The Largest Companies by Market Capitalization, Revenues, Income and Employees within Investment Services Industry
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| |
Marketcap |
Revenues (TTM) |
Net Income (TTM) |
Employees |
| Company |
(Millions) |
(Millions) |
(Millions) |
Number |
| The Goldman Sachs Group Inc |
$ 230,051 |
$ 53,044 |
$ 14,882 |
43,000 |
| Morgan Stanley |
$ 228,896 |
$ 64,364 |
$ 14,438 |
80,000 |
| Blackrock Inc |
$ 170,498 |
$ 21,754 |
$ 6,404 |
19,800 |
| Schwab Charles Corp |
$ 169,428 |
$ 20,465 |
$ 6,489 |
33,000 |
| Futu Holdings Ltd |
$ 159,556 |
$ 1,750 |
$ 699 |
3,300 |
| Kkr and co inc |
$ 123,662 |
$ 15,332 |
$ 4,497 |
791 |
| Blackstone Inc |
$ 122,570 |
$ 12,832 |
$ 5,051 |
2,525 |
| Intercontinental Exchange Inc |
$ 104,927 |
$ 12,333 |
$ 2,831 |
13,222 |
| Cme Group Inc |
$ 99,131 |
$ 6,285 |
$ 8,123 |
3,565 |
| Apollo Global Management Inc |
$ 86,963 |
$ 24,622 |
$ 5,546 |
2,903 |
| Robinhood Markets Inc |
$ 85,960 |
$ 3,260 |
$ 1,590 |
1,100 |
| Ameriprise Financial Inc |
$ 54,209 |
$ 18,331 |
$ 3,112 |
18,664 |
| Nasdaq Inc |
$ 52,703 |
$ 7,816 |
$ 1,277 |
8,525 |
| Ares Management Corporation |
$ 37,049 |
$ 5,158 |
$ 745 |
1,200 |
| Raymond James Financial Inc |
$ 33,427 |
$ 15,645 |
$ 2,189 |
19,000 |
| Tradeweb Markets Inc |
$ 29,359 |
$ 1,894 |
$ 595 |
1,900 |
| Lpl Financial Holdings Inc |
$ 28,610 |
$ 13,223 |
$ 1,088 |
7,669 |
| Up Fintech Holding Limited |
$ 25,898 |
$ 392 |
$ 61 |
1,134 |
| Cboe Global Markets Inc |
$ 24,390 |
$ 4,332 |
$ 805 |
1,647 |
| Brookfield Asset Management Ltd |
$ 23,614 |
$ 470 |
$ 451 |
2,000 |
| Price T Rowe Group Inc |
$ 23,489 |
$ 7,107 |
$ 2,048 |
7,906 |
| Carlyle Group Inc |
$ 20,834 |
$ 5,711 |
$ 1,151 |
1,900 |
| Nomura Holdings Inc |
$ 20,084 |
$ 28,438 |
$ 1,212 |
27,478 |
| Tpg Inc |
$ 20,019 |
$ 3,711 |
$ 20 |
410 |
| Franklin Resources Inc |
$ 14,628 |
$ 8,697 |
$ 420 |
9,100 |
| Houlihan Lokey Inc |
$ 12,993 |
$ 2,389 |
$ 400 |
477 |
| Morningstar inc |
$ 12,925 |
$ 2,342 |
$ 409 |
4,700 |
| Evercore Inc |
$ 12,612 |
$ 3,110 |
$ 478 |
1,750 |
| Blue Owl Capital Inc |
$ 12,412 |
$ 2,514 |
$ 345 |
685 |
| Stifel Financial Corp |
$ 12,211 |
$ 6,003 |
$ 621 |
9,000 |
| Jefferies Financial Group Inc |
$ 12,138 |
$ 10,414 |
$ 633 |
4,000 |
| Sei Investments Company |
$ 12,092 |
$ 2,165 |
$ 601 |
4,273 |
| Freedom Holding Corp |
$ 8,678 |
$ 2,051 |
$ 85 |
1,320 |
| Marketaxess Holdings Inc |
$ 8,247 |
$ 818 |
$ 274 |
881 |
| Invesco Ltd |
$ 7,837 |
$ 6,179 |
$ 806 |
8,500 |
| Pjt Partners Inc |
$ 7,832 |
$ 1,488 |
$ 259 |
1,143 |
| Affiliated Managers Group inc |
$ 6,645 |
$ 2,308 |
$ 641 |
4,000 |
| Janus Henderson Group Plc |
$ 6,432 |
$ 2,586 |
$ 421 |
2,200 |
| Interactive Brokers Group inc |
$ 6,355 |
