List of Financial Advisory Stocks
Financial Advisory is part of the Asset and Wealth Management group in the Financial Services sector. Its 71 US-listed companies are worth $1.20 trillion between them. The median is $856.66 million. 5 have Financial Advisory as their primary business, and 66 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) | Revenue (Qtr) | Net Income (TTM) | P/E | Net Margin (TTM) | Div. Yield | Why this company is listed here |
| SAN 2nd | Banco Santander | $176.42Bn | 12.01 | -0.50% | +17.51% | 71.89Bn | 18.28Bn | 20.00Bn | 9.30 | 26.16% | 0.00% | |
| SCHW 2nd | Schwab Charles | $160.22Bn | 92.65 | -0.77% | -1.10% | 26.03Bn | 7.07Bn | 10.10Bn | 16.34 | 37.36% | 0.00% | |
| BMO 2nd | Bank Of Montreal | $122.24Bn | 172.44 | -2.78% | +40.50% | 44.39Bn | 11.32Bn | 6.62Bn | 18.67 | 14.89% | 0.03% | |
| MRSH 2nd | Marsh & Mclennan Companies | $99.49Bn | 209.46 | -0.48% | +17.41% | 28.46Bn | 6.86Bn | 4.12Bn | 24.07 | 14.20% | 0.02% | |
| BNY 2nd | Bank of New York Mellon | $99.27Bn | 147.52 | -3.32% | +35.73% | 21.96Bn | 5.68Bn | 6.58Bn | 15.96 | 28.65% | 0.00% | |
| PNC 2nd | Pnc Financial Services | $89.97Bn | 226.76 | -2.87% | +23.14% | 25.67Bn | 6.56Bn | 7.96Bn | 11.93 | 29.52% | 0.03% | |
| MFC 2nd | Manulife Financial | $74.91Bn | 43.99 | -4.33% | +32.10% | 43.33Bn | 8.78Bn | 4.50Bn | 16.51 | 10.28% | 0.03% | |
| AON 2nd | Aon | $73.07Bn | 344.42 | -0.07% | +0.80% | 17.68Bn | 4.10Bn | 4.01Bn | 18.07 | 22.24% | 0.01% | |
| TFC 2nd | Truist Financial | $59.72Bn | 49.83 | -2.08% | +13.10% | 19.41Bn | 3.75Bn | 5.19Bn | 12.30 | 25.09% | 0.04% | |
| AMP | Ameriprise Financial | $44.21Bn | 509.22 | -3.47% | +10.92% | 20.14Bn | 5.19Bn | 4.16Bn | 11.09 | 20.67% | 0.00% | |
| SLF 2nd | Sun Life Financial | $40.63Bn | 73.37 | -10.51% | +18.97% | — | — | 2.42Bn | 18.69 | — | 0.00% | |
| RJF 2nd | Raymond James Financial | $31.68Bn | 164.90 | -2.24% | +3.35% | 16.99Bn | 4.36Bn | 2.31Bn | 13.73 | 13.55% | 0.01% | |
| NTRS 2nd | Northern Trust | $31.04Bn | 171.39 | -3.72% | +33.70% | 5.37Bn | 1.37Bn | 2.43Bn | 13.19 | 44.40% | 0.02% | |
| EQH 2nd | Equitable Holdings | $14.20Bn | 52.87 | -5.77% | +16.92% | 13.05Bn | 3.88Bn | 1.68Bn | 9.86 | 11.11% | 0.02% | |
| HLI 2nd | Houlihan Lokey | $10.22Bn | 147.26 | -4.41% | -17.92% | 2.56Bn | 692.00Mn | 404.38Mn | 24.14 | 15.72% | 0.00% | |
