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Investment Advice
The 62 US-listed Investment Advice companies we cover, ranked by market cap. Updated
The largest Investment Advice companies by market cap: Blackstone Inc., KKR & Co., Apollo Global Management, Ameriprise Financial, Ares Management. Together, the 61 companies we cover report $264.1B in combined trailing-twelve-month revenue — the sum of covered companies' reported revenue, not an industry market-size estimate.
Investment Advice heatmap
Tile size is market cap; color is the latest daily change.
Technical signals in Investment Advice
Chart conditions currently in force among Investment Advice stocks — each opens the screener filtered to Investment Advice + that signal.
Golden Cross Investment Advice Stocks
Investment Advice stocks whose 50-day moving average has just crossed above the 200-day — a widely-watched long-term trend signal. A live technical scan, refreshed daily — informational, not advice.
Golden Cross screener →RSI Bounce Investment Advice Stocks
Investment Advice stocks where the 14-day RSI has just turned up out of oversold. A live technical scan, refreshed daily — informational, not advice.
RSI-bounce screener →Near 52-Week High Investment Advice Stocks
Investment Advice stocks trading within 10% of their 52-week high. A live technical scan, refreshed daily — informational, not advice.
52-week-high screener →MACD Bullish Investment Advice Stocks
Investment Advice stocks with a bullish MACD (the MACD line above its signal line). A live technical scan, refreshed daily — informational, not advice.
MACD-bullish screener →Uptrend Investment Advice Stocks
Investment Advice stocks stacked in an uptrend, with price above the 20-, 50- and 200-day averages. A live technical scan, refreshed daily — informational, not advice.
Uptrend screener →Above the 200-Day Average Investment Advice Stocks
Investment Advice stocks trading above their 200-day moving average. A live technical scan, refreshed daily — informational, not advice.
Above-200-day screener →Companies
| BX | Blackstone Inc. | 137.67 | -0.77% | $103.3B |
| KKR | KKR & Co. | 109.75 | +3.09% | $98.5B |
| APO | Apollo Global Management | 134.52 | +1.68% | $79.4B |
| AMP | Ameriprise Financial | 565.10 | +2.41% | $49.9B |
| ARES | Ares Management | 141.53 | +2.47% | $44.3B |
| TROW | T. Rowe Price | 110.88 | +1.35% | $23.7B |
| BEN | Franklin Resources | 33.55 | +1.57% | $17.0B |
| CG | Carlyle Group Inc. | 47.76 | +1.27% | $17.0B |
| PS | PERSHING SQUARE INC. | 37.02 | +1.27% | $14.8B |
| IVZ | Invesco | 32.72 | +3.09% | $14.4B |
| EVR | Evercore Inc. | 296.92 | +2.82% | $11.5B |
| AMG | Affiliated Managers Group, Inc. | 365.71 | +2.69% | $9.5B |
| HLI | Houlihan Lokey, Inc. | 136.83 | +2.73% | $9.1B |
| TPG | Tpg Inc. | 53.23 | +1.71% | $8.6B |
| OWL | Blue Owl Capital Inc. | 11.84 | +1.98% | $8.1B |
| MORN | Morningstar, Inc. | 215.75 | +2.84% | $8.1B |
| VCTR | Victory Capital Holdings, Inc. | 113.43 | +1.85% | $7.0B |
| LAZ | Lazard, Inc. | 44.34 | +3.19% | $5.0B |
| PJT | Pjt Partners Inc. | 186.13 | +2.61% | $4.6B |
| FHI | Federated Hermes, Inc. | 62.18 | +2.34% | $4.5B |
| STEP | Stepstone Group Inc. | 50.91 | +0.77% | $4.2B |
| CNS | Cohen & Steers, Inc. | 78.98 | +2.19% | $4.1B |
| AB | Alliancebernstein Holding L.P. | 37.05 | +1.01% | $3.4B |
| APAM | Artisan Partners Asset Management Inc. | 41.16 | +0.00% | $3.3B |
