List of Financial Advisory Stocks
Financial Advisory is part of the Asset and Wealth Management group in the Financial Services sector. Its 66 US-listed companies are worth $1.11 trillion between them. The median is $816.95 million. 5 have Financial Advisory as their primary business, and 61 more run a substantial one alongside another industry.
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List of Financial Advisory Stocks
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| Symbol | Company | Mkt Cap | Price | Chg % | 1Y | Revenue (TTM) | Net Income (TTM) | P/E | Revenue Growth (1y) (TTM)% | Net Margin (TTM)% | Div. Yield% | Why this company is listed here |
| SAN 2nd | Banco Santander | $218.87Bn | 14.90 | -0.86% | +55.53% | — | — | — | — | — | — | |
| SCHW 2nd | Schwab Charles | $189.00Bn | 109.29 | -0.99% | +11.94% | 26.03Bn | 10.10Bn | 19.03 | — | 37.36 | 0.01 | |
| BNY 2nd | Bank of New York Mellon | $111.85Bn | 164.85 | +0.33% | +57.48% | 21.35Bn | 6.35Bn | 18.58 | — | 28.21 | 0.01 | |
| PNC 2nd | Pnc Financial Services | $97.99Bn | 245.62 | +0.20% | +19.81% | 25.03Bn | 7.68Bn | 13.26 | — | 29.20 | 0.03 | |
| MRSH 2nd | Marsh & Mclennan Companies | $88.77Bn | 185.72 | -1.46% | -9.89% | 27.95Bn | 4.07Bn | 20.90 | 8.33 | 14.56 | 0.02 | |
| MFC 2nd | Manulife Financial | $75.49Bn | 44.33 | -0.56% | +45.54% | — | — | — | — | — | — | |
| AON 2nd | Aon | $68.55Bn | 323.15 | -1.21% | -13.60% | 17.58Bn | 3.98Bn | 16.34 | 4.92 | 22.63 | 0.01 | |
| AMP | Ameriprise Financial | $49.51Bn | 560.45 | -0.84% | +9.48% | 19.84Bn | 3.95Bn | 12.84 | 9.13 | 19.90 | 0.01 | |
| SLF 2nd | Sun Life Financial | $44.85Bn | 80.99 | +0.26% | +39.57% | — | — | — | — | — | — | |
| RJF 2nd | Raymond James Financial | $34.26Bn | 178.30 | -1.50% | +4.21% | 16.99Bn | 2.31Bn | 14.82 | 8.04 | 13.55 | 0.01 | |
| NTRS 2nd | Northern Trust | $34.15Bn | 186.63 | -0.44% | +43.89% | 5.26Bn | 2.24Bn | 15.46 | — | 41.79 | 0.02 | |
| EQH 2nd | Equitable Holdings | $14.46Bn | 52.95 | -1.10% | +0.21% | 10.62Bn | -526.00Mn | -14.84 | -22.10 | -9.25 | 0.02 | |
| HLI 2nd | Houlihan Lokey | $9.53Bn | 137.14 | +0.19% | -28.36% | — | — | — | — | — | 0.00 | |
| COLB 2nd | Columbia Banking System | $8.71Bn | 30.80 | +1.15% | +15.05% | 181.00Mn | 711.00Mn | 11.98 | — | 392.82 | 0.03 | |
| CBC 2nd | Central Bancompany | $7.82Bn | 32.64 | -0.12% | — | 74.91Mn | 411.02Mn | 18.69 | — | 548.70 | 0.01 | |
| HWC 2nd | Hancock Whitney | $6.10Bn | 75.84 | +0.32% | +21.64% | 102.76Mn | 425.14Mn | 14.09 | — | 415.96 | 0.03 | |
| STEP 2nd | StepStone | $6.07Bn | 50.92 | +0.02% | -17.40% | — | — | — | — | — | 0.00 | |
| HLNE 2nd | Hamilton Lane | $5.69Bn | 103.06 | -0.33% | -28.32% | 858.37Mn | 435.53Mn | 9.45 | 24.01 | 50.74 | 0.02 | |
| CATY 2nd | Cathay General Bancorp | $4.19Bn | 62.69 | +0.18% | +24.45% | 27.61Mn | 340.40Mn | 12.07 | — | 1,233.09 | 0.02 | |
| AB 2nd | Alliancebernstein Holding | $3.48Bn | 37.34 | +0.76% | -5.59% | — | — | — | — | — | 0.09 | |