| CBC 2nd | Central Bancompany | $8.96Bn | 37.41 | -1.29% | — | 1.05Bn | 282.34Mn | 411.02Mn | 21.96 | 39.17% | 0.03% | |
| COLB 2nd | Columbia Banking System | $8.41Bn | 30.42 | -3.03% | +14.71% | 2.77Bn | 695.00Mn | 835.00Mn | 10.20 | 30.19% | 0.05% | |
| HWC 2nd | Hancock Whitney | $5.75Bn | 71.40 | -2.54% | +21.61% | 1.47Bn | 401.36Mn | 427.42Mn | 13.54 | 29.10% | 0.03% | |
| STEP 2nd | StepStone | $5.14Bn | 42.60 | -8.19% | -32.02% | — | — | -901.63Mn | -5.64 | — | 0.03% | |
| HLNE 2nd | Hamilton Lane | $5.03Bn | 90.13 | -5.12% | -27.30% | 871.92Mn | 204.43Mn | 480.85Mn | 13.05 | 32.40% | 0.01% | |
| CATY 2nd | Cathay General Bancorp | $4.29Bn | 64.16 | -2.76% | +37.95% | 870.57Mn | 222.30Mn | 347.28Mn | 12.40 | 39.89% | 0.00% | |
| AB 2nd | Alliancebernstein Holding | $3.21Bn | 34.88 | -1.13% | -11.96% | — | — | 311.91Mn | 10.12 | — | 0.10% | |
| FRME 2nd | First Merchants | $2.55Bn | 41.06 | -1.98% | +13.68% | 724.47Mn | 199.07Mn | 197.52Mn | 13.00 | 27.00% | 0.04% | |
| SYBT 2nd | Stock Yards Bancorp | $2.46Bn | 79.31 | -2.72% | +18.60% | 442.21Mn | 120.24Mn | 156.77Mn | 15.65 | 35.45% | 0.00% | |
| EFSC 2nd | Enterprise Financial Services | $2.23Bn | 62.29 | -2.47% | +15.78% | 748.84Mn | 187.82Mn | 187.53Mn | 12.30 | 24.54% | 0.02% | |
| GABC 2nd | German American Bancorp | $1.90Bn | 50.56 | -0.39% | +26.97% | 386.18Mn | 99.95Mn | 142.08Mn | 13.24 | 36.79% | 0.00% | |
| DCOM 2nd | Dime Commercial Bancshares | $1.86Bn | 42.43 | -3.02% | +59.39% | 509.18Mn | 135.35Mn | 142.81Mn | 13.75 | 26.10% | 0.02% | |
| CNOB 2nd | ConnectOne Bancorp | $1.63Bn | 32.46 | -1.99% | +31.31% | 452.58Mn | 102.80Mn | 150.41Mn | 11.30 | 31.90% | 0.02% | |
| LOB 2nd | Live Oak Bancshares | $1.57Bn | 33.90 | -3.61% | +7.41% | 650.17Mn | 175.65Mn | 139.40Mn | 12.02 | 20.15% | 0.00% | |
| TMP 2nd | Tompkins Financial | $1.43Bn | 99.91 | -2.92% | +46.47% | 455.49Mn | 89.85Mn | 180.28Mn | 7.93 | 39.58% | 0.03% | |
| FMBH 2nd | First Mid Bancshares | $1.35Bn | 50.86 | -2.08% | +37.76% | 383.21Mn | 108.49Mn | 100.26Mn | 13.36 | 26.16% | 0.02% | |
| HBNC 2nd | Horizon Bancorp | $1.07Bn | 20.85 | -2.75% | +30.56% | -13.02Mn | 75.50Mn | -143.99Mn | -7.39 | — | 0.03% | |
| EQBK 2nd | Equity Bancshares | $1.01Bn | 48.86 | -2.40% | +17.96% | 256.12Mn | 81.93Mn | 35.83Mn | 28.01 | 13.99% | 0.01% | |
| CAC 2nd | Camden National | $978.73Mn | 57.92 | -2.75% | +47.76% | 268.46Mn | 68.67Mn | 90.28Mn | 10.87 | 33.63% | 0.00% | |
