Investment Advice Stocks
58 investment advice stocks with fundamental analysis, valuation charts, and SEC filing data. Industry median P/E is 18.7, median ROIC 12.1%, and combined market cap of $668.0B.
Blackstone is the world's largest alternative asset manager with over $1.3 trillion in total assets under management as of December 31, 2025, serving institutional investors including pension funds an.
KKR is a leading global alternative asset manager and insurance provider with $744 billion in assets under management as of December 31, 2025, operating through three integrated business segments: Ass.
Apollo is a global alternative asset manager and retirement services provider founded in 1990, operating through three reportable segments: Asset Management, Retirement Services, and Principal Investi.
Ameriprise Financial is a holding company providing financial planning, products, and services across multiple segments designed to address clients' cash and liquidity, asset accumulation, income, pro.
Ares is a leading global alternative investment manager with $622.5 billion of assets under management and over 4,250 employees across more than 55 offices in more than 25 countries.
T. Rowe Price Group is a global asset management holding company providing investment advisory services through subsidiaries to individuals, advisors, institutions, and retirement plan sponsors across.
Carlyle is a global investment firm managing $477 billion in assets under management across three business segments: Global Private Equity, Global Credit, and Carlyle AlpInvest.
Franklin Resources is a global investment management holding company operating through specialist investment managers under brand names including Franklin, Templeton, Putnam, Legg Mason, and others, m.
Evercore is the leading independent investment banking firm globally, advising on merger and acquisition transactions without the conflicts inherent in large, multi-product financial institutions.
Invesco Ltd. is an independent global investment manager with approximately 7,500 employees and operations in over 20 countries, serving clients in more than 120 countries with approximately $2.2 tril.
AMG is a strategic partner to leading independent investment firms globally, investing in high-quality partner-owned affiliates and allocating capital to areas of highest growth and return.
Houlihan Lokey, Inc., established in 1972, is a leading global independent investment bank providing mergers and acquisitions advisory, capital markets services, financial restructurings and liability.
Janus Henderson Group plc is an independent global asset manager with $493.2 billion in assets under management as of December 31, 2025, serving institutional and retail clients across North America, .
Morningstar is a leading global provider of independent investment insights operating through five reportable segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, .
Federated Hermes is a global active investment manager with $902.6 billion in assets under management as of December 31, 2025, operating a single investment management segment that earns revenue prima.