Data / Public companies / Investment advice
Investment advice (SIC 6282): 63 companies that file annual reports with the SEC
63 companies that file annual reports with the SEC have the industry code SIC 6282 (Investment advice), in the data filed through September 30, 2026. 46 report revenue, a combined $164.58 billion, with a median of $1.08 billion. 82.5% of the 57 that report net income show a profit. The largest by revenue is Apollo Global Management, Inc. ($32.05 billion).
SpecStream is the live web data engine for teams and agents. It reads the annual reports that companies file with the SEC, and this page is that reading. Ask for the companies of an industry, state or city with their website, number of employees and funding added from the web, and each new annual report arrives in your sheet, CRM, Slack or agent as the SEC posts it.
- SIC code
- 6282
- SEC industry title
- Investment Advice
- Division
- Finance, insurance and real estate
- Companies with an annual report in the data
- 63
- Companies that report revenue
- 46
- Combined revenue
- $164.58 billion
- Median revenue
- $1.08 billion
- Reported a net profit
- 47 of 57 (82.5%)
- Combined total assets
- $1.39 trillion
- Large accelerated filers
- 32
- Newest annual report filed
- September 3, 2026
Largest by revenue
Latest fiscal year, from each company's annual report. Each name links to the company's page.
| Company | Business address | Revenue | Net income | Total assets | Revenue change |
|---|---|---|---|---|---|
| Apollo Global Management, Inc. | New York, NY | $32.05 billion | $3.49 billion | $460.95 billion | 22.7% |
| KKR & Co. Inc. | New York, NY | $19.46 billion | $2.37 billion | $410.14 billion | -11% |
| Ameriprise Financial Inc | Minneapolis, MN | $18.91 billion | $3.56 billion | $190.90 billion | 5.5% |
| Blackstone Inc. | New York, NY | $14.45 billion | $3.02 billion | $47.71 billion | 9.2% |
| Franklin Resources Inc | San Mateo, CA | $8.77 billion | $524.9 million | $32.37 billion | 3.5% |
| Price T Rowe Group Inc | Baltimore, MD | $7.31 billion | $2.09 billion | $14.34 billion | 3.1% |
| Invesco LTD. | Atlanta, GA | $6.38 billion | $-174,800,000 | $27.09 billion | 5.1% |
| Ares Management Corp | Los Angeles, CA | $5.60 billion | $527.4 million | $28.63 billion | 44.2% |
| Brookfield Asset Management LTD. | New York, NY | $4.82 billion | $2.40 billion | $17.05 billion | 21% |
| Carlyle Group Inc. | Washington, DC | $4.78 billion | $808.7 million | $29.12 billion | -11.9% |
| TPG Inc. | Fort Worth, TX | $4.67 billion | $184.6 million | $13.49 billion | 33.4% |
| Alliancebernstein L.P. | Nashville, TN | $4.59 billion | $982.5 million | $9.28 billion | 0.7% |
| Evercore Inc. | New York, NY | $3.88 billion | $591.9 million | $5.36 billion | 29.5% |
| Lazard, Inc. | New York, NY | $3.19 billion | $236.8 million | $4.94 billion | 1.5% |
| Janus Henderson Group PLC | London, United Kingdom | $3.10 billion | $815.9 million | $8.29 billion | 25.2% |
| Houlihan Lokey, Inc. | Los Angeles, CA | $2.62 billion | $425.7 million | $4.31 billion | 9.5% |
| Morningstar, Inc. | Chicago, IL | $2.45 billion | $374.2 million | $3.59 billion | 7.5% |
| Affiliated Managers Group, Inc. | West Palm Beach, FL | $2.07 billion | $716.6 million | $9.21 billion | 1.6% |
| Stepstone Group Inc. | New York, NY | $1.99 billion | $-535,808,000 | $6.76 billion | 69.7% |
| Federated Hermes, Inc. | Pittsburgh, PA | $1.80 billion | $403.3 million | $2.23 billion | 10.3% |
| PJT Partners Inc. | New York, NY | $1.71 billion | $180.1 million | $1.84 billion | 14.8% |
| Victory Capital Holdings, Inc. | Brooklyn, OH | $1.31 billion | $330.1 million | $4.25 billion | 46.2% |
| Artisan Partners Asset Management Inc. | Milwaukee, WI | $1.20 billion | $290.3 million | $1.58 billion | 7.6% |
| BRC Group Holdings, Inc. | Los Angeles, CA | $967.6 million | $307.4 million | $1.71 billion | 29.6% |
| Virtus Investment Partners, Inc. | Hartford, CT | $852.9 million | $136 million | $4.29 billion | -6% |
Largest by total assets
| Company | Business address | Revenue | Net income | Total assets |
|---|---|---|---|---|
| Apollo Global Management, Inc. | New York, NY | $32.05 billion | $3.49 billion | $460.95 billion |
| KKR & Co. Inc. | New York, NY | $19.46 billion | $2.37 billion | $410.14 billion |
| Ameriprise Financial Inc | Minneapolis, MN | $18.91 billion | $3.56 billion | $190.90 billion |
| Blackstone Inc. | New York, NY | $14.45 billion | $3.02 billion | $47.71 billion |
| Franklin Resources Inc | San Mateo, CA | $8.77 billion | $524.9 million | $32.37 billion |
| Carlyle Group Inc. | Washington, DC | $4.78 billion | $808.7 million | $29.12 billion |
| Ares Management Corp | Los Angeles, CA | $5.60 billion | $527.4 million | $28.63 billion |
| Invesco LTD. | Atlanta, GA | $6.38 billion | $-174,800,000 | $27.09 billion |
| Brookfield Asset Management LTD. | New York, NY | $4.82 billion | $2.40 billion | $17.05 billion |
| Price T Rowe Group Inc | Baltimore, MD | $7.31 billion | $2.09 billion | $14.34 billion |
| TPG Inc. | Fort Worth, TX | $4.67 billion | $184.6 million | $13.49 billion |
| Blue Owl Capital Inc. | New York, NY | $567.8 million | $78.8 million | $12.47 billion |
| Alliancebernstein L.P. | Nashville, TN | $4.59 billion | $982.5 million | $9.28 billion |
| Affiliated Managers Group, Inc. | West Palm Beach, FL | $2.07 billion | $716.6 million | $9.21 billion |
| Janus Henderson Group PLC | London, United Kingdom | $3.10 billion | $815.9 million | $8.29 billion |
Companies by size of revenue
Companies that report revenue, by the revenue in their latest annual report.
