfolios for institutional and high-net-worth clients.
LYG
2nd
Lloyds Banking
$338.52Bn
5.72
-0.69%
+27.68%
The group provides investment products and wealth management services to its customers.
MS
2nd
Morgan Stanley
$304.44Bn
193.67
-1.32%
+20.17%
The Investment Management segment manages mutual funds and private investment funds on behalf of institutional and retail clients.
RY
2nd
Royal Bank Of Canada
$281.54Bn
201.01
-0.46%
+36.78%
The Wealth Management segment manages investment portfolios for affluent and ultra-high-net-worth clients and distributes asset management products globally to institutional and individual clients.
MUFG
2nd
Mitsubishi Ufj Financial
$277.23Bn
23.36
-0.55%
+46.92%
The company operates a dedicated Asset Management & Investor Services Business Group and a subsidiary, Mitsubishi UFJ Asset Management, which manages investment trusts and pension funds for retail and institutional customers.
GS
2nd
Goldman Sachs
$267.12Bn
916.55
-2.02%
+13.98%
The Asset & Wealth Management segment manages investment portfolios through mutual funds, ETFs, and separately managed accounts, charging management and incentive fees.
WFC
2nd
Wells Fargo & Company
$244.76Bn
80.82
-2.59%
-4.52%
Through its Wealth and Investment Management segment, the company manages investment portfolios and offers portfolio management for individual and institutional clients, charging advisory fees.
SAN
2nd
Banco Santander
$209.18Bn
14.24
-1.18%
+38.39%
The company explicitly generates revenue from asset management services as part of its fee and commission income described in Note 10.
TD
2nd
Toronto Dominion Bank
$202.01Bn
119.57
-0.84%
+49.89%
The bank operates a Wealth Management segment providing investment advice, private client services, and manages portfolios for high-net-worth individuals through TD Wealth.
SCHW
2nd
Schwab Charles
$169.99Bn
98.30
-0.73%
+1.46%
Schwab operates as an asset manager, creating and managing investment portfolios such as mutual funds and ETFs for which it charges management fees.
BLK
BlackRock
$166.01Bn
1,071.04
-1.48%
-8.89%
BlackRock is the world's largest investment management firm, managing active and index strategies, ETFs (iShares), and mutual funds for institutional and retail clients. Its primary revenue is generated through investment management fees calculated as a percentage of assets under management.
BBVA
2nd
Banco Bilbao Vizcaya Argentaria
$164.53Bn
28.82
-0.17%
+51.45%
The company operates dedicated asset management units in Spain, Mexico, and Turkey, managing mutual funds and pension funds for its clients.
UBS
2nd
UBS Group AG
$162.53Bn
48.64
-2.07%
+17.69%
The company has a dedicated Asset Management segment that delivers fund management and portfolio management capabilities to institutional and wholesale clients globally.
HDB
2nd
Hdfc Bank
$115.04Bn
22.42
-2.61%
-34.33%
The company operates HDFC Asset Management Company Limited, which is one of India's largest mutual fund managers providing a suite of savings and investment products.
ING
2nd
Ing Groep
$105.59Bn
36.38
-0.41%
+39.82%
The company operates a Private Banking & Wealth Management segment that manages investment portfolios and provides investment solutions for high net worth individuals, targeting assets under management of €278 billion.
ADP
2nd
Automatic Data Processing
$104.14Bn
261.80
-0.71%
-10.54%
ADP earns revenue from investment management services offered to retirement plan clients, managing these assets as part of its retirement administration offerings.
CM
2nd
Canadian Imperial Bank Of Commerce
$103.95Bn
112.18
-1.25%
+40.95%
The company provides asset management services for institutional clients and portfolio management for high net worth individuals, earning asset management fees.
SMFG
2nd
Sumitomo Mitsui Financial
$101.20Bn
26.44
-0.60%
+57.01%
The company provides asset management services through dedicated entities such as SMDAM and TT International Asset Management Ltd.
BNY
2nd
Bank of New York Mellon
$100.72Bn
148.44
-1.11%
+35.25%
The firm operates an Investment and Wealth Management segment that provides active and passive asset management across equity, fixed income, and multi-asset strategies, earning advisory and discretionary portfolio management fees.
USB
2nd
Us Bancorp
$91.58Bn
58.78
-0.93%
+19.98%
The company provides asset management and trust services, generating significant noninterest income from trust and investment management fees within its Wealth, Corporate, Commercial and Institutional Banking segment.
PNC
2nd
Pnc Financial Services
$89.22Bn
223.65
-0.86%
+10.80%
The company has a dedicated Asset Management segment that provides institutional investment products and manages portfolios for individual and institutional investors.
ITUB
2nd
Itau Unibanco Holding
$88.10Bn
7.99
-1.36%
+12.22%
The company operates a dedicated asset management business within its Wholesale Business segment, charging fees for managing investment portfolios for institutional and high-net-worth clients.
AMUB
2nd
Ubs Ag
$85.93Bn
22.27
-0.71%
+20.18%
The profile explicitly mentions that the company generates fee-based revenue from asset management and provides investment products and wealth management services to high net worth and institutional investors.
BCS
2nd
Barclays
$85.28Bn
24.60
-0.85%
+19.24%
The Private Bank and Wealth Management segment provides discretionary portfolio management and asset management services to high-net-worth individuals.
MRSH
2nd
Marsh & Mclennan Companies
$80.80Bn
169.03
-1.23%
-15.58%
Through Mercer's Wealth practice, the company provides investment management services and manages approximately six hundred ninety two billion dollars in assets, earning asset-based charges.
NWG
2nd
NatWest
$75.48Bn
18.35
-0.81%
+31.54%
The company operates a Private Banking & Wealth Management segment that manages £58.5 billion in assets under management and administration, charging AUMA-related fees for investment management.
MFC
2nd
Manulife Financial
$74.06Bn
43.49
-0.87%
+40.29%
The company operates a Global Wealth and Asset Management segment that provides investment management services to institutional and retail clients worldwide, earning fees from these services.
BAM
2nd
Brookfield Asset Management
$71.09Bn
44.51
-0.18%
-23.64%
The firm manages a wide array of investment portfolios and offers semi-liquid strategies and separately managed accounts for over 2,400 institutional clients, including pension plans and sovereign wealth funds.
DB
2nd
Deutsche Bank Aktiengesellschaft
$68.66Bn
36.08
-1.34%
+2.18%
Through its Asset Management segment and affiliate DWS, the company offers active and passive investment solutions, including ETFs and multi-asset strategies, for institutional and retail investors.
SNTUF
2nd
Santander UK
$65.21Bn
2.10
+0.00%
+24.26%
The company provides wealth management solutions, including investment advice and pension planning, for which it earns fee-based income.
MET
2nd
Metlife
$61.12Bn
95.83
-1.91%
+16.77%
The company operates a dedicated MetLife Investment Management segment that delivers asset management and advisory services to institutional investors across public and private fixed income, real estate, and equity.
TFC
2nd
Truist Financial
$57.54Bn
47.10
-1.15%
+2.57%
The company offers asset management and trust and retirement services, managing investment portfolios for clients through its Truist Wealth brand.
STT
2nd
State Street
$49.39Bn
179.79
-0.79%
+53.34%
The company operates an Investment Management segment (State Street Global Advisors) that manages $5.67 trillion in AUM through products like SPDR ETFs and actively managed funds.
GGAL
2nd
Grupo Financiero Galicia
$49.00Bn
36.98
-4.54%
+25.48%
Through Galicia Asset Management (Fondos Fima), the company manages mutual funds and investment products such as Fima Premium and Fima Sustentable ESG.
FRFHF
2nd
Fairfax Financial Holdings
$47.54Bn
1,566.00
-0.76%
-9.88%
Fairfax manages its insurance float and shareholder capital through Hamblin Watsa Investment Counsel Ltd., focusing on long-term value creation across equity, fixed income, and alternative asset classes.
FITB
2nd
Fifth Third Bancorp
$46.75Bn
51.57
-1.00%
+13.59%
The company operates a Wealth and Asset Management segment that delivers investment advisory and trust services to individuals and corporations, managing assets under care for a fee.
ATMP
2nd
Barclays Bank
$45.85Bn
34.92
+0.00%
+21.38%
The Private Bank and Wealth Management segment manages investment portfolios for high-net-worth and ultra-high-net-worth individuals, charging fees for these management services.
KB
2nd
KB Financial
$45.59Bn
127.14
+0.04%
+53.70%
KB Asset Management delivers investment advisory services and manages investment trust products for retail and institutional investors.
