Investment Advice — Ranked by Net Income
SIC 6282 · Annual figures from SEC 10-K filings
These rankings show the largest Investment Advice companies by net income, 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 | Net Income | Fiscal Year |
|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC AMP | $3.56B | FY2025 |
| 2 | Apollo Global Management, Inc. APOS | $3.49B | FY2025 |
| 3 | Blackstone Inc. BX | $3.02B | FY2025 |
| 4 | Brookfield Asset Management Ltd. BAM | $2.40B | FY2025 |
| 5 | KKR & Co. Inc. KKRT | $2.37B | FY2025 |
| 6 | PRICE T ROWE GROUP INC TROW | $2.09B | FY2025 |
| 7 | JANUS HENDERSON GROUP PLC JHG | $815.90M | FY2025 |
| 8 | Carlyle Group Inc. CGABL | $808.70M | FY2025 |
| 9 | AFFILIATED MANAGERS GROUP, INC. MGRE | $716.60M | FY2025 |
| 10 | Evercore Inc. EVR | $591.92M | FY2025 |
| 11 | Invesco Ltd. IVZ | $538.00M | FY2024 |
| 12 | Ares Management Corp ARES-PB | $527.36M | FY2025 |
| 13 | FRANKLIN RESOURCES INC BEN | $524.90M | FY2025 |
| 14 | FEDERATED HERMES, INC. FHI | $403.30M | FY2025 |
| 15 | HOULIHAN LOKEY, INC. HLI | $399.71M | FY2025 |
| 16 | Victory Capital Holdings, Inc. VCTR | $330.06M | FY2025 |
| 17 | BRC Group Holdings, Inc. RILYZ | $307.42M | FY2025 |
| 18 | ALLIANCEBERNSTEIN HOLDING L.P. AB | $299.84M | FY2025 |
| 19 | Artisan Partners Asset Management Inc. APAM | $290.32M | FY2025 |
| 20 | Brookfield Oaktree Holdings, LLC OAK-PB | $249.24M | FY2025 |
| 21 | Lazard, Inc. LAZ | $236.83M | FY2025 |
| 22 | Hamilton Lane INC HLNE | $217.42M | FY2025 |
| 23 | VIRTUS INVESTMENT PARTNERS, INC. VRTS | $208.13M | FY2021 |
| 24 | TPG Inc. TPGXL | $184.59M | FY2025 |
| 25 | Morningstar, Inc. MORN | $183.00M | FY2018 |
| 26 | PJT Partners Inc. PJT | $180.12M | FY2025 |
| 27 | COHEN & STEERS, INC. CNS | $153.22M | FY2025 |
| 28 | DigitalBridge Group, Inc. DBRG-PJ | $141.87M | FY2025 |
| 29 | Acadian Asset Management Inc. AAMI | $80.00M | FY2025 |
| 30 | BLUE OWL CAPITAL INC. OWL | $78.83M | FY2025 |
| 31 | DIAMOND HILL INVESTMENT GROUP INC DHIL | $48.76M | FY2025 |
| 32 | GCM Grosvenor Inc. GCMG | $45.37M | FY2025 |
| 33 | Abacus Global Management, Inc. ABXL | $36.53M | FY2025 |
| 34 | VALUE LINE INC VALU | $20.69M | FY2025 |
| 35 | Ridgepost Capital, Inc. RPC | $19.50M | FY2025 |
| 36 | HENNESSY ADVISORS INC HNNAZ | $9.96M | FY2025 |
| 37 | WESTWOOD HOLDINGS GROUP INC WHG | $7.08M | FY2025 |
| 38 | Horizon Kinetics Holding Corp HKHC | $5.12M | FY2025 |
| 39 | Moelis & Co MC | $2.79M | FY2014 |
| 40 | ENDI Corp. ENDI | $1.21M | FY2023 |
| 41 | Silvercrest Asset Management Group Inc. SAMG | ($120,000) | FY2025 |
| 42 | U S GLOBAL INVESTORS INC GROW | ($334,000) | FY2025 |
| 43 | Wright Investors Service Holdings, Inc. IWSH | ($1.02M) | FY2025 |
| 44 | Mount Logan Capital Inc. MLCIL | ($60.85M) | FY2025 |
| 45 | AlTi Global, Inc. ALTI | ($119.70M) | FY2025 |
| 46 | Triller Group Inc. ILLRW | ($174.54M) | FY2025 |
| 47 | StepStone Group Inc. STEP | ($179.56M) | FY2025 |