| FRME 2nd | First Merchants | $2.62Bn | 42.06 | -0.10% | +0.43% | — | — | — | — | — | — | |
| SYBT 2nd | Stock Yards Bancorp | $2.47Bn | 79.49 | -0.98% | +0.09% | 45.58Mn | 147.61Mn | 15.75 | — | 328.04 | 0.02 | |
| LOB 2nd | Live Oak Bancshares | $1.83Bn | 39.59 | +0.05% | +5.46% | 609.58Mn | 139.24Mn | 13.58 | — | 21.71 | 0.00 | |
| DCOM 2nd | Dime Commercial Bancshares | $1.82Bn | 41.28 | +0.93% | +33.20% | — | — | — | — | — | — | |
| CNOB 2nd | ConnectOne Bancorp | $1.75Bn | 32.31 | +0.78% | +26.31% | 471.21Mn | 159.98Mn | 10.31 | — | 32.67 | 0.02 | |
| TMP 2nd | Tompkins Financial | $1.43Bn | 99.69 | +1.16% | +42.54% | 454.73Mn | 175.30Mn | 7.96 | — | 38.55 | 0.03 | |
| FMBH 2nd | First Mid Bancshares | $1.37Bn | 51.33 | +0.49% | +26.30% | 383.21Mn | 97.92Mn | 13.64 | — | 25.55 | 0.02 | |
| EQBK 2nd | Equity Bancshares | $1.05Bn | 50.94 | -0.10% | +18.96% | 12.37Mn | 30.72Mn | 28.54 | — | 289.71 | 0.01 | |
| HBNC 2nd | Horizon Bancorp | $1.02Bn | 19.91 | +1.22% | +19.65% | -13.02Mn | -143.99Mn | -6.95 | -105.66 | — | 0.03 | |
| CAC 2nd | Camden National | $982.90Mn | 58.17 | +1.09% | +44.16% | 15.60Mn | 88.66Mn | 10.89 | — | 568.28 | 0.03 | |
| FMNB 2nd | Farmers National Banc | $951.87Mn | 16.07 | +1.58% | +6.85% | 11.94Mn | 66.40Mn | 13.96 | — | 555.95 | 0.03 | |
| ABX 2nd | Abacus Global Management | $937.83Mn | 9.59 | -1.84% | +40.20% | 267.28Mn | 28.20Mn | 32.42 | 65.27 | 10.55 | 0.00 | |
| ALRS 2nd | Alerus Financial | $844.27Mn | 33.79 | +1.26% | +50.65% | 68.51Mn | 27.71Mn | 32.15 | — | 37.36 | 0.03 | |
| SHBI 2nd | Shore Bancshares | $789.63Mn | 23.63 | +1.42% | +36.59% | 237.01Mn | 66.19Mn | 11.69 | — | 27.93 | 0.02 | |
| WASH 2nd | Washington Trust Bancorp | $767.79Mn | 40.26 | +1.28% | +33.44% | 234.01Mn | 55.40Mn | 13.56 | — | 23.67 | 0.06 | |
| CWBC 2nd | Community West Bancshares | $721.96Mn | 26.61 | +0.80% | +25.70% | 179.56Mn | 36.23Mn | 19.43 | — | 20.18 | 0.02 | |
| MSBI 2nd | Midland States Bancorp | $699.08Mn | 33.73 | +0.60% | +84.22% | 329.60Mn | 43.02Mn | 20.29 | — | 10.35 | 0.04 | |
| NRDS 2nd | Nerdwallet | $631.12Mn | 9.88 | -0.30% | -3.98% | 860.00Mn | 65.00Mn | 9.43 | 11.51 | 7.56 | 0.00 | |
| FBIZ 2nd | First Business Financial Services | $609.46Mn | 72.83 | +1.10% | +40.84% | 177.76Mn | 55.51Mn | 10.76 | — | 30.73 | 0.02 | |
| CIVB 2nd | Civista Bancshares | $577.46Mn | 27.77 | +0.73% | +33.83% | 19.62Mn | 51.76Mn | 10.90 | — | 263.74 | 0.02 | |
| OBT 2nd | Orange County Bancorp | $519.16Mn | 38.72 | +0.83% | +46.78% | 126.66Mn | 46.51Mn | 10.94 | — | 36.72 | 0.02 | |
| ALTI 2nd | AlTi Global | $467.83Mn | 3.00 | -21.87% | -29.91% | 276.62Mn | -144.51Mn | -2.48 | 30.03 | -52.24 | 0.00 | |
| BMRC 2nd | Bank of Marin Bancorp | $449.07Mn | 27.73 | +1.43% | +14.87% | 2.30Mn | -14.26Mn | -30.59 | — | -621.04 | 0.04 | |
| AXG 2nd | Solowin Holdings | $423.26Mn | 2.24 | -1.75% | -14.50% | — | — | -21.24 | — | — | 0.00 | |
| EFTY | Etoiles Capital | $277.87Mn | 15.02 | +0.00% | +126.20% | — | — | — | — | — | 0.00 | |
