Investment Advice — Ranked by Total Assets
SIC 6282 · Annual figures from SEC 10-K filings
These rankings show the largest Investment Advice companies by total assets, based on the most recent fiscal year data reported in their annual 10-K filings with the SEC. Only companies with XBRL-tagged financial data are included. Use the tabs below to switch between revenue, net income, and total assets.
| # | Company | Total Assets | Fiscal Year |
|---|---|---|---|
| 1 | Apollo Global Management, Inc. APOS | $460.95B | FY2025 |
| 2 | KKR & Co. Inc. KKRT | $410.14B | FY2025 |
| 3 | AMERIPRISE FINANCIAL INC AMP | $190.90B | FY2025 |
| 4 | Blackstone Inc. BX | $47.71B | FY2025 |
| 5 | FRANKLIN RESOURCES INC BEN | $32.37B | FY2025 |
| 6 | Carlyle Group Inc. CGABL | $29.12B | FY2025 |
| 7 | Ares Management Corp ARES-PB | $28.63B | FY2025 |
| 8 | Invesco Ltd. IVZ | $27.09B | FY2025 |
| 9 | Brookfield Asset Management Ltd. BAM | $17.05B | FY2025 |
| 10 | PRICE T ROWE GROUP INC TROW | $14.34B | FY2025 |
| 11 | TPG Inc. TPGXL | $13.49B | FY2025 |
| 12 | BLUE OWL CAPITAL INC. OWL | $12.47B | FY2025 |
| 13 | AFFILIATED MANAGERS GROUP, INC. MGRE | $9.21B | FY2025 |
| 14 | JANUS HENDERSON GROUP PLC JHG | $8.29B | FY2025 |
| 15 | Brookfield Oaktree Holdings, LLC OAK-PB | $6.80B | FY2025 |
| 16 | Evercore Inc. EVR | $5.36B | FY2025 |
| 17 | Lazard, Inc. LAZ | $4.94B | FY2025 |
| 18 | StepStone Group Inc. STEP | $4.59B | FY2025 |
| 19 | VIRTUS INVESTMENT PARTNERS, INC. VRTS | $4.29B | FY2025 |
| 20 | Victory Capital Holdings, Inc. VCTR | $4.25B | FY2025 |
| 21 | HOULIHAN LOKEY, INC. HLI | $3.82B | FY2025 |
| 22 | Morningstar, Inc. MORN | $3.59B | FY2025 |
| 23 | DigitalBridge Group, Inc. DBRG-PJ | $3.42B | FY2025 |
| 24 | FEDERATED HERMES, INC. FHI | $2.23B | FY2025 |
| 25 | Horizon Kinetics Holding Corp HKHC | $2.00B | FY2025 |
| 26 | PJT Partners Inc. PJT | $1.84B | FY2025 |
| 27 | Moelis & Co MC | $1.74B | FY2025 |
| 28 | BRC Group Holdings, Inc. RILYZ | $1.71B | FY2025 |
| 29 | Hamilton Lane INC HLNE | $1.69B | FY2025 |
| 30 | Mount Logan Capital Inc. MLCIL | $1.60B | FY2025 |
| 31 | Artisan Partners Asset Management Inc. APAM | $1.58B | FY2025 |
| 32 | ALLIANCEBERNSTEIN HOLDING L.P. AB | $1.24B | FY2025 |
| 33 | AlTi Global, Inc. ALTI | $1.18B | FY2025 |
| 34 | Ridgepost Capital, Inc. RPC | $928.30M | FY2025 |
| 35 | Abacus Global Management, Inc. ABXL | $902.24M | FY2025 |
| 36 | COHEN & STEERS, INC. CNS | $876.69M | FY2025 |
| 37 | GCM Grosvenor Inc. GCMG | $813.76M | FY2025 |
| 38 | Acadian Asset Management Inc. AAMI | $677.00M | FY2025 |
| 39 | DIAMOND HILL INVESTMENT GROUP INC DHIL | $260.40M | FY2025 |
| 40 | Silvercrest Asset Management Group Inc. SAMG | $166.61M | FY2025 |
| 41 | WESTWOOD HOLDINGS GROUP INC WHG | $162.30M | FY2025 |
| 42 | HENNESSY ADVISORS INC HNNAZ | $160.46M | FY2025 |
| 43 | VALUE LINE INC VALU | $144.53M | FY2025 |
| 44 | U S GLOBAL INVESTORS INC GROW | $48.06M | FY2025 |
| 45 | Triller Group Inc. ILLRW | $35.51M | FY2025 |
| 46 | ENDI Corp. ENDI | $25.52M | FY2023 |
| 47 | Wright Investors Service Holdings, Inc. IWSH | $1.39M | FY2025 |