| AAMI | Acadian Asset Management Inc. | 92.23 | +2.35% | $3.3B |
| DBRG | Digitalbridge Group, Inc. | 15.94 | -0.13% | $3.0B |
| LCLN | Lincoln International, Inc. | 26.82 | +3.29% | $2.7B |
| VRTS | Virtus Investment Partners, Inc. | 157.96 | +0.66% | $1.0B |
| ABX | Abacus Global Management, Inc. | 9.77 | +2.09% | $955M |
| RPC | Ridgepost Capital, Inc. | 8.57 | +3.13% | $939M |
| GCMG | Gcm Grosvenor Inc. | 13.34 | +1.99% | $814M |
| ALTI | AlTi Global, Inc. | 3.82 | -2.30% | $412M |
| RILY | BRC Group Holdings, Inc. | 7.10 | +1.65% | $285M |
| WHG | WESTWOOD HOLDINGS GROUP INC | 19.01 | -0.26% | $169M |
| HNNA | HENNESSY ADVISORS INC | 10.23 | +1.54% | $81M |
| SAMG | Silvercrest Asset Management Group Inc. | 10.02 | +0.10% | $77M |
| GROW | U S GLOBAL INVESTORS INC | 3.27 | -1.21% | $41M |
| MLCI | Mount Logan Capital Inc. | 3.25 | -1.52% | $36M |
| ILLR | Triller Group Inc. | 0.90 | -10.35% | $18M |
| HLNE | Hamilton Lane Inc | 103.35 | +0.25% | $0 |
| PAX | Patria Investments Ltd | 11.30 | -0.26% | — |
| VINP | Vinci Compass Investments Ltd. | 9.87 | -0.35% | — |
| MGRB | AFFILIATED MANAGERS GROUP, INC. | 16.05 | +1.20% | — |
| BAM | Brookfield Asset Management Ltd. | 50.70 | +2.04% | — |
| RILYP | BRC Group Holdings, Inc. | 12.65 | +0.56% | — |
| TPGXL | TPG Inc. | 21.73 | -0.07% | — |
| RILYZ | BRC Group Holdings, Inc. | 20.70 | -0.14% | — |
| MC | Moelis & Co | 68.15 | +0.99% | — |
| KKRS | KKR & Co. Inc. | 15.98 | -0.50% | — |
| APOS | Apollo Global Management, Inc. | 25.11 | -0.32% | — |
| NOAH | NOAH HOLDINGS LTD | 8.31 | -0.54% | — |
| RILYT | BRC Group Holdings, Inc. | 21.75 | +0.62% | — |
| MGR | AFFILIATED MANAGERS GROUP, INC. | 19.64 | +0.72% | — |
| RILYN | BRC Group Holdings, Inc. | 25.18 | +0.12% | — |
| MAAS | Maase Inc. | 16.71 | -3.05% | — |
| ABXL | Abacus Global Management, Inc. | 25.51 | +0.43% | — |
| BVC | BitVentures Ltd | 15.70 | +1.42% | — |
| MGRE | AFFILIATED MANAGERS GROUP, INC. | 22.18 | +0.70% | — |
| CGABL | Carlyle Group Inc. | 15.98 | -0.12% | — |
| KKRT | KKR & Co. Inc. | 23.30 | +0.13% | — |
| RILYL | BRC Group Holdings, Inc. | 13.31 | -0.78% | — |
| MGRD | AFFILIATED MANAGERS GROUP, INC. | 14.60 | -0.07% | — |
Frequently asked questions
How many Investment Advice companies are there?
We cover 62 US-listed Investment Advice companies as of 2026-09-18, refreshed every trading day.
Who are the largest Investment Advice companies?
By market cap, the largest Investment Advice companies we cover are Blackstone Inc. (BX), KKR & Co. (KKR), Apollo Global Management (APO).
What is the combined market cap of the Investment Advice industry?
The 62 US-listed Investment Advice companies we cover have a combined market capitalization of $567.4 billion as of 2026-09-18.
What is the total revenue of the Investment Advice industry?
The combined trailing-twelve-month revenue of the US-listed Investment Advice companies we cover is $264.1 billion. This is the sum of covered companies' reported revenue — not an industry market-size estimate.
What is the average dividend yield of Investment Advice companies?
The cap-weighted average dividend yield of the Investment Advice stocks we cover is 2.38%.
Industry classification from SEC EDGAR (SIC) · Databento EQUS.MINI (prices) · combined figures are sums/averages of the US-listed companies we cover. Informational only — not financial advice.