| Revenue | Companies | Share |
|---|---|---|
| $10 million to $100 million | 8 | 17.4% |
| $100 million to $1 billion | 15 | 32.6% |
| $1 billion to $10 billion | 19 | 41.3% |
| $10 billion and over | 4 | 8.7% |
States with the most companies
By state of the business address.
| State | Companies | Share | Combined revenue |
|---|---|---|---|
| New York | 23 | 36.5% | $83.22 billion |
| California | 9 | 14.3% | $18.69 billion |
| Florida | 4 | 6.3% | $2.40 billion |
| Texas | 4 | 6.3% | $5.08 billion |
| Pennsylvania | 3 | 4.8% | $2.56 billion |
| District of Columbia | 2 | 3.2% | $4.78 billion |
| Illinois | 2 | 3.2% | $3.00 billion |
| Ohio | 2 | 3.2% | $1.45 billion |
| Tennessee | 2 | 3.2% | $4.59 billion |
| Connecticut | 1 | 1.6% | $852.9 million |
| Georgia | 1 | 1.6% | $6.38 billion |
| Massachusetts | 1 | 1.6% | $563.7 million |
| Maryland | 1 | 1.6% | $7.31 billion |
| Minnesota | 1 | 1.6% | $18.91 billion |
| Wisconsin | 1 | 1.6% | $1.20 billion |
Newest annual reports
By the date the company filed its latest annual report with the SEC.
| Company | Filed | Fiscal year ended | Form | Revenue |
|---|---|---|---|---|
| U S Global Investors Inc | September 3, 2026 | June 30, 2026 | 10-K | $10.3 million |
| Value Line Inc | July 29, 2026 | April 30, 2026 | 10-K | $33.4 million |
| Macquarie Infrastructure Fund, L.P. | June 26, 2026 | March 31, 2026 | 10-K | Not listed |
| KB Global Holdings LTD | June 3, 2026 | December 31, 2025 | 10-K | Not listed |
| Stepstone Group Inc. | May 27, 2026 | March 31, 2026 | 10-K | $1.99 billion |
| Houlihan Lokey, Inc. | May 22, 2026 | March 31, 2026 | 10-K | $2.62 billion |
| Hamilton Lane Inc | May 21, 2026 | March 31, 2026 | 10-K | $759 million |
| Patria Investments LTD | April 30, 2026 | December 31, 2025 | 20-F | Not listed |
| Noah Holdings LTD | April 29, 2026 | December 31, 2025 | 20-F | $373.3 million |
| Vinci Compass Investments LTD. | April 20, 2026 | December 31, 2025 | 20-F | Not listed |
| Triller Group Inc. | April 14, 2026 | December 31, 2025 | 10-K | $21.6 million |
| Apollo Ig Core Replacement, L.P. | March 31, 2026 | December 31, 2025 | 10-K | Not listed |
Filer category
The SEC's size class for the company when it filed.
| Category | Companies | Share |
|---|---|---|
| Large accelerated filer | 32 | 50.8% |
| Non-accelerated filer | 24 | 38.1% |
| Accelerated filer | 7 | 11.1% |
Updated September 30, 2026. Read from SEC Financial Statement Data Sets (sec.gov). Public data from the US Securities and Exchange Commission. Companies are the registrants whose latest annual report (form 10-K, 20-F or 40-F) is in the SEC Financial Statement Data Sets for 2025 Q3 to 2026 Q3, filed through September 30, 2026. Figures are for the whole fiscal year of that report, in US dollars, as the company filed them in XBRL: SpecStream does not adjust them. The SEC does not guarantee the data sets, and they do not replace the filings. Revenue is the revenue tag the company used; banks and funds often use none. Combined totals add each company once and can include a parent and its subsidiary that both file. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.