SLF
2nd
Sun Life Financial
$44.75Bn
79.48
-0.48%
+33.85%
The company has a dedicated Asset Management segment that manages mutual funds, segregated funds, and institutional portfolios for clients globally through brands like SLC Management and MFS Investment Management.
AMP
2nd
Ameriprise Financial
$43.81Bn
496.00
+0.62%
-0.72%
Through the Columbia Threadneedle brand, the company manages approximately $721 billion in assets for retail, institutional, and high net worth investors, earning asset management fees.
ARES
2nd
Ares Management
$42.64Bn
118.39
-3.02%
-27.55%
The company manages liquid credit strategies and serves a retail investor base through publicly-traded funds and sub-advised accounts, which falls under traditional asset management.
BMA
2nd
Macro Bank
$42.19Bn
65.98
-4.03%
+47.51%
The company manages mutual funds and provides investment management services to third parties through its Treasury and Investment Services segment and subsidiaries.
PRU
2nd
Prudential Financial
$40.05Bn
116.09
-2.84%
+11.81%
Through PGIM, the company provides investment management solutions including public fixed income, public equity, and multi-asset strategies, earning revenue from asset management and performance-based fees.
BAP
2nd
Credicorp
$36.39Bn
385.52
+0.00%
+44.14%
Credicorp manages mutual funds and pension funds through Prima AFP and Credicorp Capital, earning asset management and advisory fees.
BBD
2nd
Bank Bradesco
$35.44Bn
3.35
-1.76%
+0.00%
The bank manages R$997.7 billion in assets via Bradesco Asset and earns revenue from asset management fees.
HIG
2nd
Hartford Insurance
$34.15Bn
126.07
+1.48%
-4.67%
Through its Hartford Funds segment, the company manages mutual funds and exchange traded funds for retail and institutional investors, earning fees from investment management and administrative services.
PUK
2nd
Prudential
$32.11Bn
25.20
-0.16%
-10.48%
Through its Eastspring Investments subsidiary, the company manages $277.7 billion in funds for third-party retail and institutional clients. It earns management fees by providing investment strategies across fixed income, equities, and multi-asset portfolios.
NTRS
2nd
Northern Trust
$31.94Bn
174.55
-0.67%
+30.36%
The company provides investment management services across both its Asset Servicing and Wealth Management segments, managing $1.3 trillion and $507.2 billion in assets respectively.
MTB
2nd
M&T Bank
$31.83Bn
220.41
-0.37%
+11.15%
The company has a dedicated Wealth Management segment that provides investment advisory and fiduciary services to individuals, families, and institutions through M&T Bank and Wilmington Trust Company.
RJF
2nd
Raymond James Financial
$30.96Bn
161.17
+0.86%
-8.65%
The company has a dedicated Asset Management segment that manages investment assets and provides trust services, earning asset management and administrative fees.
HBAN
2nd
Huntington Bancshares
$30.91Bn
15.30
-2.17%
-11.82%
Through the Huntington Private Client Group, the company provides investment management and trust services to high-net-worth individuals.
NMR
2nd
Nomura Holdings
$29.07Bn
10.02
-0.40%
+34.50%
The Investment Management segment manages portfolios for pension funds and institutional investors, earning annual asset management fees based on assets under management.
CFG
2nd
Citizens Financial
$27.39Bn
64.79
-1.13%
+20.76%
The company provides wealth management solutions and investment products through its Private Wealth division, serving high and ultra-high net worth individuals.
LPLA
2nd
LPL Financial Holdings
$24.62Bn
312.68
-0.53%
-8.20%
LPL is a leading investment advisory firm that generates substantial revenue from advisor-generated advisory fees and asset-based fees. It provides the infrastructure and platforms for advisors to manage investment portfolios on behalf of clients.
PFG
Principal Financial
$24.61Bn
114.64
-0.11%
+39.01%
Principal Financial's core business involves managing wealth and retirement savings through mutual funds, individual variable annuities, and a dedicated Principal Asset Management division that serves institutional and retail investors.
AER
2nd
AerCap Holdings
$24.45Bn
146.54
-1.82%
+20.64%
AerCap provides asset management and administrative services for third parties, joint ventures, and securitization vehicles.
RF
2nd
Regions Financial
$23.22Bn
27.25
-1.34%
+2.83%
The Wealth Management segment provides investment management and trust services to high net worth individuals and institutions, earning investment management and trust fees.
TROW
Price T Rowe
$22.14Bn
103.81
-1.61%
+0.28%
T. Rowe Price is a global investment management firm that manages mutual funds and separate accounts for individual and institutional clients. Its revenue is primarily generated through investment advisory fees calculated as a percentage of assets under management (AUM).
FCNCA
2nd
First Citizens Bancshares
$21.79Bn
2,098.23
+0.38%
+16.71%
The company provides wealth management, brokerage, and trust services to individuals and institutional clients, generating fee-based revenue from these activities.
KEY
2nd
Keycorp
$21.77Bn
20.40
-0.97%
+8.05%
KeyCorp offers investment management and wealth management services to individuals, high net worth individuals, and institutional clients.
BCH
2nd
Bank Of Chile
$20.95Bn
41.47
-1.31%
+37.50%
The company manages mutual funds through its subsidiary Banchile Administradora General de Fondos and earns management fees, holding a 23.6% market share in this service.
WF
2nd
Woori Financial
$19.33Bn
79.01
+1.44%
+38.27%
The Asset Management segment manages investment trusts, money trusts, and property trusts for retail and institutional investors via Woori Asset Management Corp.
EWBC
2nd
East West Bancorp
$17.36Bn
126.72
-0.40%
+18.90%
The company generates fee-based revenue from wealth management services provided to its clients.
BEN
Franklin Templeton
$16.58Bn
32.67
-1.06%
+39.79%
Franklin Resources is a global investment management organization that manages approximately $1.6 trillion in assets under management. It generates revenue primarily from investment management fees calculated as a percentage of AUM for its equity, fixed income, and multi-asset strategies.
CBSH
2nd
Commerce Bancshares
$16.12Bn
55.88
-0.99%
-1.36%
The company has a dedicated Wealth segment that provides discretionary investment portfolio management services to personal and institutional corporate customers.
FUTU
2nd
Futu Holdings
$15.74Bn
112.27
+0.36%
-35.35%
Futu distributes wealth management products, including mutual funds, private funds, and structured products, earning fees from these distribution activities.
CRBG
2nd
Corebridge Financial
$15.06Bn
33.78
-3.13%
+2.21%
The company manages $386.4 billion in client assets and earns fee-based income from investment advisory services and brokerage activities within its Group Retirement segment.
EQH
2nd
Equitable Holdings
$14.28Bn
52.31
-2.86%
+0.00%
Through its AllianceBernstein franchise, the company serves as a global active asset manager delivering investment services across equity, fixed income, and multi-asset strategies for institutional and retail clients, earning investment advisory and services fees based on assets under management.
PNFP
2nd
Pinnacle Financial Partners
$14.13Bn
93.56
-1.64%
-0.97%
The company provides fiduciary investment management and trust administration services through its Investment Trust and Insurance Services segment.
MFG
2nd
Mizuho Financial
$13.77Bn
11.06
+0.00%
+63.61%
The company operates a dedicated Asset Management Company and subsidiary, Asset Management One Co., Ltd., which manages investment portfolios for individuals and institutional investors.
IVZ
Invesco
$13.43Bn
30.42
-1.65%
+32.26%
Invesco is an independent investment management firm that manages portfolios for retail and institutional clients, earning revenue through management fees. Its core activities include managing mutual funds, ETFs (such as the QQQ Trust), and index-based strategies across equity and fixed income segments.
SEIC
2nd
Sei Investments
$12.58Bn
104.82
-0.79%
+22.71%
The company earns 38% of its revenue from asset management fees, providing customized investment management programs, goals-based strategies, and curated models using ETFs and mutual funds for advisors and banks.
WBS
2nd
Webster Financial
$12.57Bn
77.57
+0.00%
—
The company provides wealth and investment services through its Consumer Banking segment and Private Banking team, offering investment advisory services to individuals and families.
TIGR
2nd
UP Fintech Holding
$12.33Bn
4.65
+0.22%
-57.18%
The company offers wealth management services and provides access to mutual funds and structured notes, earning wealth management fees.
FHN
2nd
First Horizon
$11.00Bn
23.21
-1.15%
+2.43%
The company provides wealth and trust management, asset management services, and investment wealth management for high net worth individuals, earning noninterest income from wealth management fees.
SF
2nd
Stifel Financial
$10.85Bn
70.38
+0.01%
-8.13%
The company generates asset management revenues derived from investment advisory fees for managing individual and institutional investment portfolios and mutual funds.
