Investment Advice
44 companies in this industry report to the SEC and appear here. Together the 42 reporting revenue account for $155.42B in their latest annual periods. Each company is grouped by the Standard Industrial Classification code on its own filings, so the grouping is the regulator’s rather than ours. Figures are each company’s latest reported annual period; fiscal year ends differ.
| Company | Revenue | Net income | Total assets | Free cash flow |
|---|---|---|---|---|
| APO Broker-dealerApollo Global Management, Inc. | $32.05B | $3.49B | $460.95B | Unavailable |
| KKR Broker-dealerKKR & Co. Inc. | $19.46B | $2.37B | $410.14B | Unavailable |
| AMP Broker-dealerAMERIPRISE FINANCIAL INC | $18.91B | $3.56B | $190.90B | Unavailable |
| BX Broker-dealerBlackstone Inc. | $14.45B | $3.02B | $47.71B | $4.55B |
| BEN Broker-dealerFRANKLIN TEMPLETON INC | $8.77B | $524.90M | $32.37B | $911.60M |
| TROW Broker-dealerPRICE T ROWE GROUP INC | $7.31B | $2.09B | $14.34B | $1.48B |
| IVZ Broker-dealerInvesco Ltd. | $6.38B | Unavailable | $27.09B | $1.44B |
| BAM Broker-dealerBrookfield Asset Management Ltd. | $4.82B | $2.40B | $17.05B | Unavailable |
| CG Broker-dealerCarlyle Group Inc. | $4.78B | $808.70M | $29.12B | -$3.37B |
| ARES Broker-dealerAres Management Corp | $4.76B | $527.36M | $28.63B | Unavailable |
| TPG Broker-dealerTPG Inc. | $4.67B | $184.59M | $13.49B | Unavailable |
| EVR Broker-dealerEvercore Inc. | $3.88B | $591.92M | $5.36B | Unavailable |
| LAZ Broker-dealerLazard, Inc. | $3.19B | $236.83M | $4.94B | $487.38M |
| HLI Broker-dealerHOULIHAN LOKEY, INC. | $2.62B | $425.70M | $4.31B | $681.82M |
| MORN Broker-dealerMorningstar, Inc. | $2.45B | Unavailable | $3.59B | $442.60M |
| AMG Broker-dealerAFFILIATED MANAGERS GROUP, INC. | $2.07B | $716.60M | $9.21B | $967.10M |
| STEP Broker-dealerStepStone Group Inc. | $1.99B | -$535.81M | $6.76B | $63.86M |
| FHI Broker-dealerFEDERATED HERMES, INC. | $1.80B | $403.30M | $2.23B | $294.58M |
| PJT Broker-dealerPJT Partners Inc. | $1.71B | $180.12M | $1.84B | $480.44M |
| VCTR Broker-dealerVictory Capital Holdings, Inc. | $1.31B | $330.06M | $4.25B | $381.33M |
| APAM Broker-dealerArtisan Partners Asset Management Inc. | $1.20B | $290.32M | $1.58B | $171.62M |
| RILY Broker-dealerBRC Group Holdings, Inc. | $967.60M | $307.42M | $1.71B | Unavailable |
| VRTS Broker-dealerVIRTUS INVESTMENT PARTNERS, INC. | $852.86M | Unavailable | $4.29B | -$74.09M |
| HLNE Broker-dealerHamilton Lane INC | $758.99M | $249.18M | $2.30B | $419.07M |
| OAK.PA Broker-dealerBrookfield Oaktree Holdings, LLC | $679.55M | $249.24M | $6.80B | Unavailable |
| OWL Broker-dealerBLUE OWL CAPITAL INC. | $567.75M | $78.83M | $12.47B | $1.20B |
| AAMI Broker-dealerAcadian Asset Management Inc. | $563.70M | $80.00M | $677.00M | Unavailable |
| GCMG Broker-dealerGCM Grosvenor Inc. | $557.56M | $45.37M | $813.76M | $175.04M |
| CNS Broker-dealerCOHEN & STEERS, INC. | $556.12M | $153.22M | $876.69M | -$126.42M |
| RPC Broker-dealerRidgepost Capital, Inc. | $297.35M | $19.50M | $928.30M | $18.11M |
| ALTI Broker-dealerAlTi Global, Inc. | $254.96M | -$119.70M | $1.18B | Unavailable |
| ABX Broker-dealerAbacus Global Management, Inc. | $235.24M | $36.53M | $902.24M | -$26.61M |
| SAMG Broker-dealerSilvercrest Asset Management Group Inc. | $125.32M | $4.88M | $166.61M | $14.98M |
| WHG Broker-dealerWESTWOOD HOLDINGS GROUP INC | $97.76M | $7.08M | $162.30M | $18.84M |
| DBRG Broker-dealerDigitalBridge Group, Inc. | $93.96M | $141.87M | $3.42B | $257.98M |
| HKHC Broker-dealerHorizon Kinetics Holding Corp | $72.85M | $5.12M | $2.00B | -$43.38M |
| MLCI Broker-dealerMount Logan Capital Inc. | $53.57M | -$60.85M | $1.60B | Unavailable |
| HNNA Broker-dealerHENNESSY ADVISORS INC | $35.54M | $9.96M | $160.46M | $13.35M |
| VALU Broker-dealerVALUE LINE INC | $33.45M | $21.63M | $151.92M | $18.58M |
| ILLR Broker-dealerTriller Group Inc. | $21.62M | -$174.54M | $35.50M | Unavailable |
| GROW Broker-dealerU S GLOBAL INVESTORS INC | $14.40M | $3.06M | $48.03M | $682.00K |
| IWSH Broker-dealerWright Investors Service Holdings, Inc. | $5.41M | -$1.29M | $12.45M | Unavailable |
| AB Broker-dealerALLIANCEBERNSTEIN HOLDING L.P. | Unavailable | $299.84M | $1.24B | Unavailable |
| MC Broker-dealerMoelis & Co | Unavailable | Unavailable | $1.74B | $539.97M |
Read the methodology for how these figures are selected, or browse screens that cut across industries.