$ 5,409 |
$ 3,576 |
2,998 |
| Hamilton Lane Incorporated |
$ 5,992 |
$ 721 |
$ 314 |
595 |
| Moelis and Co |
$ 5,361 |
$ 1,062 |
$ 105 |
1,309 |
| Lazard Inc |
$ 5,328 |
$ 3,024 |
$ 308 |
3,291 |
| Piper Sandler Companies |
$ 5,155 |
$ 1,546 |
$ 145 |
1,725 |
| Bgc Group Inc |
$ 5,064 |
$ 2,348 |
$ 128 |
11,000 |
| Stonex Group Inc |
$ 4,794 |
$ 123,035 |
$ 295 |
4,500 |
| Alliancebernstein Holding L p |
$ 4,544 |
$ 401 |
$ 231 |
4,707 |
| Focus Financial Partners Inc |
$ 4,540 |
$ 2,211 |
$ 59 |
1,203 |
| Stepstone Group Inc |
$ 4,243 |
$ 1,175 |
$ -173 |
990 |
| Victory Capital Holdings Inc |
$ 4,184 |
$ 905 |
$ 295 |
1,529 |
| Noah Holdings Ltd |
$ 4,158 |
$ 341 |
$ 67 |
1,030 |
| Cohen and Steers Inc |
$ 3,963 |
$ 550 |
$ 172 |
405 |
| Federated Hermes Inc |
$ 3,759 |
$ 1,685 |
$ 297 |
2,025 |
| Ha Sustainable Infrastructure Capital Inc |
$ 3,732 |
$ 375 |
$ 137 |
139 |
| Virtu Financial inc |
$ 3,701 |
$ 3,072 |
$ 613 |
969 |
| Artisan Partners Asset Management Inc |
$ 3,095 |
$ 1,125 |
$ 340 |
573 |
| Assetmark Financial Holdings Inc |
$ 2,653 |
$ 737 |
$ 143 |
450 |
| Gcm Grosvenor Inc |
$ 2,204 |
$ 547 |
$ 54 |
538 |
| Patria Investments Limited |
$ 2,086 |
$ 328 |
$ 121 |
200 |
| Wisdomtree Investments Inc |
$ 1,842 |
$ 449 |
$ 37 |
185 |
| Digitalbridge Group Inc |
$ 1,788 |
$ 578 |
$ 163 |
172 |
| Navient Corporation |
$ 1,550 |
$ 815 |
$ 50 |
6,000 |
| Acadian Asset Management Inc |
$ 1,416 |
- |
$ 0 |
- |
| Virtus Investment Partners Inc |
$ 1,397 |
$ 915 |
$ 143 |
470 |
| P10 Inc |
$ 1,282 |
$ 291 |
$ 19 |
- |
| Puyi Inc |
$ 811 |
$ 16 |
$ -6 |
1,010 |
| Associated Capital Group Inc |
$ 792 |
$ 44 |
$ 38 |
225 |
| Oppenheimer Holdings Inc |
$ 754 |
$ 1,447 |
$ 76 |
2,942 |
| Abacus Global Management Inc |
$ 507 |
$ 135 |
$ -18 |
157 |
| Diamond Hill Investment Group Inc |
$ 432 |
$ 159 |
$ 41 |
197 |
| Alti Global Inc |
$ 390 |
$ 220 |
$ -199 |
212 |
| Bridge Investment Group Holdings Inc |
$ 366 |
$ 406 |
$ 16 |
1,500 |
| Value Line Inc |
$ 358 |
$ 40 |
$ 22 |
122 |
| Sculptor Capital Management Inc |
$ 321 |
$ 398 |
$ -50 |
210 |
| Greenhill and Co Inc |
$ 282 |
$ 248 |
$ -27 |
800 |
| Forge Global Holdings Inc |
$ 221 |
$ 85 |
$ -65 |
345 |
| Silvercrest Asset Management Group Inc |
$ 160 |
$ 126 |
$ 15 |
164 |
| Siebert Financial Corp |
$ 155 |
$ 95 |
$ 19 |
50 |
| Westwood Holdings Group Inc |
$ 144 |
$ 92 |
$ 1 |
197 |
| B Riley Financial Inc |
$ 131 |
$ 1,034 |
$ -859 |
925 |
| Hennessy Advisors Inc |
$ 101 |
$ 33 |
$ 10 |
18 |
| Jupai Holdings Limited |
$ 73 |
$ 5 |
$ -3 |
- |
| Cohen and Co Inc |
$ 60 |
$ 90 |
$ -14 |
113 |
| Aikido Pharma Inc |
$ 54 |
$ 25 |
$ -42 |
19 |
| Santech Holdings Limited |
$ 47 |
$ 28 |
$ -1 |
- |
| Agba Acquisition Ltd |
$ 45 |
$ 39 |
$ -42 |
19 |