XP
2nd
Xp
$10.52Bn
20.23
-1.37%
+6.31%
Through XP Gestão and XP Vista, the company manages mutual funds focused on stocks, macro strategies, and passive index tracking for retail and institutional clients, earning asset management fees.
ERIE
2nd
Erie Indemnity
$10.25Bn
221.92
-0.42%
-29.16%
The company provides investment management services as part of its administrative offerings for the Exchange and its subsidiaries.
BPOP
2nd
Popular
$10.15Bn
158.85
-1.02%
+24.75%
Through Popular Asset Management LLC, the company manages mutual funds and investment portfolios for individual and institutional clients.
UMBF
2nd
Umb Financial
$10.13Bn
133.42
-1.77%
+12.60%
UMB provides asset management and trust services, managing investment portfolios for high-net-worth individuals and institutional clients.
EVR
2nd
Evercore
$10.11Bn
261.68
-0.46%
-23.18%
The Investment Management segment provides wealth management services to high net worth individuals, foundations, and endowments, managing their investment portfolios for a fee.
SSB
2nd
SouthState Bank
$9.86Bn
101.71
-0.69%
+2.40%
The company operates a Wealth Management segment through SouthState Private Capital Management, providing investment management and fiduciary services to affluent clients and families.
CFR
2nd
Cullen
$9.73Bn
156.50
-0.59%
+22.97%
The company provides investment management services to institutions and individuals through Frost Investment Advisors, LLC and Frost Investment Services, LLC, as well as managing mutual funds.
WTFC
2nd
Wintrust Financial
$9.72Bn
144.02
-1.43%
+8.65%
The wealth management segment provides trust and asset management services, earning revenue from managed money fees and asset-based fees.
ONB
2nd
Old National Bancorp
$9.64Bn
25.21
-1.10%
+14.49%
The company provides wealth management, trust, and investment advisory services, charging fee-based revenue for managing portfolios for its clients.
AMG
Affiliated Managers
$9.53Bn
368.63
-1.38%
+54.41%
The company generates its revenue through economic participation in Affiliates that manage assets via mutual funds, ETFs, and separately managed accounts. Its core business model is based on the investment management activities of these partners, specifically in differentiated long-only strategies.
ZION
2nd
Zions Bancorporation, National Association
$9.22Bn
63.19
-1.00%
+10.86%
The company provides wealth management solutions and trust services to individual consumers and wealth management clients, earning noninterest income from these advisory and management activities.
JXN
2nd
Jackson Financial
$9.00Bn
131.96
-0.89%
+29.30%
The company earns fee income from the investment management of separate account assets through its subsidiary, JNAM, managing portfolios for retail investors.
VOYA
Voya Financial
$8.69Bn
95.97
-1.34%
+27.53%
Voya's Retirement segment manages approximately 796.5 billion dollars of assets and earns revenue from asset-based administrative recordkeeping and advisory fees. The company also operates a dedicated Investment Management segment that earns management fees on 286.9 billion dollars of assets for third-party institutional and individual investors.
PRI
2nd
Primerica
$8.51Bn
275.50
+0.00%
-0.25%
The company distributes and manages investment and savings products, including mutual funds and annuities, earning sales commissions, trailing fees, and asset-based advisory fees.
COLB
2nd
Columbia Banking System
$8.22Bn
29.06
-1.96%
+13.25%
Through Columbia Wealth Advisors and Columbia Trust Company, the company manages investment portfolios and provides trust services for individuals, families, and businesses.
BOKF
2nd
Bok Financial
$7.94Bn
130.59
-0.90%
+17.16%
Through BOK Financial Private Wealth Inc, the company provides investment advisory and fiduciary services to high-net-worth clients, earning investment advisory fees.
SNEX
2nd
StoneX
$7.91Bn
65.90
-1.36%
+47.13%
The company provides asset management and independent wealth management services to both institutional and retail clients.
LNC
2nd
Lincoln National
$7.82Bn
40.87
-1.97%
+1.01%
The Retirement Plan Services segment provides recordkeeping, investment options, and proprietary target date portfolios for defined contribution plans, earning fees from asset charges.
BBAR
2nd
Banco BBVA Argentina
$7.70Bn
12.56
-4.49%
+40.97%
The company operates BBVA Asset Management Argentina, which manages mutual funds and other investment products for clients.
CBC
2nd
Central Bancompany
$7.63Bn
31.85
-0.66%
—
The company has a dedicated Wealth Management segment consisting of Central Trust Company and Central Investment Advisors, which manage $16.0 billion in assets under advice through investment management and fiduciary services.
HQY
2nd
Healthequity
$7.33Bn
88.44
+0.22%
-7.24%
Healthequity provides investment advisory services to help members grow their tax-advantaged savings, managing the investment decisions for HSA assets.
MORN
2nd
Morningstar
$7.19Bn
191.56
-2.26%
-18.18%
The company earns asset-based revenue from managing investment portfolios through its Morningstar Wealth and Morningstar Retirement segments, offering professionally managed model portfolios and managed retirement accounts.
VLY
2nd
Valley National Bancorp
$7.06Bn
12.78
-2.29%
+20.68%
The company has a Wealth Management and Insurance Services Division that provides asset management advisory services for individuals and small to medium sized businesses.
PB
2nd
Prosperity Bancshares
$6.77Bn
67.29
-0.71%
+2.00%
The company generates fee-based earnings from wealth management services provided to its customers.
VCTR
Victory Capital Holdings
$6.75Bn
109.60
+0.78%
+67.97%
Victory Capital Holdings is a global asset management firm that manages investment portfolios through mutual funds, ETFs, and separate accounts. It generates revenue primarily from investment management fees based on the level of client assets it manages for institutions and individual investors.
FAF
2nd
First American Financial
$6.60Bn
64.72
-2.32%
+1.31%
The company provides wealth management and custody services through its banking and trust operations, earning fees for these investment services.
UBSI
2nd
United Bankshares
$6.36Bn
46.72
-0.30%
+25.46%
The company has a wealth management unit that provides asset management solutions and earns asset-based fees on managed portfolios.
IFS
2nd
Intercorp Financial Services
$6.17Bn
55.58
-1.21%
+38.43%
The company manages mutual funds and provides wealth management services for high net worth and institutional clients through Inteligo and Interfondos, earning fees based on assets under management.
FNB
2nd
Fnb
$6.15Bn
17.43
-1.25%
+8.40%
The firm provides wealth management advisory services and earns trust and custodial fees from managing investment portfolios for retail and institutional clients.
HWC
2nd
Hancock Whitney
$5.86Bn
72.83
-1.38%
+16.57%
The company has a dedicated wealth management division that provides trust and asset management services to individuals, families, and institutions, generating significant trust fees.
HOMB
2nd
Home Bancshares
$5.79Bn
28.86
-1.13%
+1.66%
The company generates non-interest income from trust and wealth management fees, indicating it manages investment portfolios for clients as a substantive business line.
GBCI
2nd
Glacier Bancorp
$5.74Bn
44.07
-1.52%
-10.43%
The company generates additional revenue from trust and wealth management activities, managing investment assets for its clients.
AVAL
2nd
Grupo Aval Acciones Y Valores
$5.69Bn
4.79
-2.84%
+46.04%
The company operates Porvenir, a leading private administrator of mandatory and voluntary pension and severance funds, earning revenue from fund management fees.
AUB
2nd
Atlantic Union Bankshares
$5.47Bn
38.55
-0.62%
+8.29%
The company provides wealth management and trust services, including investment management and retirement solutions for individuals and corporations.
ASB
2nd
Associated Banc
$5.47Bn
28.97
-1.40%
+11.68%
The company generates noninterest income through trust and investment management fees and wealth management offerings for its clients.
ABCB
2nd
Ameris Bancorp
$5.47Bn
81.44
-1.08%
+9.55%
The company has a dedicated Wealth Management segment that provides asset management solutions and investment advisory services to individuals, families, and institutions.
EBC
2nd
Eastern Bankshares
$4.84Bn
21.13
-1.35%
+16.35%
The company provides wealth management and trust services through Cambridge Trust Wealth Management, which generated $69.9 million in fee revenue from managing investment portfolios for clients.
FFIN
2nd
First Financial Bankshares
$4.59Bn
32.05
-1.23%
-5.09%
The company offers trust, wealth management, and investment management services through its subsidiaries, earning fees from these activities.
NNI
2nd
Nelnet
$4.47Bn
124.16
-0.14%
-1.44%
Through its Asset Generation and Management segment, Nelnet manages loan portfolios and residual interests, earning asset management fees and net interest income on these investments.
