wealth management companies

Companies whose enriched business profile is tagged “wealth management”, drawn from their SEC filings + website text. Sorted by market capitalization; every figure is delayed data from SEC EDGAR + market data, shown with its as-of date.

• JPMorgan Chase (JPM) Financials — A leading global financial services firm providing comprehensive banking, investment, and asset management solutions for individuals and institutions worldwide. ask →
• Bank of America (BAC) Financials — A global leader in financial services, Bank of America provides comprehensive banking, investment, and market-making services to a vast array of individual and institutional clients. ask →
• Morgan Stanley (MS) Financials — A leading global financial institution providing diversified investment banking, wealth management, and investment management services. ask →
• Goldman Sachs (GS) Financials — A premier global investment bank and financial services firm providing advisory, capital markets, and investment management solutions to corporations, governments, and individuals. ask →
• HSBC HOLDINGS PLC (HSBC) Financials — A leading global financial services powerhouse connecting international markets through comprehensive retail, commercial, and investment banking. ask →
• Wells Fargo (WFC) Financials — A major diversified financial services leader providing essential banking, lending, and investment solutions to a vast, multi-segment customer base. ask →
• Citigroup (C) Financials — A leading global diversified financial services institution providing comprehensive banking and investment solutions to millions of customers worldwide. ask →
• Charles Schwab Corporation (SCHW) Financials — A leading financial services firm providing a comprehensive range of investment, banking, and advisory services to both individual investors and independent financial advisors. ask →
• BNY Mellon (BNY) Financials — BNY Mellon is a premier global financial institution providing critical investment servicing and management services to the world's most significant institutional and individual investors. ask →
• U.S. Bancorp (USB) Financials — A leading U.S.-based diversified financial services institution providing retail and commercial banking, investment, and payment solutions. ask →
• KKR & Co. (KKR) Financials — A premier global alternative asset manager integrating investment strategies with insurance capabilities to drive long-term capital appreciation. ask →
• Fifth Third Bancorp (FITB) Financials — Fifth Third Bancorp is a diversified regional financial institution providing a full suite of consumer and commercial banking, wealth management, and payment services across the Midwest and Southeast. ask →
• Ameriprise Financial (AMP) Financials — A comprehensive wealth management and financial services firm built on a foundation of professional financial planning and advisory relationships. ask →
• M&T Bank (MTB) Financials — A major regional bank serving the Mid-Atlantic and New England states with a diversified portfolio spanning commercial, retail, and trust banking services. ask →
• Huntington Bancshares (HBAN) Financials — A diversified regional bank holding company providing full-service commercial and consumer financial solutions across a multi-state footprint. ask →
• Northern Trust (NTRS) Financials — Northern Trust is a premier provider of sophisticated wealth management, asset servicing, and investment solutions for institutions and high-net-worth clients globally. ask →
• Ares Management (ARES) Financials — A leading global alternative asset manager providing diverse capital solutions across credit, private equity, and real estate markets. ask →
• LPL Financial (LPLA) Financials — LPL Financial is a leading independent broker-dealer and wealth management platform providing advisors with the technology, custody, and support to run their own practices. ask →
• Cincinnati Financial (CINF) Financials — A property casualty insurance holding company that leverages a long-term investment strategy and a network of independent agents to provide diversified insurance protection and wealth management. ask →
• Regions Financial Corporation (RF) Financials — Regions Financial is a regional bank holding company providing commercial and consumer banking, mortgage, and wealth management services throughout the Southern and Midwestern United States. ask →
• First Citizens BancShares (FCNCA) Financials — A diversified financial holding company providing comprehensive commercial and consumer banking, wealth management, and equipment leasing services. ask →
• T. Rowe Price (TROW) Financials — A global investment management firm providing active equity, fixed income, and multi-asset strategies to individual and institutional clients. ask →
• KeyCorp (KEY) Financials — KeyCorp is a regional financial services institution providing comprehensive commercial and retail banking, investment, and capital market services. ask →
• East West Bancorp (EWBC) Financials — East West Bancorp is a diversified financial holding company providing specialized commercial and consumer banking services with a unique focus on bridging the US and Asian markets. ask →
• Carlyle Group (The) (CG) Financials — A leading global alternative asset manager providing investment expertise across private equity, credit, and investment solutions. ask →
• Stifel (SF) Financials — Stifel is a full-service wealth management and investment banking firm providing comprehensive financial solutions to individual and institutional clients. ask →
• Wintrust Financial (WTFC) Financials — A diversified financial services company providing commercial and retail banking, wealth management, and specialty lending, primarily serving the Midwest market. ask →
• Frost Bank (CFR) Financials — A regional bank holding company providing a comprehensive range of banking, investment, and insurance services, with a deep-rooted operational presence across Texas. ask →
• OLD NATIONAL BANCORP (ONB) Financials — Old National Bancorp is a regional financial services company providing commercial and consumer banking, wealth management, and capital markets solutions. ask →
• Zions Bancorporation (ZION) Financials — Zions Bancorporation is a relationship-focused regional bank serving the Western United States with a comprehensive suite of commercial and retail financial services. ask →
