SIC 6282 - Investment Advice
Companies
- AAMI - Acadian Asset Management Inc.
- ABX - Abacus Global Management, Inc.
- ALTI - AlTi Global, Inc.
- AMG - AFFILIATED MANAGERS GROUP, INC.
- AMP - AMERIPRISE FINANCIAL INC
- APAM - Artisan Partners Asset Management Inc.
- APO - Apollo Global Management, Inc.
- ARES - Ares Management Corp
- BEN - FRANKLIN RESOURCES INC
- BX - Blackstone Inc.
- CG - Carlyle Group Inc.
- CNS - COHEN & STEERS, INC.
- DBRG - DigitalBridge Group, Inc.
- EVR - Evercore Inc.
- FHI - FEDERATED HERMES, INC.
- GCMG - GCM Grosvenor Inc.
- HLI - HOULIHAN LOKEY, INC.
- HLNE - Hamilton Lane INC
- IVZ - Invesco Ltd.
- JHG - JANUS HENDERSON GROUP PLC
- KKR - KKR & Co. Inc.
- LAZ - Lazard, Inc.
- MC - Moelis & Co
- MORN - Morningstar, Inc.
- OWL - BLUE OWL CAPITAL INC.
- PJT - PJT Partners Inc.
- RPC - Ridgepost Capital, Inc.
- SAMG - Silvercrest Asset Management Group Inc.
- STEP - StepStone Group Inc.
- TPG - TPG Inc.
- TROW - PRICE T ROWE GROUP INC
- VALU - VALUE LINE INC
- VCTR - Victory Capital Holdings, Inc.
- VRTS - VIRTUS INVESTMENT PARTNERS, INC.
- WHG - WESTWOOD HOLDINGS GROUP INC
Related Macro Threads
- Money & trade - 2 indicators, 4 mapped SIC sectors
- Government finances - 6 indicators, 3 mapped SIC sectors
- Sector employment - 5 indicators, 5 mapped SIC sectors
Macro Context
- FEDFUNDS - Federal Funds Effective Rate
- DGS2 - Market Yield on U.S. Treasury Securities at 2-Year Constant Maturity
- DGS10 - Market Yield on U.S. Treasury Securities at 10-Year Constant Maturity
- T10Y2Y - 10-Year Treasury Constant Maturity Minus 2-Year Treasury Constant Maturity
- M2SL - M2
Sector financials
Peer figures are build-time aggregates of the SEC companyfacts financials already shown on member company pages. As of latest member filing date: 2026-05-27.
| Companies With Data | Companies With Revenue | Aggregate Revenue | Median Revenue | Median Net Margin | Median Operating Margin | Median Revenue Growth | Median Diluted EPS |
|---|---|---|---|---|---|---|---|
| 35 | 34 | 152,131,963,636 | 1,897,133,000 | 15.28% | 21.79% | 7.60% | 2.21 |
Charts
Member companies by reported revenue
Net margin distribution
Peer Table
| Company | Latest Revenue | Revenue FY | Net Margin | Operating Margin | Revenue Growth | Diluted EPS |
|---|---|---|---|---|---|---|
| APO - Apollo Global Management, Inc. | 32,049,000,000 | 2025 | 10.90% | 22.73% | 5.54 | |
| KKR - KKR & Co. Inc. | 19,464,307,000 | 2025 | 12.18% | -11.04% | ||
| AMP - AMERIPRISE FINANCIAL INC | 18,911,000,000 | 2025 | 18.84% | 5.49% | 36.28 | |
| BX - Blackstone Inc. | 14,450,265,000 | 2025 | 20.89% | 9.22% | 3.87 | |
| BEN - FRANKLIN RESOURCES INC | 8,770,700,000 | 2025 | 5.98% | 6.89% | 3.45% | 0.91 |
| TROW - PRICE T ROWE GROUP INC | 7,314,800,000 | 2025 | 28.53% | 29.92% | 3.12% | 9.24 |
| IVZ - Invesco Ltd. | 6,377,100,000 | 2025 | -2.74% | -10.91% | 5.11% | -1.60 |
| CG - Carlyle Group Inc. | 4,779,800,000 | 2025 | 16.92% | -11.91% | 2.18 | |