NWBI
2nd
Northwest Bancshares
$4.42Bn
15.12
-1.24%
+21.64%
The company provides investment management and trust services to individuals and businesses, generating non-interest income through fees on wealth management and trust services.
FULT
2nd
Fulton Financial
$4.39Bn
22.97
-1.12%
+22.64%
The company has a dedicated wealth management business line that generates fee-based income from wealth management fees and trust activities for its customers.
FHI
Federated Hermes
$4.31Bn
57.57
-0.45%
+10.88%
Federated Hermes is a global leader in active investing with $902.6 billion in assets under management, generating revenue primarily from investment advisory fees. It manages a wide range of products including Federated Hermes Funds, separately managed accounts, and institutional accounts for a diverse client base of institutions and retail investors.
TCBI
2nd
Texas Capital Bancshares
$4.12Bn
94.70
-1.17%
+10.81%
The firm provides investment advisory, private wealth management, and trust services to high-net-worth individuals and retail clients.
UCB
2nd
United Community Banks
$4.07Bn
33.99
-0.73%
+8.11%
The firm earns wealth management commissions and trust and advisory fees by managing investment portfolios for high net worth individuals and institutional investors.
CATY
2nd
Cathay General Bancorp
$4.06Bn
60.74
-1.16%
+26.70%
The company operates a wealth management division that generates fee income through the distribution of mutual funds and the provision of investment services to individual and institutional investors.
LAZ
2nd
Lazard
$3.95Bn
35.76
-2.53%
-32.68%
The company manages investment portfolios across equity, fixed income, and asset allocation strategies for institutional and private wealth clients. It generates revenue through asset management fees calculated as a percentage of assets under management.
CVBF
2nd
Cvb Financial
$3.91Bn
22.19
-1.51%
+16.36%
The company provides wealth management and investment services through its CitizensTrust division, earning fee-based income from managing assets for clients.
WSFS
2nd
Wsfs Financial
$3.91Bn
76.44
-1.70%
+40.83%
The company has a dedicated Wealth and Trust segment that provides investment management and institutional trust services to high-net-worth individuals and institutional clients.
INDB
2nd
Independent Bank
$3.79Bn
79.54
-2.04%
+14.54%
The company operates investment management offices and generates non-interest revenue from fiduciary and investment advisory fees.
CNS
Cohen & Steers
$3.79Bn
73.65
-0.75%
+10.70%
Cohen & Steers is a global investment manager that manages portfolios across open-end funds, closed-end funds, and ETFs. It generates revenue through investment advisory and management fees based on assets under management (AUM) for both institutional and individual investors.
WSBC
2nd
Wesbanco
$3.67Bn
38.25
-1.06%
+19.53%
The company has a dedicated trust and investment services segment that manages approximately 7.9 billion dollars in assets, earning asset management fees through Wesbanco Asset Management and the WesMark Funds family.
WT
WisdomTree
$3.65Bn
24.06
-1.15%
+73.34%
WisdomTree creates and manages exchange traded funds (ETFs) and exchange traded products (ETPs) across equities, commodities, and fixed income. Its primary revenue is generated from advisory fees calculated as a percentage of assets under management (AUM) for these pooled investment vehicles.
RNST
2nd
Renasant
$3.64Bn
39.87
-1.24%
+8.11%
The company operates a Wealth Management segment through Park Place Capital, providing investment advisory and management services for mutual funds, personal trusts, and retirement plans.
BRBI
2nd
BRBI BR Partners
$3.54Bn
11.24
+0.00%
-21.40%
The company provides wealth management services for high-net-worth individuals and families, earning recurring management fees based on assets under management.
NIC
2nd
Nicolet Bankshares
$3.51Bn
166.62
-1.04%
+24.71%
The company provides wealth management, trust services, and investment advisory services, generating revenue from trust and brokerage fees.
FIBK
2nd
First Interstate Bancsystem
$3.47Bn
36.33
-1.57%
+13.07%
The company provides wealth management services, including investment management and trust administration, for which it earns asset management fees.
FFBC
2nd
First Financial Bancorp
$3.35Bn
31.92
-1.48%
+25.32%
The company has a wealth management division that provides trust and investment advisory services to high-net-worth individuals, families, and institutions.
AAMI
Acadian Asset Management
$3.32Bn
93.67
-0.13%
+91.16%
Acadian Asset Management manages approximately $178 billion in assets for institutional investors, including pension funds and sovereign wealth funds. Its revenue is primarily generated from investment management fees charged on separate accounts and commingled funds.
MCHB
2nd
Mechanics Bancorp
$3.30Bn
14.92
-1.65%
+10.27%
The company provides wealth management and trust services, including investment management for private banking clients through its wealth management department.
SFNC
2nd
Simmons First National
$3.30Bn
22.83
-1.72%
+17.92%
The company has a dedicated Wealth segment that manages investment accounts and provides trust and investment services for individuals and corporate benefit plans.
PRK
2nd
Park National
$3.29Bn
181.90
-0.08%
+11.94%
The company provides wealth management and fiduciary services to individuals and institutions, generating $33.9 million from fiduciary activities.
AB
Alliancebernstein Holding
$3.27Bn
35.12
-1.90%
-7.29%
Alliancebernstein is a global investment management firm that manages portfolios for institutions, retail investors, and private wealth clients. Its primary revenue is generated from investment advisory and services fees calculated as a percentage of its $867 billion in assets under management.
CBU
2nd
Community Financial System
$3.18Bn
60.52
-1.71%
+2.58%
The Wealth Management Services segment, including Nottingham Trust and Wealth Partners, manages investment products such as stocks, bonds, and mutual funds, earning asset management charges and advisory fees.
SBCF
2nd
Seacoast Banking Corp Of Florida
$3.15Bn
32.55
-1.45%
+6.72%
The company provides wealth management and trust services through seven affiliated trusts, earning fee-based income from these activities.
SII
Sprott
$3.10Bn
120.03
-3.49%
+43.96%
Sprott operates as a specialized asset management firm managing investment portfolios including closed-end physical trusts, ETFs, and discretionary managed accounts. It generates the majority of its revenue through management fees earned from assets under management (AUM).
FHB
2nd
First Hawaiian
$3.04Bn
24.96
-1.15%
+0.16%
The company provides wealth management and trust services to its customers, generating fee-based revenue from these investment management activities.
DBRG
2nd
DigitalBridge
$3.00Bn
15.98
+0.00%
+35.42%
The company operates 'Liquid Strategies' which are fundamental long-only, long-short, and market-neutral public equities strategies, managing liquid portfolios of high-quality businesses.
PFS
2nd
Provident Financial Services
$2.94Bn
22.53
-1.36%
+16.31%
The company provides fiduciary and wealth management services through Beacon Trust Company and Beacon Investment Advisory Services, earning asset management fees based on assets under management.
APAM
Artisan Partners Asset Management
$2.90Bn
35.82
-0.89%
-17.92%
Artisan Partners manages investment portfolios across equity and fixed income for institutional and high-net-worth clients, earning revenue primarily from management fees based on assets under management. The company operates pooled vehicles like Artisan Funds and Artisan Global Funds, which are characteristic of traditional asset management.
BANC
2nd
Banc Of California
$2.79Bn
17.66
-1.62%
+5.94%
The company generates revenue from wealth management offerings provided to high-net-worth individuals and professionals.
BOH
2nd
Bank Of Hawaii
$2.78Bn
70.39
-1.48%
+7.35%
The company provides wealth management services to retail clients through its Consumer Banking segment, earning fee-based income from these activities.
TRMK
2nd
Trustmark
$2.66Bn
45.62
-0.91%
+14.77%
The company has a dedicated Wealth Management Segment that manages investment and individual retirement accounts for individuals and charitable foundations, earning fees for these management services.
NBTB
2nd
Nbt Bancorp
$2.64Bn
50.82
-1.45%
+21.46%
The company provides wealth management, trust and investment services, and financial planning, earning noninterest income through wealth management fees.
FBK
2nd
FB Financial
$2.61Bn
52.29
-0.89%
-5.94%
The firm provides trust and investment services to high net worth individuals and institutional investors, earning trust and investment service fees and wealth management fees.
DJT
2nd
Trump Media & Technology
$2.53Bn
9.12
-0.22%
-46.07%
Through its Truth.Fi brand, the company manages investment portfolios via separately managed accounts and exchange-traded funds (ETFs) such as TSSD and TSFN, earning management fees from these activities.