• Voya Financial (VOYA) Financials — Voya Financial is a diversified financial services firm focused on retirement readiness and investment management. ask →
• JACKSON FINANCIAL INC CLASS A (JXN) Financials — Jackson Financial is a retirement solutions company focused on helping Americans grow and protect their wealth through a comprehensive suite of annuity products. ask →
• Prosperity Bancshares (PB) Financials — A regional financial holding company primarily providing full-service banking solutions to small and mid-sized businesses and consumers in Texas and Oklahoma. ask →
• Columbia Banking System (COLB) Financials — Columbia Banking System is a diversified financial holding company providing commercial and consumer banking, mortgage, and equipment leasing services. ask →
• BOK Financial Corporation (BOKF) Financials — BOK Financial is a diversified regional bank offering commercial banking, wealth management, and fiduciary services with a specialized focus on energy and commercial real estate. ask →
• Commerce Bancshares (CBSH) Financials — Commerce Bancshares is a diversified regional bank holding company offering comprehensive banking, wealth management, and payment processing services. ask →
• Lincoln Financial (LNC) Financials — Lincoln Financial is a leading provider of life insurance, annuities, and retirement solutions dedicated to helping Americans plan for their financial future. ask →
• XP Inc. (XP) Financials — XP Inc. is the dominant independent financial platform in Brazil, transforming the country's investment landscape through a technology-enabled open ecosystem. ask →
• VALLEY NATIONAL (VLY) Financials — A regional banking institution providing commercial and consumer financial services through a community-oriented branch network. ask →
• Central Bancompany (CBC) Financials — A diversified regional financial holding company providing consumer, commercial, and wealth management banking services. ask →
• VICTORY CAPITAL HOLDINGS CLASS A I (VCTR) Financials — Victory Capital is a diversified, next-generation asset manager utilizing a boutique-focused, integrated platform model to serve institutional and retail investors. ask →
• FNB Corporation (FNB) Financials — F.N.B. Corporation is a regional financial services institution providing comprehensive commercial and consumer banking, wealth management, and capital market solutions. ask →
• HANCOCK WHITNEY CORP (HWC) Financials — A Gulf South-based financial holding company providing comprehensive commercial and retail banking, trust, and wealth management services. ask →
• ASSOCIATED BANCORP (ASB) Financials — Associated Banc-Corp is a Midwest-focused regional bank holding company providing comprehensive commercial and consumer financial services. ask →
• AXOS FINANCIAL INC (AX) Financials — Axos Financial is a technology-driven digital bank providing a broad suite of consumer and commercial banking, brokerage, and advisory services. ask →
• EASTERN BANKSHARES INC (EBC) Financials — Eastern Bankshares is a prominent New England-based commercial banking institution providing comprehensive financial services to individuals and businesses. ask →
• FIRST FINANCIAL BANKSHARES INC (FFIN) Financials — A prominent Texas-based financial holding company providing comprehensive community banking, trust, and wealth management services across the state. ask →
• FULTON FINANCIAL CORP (FULT) Financials — Fulton Financial is a regional financial holding company providing comprehensive commercial and retail banking services through Fulton Bank. ask →
• TEXAS CAPITAL BANCSHARES INC (TCBI) Financials — A specialized financial services firm focused on commercial banking and wealth management for businesses and individuals primarily in Texas. ask →
• MECHANICS BANCORP CLASS A (MCHB) Financials — Mechanics Bancorp is a diversified regional banking organization providing retail, commercial, and wealth management services across its footprint. ask →
• WESBANCO INC (WSBC) Financials — Wesbanco is a multi-state regional bank holding company providing comprehensive retail and commercial banking, wealth management, and insurance services across the Midwest and Southeast. ask →
• RENASANT CORP (RNST) Financials — Renasant is a Southeastern US-based regional financial services company providing a comprehensive suite of banking, mortgage, and wealth management solutions. ask →
• PARK NATIONAL CORP (PRK) Financials — A regional financial holding company primarily serving personal and commercial banking needs through The Park National Bank. ask →
• NICOLET BANKSHARES INC (NIC) Financials — A relationship-focused regional financial institution providing commercial and retail banking, mortgage services, and wealth management solutions across the Upper Midwest. ask →
• FIRST INTERSTATE BANCSYSTEM INC (FIBK) Financials — First Interstate BancSystem is a community-focused regional banking organization providing comprehensive financial services across the Western United States. ask →
• ARTISAN PARTNERS ASSET MANAGEMENT (APAM) Financials — An independent, active investment management firm operating through autonomous teams to deliver high value-added investment strategies for institutional and individual clients. ask →
• FIRST FINANCIAL BANCORP (FFBC) Financials — First Financial Bancorp is a regional financial institution offering integrated commercial and retail banking, leasing, and wealth management services. ask →
• SEACOAST BANKING OF FLORIDA (SBCF) Financials — A prominent Florida-based regional bank holding company providing comprehensive financial services including commercial, consumer, and wealth management solutions. ask →
• SIMMONS FIRST NATIONAL CORP CLASS (SFNC) Financials — A diversified regional financial holding company operating as Simmons Bank, providing comprehensive commercial and retail banking services across the Mid-South and Midwest. ask →
• COMMUNITY FINANCIAL SYSTEM INC (CBU) Financials — A financial holding company operating a diversified banking and wealth management platform serving personal and commercial clients. ask →

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Data: SEC EDGAR (filings) + market data (fundamentals, delayed daily-close). Figures shown with their as-of date.

Last updated 2026-08-25.

Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.