| FMNB 2nd | Farmers National Banc | $919.29Mn | 15.52 | -2.02% | +17.22% | 223.56Mn | 70.45Mn | 66.40Mn | 13.70 | 29.70% | 0.00% | |
| ABX 2nd | Abacus Global Management | $856.66Mn | 8.76 | -3.20% | +65.28% | 267.28Mn | 73.02Mn | 28.20Mn | 29.63 | 10.55% | 0.00% | |
| ALRS 2nd | Alerus Financial | $837.64Mn | 33.85 | -2.81% | +58.99% | 266.13Mn | 81.07Mn | 29.98Mn | 28.05 | 11.27% | 0.00% | |
| SHBI 2nd | Shore Bancshares | $746.04Mn | 22.40 | -3.16% | +38.27% | 243.46Mn | 62.80Mn | 68.61Mn | 10.92 | 28.18% | 0.02% | |
| WASH 2nd | Washington Trust Bancorp | $737.68Mn | 38.66 | -4.02% | +38.47% | 242.50Mn | 64.96Mn | 63.94Mn | 11.54 | 26.37% | 0.00% | |
| NRDS 2nd | Nerdwallet | $723.43Mn | 11.43 | -3.22% | -5.07% | 884.50Mn | 239.60Mn | 53.60Mn | 9.41 | 6.06% | 0.00% | |
| CWBC 2nd | Community West Bancshares | $707.04Mn | 26.06 | -2.54% | +21.10% | 163.94Mn | 48.94Mn | 36.23Mn | 19.41 | 22.10% | 0.01% | |
| MSBI 2nd | Midland States Bancorp | $657.34Mn | 31.60 | -5.42% | +98.24% | 334.42Mn | 85.96Mn | 58.27Mn | 13.56 | 14.76% | 0.04% | |
| FBIZ 2nd | First Business Financial Services | $625.75Mn | 74.87 | -3.16% | +44.20% | 180.74Mn | 47.51Mn | 57.69Mn | 10.73 | 31.43% | 0.02% | |
| CIVB 2nd | Civista Bancshares | $583.25Mn | 28.16 | -2.26% | +29.41% | 190.27Mn | 49.08Mn | 57.59Mn | 10.24 | 30.27% | 0.02% | |
| OBT 2nd | Orange County Bancorp | $534.44Mn | 39.86 | -1.39% | +53.72% | 126.66Mn | 27.82Mn | 47.39Mn | 11.18 | 37.42% | 0.00% | |
| BMRC 2nd | Bank of Marin Bancorp | $463.94Mn | 28.58 | -3.18% | +8.55% | 66.29Mn | 35.07Mn | -11.85Mn | -38.45 | -17.88% | 0.04% | |
| ALTI 2nd | AlTi Global | $371.15Mn | 2.38 | -8.81% | -40.50% | 276.62Mn | 58.02Mn | -144.51Mn | -2.30 | -40.86% | 0.00% | |
| EFTY | Etoiles Capital | $302.05Mn | 15.02 | +0.00% | +0.00% | — | — | — | -1,869.59 | — | — | |
| HWBK 2nd | Hawthorn Bancshares | $268.37Mn | 38.89 | -2.94% | +25.49% | 84.58Mn | 22.64Mn | 25.39Mn | 10.62 | 30.01% | 0.02% | |
| MRBK 2nd | Meridian | $195.31Mn | 16.38 | -4.32% | +10.53% | 130.22Mn | 32.67Mn | 21.66Mn | 9.02 | 16.63% | 0.00% | |
| FNWD 2nd | Finward Bancorp | $188.23Mn | 43.44 | -2.73% | +29.94% | 68.94Mn | 17.58Mn | 9.82Mn | 19.00 | 14.24% | 0.01% | |
| WHG 2nd | Westwood Holdings | $166.37Mn | 18.68 | -3.71% | +9.88% | 103.98Mn | 26.57Mn | 7.27Mn | 22.03 | 6.99% | 0.00% | |