FRME
2nd
First Merchants
$2.51Bn
40.37
-0.84%
+7.83%
Through its Private Wealth Advisors division, the company provides investment management and fiduciary services to high-net-worth individuals, earning investment management charges.
BUSE
2nd
First Busey
$2.48Bn
29.76
-1.10%
+26.64%
The Wealth Management segment manages $15.66 billion in assets under care, providing investment management and fiduciary services to individuals, businesses, and foundations.
SYBT
2nd
Stock Yards Bancorp
$2.42Bn
78.02
-0.70%
+13.19%
The company has a dedicated Wealth Management and Trust segment that provides investment management for high net worth individuals, foundations, and endowments, earning revenue primarily from assets under management fees.
MBIN
2nd
Merchants Bancorp
$2.37Bn
51.55
-1.06%
+60.94%
The company operates a registered investment advisor that manages affordable housing equity funds and deploys third-party capital into assets originated by its lending desk.
NTB
2nd
Bank of N.T. Butterfield & Son
$2.35Bn
58.85
-0.15%
+37.18%
The company operates a wealth management business that provides investment management and advisory services for high net worth individuals, family offices, and institutional clients, earning fee income from these activities.
BBT
2nd
Beacon Financial
$2.33Bn
27.81
-1.42%
+17.44%
Through Clarendon Private and its Trust and Investments Division, the company manages investment portfolios and provides wealth management services to individuals, families, endowments, and foundations.
ASST
Strive
$2.31Bn
29.00
-1.49%
-36.96%
Strive operates as an institutional asset manager with over 2.4 billion dollars in assets under management, generating recurring fee-based revenue tied to its AUM. Its core activity involves managing a bitcoin treasury strategy and deploying capital to maximize long-term stockholder value.
WAFD
2nd
Wafd
$2.28Bn
30.85
-1.59%
+1.21%
The company operates WaFd Wealth, Inc., which provides personalized financial guidance and investment services to clients.
USO
United States Oil Fund
$2.22Bn
149.99
+1.08%
+101.09%
United States Oil Fund, LP operates as a commodity pool that manages an investment portfolio of oil futures contracts and related instruments on behalf of its shareholders. Its core activity is deciding how to invest capital to track the daily percentage changes in the spot price of light, sweet crude oil.
EFSC
2nd
Enterprise Financial Services
$2.18Bn
60.15
-1.28%
+2.94%
The company has a dedicated Wealth Management segment that provides investment management and customized investment strategies for individual and institutional clients, earning fee income from these activities.
OFG
2nd
Ofg Bancorp
$2.16Bn
51.21
-1.41%
+16.57%
The Wealth Management segment provides investment advisory activities and earns fees from trust and retirement plan services.
FCF
2nd
First Commonwealth Financial
$2.08Bn
20.58
-1.67%
+20.07%
The company provides trust and wealth management services, generating fee revenue from these activities for its retail and institutional clients.
SRCE
2nd
1St Source
$2.06Bn
85.53
-0.65%
+38.94%
The company provides trust and wealth advisory services, generating fee-based income from investment advisory and retirement plan administration for individual, estate, and corporate clients.
CHCO
2nd
City Holding
$1.97Bn
139.97
-1.41%
+12.74%
The company provides wealth and investment management services, generating revenue from wealth management asset-based charges.
GABC
2nd
German American Bancorp
$1.85Bn
49.35
-0.30%
+25.57%
The company's Wealth Management segment manages investment portfolios and provides investment advisory services for high-net-worth individuals and retirees, earning management and advisory fees.
NBHC
2nd
National Bank Holdings
$1.77Bn
39.64
-1.32%
+1.20%
Through its BOJHT segment, the company manages investment portfolios for individuals, trusts, endowments, and charities, with approximately $1.3 billion in assets under management.
FSUN
2nd
Firstsun Capital Bancorp
$1.73Bn
39.27
-1.18%
-1.48%
Through Sunflower Wealth Advisors LLC, the company provides discretionary investment management to retail and institutional clients, earning asset-based fees.
STBA
2nd
S&T Bancorp
$1.73Bn
49.11
-1.43%
+30.47%
The company provides wealth management and trust services for individual investors, families, and endowments, managing $2.1 billion in assets under administration and earning wealth management fees.
BY
2nd
Byline Bancorp
$1.68Bn
37.19
-0.72%
+32.92%
The company provides trust and wealth management services to foundations, endowments, and high net worth individuals, with $823.2 million in assets under administration.
BFC
2nd
Bank First
$1.67Bn
151.06
-0.70%
+24.98%
The company derives additional revenue from fees for wealth management and investment services provided to its clients.
QCRH
2nd
Qcr Holdings
$1.64Bn
99.98
-0.93%
+31.60%
The company provides trust and asset management services through its banking subsidiaries, generating revenue from trust fees and investment advisory and management fees.
PAX
2nd
Patria Investments
$1.60Bn
10.06
-1.76%
-31.89%
The company manages public equity portfolios for Latin American and Chilean markets, which falls under traditional asset management of liquid securities.
WLTH
Wealthfront
$1.51Bn
10.00
-1.77%
—
Wealthfront manages investment portfolios for clients and earns an asset-based fee (0.25% on its most popular offering), which contributed roughly 25% of its revenue in fiscal 2026. This core activity of deciding how to invest other people's money for a fee aligns with Asset Management.
LKFN
2nd
Lakeland Financial
$1.46Bn
58.76
-1.26%
-9.53%
The bank provides wealth advisory and trust services, earning fee income from managing investment portfolios for its retail customer base.
AMAL
2nd
Amalgamated Financial
$1.41Bn
47.28
-0.63%
+73.44%
The company has a dedicated Trust and Investment Management segment that manages index and actively managed funds for institutional clients such as pension funds, foundations, and endowments.
PEBO
2nd
Peoples Bancorp
$1.41Bn
39.11
-0.28%
+30.63%
The company provides trust and investment services, wealth management, and the administration of employee benefit plans for its clients.
TMP
2nd
Tompkins Financial
$1.40Bn
97.66
-1.72%
+46.92%
The company has a dedicated wealth management segment under the Tompkins Financial Advisors brand that provides investment management and trust services for individual and institutional investors, earning asset-based management fees.
BHRB
2nd
Burke & Herbert Financial Services
$1.39Bn
69.06
-1.12%
+12.71%
The company generates revenue from wealth management fees and provides wealth and trust services to its clients.
CTBI
2nd
Community Trust Bancorp
$1.37Bn
75.22
-0.45%
+35.31%
Through the Community Trust and Investment Company subsidiary, the firm provides trust and wealth management services, acting as an investment agent and trustee for personal and employee benefit trusts.
WABC
2nd
Westamerica Bancorporation
$1.37Bn
59.38
-2.13%
+19.19%
The company provides trust and wealth management services that generate fee income, managing investment portfolios for its clients.
FMBH
2nd
First Mid Bancshares
$1.31Bn
49.39
-0.66%
+29.29%
Through First Mid Wealth Management Company, the firm provides asset management, investment management, and investment advisory services for individual and business clients.
HBT
2nd
HBT Financial
$1.31Bn
35.90
-0.97%
+43.31%
The company provides wealth management and trust services, earning non-interest income from wealth management and trust fees.
OPY
2nd
Oppenheimer Holdings
$1.29Bn
120.01
+0.19%
+58.22%
Through Oppenheimer Asset Management Inc., the firm manages separately managed accounts and mutual fund advisory programs, earning fees based on assets under management.
FETH
Fidelity Ethereum Fund
$1.27Bn
26.60
-0.86%
-36.47%
The company operates as a statutory trust that manages an investment portfolio of ether on behalf of clients, charging an annual sponsor fee of 0.25% on assets under management. Its core activity is providing a regulated investment vehicle for investors to gain exposure to the price performance of a specific asset.
OSBC
2nd
Old Second Bancorp
$1.27Bn
24.85
-0.40%
+43.64%
The company provides wealth management and trust services through its subsidiary River Street Advisors LLC, earning asset under administration charges and investment advisory fees.
OCFC
2nd
Oceanfirst Financial
$1.17Bn
16.72
-2.22%
-4.89%
The bank provides trust and fiduciary services that manage assets for clients, earning fee income from these activities.
HFWA
2nd
Heritage Financial
$1.15Bn
28.16
-1.44%
+14.29%
The company generates revenue from wealth management fees and offers wealth management services as part of its product suite to business owners and retail customers.
AMTB
2nd
Amerant Bancorp
$1.15Bn
29.32
-0.81%
+51.68%
The company provides wealth management and fiduciary services to high net worth individuals, managing 3.3 billion in assets under management and custody.