| ARES - Ares Management Corp | 4,755,618,000 | 2025 | 11.09% | 28.86% | ||
| TPG - TPG Inc. | 4,670,212,000 | 2025 | 3.95% | 33.43% | 0.45 | |
| EVR - Evercore Inc. | 3,880,084,000 | 2025 | 15.26% | 29.49% | 14.05 | |
| LAZ - Lazard, Inc. | 3,186,466,000 | 2025 | 7.43% | 10.28% | 1.48% | 2.17 |
| JHG - JANUS HENDERSON GROUP PLC | 3,097,300,000 | 2025 | 26.34% | 31.54% | 25.23% | 5.23 |
| HLI - HOULIHAN LOKEY, INC. | 2,617,516,000 | 2026 | 16.26% | 20.13% | 9.55% | 6.22 |
| MORN - Morningstar, Inc. | 2,445,500,000 | 2025 | 15.30% | 21.53% | 7.49% | 8.87 |
| AMG - AFFILIATED MANAGERS GROUP, INC. | 2,074,400,000 | 2025 | 34.54% | 1.64% | 22.74 | |
| STEP - StepStone Group Inc. | 1,993,603,000 | 2026 | -26.88% | 69.69% | -6.78 | |
| FHI - FEDERATED HERMES, INC. | 1,800,663,000 | 2025 | 22.40% | 28.54% | 10.33% | 5.13 |
| PJT - PJT Partners Inc. | 1,713,671,000 | 2025 | 10.51% | 14.77% | ||
| VCTR - Victory Capital Holdings, Inc. | 1,306,131,000 | 2025 | 25.27% | 36.63% | 46.19% | 4.08 |
| APAM - Artisan Partners Asset Management Inc. | 1,196,688,000 | 2025 | 24.26% | 33.39% | 7.63% | 4.05 |
| VRTS - VIRTUS INVESTMENT PARTNERS, INC. | 852,865,000 | 2025 | 15.94% | 19.78% | -5.96% | 19.97 |
| HLNE - Hamilton Lane INC | 758,993,000 | 2026 | 32.83% | 6.46% | ||
| OWL - BLUE OWL CAPITAL INC. | 567,754,000 | 2025 | 13.89% | 7.56% | 0.10 | |
| AAMI - Acadian Asset Management Inc. | 563,700,000 | 2025 | 14.19% | 23.43% | 11.49% | 2.21 |
| GCMG - GCM Grosvenor Inc. | 557,565,000 | 2025 | 8.14% | 23.94% | 8.47% | 0.42 |
| CNS - COHEN & STEERS, INC. | 556,116,000 | 2025 | 27.55% | 31.96% | 7.48% | 2.97 |
| DBRG - DigitalBridge Group, Inc. | 374,447,000 | 2025 | 37.89% | 13.57% | 0.46 | |
| RPC - Ridgepost Capital, Inc. | 297,346,000 | 2025 | 6.56% | 22.04% | 0.30% | 0.17 |
| ALTI - AlTi Global, Inc. | 254,956,000 | 2025 | -46.95% | -29.00% | 28.51% | -1.59 |
| ABX - Abacus Global Management, Inc. | 235,237,636 | 2025 | 15.53% | 37.73% | 110.18% | 0.36 |
| SAMG - Silvercrest Asset Management Group Inc. | 125,319,000 | 2025 | 3.90% | 7.44% | 1.35% | 0.56 |
| WHG - WESTWOOD HOLDINGS GROUP INC | 97,762,000 | 2025 | 7.24% | 5.09% | 3.21% | 0.79 |
| VALU - VALUE LINE INC | 35,079,000 | 2025 | 58.97% | 17.06% | -6.42% | |
| MC - Moelis & Co |
Sources
Macro Data
- FEDFUNDS - FRED series FEDFUNDS, source: Board of Governors of the Federal Reserve System
- DGS2 - FRED series DGS2, source: Board of Governors / U.S. Treasury market data
- DGS10 - FRED series DGS10, source: Board of Governors / U.S. Treasury market data
- T10Y2Y - FRED series T10Y2Y, source: Board of Governors / U.S. Treasury market data
- M2SL - FRED series M2SL, source: Board of Governors of the Federal Reserve System
SEC Data
- AAMI SEC company page; latest 10-K 0001628280-26-012856; latest 10-Q 0001628280-26-031710
- ABX SEC company page; latest 10-K 0001628280-26-017775; latest 10-Q 0001628280-26-033136
- ALTI SEC company page; latest 10-K 0001628280-26-022450; latest 10-Q 0001628280-26-033621
