The Tip Desk

Investment Advice

43 stocks in Financial Services · SIC 6282.

Company snapshot 2026-10-09 · Calculated market cap as of 2026-10-02 · USD

Stocks in Investment Advice. Sorted by market cap, largest first.
Ticker Company Market Cap Revenue (TTM) Net Income (TTM)
BX Blackstone Inc. $84.25B $16.11BTTM ended 2026-06-30 $3.52BTTM ended 2026-06-30
KKR KKR & Co. Inc. $81.90B $21.31BTTM ended 2026-06-30 $3.15BTTM ended 2026-06-30
BAM Brookfield Asset Management Ltd. $71.17B $5.74BTTM ended 2026-06-30 $3.06BTTM ended 2026-06-30
APO Apollo Global Management, Inc. $67.52B $35.90BTTM ended 2026-06-30 $1.88BTTM ended 2026-06-30
AMP AMERIPRISE FINANCIAL INC $43.71B $19.84BTTM ended 2026-06-30 $3.95BTTM ended 2026-06-30
ARES Ares Management Corp $38.50B $5.30BTTM ended 2026-06-30 $636.35MTTM ended 2026-06-30
TROW PRICE T ROWE GROUP INC $22.58B $7.59BTTM ended 2026-06-30 $2.22BTTM ended 2026-06-30
TPG TPG Inc. $17.20B $5.06BTTM ended 2026-06-30 $236.23MTTM ended 2026-06-30
BEN FRANKLIN RESOURCES INC $16.51B $9.32BTTM ended 2026-06-30 $812.80MTTM ended 2026-06-30
CG Carlyle Group Inc. $14.39B $3.61BTTM ended 2026-06-30 $363.90MTTM ended 2026-06-30
OWL BLUE OWL CAPITAL INC. $13.95B $2.99BTTM ended 2026-06-30 $80.91MTTM ended 2026-06-30
IVZ Invesco Ltd. $13.43B $6.90BTTM ended 2026-06-30 −$81.50MTTM ended 2026-06-30
EVR Evercore Inc. $9.96B $4.74BTTM ended 2026-06-30 $745.05MTTM ended 2026-06-30
AMG AFFILIATED MANAGERS GROUP, INC. $9.62B $2.27BTTM ended 2026-06-30 $856.30MTTM ended 2026-06-30
HLI HOULIHAN LOKEY, INC. $8.97B $2.52BTTM ended 2026-06-30 $405.70MTTM ended 2026-06-30
MORN Morningstar, Inc. $7.17B $2.57BTTM ended 2026-06-30 $421.60MTTM ended 2026-06-30
VCTR Victory Capital Holdings, Inc. $6.87B $1.56BTTM ended 2026-06-30 $460.90MTTM ended 2026-06-30
STEP StepStone Group Inc. $5.40B $2.01BTTM ended 2026-06-30 −$613.20MTTM ended 2026-06-30
HLNE Hamilton Lane INC $4.88B $858.37MTTM ended 2026-06-30 $275.90MTTM ended 2026-06-30
MC Moelis & Co $4.46B — $256.51MTTM ended 2026-06-30
FHI FEDERATED HERMES, INC. $4.19B $1.93BTTM ended 2026-06-30 $411.86MTTM ended 2026-06-30
LAZ Lazard, Inc. $4.03B $3.30BTTM ended 2026-03-31 $277.37MTTM ended 2026-03-31
CNS COHEN & STEERS, INC. $3.76B $583.89MTTM ended 2026-06-30 $168.30MTTM ended 2026-06-30
PJT PJT Partners Inc. $3.59B $1.87BTTM ended 2026-06-30 $199.53MTTM ended 2026-06-30
AAMI Acadian Asset Management Inc. $3.34B $668.50MTTM ended 2026-06-30 $101.40MTTM ended 2026-06-30
OAK-PA Brookfield Oaktree Holdings, LLC $3.28B $617.93MTTM ended 2026-06-30 $327.80MTTM ended 2026-06-30
AB ALLIANCEBERNSTEIN HOLDING L.P. $3.26B — $312.51MTTM ended 2026-06-30
DBRG DigitalBridge Group, Inc. $3.00B $632.63MTTM ended 2026-06-30 $343.77MTTM ended 2026-06-30
APAM Artisan Partners Asset Management Inc. $2.93B $1.25BTTM ended 2026-06-30 $300.50MTTM ended 2026-06-30
GCMG GCM Grosvenor Inc. $2.65B $571.18MTTM ended 2026-06-30 $44.50MTTM ended 2026-06-30
VRTS VIRTUS INVESTMENT PARTNERS, INC. $879.36M $825.30MTTM ended 2026-06-30 $115.95MTTM ended 2026-06-30
RPC Ridgepost Capital, Inc. $826.79M $312.91MTTM ended 2026-06-30 $27.38MTTM ended 2026-06-30
ABX Abacus Global Management, Inc. $771.58M $267.28MTTM ended 2026-06-30 $28.20MTTM ended 2026-06-30
ALTI AlTi Global, Inc. $464.71M $276.62MTTM ended 2026-06-30 −$113.02MTTM ended 2026-06-30
VALU VALUE LINE INC $371.62M $32.89MTTM ended 2026-07-31 $19.82MTTM ended 2026-07-31
RILY BRC Group Holdings, Inc. $203.01M $1.15BTTM ended 2026-06-30 $411.74MTTM ended 2026-06-30
WHG WESTWOOD HOLDINGS GROUP INC $184.09M $101.70MTTM ended 2026-06-30 $7.88MTTM ended 2026-06-30
SAMG Silvercrest Asset Management Group Inc. $124.28M $125.44MTTM ended 2026-06-30 $905.00KTTM ended 2026-06-30
HNNA HENNESSY ADVISORS INC $82.13M $33.34MTTM ended 2026-06-30 $8.26MTTM ended 2026-06-30
MLCI Mount Logan Capital Inc. $37.82M $40.78MTTM ended 2026-06-30 −$63.35MTTM ended 2026-06-30
GROW U S GLOBAL INVESTORS INC $35.30M $14.40MTTM ended 2026-06-30 $3.06MTTM ended 2026-06-30
ILLR Triller Group Inc. $5.68M $21.58MTTM ended 2026-06-30 −$149.87MTTM ended 2026-06-30
JHG JANUS HENDERSON GROUP PLC — $3.17BTTM ended 2026-03-31 $786.10MTTM ended 2026-03-31