UVSP
2nd
Univest Financial
$1.15Bn
41.60
-1.33%
+37.93%
The company operates a wealth management segment through Girard Advisory Services LLC, which earns investment advisory fees by managing portfolios for individual and institutional clients.
CLBK
2nd
Columbia Financial
$1.14Bn
10.90
-3.80%
+59.12%
The company provides wealth management services through Columbia Investment Services and third-party relationships, earning fee-based income for managing client assets.
CFFN
2nd
Capitol Federal Financial
$1.06Bn
8.46
-2.53%
+33.44%
The company generates fee-based income through its trust and wealth management activities and private banking offerings for high net worth individuals.
EQBK
2nd
Equity Bancshares
$989.06Mn
48.03
-0.78%
+16.89%
The company generates fee income from wealth management services, specifically providing investment management and trust services to its clients.
HBNC
2nd
Horizon Bancorp
$977.60Mn
19.04
-1.24%
+18.04%
The company has a wealth management division that earns fees from asset management services provided to individual and institutional clients.
CAC
2nd
Camden National
$969.89Mn
57.40
-0.73%
+48.24%
Through Camden National Wealth Management, the company provides investment advisory, trust, and asset management services to individual and institutional clients.
TRST
2nd
Trustco Bank Corp N Y
$942.49Mn
55.35
-1.51%
+51.35%
The company generates fee income from trust and investment management services and wealth management services provided to its customers.
CPF
2nd
Central Pacific Financial
$938.06Mn
36.35
-1.36%
+19.73%
The bank provides fiduciary and investment management services, which are described as integrated wealth management services to meet the comprehensive financial needs of its clients.
SBSI
2nd
Southside Bancshares
$916.60Mn
30.75
-1.13%
+8.66%
The company has a wealth management and trust division that provides investment management and manages retirement account options like IRAs and 401(k) plans for clients.
MPB
2nd
Mid Penn Bancorp
$912.56Mn
36.04
-0.74%
+24.40%
The company provides trust and retail investment services and owns Cumberland Advisors, Inc., a registered investment advisory firm with $3.2 billion in assets under management.
BFST
2nd
Business First Bancshares
$905.09Mn
30.67
-0.62%
+29.41%
The company generates fee income from wealth management services provided to high net worth individuals and business owners.
FMNB
2nd
Farmers National Banc
$903.89Mn
15.26
-1.10%
+6.71%
The Trust segment provides investment advisory services and fund management for institutional clients, retirees, and affluent individuals, earning wealth management fees.
FCBC
2nd
First Community Bankshares
$898.63Mn
47.54
-0.17%
+37.72%
The company operates a Trust and Wealth Management segment through First Community Wealth Management Inc., managing $1.75 billion in assets under fee-based arrangements and earning investment advisory fees.
VRTS
Virtus Investment Partners
$859.09Mn
129.72
-0.52%
-32.22%
Virtus Investment Partners is an asset management firm that manages investment portfolios for institutional and individual investors through open-end funds, ETFs, and separate accounts. It generates revenue primarily through asset-based fees for investment management and advisory services.
CCBG
2nd
Capital City Bank
$842.55Mn
49.24
-1.24%
+17.97%
Through Capital City Trust Company, the firm provides asset management services for individuals and institutions, earning advisory fees.
ORRF
2nd
Orrstown Financial Services
$815.90Mn
41.48
-0.69%
+21.79%
Through Orrstown Financial Advisors, the company manages $3.1 billion in assets under management, providing investment advisory and fiduciary services for individual and institutional clients.
HBIA
2nd
Hills Bancorporation
$815.34Mn
46.76
+0.00%
+17.25%
The company earns fee income from trust and investment advisory services, indicating it manages investment portfolios on behalf of clients.
ALRS
2nd
Alerus Financial
$801.05Mn
32.06
-0.34%
+45.40%
The company manages investment portfolios through its Wealth segment, offering proprietary strategies like Dimension and Blueprint for IRAs, foundations, and endowments.
SPFI
2nd
South Plains Financial
$797.27Mn
42.32
-1.58%
+10.01%
The company provides investment and trust services, managing approximately $435 million in trust assets and $684.4 million in investment assets under management for fee income.
SMBC
2nd
Southern Missouri Bancorp
$787.45Mn
71.50
-1.05%
+34.22%
The company generates additional revenue through trust and wealth management fees offered through its subsidiaries.
PGC
2nd
Peapack Gladstone Financial
$782.16Mn
44.12
-2.02%
+58.02%
The company has a dedicated Wealth Management segment that provides investment management and fiduciary services to high net worth individuals and foundations, managing $13.1 billion in assets.
FISI
2nd
Financial Institutions
$779.39Mn
39.55
-1.69%
+45.94%
Through its subsidiary Courier Capital LLC, the company provides fee-based investment consulting, wealth management, and retirement plan services to high-net-worth individuals and institutions.
SHBI
2nd
Shore Bancshares
$761.89Mn
22.80
-0.91%
+37.76%
The company provides wealth management and trust administration services, earning fees for managing investment portfolios and assets for its clients.
WASH
2nd
Washington Trust Bancorp
$734.03Mn
38.49
-0.95%
+32.82%
Through its Wealth Management and Trust Services segment and registered investment adviser subsidiary, the company manages investment portfolios and reported 7.8 billion dollars of assets under administration.
PFIS
2nd
Peoples Financial Services
$694.32Mn
69.36
-0.63%
+42.19%
The company operates trust and wealth management operations, generating fee income from managing investment portfolios for its clients.
MSBI
2nd
Midland States Bancorp
$687.48Mn
33.17
-0.27%
+93.98%
The company has a dedicated Wealth Management segment that manages investment portfolios and provides trust and investment management services, earning fees on approximately $4.48 billion in assets under administration.
VINP
2nd
Vinci Compass Investments
$658.42Mn
9.29
-0.64%
-13.10%
The company manages traditional liquid investment portfolios through its Equities segment, offering long-only and dividend strategies to institutional and high-net-worth clients.
BHB
2nd
Bar Harbor Bankshares
$657.76Mn
39.26
+1.08%
+27.76%
The company manages investment portfolios for individuals, estates, and foundations through its wealth management and trust services division, which reported $3.0 billion in assets under management at year end 2025.
RRBI
2nd
Red River Bancshares
$656.96Mn
99.77
-1.22%
+52.81%
The company operates a brokerage division with $1.33 billion of assets under management, which contributes fee-based income to the company's total revenue.
ACNB
2nd
Acnb
$642.54Mn
63.18
-0.86%
+44.58%
ACNB Bank provides trust and investment services through ACNB Wealth Management, earning fees for managing these portfolios.
AROW
2nd
Arrow Financial
$625.24Mn
37.79
+0.37%
+33.39%
The company operates a registered investment adviser that earns fees for providing advisory and asset management services to clients.
KRNY
2nd
Kearny Financial
$592.18Mn
9.17
-2.03%
+39.36%
The company generates revenue from income derived from wealth management and related services offered through its subsidiaries.
FBIZ
2nd
First Business Financial Services
$580.93Mn
69.42
-1.57%
+36.09%
The company provides private wealth management services, including investment management and trust and estate administration, for high net worth individuals.
ITIC
2nd
Investors Title
$546.52Mn
289.47
+1.19%
+10.19%
Through its 'All Other' segment, the company provides investment management services and trust services that administer assets for individuals, corporations, and banks, earning asset-based management fees.
NOAH
Noah Holdings
$534.40Mn
7.97
+0.38%
-30.64%
Noah Holdings operates a wealth management business that distributes investment products and provides advisory services to high net worth individuals, contributing 69.2% of total net revenues in 2024. This includes distributing mutual funds and private secondary products through Noah Upright and ARK Wealth Management.
OBT
2nd
Orange County Bancorp
$505.21Mn
37.68
-0.37%
+50.36%
The company provides asset management and investment advisory services for individuals, trusts, and retirement plans through its subsidiary Orange Investment Advisors, Inc. and its trust department, earning fee-based revenue for managing these portfolios.
WTBA
2nd
West Bancorporation
$493.59Mn
28.96
-0.79%
+41.68%
The company provides trust services, which involve managing investment portfolios and assets for clients in exchange for fee income.
COFS
2nd
Choiceone Financial Services
$492.62Mn
32.95
-0.33%
+13.00%
The company has a dedicated trust and wealth management division that manages assets and provides investment advisory services for individuals and institutional clients.
ALTI
AlTi Global
$481.87Mn
3.09
-1.28%
-13.45%
AlTi Global provides discretionary investment management and non-discretionary investment advisory services to families, foundations, and institutions. Its primary revenue is generated through recurring management and advisory fees calculated as a percentage of assets under management or advisement.