| SAMG 2nd | Silvercrest Asset Management | $130.09Mn | 10.98 | +0.27% | -21.29% | 126.86Mn | 32.71Mn | 2.10Mn | 89.08 | 0.74% | 0.08% | |
| FKYS 2nd | First Keystone | $120.13Mn | 19.00 | -0.73% | +16.92% | 46.55Mn | 12.46Mn | 7.92Mn | 15.01 | 17.02% | 0.00% | |
| CBKM 2nd | Consumers Bancorp | $98.81Mn | 31.30 | -0.79% | +30.42% | 45.84Mn | 11.84Mn | 11.16Mn | 8.89 | 24.35% | 0.03% | |
| QDMI 2nd | QDM International | $88.95Mn | 10.30 | +0.00% | -39.41% | 26.27Mn | 8.39Mn | 8.49Mn | 11.09 | 32.31% | 0.00% | |
| MGLD 2nd | Marygold Companies | $84.57Mn | 1.98 | +0.51% | +96.04% | 28.72Mn | 6.93Mn | -4.37Mn | -19.36 | -15.22% | 0.00% | |
| JUVF 2nd | Juniata Valley Financial | $79.64Mn | 15.82 | -1.13% | +11.02% | 33.86Mn | 8.80Mn | 9.38Mn | 8.49 | 27.71% | 5.56% | |
| BLNC | Balance Labs | $52.47Mn | 1.12 | +0.00% | -28.66% | -10.17K | 7.33K | -31.67Mn | -1.66 | — | — | |
| JFU 2nd | 9F | $46.62Mn | 1.98 | -14.66% | -60.08% | — | — | — | 1.80 | — | 0.00% | |
| SNNF 2nd | Seneca Bancorp | $24.94Mn | 13.85 | +1.84% | +39.90% | 10.59Mn | 3.23Mn | 263.00K | 86.09 | 2.48% | 0.00% | |
| FOFA 2nd | Family Office Of America | $23.86Mn | 0.78 | +0.00% | +44.44% | 1.31Mn | 532.67K | -155.56K | -152.88 | -11.91% | — | |
| PLUT 2nd | Plutus Financial | $19.34Mn | 1.26 | -3.08% | -64.61% | — | — | — | -3.61 | — | 0.00% | |
| STLY 2nd | HG Holdings | $17.66Mn | 3.50 | +2.94% | -21.35% | 16.23Mn | 4.46Mn | 2.49Mn | 7.69 | 14.15% | 0.00% | |
| FDCT 2nd | Fdctech | $17.56Mn | 4.15 | +0.00% | -46.45% | — | — | — | — | — | — | |
| GRNQ | Greenpro Capital | $12.31Mn | 6.79 | +6.09% | -60.29% | 2.00Mn | 302.17K | -3.39Mn | -3.57 | -169.57% | 0.00% | |
| AURE | Aurelion | $7.56Mn | 0.96 | -4.95% | -75.19% | — | — | -2.88Tn | 0.00 | — | 0.00% | |
| SKAS 2nd | Saker Aviation Services | $6.57Mn | 6.50 | +0.00% | -4.41% | 35.00K | 15.00K | -553.56K | -11.87 | -1,581.60% | 0.00% | |
| BRWC 2nd | Birdie Win | $4.64Mn | 0.69 | +0.00% | +46.81% | 20.00K | 5.00K | -27.47K | -168.77 | -137.37% | — | |
| AXG 2nd | Solowin Holdings | $1.32Mn | 1.40 | -18.13% | -59.54% | — | — | — | -0.07 | — | 0.00% | |
| GSIW 2nd | Garden Stage | $795.31K | 10.18 | -3.05% | -70.75% | — | — | — | -0.06 | — | — | |
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About this list
How many Financial Advisory stocks are there?
This list holds 71 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.