The Tip Desk

Investment Advice

40 stocks in Financial Services · SIC 6282.

Company snapshot 2026-11-13 · Calculated market cap as of 2026-11-06 · USD

Stocks in Investment Advice. Sorted by market cap, largest first.
Ticker Company Market Cap Revenue (TTM) Net Income (TTM)
BX Blackstone Inc. $89.94B $16.08BTTM ended 2026-09-30 $3.56BTTM ended 2026-09-30
KKR KKR & Co. Inc. $88.24B $21.31BTTM ended 2026-06-30 $3.15BTTM ended 2026-06-30
BAM Brookfield Asset Management Ltd. $83.79B $5.74BTTM ended 2026-06-30 $3.06BTTM ended 2026-06-30
APO Apollo Global Management, Inc. $69.24B $30.82BTTM ended 2026-09-30 −$918.00MTTM ended 2026-09-30
AMP AMERIPRISE FINANCIAL INC $44.22B $20.14BTTM ended 2026-09-30 $4.16BTTM ended 2026-09-30
ARES Ares Management Corp $44.16B $5.41BTTM ended 2026-09-30 $432.80MTTM ended 2026-09-30
TROW PRICE T ROWE GROUP INC $23.19B $7.70BTTM ended 2026-09-30 $2.19BTTM ended 2026-09-30
TPG TPG Inc. $17.99B $5.05BTTM ended 2026-09-30 $268.72MTTM ended 2026-09-30
BEN FRANKLIN RESOURCES INC $16.37B $9.32BTTM ended 2026-06-30 $812.80MTTM ended 2026-06-30
OWL BLUE OWL CAPITAL INC. $15.49B $3.07BTTM ended 2026-09-30 $94.56MTTM ended 2026-09-30
CG Carlyle Group Inc. $14.24B $3.61BTTM ended 2026-09-30 $355.30MTTM ended 2026-09-30
IVZ Invesco Ltd. $11.90B $7.14BTTM ended 2026-09-30 −$82.30MTTM ended 2026-09-30
EVR Evercore Inc. $11.02B $4.87BTTM ended 2026-09-30 $761.25MTTM ended 2026-09-30
HLI HOULIHAN LOKEY, INC. $10.22B $2.56BTTM ended 2026-09-30 $403.70MTTM ended 2026-09-30
MORN Morningstar, Inc. $9.17B $2.62BTTM ended 2026-09-30 $445.50MTTM ended 2026-09-30
AMG AFFILIATED MANAGERS GROUP, INC. $9.06B $2.27BTTM ended 2026-06-30 $856.30MTTM ended 2026-06-30
VCTR Victory Capital Holdings, Inc. $6.95B $1.59BTTM ended 2026-09-30 $455.66MTTM ended 2026-09-30
STEP StepStone Group Inc. $5.17B $2.01BTTM ended 2026-06-30 −$613.20MTTM ended 2026-06-30
HLNE Hamilton Lane INC $5.03B $871.92MTTM ended 2026-09-30 $282.49MTTM ended 2026-09-30
FHI FEDERATED HERMES, INC. $4.73B $1.97BTTM ended 2026-09-30 $419.62MTTM ended 2026-09-30
MC Moelis & Co $4.57B — $262.99MTTM ended 2026-09-30
LAZ Lazard, Inc. $4.23B $3.38BTTM ended 2026-09-30 $184.75MTTM ended 2026-09-30
PJT PJT Partners Inc. $3.87B $1.81BTTM ended 2026-09-30 $191.52MTTM ended 2026-09-30
CNS COHEN & STEERS, INC. $3.77B $599.60MTTM ended 2026-09-30 $168.83MTTM ended 2026-09-30
AAMI Acadian Asset Management Inc. $3.24B $715.50MTTM ended 2026-09-30 $121.80MTTM ended 2026-09-30
APAM Artisan Partners Asset Management Inc. $3.23B $1.26BTTM ended 2026-09-30 $308.86MTTM ended 2026-09-30
AB ALLIANCEBERNSTEIN HOLDING L.P. $3.21B — $311.90MTTM ended 2026-09-30
OAK-PA Brookfield Oaktree Holdings, LLC $3.19B $617.93MTTM ended 2026-06-30 $327.80MTTM ended 2026-06-30
GCMG GCM Grosvenor Inc. $2.54B $571.18MTTM ended 2026-06-30 $44.50MTTM ended 2026-06-30
RPC Ridgepost Capital, Inc. $1.07B $325.91MTTM ended 2026-09-30 $35.15MTTM ended 2026-09-30
ABX Abacus Global Management, Inc. $855.68M $267.28MTTM ended 2026-06-30 $28.20MTTM ended 2026-06-30
VRTS VIRTUS INVESTMENT PARTNERS, INC. $826.98M $825.30MTTM ended 2026-06-30 $115.95MTTM ended 2026-06-30
VALU VALUE LINE INC $414.97M $32.89MTTM ended 2026-07-31 $19.82MTTM ended 2026-07-31
ALTI AlTi Global, Inc. $371.15M $276.62MTTM ended 2026-06-30 −$113.02MTTM ended 2026-06-30
WHG WESTWOOD HOLDINGS GROUP INC $176.07M $103.98MTTM ended 2026-09-30 $7.27MTTM ended 2026-09-30
RILY BRC Group Holdings, Inc. $152.36M $902.57MTTM ended 2026-09-30 $79.66MTTM ended 2026-09-30
SAMG Silvercrest Asset Management Group Inc. $130.09M $126.86MTTM ended 2026-09-30 $935.00KTTM ended 2026-09-30
HNNA HENNESSY ADVISORS INC $83.15M $33.34MTTM ended 2026-06-30 $8.26MTTM ended 2026-06-30
MLCI Mount Logan Capital Inc. $39.61M $40.78MTTM ended 2026-06-30 −$63.35MTTM ended 2026-06-30
GROW U S GLOBAL INVESTORS INC $30.25M $14.40MTTM ended 2026-06-30 $3.06MTTM ended 2026-06-30