| Top Financial Group Ltd |
$ 44 |
$ 10 |
$ 3 |
- |
| U S Global Investors Inc |
$ 31 |
$ 12 |
$ 0 |
23 |
| Ebang International Holdings Inc |
$ 21 |
$ 5 |
$ -38 |
200 |
| Horizon Kinetics Holding Corporation |
$ 20 |
$ 79 |
$ 877 |
31 |
| Devvstream Corp |
$ 9 |
$ 2 |
$ -8 |
- |
| Safeguard Scientifics Inc |
$ 7 |
$ 12 |
$ -10 |
58 |
| Wright Investors Service Holdings Inc |
$ 3 |
- |
$ -1 |
55 |
| Morgan Group Holding Co |
$ 1 |
$ 2 |
$ -1 |
- |
| Mentor Capital Inc |
$ 1 |
$ 0 |
$ -1 |
12 |
| Fomo Worldwide Inc |
$ 1 |
$ 5 |
$ -1 |
5 |
| Interprivate Iii Financial Partners Inc |
- |
- |
$ -1 |
11 |
| Lvpai Group Limited |
- |
- |
$ 0 |
- |
| Brookfield Oaktree Holdings Llc |
- |
$ 1,281 |
$ 567 |
936 |
| Xp Inc |
- |
- |
$ 0 |
- |
| Glassbridge Enterprises Inc |
- |
$ 36 |
$ -4 |
19 |
| Credit Suisse Ag |
- |
$ 19,890 |
$ -4,114 |
- |
| Total Investment Services Industry |
$ 2,223,531 |
$ 581,070 |
$ 95,517 |
412,246 |
Recent News from The Largest Companies in Investment Services Industry |
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Business Update
In a significant development for the private equity landscape, Forge Global Holdings, Inc. (NYSE: FRGE) has officially announced its strategic partnership with Fortune Media to launch a pioneering series of lists and rankings centered on the private market. This initiative is expected to provide unprecedented visibility into the private sector, powered by...
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Management Announcement
Stifel Financial Corp. Releases Promising May 2025 Operating Data Amid Strategic Growth InitiativesST. LOUIS, June 26, 2025 ? Stifel Financial Corp. (NYSE: SF) has announced its selected operating results for May 31, 2025, underscoring its commitment to providing timely and relevant information to its investors. The latest report highlights a solid perfo...
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Management Announcement
In a significant development in the private equity landscape, Apollo Global Management Inc. announced the sale of its interest in MAFTEC Group Co., Ltd., a leading provider of ultra-high temperature heat insulating solutions. The deal, which marks a pivotal moment for Apollo, is set to see the company transition its asset to funds managed by Advantage Par...
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Management Announcement
Futu Holdings: Navigating Challenges and Earning Recognition Amid Market FluctuationsAs the financial services landscape continues to evolve, Futu Holdings Limited (Nasdaq: FUTU) is making waves. The Hong Kong-based online brokerage and wealth management platform recently achieved a significant milestone by having its investment-grade rating reaffirmed by...