CZNC
2nd
Citizens & Northern
$458.60Mn
25.56
-0.54%
+29.61%
The trust department provides asset management and 401(k) plan administration, earning fees based on assets under management.
BMRC
2nd
Bank of Marin Bancorp
$444.86Mn
27.47
-1.58%
+13.05%
The company has a dedicated Wealth Management and Trust Services segment that provides investment management and fiduciary services to individuals, families, and institutions.
PBFS
2nd
Pioneer Bancorp
$440.19Mn
17.72
+0.28%
+38.01%
Through Pioneer Financial Services, Inc., the company manages $1.4 billion in assets under management and provides investment advice and retirement planning.
HKHC
Horizon Kinetics Holding
$434.38Mn
23.31
-2.88%
-38.25%
The company's primary source of revenue is advisory fee income earned from managing client accounts, including mutual funds, ETFs, and separately managed accounts. It manages specific investment vehicles such as the Inflation Beneficiaries ETF and the Paradigm Fund, making investment decisions on behalf of clients.
CHMG
2nd
Chemung Financial
$394.06Mn
81.73
-0.33%
+55.11%
The company has a dedicated Wealth Management segment that manages $2.212 billion in assets, providing investment management and fiduciary services for fees.
CZFS
2nd
Citizens Financial Services
$386.90Mn
80.44
+0.74%
+33.42%
The company operates a trust and investment services division that manages assets for clients, generating revenue through investment management fees on assets under management.
FNLC
2nd
First Bancorp
$386.86Mn
34.30
-0.15%
+28.61%
The company earns income from wealth management and advisory services, as well as fiduciary fees, indicating it manages investment portfolios for its clients.
VALU
2nd
Value Line
$365.43Mn
38.95
-3.01%
-0.13%
Value Line generates revenue through investment management services provided by EULAV Asset Management Trust (EAM), which acts as the adviser to the Value Line Funds.
BRBS
2nd
Blue Ridge Bankshares
$344.28Mn
3.84
-1.03%
-9.86%
Through its subsidiary BRB Financial Group, Inc., the company earns wealth management fees from trust and investment advisory activities for personal and corporate trust clients.
CCFN
2nd
Muncy Columbia Financial
$323.73Mn
30.50
+0.00%
+82.96%
The company generates noninterest income through trust department services and wealth management services provided to its clients.
FDBC
2nd
Fidelity D & D Bancorp
$318.54Mn
54.84
-1.61%
+26.65%
The company provides asset management and wealth management services to individuals and businesses, earning fee-based revenue from these activities.
CBNA
2nd
Chain Bridge Bancorp
$311.56Mn
47.48
-0.38%
+43.70%
The company offers wealth management and investment advisory services, generating revenue through wealth management fees.
CFFI
2nd
C & F Financial
$307.77Mn
94.69
+1.16%
+41.41%
The company offers wealth management services via C&F Wealth Management, earning income from managing investment portfolios for its clients.
FCCO
2nd
First Community
$306.15Mn
32.57
-1.15%
+15.33%
The bank provides investment advisory services and earns brokerage commissions through its affiliation with LPL Financial, managing investment needs for its customers.
MYFW
2nd
First Western Financial
$298.03Mn
30.52
-0.03%
+34.45%
The company manages $7.28 billion of trust and investment management assets and generates significant non-interest income from investment management and trust services for high net worth individuals and families.
ISBA
2nd
Isabella Bank
$288.98Mn
37.88
-1.48%
+7.61%
The company provides full service investment management and trust services, which generate noninterest income by managing assets for clients.
ETHW
Bitwise Ethereum ETF
$285.27Mn
19.12
-0.73%
-36.42%
The company is an ETF that manages a portfolio of ether on behalf of shareholders, charging a daily management fee as a percentage of the trust's net asset value. Its core activity is providing a pooled investment vehicle for investors to gain exposure to a specific asset.
MTC
2nd
Mmtec
$283.88Mn
5.30
-0.19%
+516.28%
MMTEC engages in MOM (Manager of Managers) fund management, which involves making investment decisions and managing portfolios for clients.
FUNC
2nd
First United
$282.94Mn
43.84
+1.27%
+19.39%
The company has a dedicated Wealth Management segment that manages investment agency accounts and provides investment advisory services for personal and institutional clients.
FRAF
2nd
Franklin Financial Services
$281.98Mn
62.75
+0.16%
+35.44%
The company provides wealth management services to individuals and businesses, generating noninterest income specifically from wealth management fees.
ATLO
2nd
Ames National
$281.57Mn
31.79
-0.09%
+56.60%
The company explicitly lists fees from wealth management services as a contributor to its income, indicating a material asset management business line for its clients.
WNEB
2nd
Western New England Bancorp
$280.04Mn
13.97
+0.00%
+17.20%
The company earns wealth management fees through a partnership with LPL Financial, providing advisory and brokerage products to retail and institutional clients.
FXNC
2nd
First National
$271.10Mn
29.98
+2.04%
+31.49%
The company provides wealth management services, including investment management of assets and trustee services, which generate fee income.
LCNB
2nd
Lcnb
$268.26Mn
18.82
-0.05%
+24.72%
The company has a dedicated Wealth Management segment that provides fiduciary and trust services, earning fees based on the market value of assets under management.
HWBK
2nd
Hawthorn Bancshares
$265.95Mn
38.54
+1.00%
+24.97%
The company has a dedicated Wealth Management segment that provides investment and asset management services, earning fees for managing portfolios on behalf of clients.
VABK
2nd
Virginia National Bankshares
$265.31Mn
48.91
+1.20%
+28.10%
The company provides trust and estate administration through VNB Trust and Estate Services, which generates fee revenue by managing assets for clients.
EFSI
2nd
Eagle Financial Services
$248.45Mn
45.91
+0.42%
+20.15%
The Bank of Clarke Wealth Management Division provides investment management and advisory services, earning fee-based income from managing portfolios and selling investment products like mutual funds.
BMO
2nd
Bank Of Montreal
$242.70Mn
171.18
-0.67%
+31.88%
The company operates a Wealth Management segment that provides asset management and investment advisory services to retail and institutional clients.
PEBK
2nd
Peoples Bancorp Of North Carolina
$235.66Mn
43.15
-0.21%
+38.39%
Through Peoples Investment Services, Inc., the company provides investment counseling and non-deposit investment products such as stocks, bonds, and mutual funds to individual investors.
CMTV
2nd
Community Bancorp
$231.99Mn
41.42
+1.47%
+84.01%
The company provides trust and wealth management services through an affiliated non-depository trust company, generating revenue from wealth management and trust advisory fees.
RILY
2nd
BRC Group Holdings
$220.70Mn
5.49
-3.85%
-9.85%
The Wealth Management segment provides investment management services to individuals, families, and institutions, managing approximately $13.0 billion in assets under management.
DEFT
Defi Technologies
$189.06Mn
0.49
-2.00%
-76.78%
The company's Asset Management business line, Valour, develops and lists exchange traded products (ETPs) on traditional stock exchanges, earning revenue through management fees. This core activity involves managing investment portfolios to provide exposure to digital assets for retail and institutional investors.
SBFG
2nd
Sb Financial
$187.53Mn
29.99
+0.44%
+53.48%
The Trust and Wealth Management segment provides asset management services for individuals and corporate employee benefit plans, earning revenue through wealth management and trust administration fees.
WHG
Westwood Holdings
$170.55Mn
19.15
+0.74%
+15.92%
Westwood Holdings is a registered investment adviser that manages investment portfolios through mutual funds, ETFs, and separate accounts. Its primary revenue is generated from management fees based on a percentage of assets under management (AUM) for institutional and high-net-worth clients.
ENBP
2nd
ENB Financial
$163.16Mn
28.55
-0.38%
+42.75%
The company operates the ENB Wealth Solutions division, which provides trust and investment advisory services to individuals and businesses.
AUC
2nd
ATIF Holdings
$160.71Mn
9.28
+9.43%
-3.63%
The company explicitly states that it earns income from 'asset management' through its subsidiaries.
RMBI
2nd
Richmond Mutual Bancorporation
$158.73Mn
15.11
-0.98%
+6.11%
The company provides trust and wealth management services, including investment management and private banking, which generate fee-based income.
RBKB
2nd
Rhinebeck Bancorp
$141.88Mn
12.69
-1.09%
+54.95%
The company operates a dedicated Rhinebeck Asset Management division that provides investment advisory services and earns fees for wealth management activities.