- AMG SEC company page; latest 10-K 0001628280-26-008665; latest 10-Q 0001628280-26-032153
- AMP SEC company page; latest 10-K 0000820027-26-000011; latest 10-Q 0000820027-26-000027
- APAM SEC company page; latest 10-K 0001517302-26-000047; latest 10-Q 0001517302-26-000091
- APO SEC company page; latest 10-K 0001858681-26-000013; latest 10-Q 0001858681-26-000026
- ARES SEC company page; latest 10-K 0001628280-26-011413; latest 10-Q 0001628280-26-032990
- BEN SEC company page; latest 10-K 0000038777-25-000238; latest 10-Q 0000038777-26-000101
- BX SEC company page; latest 10-K 0001193125-26-082531; latest 10-Q 0001193125-26-214609
- CG SEC company page; latest 10-K 0001527166-26-000009; latest 10-Q 0001527166-26-000027
- CNS SEC company page; latest 10-K 0001284812-26-000011; latest 10-Q 0001284812-26-000045
- DBRG SEC company page; latest 10-K 0001679688-26-000021; latest 10-Q 0001679688-26-000056
- EVR SEC company page; latest 10-K 0001628280-26-010273; latest 10-Q 0001628280-26-031242
- FHI SEC company page; latest 10-K 0001056288-26-000007; latest 10-Q 0001056288-26-000018
- GCMG SEC company page; latest 10-K 0001819796-26-000010; latest 10-Q 0001819796-26-000024
- HLI SEC company page; latest 10-K 0001302215-26-000053; latest 10-Q 0001302215-26-000007
- HLNE SEC company page; latest 10-K 0001433642-26-000019; latest 10-Q 0001433642-26-000007
- IVZ SEC company page; latest 10-K 0000914208-26-000079; latest 10-Q 0000914208-26-000106
- JHG SEC company page; latest 10-K 0001437749-26-005628; latest 10-Q 0001437749-26-015926
- KKR SEC company page; latest 10-K 0001404912-26-000007; latest 10-Q 0001404912-26-000017
- LAZ SEC company page; latest 10-K 0001311370-26-000008; latest 10-Q 0001311370-26-000015
- MC SEC company page; latest 10-K 0001193125-26-076747; latest 10-Q 0001193125-26-192462
- MORN SEC company page; latest 10-K 0001289419-26-000013; latest 10-Q 0001289419-26-000025
- OWL SEC company page; latest 10-K 0001823945-26-000009; latest 10-Q 0001823945-26-000026
- PJT SEC company page; latest 10-K 0001193125-26-076969; latest 10-Q 0001193125-26-197485
- RPC SEC company page; latest 10-K 0001193125-26-081484; latest 10-Q 0001193125-26-213908
- SAMG SEC company page; latest 10-K 0001193125-26-108402; latest 10-Q 0001193125-26-216832
- STEP SEC company page; latest 10-K 0001628280-26-038446; latest 10-Q 0001628280-26-005769
- TPG SEC company page; latest 10-K 0001880661-26-000011; latest 10-Q 0001880661-26-000033
- TROW SEC company page; latest 10-K 0001628280-26-008002; latest 10-Q 0001628280-26-028712
- VALU SEC company page; latest 10-K 0001437749-25-023754; latest 10-Q 0001437749-26-008479
- VCTR SEC company page; latest 10-K 0001193125-26-077057; latest 10-Q 0001193125-26-210575
- VRTS SEC company page; latest 10-K 0000883237-26-000009; latest 10-Q 0000883237-26-000026
- WHG SEC company page; latest 10-K 0001165002-26-000020; latest 10-Q 0001165002-26-000034