Investment Advice Companies
FilingsAtlas covers 42 publicly traded US companies in the Investment Advice industry (SEC SIC code 6282). Together they are worth about $534.69B in market value; the largest are Blackstone (BX), KKR (KKR), Brookfield Asset Management (BAM). By revenue, the biggest is Apollo Global Management with $32.05B in fiscal 2025. 37 of the 42 companies with a reported fiscal year were profitable.
| # | Company | Ticker | Market Cap | Revenue (latest FY) | Net Income | Revenue YoY | P/E |
|---|---|---|---|---|---|---|---|
| 1 | Blackstone Inc. | BX | $87.97B | $14.45B FY2025 | $3.02B | +9.2% | 28.4 |
| 2 | KKR & Co. Inc. | KKR | $82.42B | $19.46B FY2025 | $2.37B | -11.0% | 37.2 |
| 3 | Brookfield Asset Management Ltd. | BAM | $72.93B | $4.82B FY2025 | $2.40B | — | 29.8 |
| 4 | Apollo Global Management, Inc. | APO | $70.96B | $32.05B FY2025 | $3.49B | +22.7% | 21.0 |
| 5 | Ameriprise Financial Inc | AMP | $45.83B | $18.91B FY2025 | $3.56B | +5.5% | 13.6 |
| 6 | Price T Rowe Group Inc | TROW | $21.72B | $7.31B FY2025 | $2.09B | +3.1% | 11.0 |
| 7 | TPG Inc. | TPG | $16.53B | $4.67B FY2025 | $184.6M | +33.4% | 95.3 |
| 8 | Franklin Resources Inc | BEN | $16.09B | $8.77B FY2025 | $524.9M | +3.5% | 34.3 |
| 9 | Carlyle Group Inc. | CG | $13.68B | $4.78B FY2025 | $808.7M | -11.9% | 17.1 |
| 10 | Invesco Ltd. | IVZ | $13.14B | $6.38B FY2025 | -$281.7M | +5.1% | — |
| 11 | Evercore Inc. | EVR | $10.86B | $3.88B FY2025 | $591.9M | +29.5% | 18.8 |
| 12 | Affiliated Managers Group, Inc. | AMG | $10.20B | $2.07B FY2025 | $716.6M | +1.6% | 16.7 |
| 13 | Houlihan Lokey, Inc. | HLI | $8.76B | $2.62B FY2026 | $425.7M | +9.6% | 20.8 |
| 14 | Morningstar, Inc. | MORN | $7.79B | $2.45B FY2025 | $374.2M | +7.5% | 23.0 |
| 15 | Victory Capital Holdings, Inc. | VCTR | $6.88B | $1.31B FY2025 | $330.1M | +46.2% | 26.9 |
| 16 | Blue Owl Capital Inc. | OWL | $6.40B | $567.8M FY2025 | $78.8M | +7.6% | 92.9 |
| 17 | Hamilton Lane INC | HLNE | $4.48B | $759.0M FY2026 | $249.2M | +6.5% | 14.0 |
| 18 | Moelis & Co | MC | $4.45B | $0 FY2025 | $233.0M | — | 19.2 |
| 19 | Federated Hermes, Inc. | FHI | $3.96B | $1.80B FY2025 | $403.3M | +10.3% | 10.7 |
| 20 | Lazard, Inc. | LAZ | $3.92B | $3.19B FY2025 | $236.8M | +1.5% | 16.8 |
| 21 | PJT Partners Inc. | PJT | $3.90B | $1.71B FY2025 | $180.1M | +14.8% | 20.5 |
| 22 | Cohen & Steers, Inc. | CNS | $3.57B | $556.1M FY2025 | $153.2M | +7.5% | 23.2 |
| 23 | StepStone Group Inc. | STEP | $3.46B | $1.99B FY2026 | -$535.8M | +69.7% | — |
| 24 | Acadian Asset Management Inc. | AAMI | $3.27B | $563.7M FY2025 | $80.0M | +11.5% | 41.4 |
| 25 | DigitalBridge Group, Inc. | DBRG | $2.91B | $94.0M FY2025 | $141.9M | -84.5% | 34.8 |
| 26 | GCM Grosvenor Inc. | GCMG | $2.61B | $557.6M FY2025 | $45.4M | +8.5% | 30.6 |
| 27 | Artisan Partners Asset Management Inc. | APAM | $2.07B | $1.20B FY2025 | $290.3M | +7.6% | 7.7 |
| 28 | P10, Inc. | PX | $977.6M | $297.3M FY2025 | $19.5M | +0.3% | 48.1 |
| 29 | Virtus Investment Partners, Inc. | VRTS | $867.4M | $852.9M FY2025 | $138.4M | -6.0% | 6.4 |
| 30 | Abacus Global Management, Inc. | ABL | $799.5M | $235.2M FY2025 | $36.5M | +110.2% | 22.6 |
| 31 | Value Line Inc | VALU | $415.3M | $33.4M FY2026 | $21.6M | -4.7% | 19.2 |
| 32 | AlTi Global, Inc. | ALTI | $267.7M | $255.0M FY2025 | -$119.7M | +23.2% | — |
| 33 | B. Riley Financial, Inc. | RILY | $187.5M | $967.6M FY2025 | $307.4M | +15.4% | 0.5 |
| 34 | Westwood Holdings Group Inc | WHG | $173.2M | $97.8M FY2025 | $7.1M | +3.2% | 24.1 |
| 35 | Hennessy Advisors Inc | HNNA | $82.9M | $35.5M FY2025 | $10.0M | +19.9% | 8.1 |
| 36 | Silvercrest Asset Management Group Inc. | SAMG | $81.4M | $125.3M FY2025 | $4.9M | +1.4% | 18.8 |
| 37 | U S Global Investors Inc | GROW | $36.3M | $14.4M FY2026 | $3.1M | +70.4% | 11.9 |
| 38 | Yukon New Parent, Inc. | MLCI | $34.5M | $53.6M FY2025 | -$60.8M | — | — |
| 39 | Triller Group Inc. | ILLR | $1.6M | $21.6M FY2025 | -$174.5M | -21.3% | — |
| 40 | Brookfield Oaktree Holdings, LLC | OAK-PA | — | $679.5M FY2025 | $249.2M | -12.7% | — |
| 41 | Alliancebernstein Holding L.P. | AB | — | $0 FY2025 | $299.8M | — | — |
| 42 | Ares Management Corp | ARES | — | $4.76B FY2025 | $527.4M | +28.9% | — |
Market cap and P/E use the latest closing price; revenue and net income are from each company's most recent annual report (10-K) filed with the SEC. Click a company for its full financial statements.