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Management Changes
Apollo Global Management?s Leadership Transition and Strategic Shifts: An Analysis of Market Trends and Future ProspectsIn a significant move that underscores both leadership evolution and strategic realignment within one of the world s leading private equity firms, Apollo Global Management Inc. (NYSE: APO) has appointed Celia Yan as its Partner and Head ...
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Product Service News
LPL Financial LLC, one of the leading broker-dealers and registered investment advisory firms in the United States, has recently announced the addition of Michael Carmichael, RFC, CRPS, to its roster of financial advisors. A recognized name in the industry, Carmichael is the founder of Carmichael Financial and brings with him a wealth of experience, manag...
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Business Update
Assessing Virtus Investment Partners: AUM Growth Amidst Revenue Challenges In recent financial disclosures, Virtus Investment Partners, Inc. (NYSE: VRTS), headquartered in Hartford, Connecticut, provided insights into its financial health and competitiveness within the investment management sector. As of May 31, 2025, the firm reported preliminary assets...
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Partnership
In the rapidly evolving landscape of financial services, companies are constantly seeking innovative ways to enhance their offerings and remain competitive. Siebert Financial, a diversified financial services provider, has made a significant move by deepening its technological strategy through a strategic partnership and investment in FusionIQ, a cutting-...
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Product Service News
In an era where artificial intelligence is redefining business communication and customer interaction, Mosaicx is emerging as a bold pioneer. The company recently showcased its groundbreaking AI-native customer experience (CX) platform at this year s Contact Center Week (CCW) in Las Vegas, gaining significant attention as a finalist for the prestigious CC...
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Business Update
In a landscape where financial markets continuously adapt to shifting conditions, MarketAxess Holdings Inc. (Nasdaq: MKTX) stands firm, unveiling its trading volume statistics for May 2025. As one of the premier electronic trading platforms for fixed-income securities, MarketAxess showcased commendable performance despite a backdrop of moderated volatilit...
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Product Service News
Nasdaq Enhances Private Market Transparency with New API, Amid Mixed Share Performance In a strategic move to bolster market transparency, Nasdaq Inc. has announced the launch of its exclusive Nasdaq Private Markets Tape D API. This API aims to provide advanced visibility into the otherwise opaque landscape of private markets, a growing segment that incr...
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Business Update
Intercontinental Exchange Reports Strong May Performance and Advancements in Carbon Market In a significant demonstration of resilience and growth, the Intercontinental Exchange, Inc. (NYSE:ICE), a global leader in financial markets and technological innovation, has reported compelling trading volume and revenue statistics for May 2025. The company s lat...
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Product Service News
RBC iShares Expands Horizons: New ETFs Mark a Strategic Milestone in Core Investment Offering In a significant move on the ETF landscape, RBC iShares has announced the launch of two new exchange-traded funds (ETFs), bolstering its iShares Core lineup, as revealed in a press release dated June 2, 2025. This expansion reflects a sustained commitment to enh...
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Business Update
In a decisive move that underscores its unwavering commitment to global finance, Lazard, Inc. has inaugurated its new UK headquarters at 20 Manchester Square, W1. This modern office, tailored to accommodate its robust Financial Advisory and Asset Management divisions, reflects a growing ambition at a time when London s status as a premier financial centre...
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Business Update
Foreclosure Wake-Up Call: Analyzing ICE s April 2025 Mortgage Performance Report Amidst the backdrop of challenging economic recovery initiatives and rising concerns over housing stability, the latest data from Intercontinental Exchange, Inc. (NYSE: ICE) paints a nuanced picture of the current state of the U.S. mortgage market. As one of the most reliabl...
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Management Announcement
LPL Financial: A Resilient Player in the Investment Services IndustryIn its monthly earnings report for April 2025, LPL Financial Holdings Inc. displayed remarkable resilience and strategic foresight, solidifying its position within the competitive investment services landscape. The company, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq...
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Announcement
In the complex ecosystem of global finance, few strategies can match the timeless allure of gold. For U.S. Global Investors, Inc. a boutique investment firm known for its acumen in precious metals and emerging markets, a golden opportunity has recently emerged. The company s gold-focused ETF, the U.S. Global GO GOLD and Precious Metal Miners ETF (GOAU), h...