TOP
2nd
TOP Financial
$131.79Mn
15.13
-2.20%
+129.24%
The company is licensed by the Hong Kong Securities and Futures Commission to conduct asset management activities and provides asset management advisory services to its clients.
BOTJ
2nd
Bank Of The James Financial
$123.62Mn
27.21
+1.72%
+73.09%
Through its subsidiary Pettyjohn, Wood & White, Inc., the company provides investment advisory and wealth management services, earning fees based on assets under management.
SAMG
Silvercrest Asset Management
$122.98Mn
10.38
+0.78%
-34.14%
Silvercrest manages investment portfolios for ultra high net worth individuals and institutional investors, reporting $37.0 billion in assets under management. The majority of its revenue is derived from asset-based fees charged as a percentage of these discretionary assets.
RVSB
2nd
Riverview Bancorp
$119.75Mn
5.94
-0.17%
+11.03%
Through its subsidiary Riverview Trust Company, the company manages investment portfolios for clients and earns fees for managing assets under fiduciary or agency capacity.
FKYS
2nd
First Keystone
$118.23Mn
18.70
+0.81%
+9.61%
The company provides trust investment accounts, mutual funds, and the management of pension and profit sharing plans through its trust department. These activities involve making investment decisions for clients in exchange for fees.
NWPP
2nd
New Peoples Bankshares
$115.34Mn
4.90
+0.00%
+42.86%
The company generates revenue from asset management fees provided through its New Peoples Financial Services division.
CBKM
2nd
Consumers Bancorp
$102.59Mn
32.50
-0.58%
+36.55%
The company operates a dedicated Wealth Management segment that provides professional management of investment assets, including mutual funds and managed account programs for individual and nonprofit clients.
UWHR
2nd
Uwharrie Capital
$101.35Mn
14.26
+0.00%
+42.74%
The firm has investment advisory units that generate income from asset management fees based on the market value of client portfolios.
SIEB
2nd
Siebert Financial
$91.66Mn
2.23
+1.36%
-23.37%
The company earns investment advisory fees through wealth management and financial advice services provided to clients.
MGLD
Marygold Companies
$84.14Mn
1.97
+1.55%
+82.41%
The company's U.S. Fund Management segment manages 16 ETFs with $2.8 billion in assets under management, earning monthly management and advisory fees. This core activity of deciding how to invest pooled capital into commodity and equity groups fits the Asset Management definition.
JUVF
2nd
Juniata Valley Financial
$79.89Mn
15.87
-1.12%
+13.28%
The company provides trust and asset management services, earning investment advisory fees for managing portfolios for trust and wealth management clients.
HNNA
Hennessy Advisors
$79.28Mn
10.03
-1.47%
-4.20%
Hennessy Advisors manages investment portfolios through sixteen open end mutual funds and one exchange traded fund (the Hennessy Funds). The company earns the majority of its revenue from investment advisory fees calculated as a percentage of the average daily net asset values of these funds.
ASRV
2nd
Ameriserv Financial
$78.04Mn
4.60
-1.71%
+54.36%
The company provides wealth management services and earns asset management fees, as well as acting as a trustee for union-sponsored investment funds like the ERECT Funds.
INTG
2nd
Intergroup
$70.70Mn
32.90
-1.05%
+75.47%
The company has a dedicated Securities Investments segment that manages a portfolio of equity and debt securities, publicly traded funds, and mortgage-backed securities to generate dividends, interest, and capital gains.
DOMH
Dominari Holdings
$60.12Mn
2.48
+5.98%
-65.79%
Dominari operates a significant Asset Management segment and Wealth Management business, earning asset-based advisory fees and fees from discretionary and non-discretionary portfolio management for high-net-worth individuals and institutions.
MATH
2nd
Metalpha Technology Holding
$47.58Mn
1.01
+4.12%
-72.48%
Through its subsidiary LSQ Capital Limited, the company provides asset management and securities advising services, contributing 11.2% of its total income.
AMBR
2nd
Amber International Holding
$46.76Mn
1.77
-4.84%
-49.86%
The company manages investment portfolios through 'standard earn', 'structured products', and 'strategic funds' for institutional clients and high-net-worth individuals, earning shared investment gains.
ZSTK
2nd
ZeroStack
$42.23Mn
4.24
+4.18%
-80.85%
The company operates a digital assets segment focused on AI-driven asset management and the strategic accumulation of digital assets like 0G Tokens and Bitcoin for capital appreciation.
GROW
U S Global Investors
$40.49Mn
2.92
-1.02%
+6.18%
The company is a registered investment adviser that manages portfolios for mutual funds and exchange traded funds, such as the U.S. Global Jets ETF and the Gold and Precious Metals Fund. It generates its primary revenue from management and administrative fees calculated as a percentage of assets under management.
STKE
2nd
SOL Strategies
$38.41Mn
1.67
+1.21%
-65.50%
The company manages a substantial treasury of Solana tokens and strategically deploys capital to expand these holdings, acting as an investment company that earns rewards and manages assets for growth.
BMNM
2nd
Bimini Capital Management
$33.08Mn
3.29
-0.90%
+196.40%
The company has a dedicated asset management segment where it serves as the external manager for Orchid Island Capital, Inc., earning management fees and expense reimbursements for making investment decisions on behalf of that client.
PLUT
2nd
Plutus Financial
$32.39Mn
2.11
-6.64%
-39.71%
Plutus Asset Management Limited manages discretionary accounts and segregated portfolio funds, earning management, subscription, and performance fees.
AXG
2nd
Solowin Holdings
$28.34Mn
0.15
-25.00%
-94.19%
The Asset Management Services segment manages investment fund products and earns management and performance fees, as well as distribution fees from partnerships.
FOFA
Family Office Of America
$26.31Mn
0.86
-4.44%
+68.63%
The company provides wealth management and asset management services to affluent individuals and families, generating revenue through management fees. These core activities involve deciding how to invest client money as part of its integrated family office platform.
ORIO
Orion Digital
$24.66Mn
1.03
+0.00%
-44.02%
The company's primary focus is its digital wealth platform, offering managed investing through the Intelligent Investing app and self-directed trading via MogoTrade. Revenue is generated from subscription and service fees tied to assets under management.
SNNF
2nd
Seneca Bancorp
$24.04Mn
13.35
+0.00%
+19.73%
Through its subsidiary Financial Quest, the company provides asset management services and earns fee income from managing investment portfolios.
COHN
2nd
Cohen
$21.95Mn
9.71
-3.96%
-13.84%
The Asset Management segment manages investment funds, managed accounts, and joint ventures, earning base and incentive management fees based on the assets under management.
BCG
2nd
Binah Capital
$19.62Mn
1.15
+0.00%
-28.57%
Binah Capital operates three registered investment advisors (RIAs) that provide fee-based asset management services to clients.
FOFO
Hang Feng Technology Innovation
$11.98Mn
2.06
-5.94%
-94.89%
The company manages an open-ended fund focused on secondary market investments in global technology and innovation companies. It generates revenue through subscription fees of 2% and annual management fees of 1.2% of assets under management.
DSS
2nd
Dss
$6.93Mn
0.69
-2.82%
-50.71%
The company provides investment advisory services through its Securities and Investment Management segment, managing assets for institutional and retail investors.
FWFW
2nd
Flywheel Advanced Technology
$5.93Mn
0.20
+0.00%
+17.65%
The company has a business segment for wealth management services through its minority interest in Elison Virtus Company Limited, which owns Flywheel Financial Strategy (Hong Kong) Company Limited. This entity provides wealth management services to high-net-worth individuals and institutional clients.
IWSH
Wright Investors Service Holdings
$2.06Mn
0.10
+0.00%
-47.37%
The company is a shell with no operations, and its only financial activity is holding assets in money market mutual funds to earn interest and dividends. While it does not hold itself out as a professional investment firm, F-09 is the closest fit within the Financial Services sector for a company whose sole activity is the management of its own investment portfolio.
GSIW
2nd
Garden Stage
$1.02Mn
13.00
-10.22%
-53.24%
The company operates I Win Asset Management, which manages discretionary accounts and offshore funds, such as the I Win Growth SPC fund, earning asset management fees.
CSHR
CoinShares
$537.60
5.12
-7.41%
—
CoinShares manages digital asset investment products, including exchange traded notes and managed portfolios, for institutional and retail investors. Its revenue is primarily derived from management fees, advisory fees, and performance-based fees charged on assets under management.
FYNN
2nd
Fyntechnical Innovations
$0.00
0.00
—
—
Through its subsidiary Bateau Asset Management Pty, Ltd., the company operates as a boutique investment manager providing absolute-return, multi-manager portfolio management and earns management fees from institutional and high-net-worth clients.