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53 public companies · 53 exchange-listed
53
Total Companies
53
Exchange Listed
47
Filed 10-K
13
States Represented
Total Sector Revenue
$140.39B
Aggregate of 45 companies with XBRL data
Avg Net Margin
13.0%
Moderately profitable· Based on 45 filings
Sector Analysis · Sprytne.com
As of April 2026, the Investment Advice sector (SIC 6282) reports a combined revenue of $140.39B across 45 SEC-tracked entities. With an average net margin of 13.0%, this industry is classified as moderately profitable. Apollo Global Management, Inc. leads the sector with $32.05B in reported revenue. The data is derived exclusively from official SEC EDGAR XBRL submissions and reflects the most recently filed 10-K annual reports.
Data aggregated from SEC EDGAR XBRL submissions · Updated March 2026
| Rank | Company | Revenue | Net Income | Net Margin | vs Industry Avg |
|---|---|---|---|---|---|
| #1 | Apollo Global Management, Inc.APO | $32.05B | $3.49B | 10.9% | -2.1pp |
| #2 | AMERIPRISE FINANCIAL INCAMP | $18.91B | $3.56B | 18.8% | +5.8pp |
| #3 | Blackstone Inc.BX | $14.45B | $3.02B | 20.9% | +7.9pp |
| #4 | FRANKLIN RESOURCES INCBEN | $8.77B | $524.9M | 6.0% | -7.0pp |
| #5 | PRICE T ROWE GROUP INCTROW | $7.31B | $2.09B | 28.5% | +15.5pp |
| Industry Average | $3.12B | $505.3M | 13.0% | baseline | |
Abacus Global Management, Inc.
CIK: 0001814287 · DE · 10-K: 2026-03-13
Acadian Asset Management Inc.
CIK: 0001748824 · DE · 10-K: 2026-02-27
AFFILIATED MANAGERS GROUP, INC.
CIK: 0001004434 · DE · 10-K: 2026-02-17
ALLIANCEBERNSTEIN HOLDING L.P.
CIK: 0000825313 · DE · 10-K: 2026-02-12
AlTi Global, Inc.
CIK: 0001838615 · DE · 10-K: 2025-03-17
AMERIPRISE FINANCIAL INC
CIK: 0000820027 · DE · 10-K: 2026-02-19
Apollo Global Management, Inc.
CIK: 0001858681 · DE · 10-K: 2026-02-25
Ares Management Corp
CIK: 0001176948 · DE · 10-K: 2026-02-25
Artisan Partners Asset Management Inc.
CIK: 0001517302 · DE · 10-K: 2026-02-20
BitVentures Ltd
CIK: 0001785680 · E9
Blackstone Inc.
CIK: 0001393818 · DE · 10-K: 2026-02-27
BLUE OWL CAPITAL INC.
CIK: 0001823945 · NJ · 10-K: 2026-02-19
BRC Group Holdings, Inc.
CIK: 0001464790 · DE · 10-K: 2025-09-19
Brookfield Asset Management Ltd.
CIK: 0001937926 · A1 · 10-K: 2026-03-02
Brookfield Oaktree Holdings, LLC
CIK: 0001403528 · DE · 10-K: 2026-03-24
Carlyle Group Inc.
CIK: 0001527166 · DE · 10-K: 2026-02-27
COHEN & STEERS, INC.
CIK: 0001284812 · DE · 10-K: 2026-02-27
DIAMOND HILL INVESTMENT GROUP INC
CIK: 0000909108 · OH · 10-K: 2026-02-26
DigitalBridge Group, Inc.
CIK: 0001679688 · MD · 10-K: 2026-02-26
ENDI Corp.
CIK: 0001908984 · DE · 10-K: 2024-04-01
Evercore Inc.
CIK: 0001360901 · DE · 10-K: 2026-02-20
FEDERATED HERMES, INC.
CIK: 0001056288 · PA · 10-K: 2026-02-27
FRANKLIN RESOURCES INC
CIK: 0000038777 · DE · 10-K: 2025-11-10
GCM Grosvenor Inc.
CIK: 0001819796 · DE · 10-K: 2026-02-19
Hamilton Lane INC
CIK: 0001433642 · DE · 10-K: 2025-05-30
HENNESSY ADVISORS INC
CIK: 0001145255 · · 10-K: 2025-12-03
Horizon Kinetics Holding Corp
CIK: 0000088000 · DE · 10-K: 2026-03-12
HOULIHAN LOKEY, INC.
CIK: 0001302215 · · 10-K: 2025-05-15
Invesco Ltd.
CIK: 0000914208 · D0 · 10-K: 2026-02-24
JANUS HENDERSON GROUP PLC
CIK: 0001274173 · Y9 · 10-K: 2026-02-25
KKR & Co. Inc.
CIK: 0001404912 · · 10-K: 2026-02-27
Lazard, Inc.
CIK: 0001311370 · DE · 10-K: 2026-02-23
Maase Inc.
CIK: 0001750264 · E9
Moelis & Co
CIK: 0001596967 · DE · 10-K: 2026-02-26
Morningstar, Inc.
CIK: 0001289419 · IL · 10-K: 2026-02-13
Mount Logan Capital Inc.
CIK: 0002051820 · DE · 10-K: 2026-03-19
NOAH HOLDINGS LTD
CIK: 0001499543 ·
Patria Investments Ltd
CIK: 0001825570 · E9
PERSHING SQUARE HOLDCO, L.P.
CIK: 0002026053 · DE
PJT Partners Inc.
CIK: 0001626115 · DE · 10-K: 2026-02-26
PRICE T ROWE GROUP INC
CIK: 0001113169 · MD · 10-K: 2026-02-13
Ridgepost Capital, Inc.
CIK: 0001841968 · DE · 10-K: 2026-02-27
Silvercrest Asset Management Group Inc.
CIK: 0001549966 · DE · 10-K: 2026-03-16
StepStone Group Inc.
CIK: 0001796022 · · 10-K: 2025-05-23
TPG Inc.
CIK: 0001880661 · DE · 10-K: 2026-02-17
Triller Group Inc.
CIK: 0001769624 · DE · 10-K: 2026-01-26
U S GLOBAL INVESTORS INC
CIK: 0000754811 · TX · 10-K: 2025-09-08
VALUE LINE INC
CIK: 0000717720 · NY · 10-K: 2025-07-29
Victory Capital Holdings, Inc.
CIK: 0001570827 · DE · 10-K: 2026-02-26
Vinci Compass Investments Ltd.
CIK: 0001826286 · E9
Showing 50 of 53 companies in this sector