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 + Finnhub, shown with its as-of date.

• JPMorgan Chase (JPM) Financials — Leading U.S. financial services firm providing investment banking, wealth management, commercial lending, and consumer banking to millions of customers and the world's most prominent institutional clients. ask →
• Bank of America (BAC) Financials — A diversified global financial services bank providing consumer, corporate and investment banking services across retail deposits, commercial lending, and capital markets trading. ask →
• Morgan Stanley (MS) Financials — A leading global investment bank and wealth management firm providing capital markets, advisory, and financial services to institutions and high-net-worth clients. ask →
• Goldman Sachs (GS) Financials — A global financial powerhouse delivering investment banking, trading, wealth management, and lending services to corporations, governments, and institutions. ask →
• Wells Fargo (WFC) Financials — A leading US diversified financial services company with $2.1 trillion in assets providing consumer and commercial banking, wealth management, and capital markets solutions. ask →
• Citigroup (C) Financials — Citigroup is a global diversified financial services firm operating consumer banking, investment banking, markets, and wealth management across multiple geographies. ask →
• BlackRock (BLK) Financials — Global asset management and technology giant offering investment advisory, portfolio analytics, and digital infrastructure to institutions and individuals worldwide. ask →
• BNY Mellon (BNY) Financials — A 240-year-old global financial infrastructure company that safeguards and manages $61.5 trillion in assets through custody, investment management, and payments services for institutional clients worldwide. ask →
• PNC Financial Services (PNC) Financials — A major diversified U.S. bank providing consumer and commercial banking, asset management, and mortgage servicing across a broad geographic footprint. ask →
• U.S. Bancorp (USB) Financials — A Minneapolis-based financial services holding company providing lending, deposits, capital markets, cash management, and trust services to millions of local, national, and global customers. ask →
• Marsh McLennan (MRSH) Financials — A global risk and insurance broker advising clients across 130 countries on insurance placement, reinsurance, and management consulting. ask →
• Truist Financial (TFC) Financials — Regional financial services powerhouse offering retail and commercial banking, wealth management, and capital markets solutions across the Southeast and Mid-Atlantic. ask →
• Fifth Third Bancorp (FITB) Financials — A diversified regional bank with $214 billion in assets, offering retail deposits, commercial lending, wealth management, and payments solutions across 12 US states. ask →
• Ameriprise Financial (AMP) Financials — A diversified financial services leader with 10,000+ financial advisors delivering wealth management and asset management solutions across multiple client segments. ask →
• Prudential Financial (PRU) Financials — Global financial services powerhouse offering life insurance, annuities, retirement solutions, and $1.6 trillion in active asset management across institutional and retail customers. ask →
• Raymond James Financial (RJF) Financials — A diversified financial services powerhouse generating strong returns from asset management, brokerage commissions, and a high-yielding bank loan portfolio. ask →
• Citizens Financial Group (CFG) Financials — A mid-sized regional bank serving retail and commercial customers across 14 states with $226.4 billion in assets and diversified lending, deposit, and wealth management solutions. ask →
• T. Rowe Price (TROW) Financials — Global asset manager with 85+ years of experience providing active investment solutions across equities, fixed income, multi-asset, and alternatives to individuals and institutions worldwide. ask →
• Webster Bank (WBS) Financials — A Northeast-focused regional bank providing comprehensive retail, commercial, and specialized banking services including HSA banking and wealth management. ask →
• Zions Bancorporation (ZION) Financials ask →
• Central Bancompany (CBC) Financials — A 124-year-old Midwest community bank with $20.75 billion in assets, operating 155 branches across Missouri, Kansas, Oklahoma, and Colorado, offering consumer, commercial, and wealth management services with industry-leading customer satisfaction. ask →
• First American Financial Corporation (FAF) Financials — First American provides title insurance, settlement services, and risk solutions for residential and commercial real estate transactions domestically and internationally. ask →
