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Investment Advice
The 59 US-listed Investment Advice companies we cover, ranked by market cap. Updated
The largest Investment Advice companies by market cap: Blackstone Inc., KKR & Co., Brookfield Asset Management Ltd., Apollo Global Management, Ameriprise Financial. Together, the 47 companies we cover report $168.1B 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.
Oversold Investment Advice Stocks
Investment Advice stocks with a 14-day RSI below 30, the level chartists call oversold. A live technical scan, refreshed daily — informational, not advice.
Oversold 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. | 118.20 | -1.63% | $88.7B |
| KKR | KKR & Co. | 95.96 | -2.08% | $86.1B |
| BAM | Brookfield Asset Management Ltd. | 50.93 | -1.04% | $81.3B |
| APO | Apollo Global Management | 113.67 | -4.91% | $67.1B |
| AMP | Ameriprise Financial | 504.63 | +0.05% | $43.8B |
| ARES | Ares Management | 128.93 | -3.00% | $40.4B |
| TROW | T. Rowe Price | 106.23 | +0.34% | $22.7B |
| PS | PERSHING SQUARE INC. | 46.50 | -0.34% | $18.6B |
| BEN | Franklin Resources | 32.37 | +1.30% | $16.4B |
| CG | Carlyle Group Inc. | 40.91 | -0.37% | $14.6B |
| IVZ | Invesco | 28.26 | +1.65% | $12.4B |
| EVR | Evercore Inc. | 297.23 | -1.99% | $11.4B |
| HLI | Houlihan Lokey, Inc. | 146.75 | +0.16% | $10.2B |
| AMG | Affiliated Managers Group, Inc. | 369.35 | -0.29% | $9.6B |
| MORN | Morningstar, Inc. | 236.96 | -0.67% | $8.8B |
| TPG | Tpg Inc. | 48.39 | +0.39% | $8.4B |
| OWL | Blue Owl Capital Inc. | 10.32 | -2.82% | $7.1B |
| VCTR | Victory Capital Holdings, Inc. | 115.86 | +1.34% | $7.1B |
| FHI | Federated Hermes, Inc. | 62.19 | -0.59% | $4.6B |
| LAZ | Lazard, Inc. | 38.32 | -2.15% | $4.2B |
| CNS | Cohen & Steers, Inc. | 73.11 | -1.68% | $3.8B |
| PJT | Pjt Partners Inc. | 146.96 | -4.18% | $3.8B |
| STEP | Stepstone Group Inc. | 44.40 | -1.03% | $3.7B |
| AB | Alliancebernstein Holding L.P. | 35.06 | -0.11% | $3.2B |
| APAM | Artisan Partners Asset Management Inc. | 38.66 | +0.62% | $3.1B |
| AAMI | Acadian Asset Management Inc. | 87.92 | +0.50% | $3.1B |
| LCLN | Lincoln International, Inc. | 25.89 | +0.04% | $2.6B |
| RPC | Ridgepost Capital, Inc. | 9.41 | -2.28% | $1.0B |
| ABX | Abacus Global Management, Inc. | 8.63 | -0.23% | $844M |
| VRTS | Virtus Investment Partners, Inc. | 121.48 | +0.04% | $805M |
| GCMG | Gcm Grosvenor Inc. | 12.75 | -1.77% | $779M |
| VALU | VALUE LINE INC | 46.61 | +2.15% | $437M |
| ALTI | AlTi Global, Inc. | 2.48 | -3.32% | $285M |
| WHG | WESTWOOD HOLDINGS GROUP INC | 18.98 | -1.79% | $169M |
| RILY | BRC Group Holdings, Inc. | 3.76 | -2.34% | $151M |
| SAMG | Silvercrest Asset Management Group Inc. | 10.80 | -0.60% | $85M |
| HNNA | HENNESSY ADVISORS INC | 10.38 | +0.48% | $82M |
| MLCI | Mount Logan Capital Inc. | 3.61 | +0.56% | $40M |
| GROW | U S GLOBAL INVESTORS INC | 2.71 | -0.18% | $34M |
| HLNE | Hamilton Lane Inc | 88.69 | +0.93% | $0 |
| MAAS | Maase Inc. | 12.08 | -3.51% | — |
| KKRS | KKR & Co. Inc. | 15.01 | -0.73% | — |
| NOAH | NOAH HOLDINGS LTD | 6.75 | -2.32% | — |
| APOS | Apollo Global Management, Inc. | 25.09 | -0.67% | — |
| MGRD | AFFILIATED MANAGERS GROUP, INC. | 13.77 | -0.22% | — |
| KKRT | KKR & Co. Inc. | 22.36 | -1.41% | — |
| RILYZ | BRC Group Holdings, Inc. | 17.00 | -1.08% | — |
| MGRB | AFFILIATED MANAGERS GROUP, INC. | 15.29 | -0.26% | — |
| TPGXL | TPG Inc. | 20.55 | +0.83% | — |
| CGABL | Carlyle Group Inc. | 15.02 | +3.02% | — |
| MGR | AFFILIATED MANAGERS GROUP, INC. | 18.65 | +0.48% | — |
| BVC | BitVentures Ltd | 14.91 | +5.63% | — |
| MC | Moelis & Co | 59.25 | -2.88% | — |
| MGRE | AFFILIATED MANAGERS GROUP, INC. | 20.97 | -1.69% | — |
| PAX | Patria Investments Ltd | 9.37 | -0.21% | — |
| RILYL | BRC Group Holdings, Inc. | 8.35 | +2.08% | — |
| RILYT | BRC Group Holdings, Inc. | 18.99 | -1.96% | — |
| VINP | Vinci Compass Investments Ltd. | 8.65 | -0.80% | — |
| ABXL | Abacus Global Management, Inc. | 25.25 | -0.47% | — |
Frequently asked questions
How many Investment Advice companies are there?
We cover 59 US-listed Investment Advice companies as of 2026-11-04, 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), Brookfield Asset Management Ltd. (BAM).
What is the combined market cap of the Investment Advice industry?
The 59 US-listed Investment Advice companies we cover have a combined market capitalization of $591.7 billion as of 2026-11-04.
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 $168.1 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 2.69%.
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.