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Management Changes
In a recent display of strategic foresight, LPL Financial Holdings Inc. has solidified its commitment to excellence in the investment services industry through executive leadership expansions and impressive financial metrics. With the appointment of Tara Thompson Popernik as the new Executive Vice President of Wealth Planning, LPL continues to focus on bo...
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Business Update
In recent developments within the finance sector, The Carlyle Group Inc. (NASDAQ: CG) has garnered attention for its strong financial performance and strategic initiatives, demonstrating resilience in an unpredictable market environment. As of now, Carlyle boasts approximately 366.34 million shares outstanding, with a current stock price hovering at $47.4...
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Business Update
EU Carbon Trading Evolves: ICE Debuts Futures Contract Amid Dynamic Market Changes In a significant development for Europe s carbon trading landscape, Intercontinental Exchange, Inc. (NYSE:ICE) has launched the EU Carbon Allowance (EUA) 2 futures, a new contract that aims to provide enhanced liquidity and trading flexibility. This new addition complement...
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Business Update
In an era marked by heightened environmental concerns and increased regulatory scrutiny, the Intercontinental Exchange (ICE) has taken significant strides in evolving its offerings to meet the demands of modern trading environments. This week, ICE announced the launch of its new European Carbon Allowance (EUA) 2 futures, alongside enhanced analytics for C...
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Business Update
In a move aimed at enhancing its market presence, Interactive Brokers Group Inc. (Nasdaq: IBKR) recently announced the expansion of trading hours for its unique Forecast Contracts, providing nearly 24/6 access to prediction markets. This strategic initiative, coming from the firm headquartered in Greenwich, Connecticut, is designed to cater to the growing...
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Business Update
MarketAxess Performance: A Mixed Bag Ahead of Earnings Announcement MarketAxess Holdings Inc. (NASDAQ: MKTX) has recently reported its trading volume statistics for April 2025, revealing a complicated picture for investors. As the company approaches its earnings announcement on May 7, market observers are taking stock of its recent performance in a turbu...
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Business Update
Franklin Resources Sees Modest Decline in Assets Under Management Amidst Market Fluctuations Franklin Resources, Inc. more commonly known as Franklin Templeton, has reported modest fluctuations in its financial landscape. The company s preliminary assets under management (AUM) have decreased slightly from $1.54 trillion at the end of March 2025 to $1.53 ...
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Product Service News
As nations worldwide grapple with growing infrastructure demands and the evolving landscape of customer-centric technology, two industries are demonstrating remarkable advancements: construction and aviation finance. These sectors are not only adapting to the latest technological innovations but are also leveraging digital tools and financing strategies t...
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Business Update
Resilience Amidst Challenges: Forge Global Holdings Path to NYSE Compliance and Market PerformanceIn an era marked by rapid advancements and fierce competition, Forge Global Holdings, Inc. (NYSE: FRGE) has shown notable resilience and adaptability. The company, a pioneering leader in marketplace infrastructure, data services, and technology solutions ta...
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Business Update
In a pioneering move for Canadian residents seeking to enter the housing market, Interactive Brokers (Nasdaq: IBKR) recently announced the launch of the First Home Savings Account (FHSA). This innovative financial product is designed to provide eligible Canadians with a tailored savings solution, enabling them to accumulate funds in a tax-advantaged accou...
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Business Update
In an era where financial advisory services are increasingly competitive and tech-driven, Ameriprise Financial (NYSE: AMP) has distinguished itself with significant innovations and strategic acquisitions. Two key recent developments highlight the company s ambition to expand its footprint in the financial advisory landscape: the receipt of the Bank Insura...
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Announcement
April 17, 2025 - Investors in Robinhood Markets, Inc. (NASDAQ: HOOD) are at a crossroads as volatility grips the stock market, leading to a decline in share prices and prompting legal investigations into the company. Pomerantz LLP has announced that it is investigating claims on behalf of Robinhood investors, urging those affected to reach out to their le...
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Business Update
In a series of unfolding developments, WisdomTree, Inc. (NYSE: WT), a renowned global financial innovator, has recently announced critical updates pertinent to its corporate leadership and upcoming financial disclosures. Leadership Transition: A New Chair of the Board On January 23, 2025, WisdomTree marked an important leadership transition with the appoi...
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