List of Financial Advisory Stocks

This list holds 72 US-listed companies, of which 5 have Financial Advisory as their primary business. The rest operate a substantial Financial Advisory business alongside something else, which is why they appear here as well as on their own primary list.

Every US-listed company is classified under BQ-MICS, our own multi-industry classification system. Unlike a single-label scheme it assigns each company a primary industry AND any secondary industries it genuinely operates in, and it records the reasoning behind every assignment — which you can read on each row of the table above.

Because they genuinely operate more than one business. A retailer running a large cloud division belongs on both lists, and a classification that forces it onto one is hiding half the company. Every appearance beyond the primary one is labelled as secondary, and the toggle above the table hides them if you only want pure plays.

Prices, market caps and performance figures refresh with each session's close. The classification itself is reviewed whenever a company's filings change what it does — a new segment, a disposal or an acquisition — rather than on a fixed calendar.

Yes. Use Edit Columns above the table to add any of 1,000+ financial metrics and ratios to this list, or open the full stock screener to filter the whole market on them.