| HWBK 2nd | Hawthorn Bancshares | $276.65Mn | 40.09 | +1.29% | +26.19% | 3.89Mn | 25.39Mn | 10.75 | — | 651.93 | 0.02 | |
| BMO 2nd | Bank Of Montreal | $248.73Mn | 175.43 | -0.80% | +42.00% | — | — | — | — | — | — | |
| MRBK 2nd | Meridian | $236.21Mn | 19.81 | +1.69% | +25.86% | 6.72Mn | 21.66Mn | 10.77 | — | 322.10 | 0.03 | |
| FNWD 2nd | Finward Bancorp | $190.22Mn | 43.90 | +0.37% | +39.32% | 68.94Mn | 9.82Mn | 18.91 | — | 14.24 | 0.01 | |
| WHG 2nd | Westwood Holdings | $167.79Mn | 18.84 | -0.84% | +8.46% | 101.70Mn | 7.88Mn | 20.46 | 23.67 | 7.75 | 0.03 | |
| FKYS 2nd | First Keystone | $121.64Mn | 19.24 | +1.42% | +12.51% | 2.36Mn | 6.80Mn | 15.26 | — | 335.78 | 0.00 | |
| SAMG 2nd | Silvercrest Asset Management | $120.49Mn | 10.17 | +2.21% | -36.79% | 125.44Mn | 1.98Mn | 38.91 | 0.80 | 1.58 | 0.09 | |
| JUVF 2nd | Juniata Valley Financial | $84.48Mn | 16.78 | +0.24% | +18.17% | 33.86Mn | 8.81Mn | 9.52 | — | 26.01 | 0.05 | |
| FSEA 2nd | First Seacoast Bancorp | $80.56Mn | 17.18 | +0.06% | +49.65% | 15.36Mn | 19.00K | 2,376.27 | — | 0.20 | 0.00 | |
| BLNC | Balance Labs | $72.62Mn | 1.55 | +0.00% | -26.54% | 91.00K | -14.05Mn | -5.17 | — | -15,442.27 | 0.00 | |
| QDMI 2nd | QDM International | $64.77Mn | 7.50 | +7.14% | -86.58% | 26.27Mn | 9.51Mn | 6.82 | 138.59 | 35.19 | 0.00 | |
| JFU 2nd | 9F | $59.81Mn | 2.54 | +0.79% | +4.53% | — | — | 1.25 | — | — | 0.00 | |
| MGLD 2nd | Marygold Companies | $44.10Mn | 1.03 | -0.96% | -10.43% | 34.02Mn | -2.05Mn | -20.18 | 14.55 | -6.20 | 0.00 | |
| PLUT 2nd | Plutus Financial | $42.21Mn | 2.75 | +7.84% | -4.51% | — | — | -8.59 | — | — | 0.00 | |
| GRNQ | Greenpro Capital | $33.90Mn | 18.70 | +33.38% | +1,338.46% | 2.00Mn | -2.76Mn | -8.43 | -38.55 | -137.79 | 0.00 | |
| FOFA 2nd | Family Office Of America | $27.53Mn | 0.90 | +0.00% | +221.43% | — | -210.30K | -130.48 | — | — | 0.00 | |
| SNNF 2nd | Seneca Bancorp | $26.11Mn | 14.50 | -0.96% | +20.83% | 1.04Mn | 88.00K | 204.08 | — | 11.29 | 0.00 | |
| AURE | Aurelion | $11.34Mn | 1.44 | -4.00% | -76.20% | — | -3.03Tn | 0.00 | — | — | 0.00 | |
| BRWC 2nd | Birdie Win | $6.05Mn | 0.90 | +12.50% | +136.84% | 20.00K | -32.60K | -185.50 | -33.33 | -163.02 | 0.00 | |
| FDCT 2nd | Fdctech | $4.23Mn | 1.00 | +0.00% | +809.09% | — | — | 1.03 | — | — | 0.00 | |
| GSIW 2nd | Garden Stage | $1.27Mn | 16.30 | -4.17% | -18.58% | — | — | -0.09 | — | — | 0.00 | |
Showing 30 of 66 Financial Advisory companies
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About this list
How many Financial Advisory stocks are there?
This list holds 66 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.
How is this list put together?
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.
Why do some companies appear on more than one list?
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.
How often is this list updated?
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.
Can I screen these companies on other metrics?
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.