• RENASANT CORP (RNST) Financials — Regional Southeast bank holding company providing community-focused commercial and personal banking, wealth management, and specialized lending services with 277 offices and a presence across multiple states. ask →
• FIRST FINANCIAL BANCORP (FFBC) Financials — A Cincinnati-based mid-sized regional bank offering commercial lending, real estate financing, and wealth management to businesses and retail customers across the Midwest. ask →
• TRUSTMARK CORP (TRMK) Financials — Trustmark is a regional bank holding company providing commercial, consumer, mortgage, and wealth management services across the Southeast and Texas with strong market positions in its core markets. ask →
• FIRST BUSEY CORP (BUSE) Financials — A profitable Illinois-based regional bank delivering traditional banking, wealth management, and payment technology solutions to personal and commercial customers. ask →
• BANK OF NT BUTTERFIELD & SON LTD (NTB) Financials — A Bermuda-based financial services institution providing banking, wealth management, and related services to high-net-worth clients and institutional investors globally. ask →
• CITY HOLDING (CHCO) Financials — A regional community bank serving West Virginia, Kentucky, Virginia, and southeastern Ohio with commercial, consumer, mortgage, and wealth management services. ask →
• S AND T BANCORP INC (STBA) Financials — A $9.9 billion-asset regional bank serving consumer, commercial, and small business customers across Pennsylvania and Ohio with strong deposit growth and wealth management services. ask →
• GERMAN AMERICAN BANCORP INC (GABC) Financials — A regional bank with 94 offices across Indiana, Kentucky, and Ohio that originates loans and gathers deposits while offering wealth management and investment services to local commercial and retail customers. ask →
• LAKELAND FINANCIAL CORP (LKFN) Financials — Community bank holding company serving Northern and Central Indiana with $7 billion in assets and organic growth strategy across commercial, consumer, and wealth management services. ask →
• BURKE HERBERT FINANCIAL SERVICES C (BHRB) Financials — A Virginia-based community bank holding company serving small- to mid-sized businesses and individuals with comprehensive commercial lending, wealth management, and deposit products. ask →
• HBT FINANCIAL INC (HBT) Financials — A Midwest-focused bank holding company providing comprehensive lending, deposit, and wealth management services to consumers, businesses, and municipalities across Illinois and eastern Iowa. ask →
• VIRTUS INVESTMENT PARTNERS INC (VRTS) Financials — Multi-manager asset management firm offering diversified investment strategies across equities, fixed income, and alternatives to institutional and individual investors. ask →
• HORIZON BANCORP INC (HBNC) Financials — A $6.4 billion-asset community bank serving northern and central Indiana and southern Michigan through 71 branches, offering commercial banking, retail banking, and wealth management services. ask →
• CAMDEN NATIONAL CORP (CAC) Financials — A relationship-driven community bank with $7 billion in assets across Northern New England, combining local decision-making with digital capabilities and a comprehensive suite of financial services. ask →
• MIDLAND STATES BANCORP INC (MSBI) Financials — A $6.5 billion regional bank serving the Midwest with diversified commercial, real estate, and consumer lending alongside wealth management and trust services. ask →
• BAR HARBOR BANKSHARES (BHB) Financials — A Northern New England community bank combining local decision-making and customer relationships with modern digital banking technology and expanded reach through recent acquisitions. ask →
• ACNB CORP (ACNB) Financials — Community bank holding company serving south-central Pennsylvania and northern Maryland with commercial and consumer lending, mortgages, wealth management, and a multi-state insurance agency. ask →
• CHEMUNG FINANCIAL CORP (CHMG) Financials — A regional community bank holding company serving locally-generated deposits with a diversified mix of lending, wealth management, and financial services across upstate New York. ask →
• FIRST NATIONAL CORP (FXNC) Financials — A Virginia-based bank holding company offering loans, deposits, and wealth management services across the Mid-Atlantic region. ask →
• AMES NATIONAL CORP (ATLO) Financials — A regional Iowa bank holding company with six community-focused banking subsidiaries generating diversified revenue from lending, wealth management, and deposit services. ask →
• WESTWOOD HOLDINGS GROUP INC (WHG) Financials — An independent asset manager specializing in multi-asset investment strategies and trust services for institutional and individual clients. ask →

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

Last updated 2026-07-10.

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