Top 3 Picks
2026 Outlook
Sector trends into 2026 point to AUM expansion from alternatives and retirement inflows, offset by fee compression in core equities, favoring scaled or specialized players. Mid-cap firms with alternatives tilt such as CNS and JHG are positioned for margin stability, while broader recovery in active management could lift scores further above the 58-64 range seen today.
Complete Rankings
| Rank | Stock | Score | Price | Market Cap |
|---|---|---|---|---|
|
1
|
Affiliated Managers Group
|
64.6 | $370.22 | $6.6B |
|
2
|
Janus Henderson Group plc Ordinary Shares
|
63.3 | $51.95 | $6.9B |
|
3
|
Cohen & Steers Inc.
|
62.1 | $79.91 | $3.3B |
|
4
|
T Rowe Price Group Inc
|
61.8 | $109.78 | $22.2B |
|
5
|
Abacus Global Management, Inc. Class A Common Stock
|
61.3 | $8.47 | $547M |
|
6
|
Evercore Inc.
|
60.5 | $297.92 | $12.8B |
|
7
|
Brookfield Asset Management Ltd.
|
60.1 | $50.60 | $89.9B |
|
8
|
Ares Management Corporation Class A Common Stock
|
59.4 | $140.15 | $33.8B |
|
9
|
GCM Grosvenor Inc. Class A Common Stock
|
59.3 | $13.27 | $627M |
|
10
|
MOELIS & COMPANY
|
58.9 | $69.02 | $5.1B |
|
11
|
The Carlyle Group Inc. Common Stock
|
58.6 | $46.97 | $22.0B |
|
12
|
Ameriprise Financial, Inc.
|
57.8 | $560.56 | $45.9B |
|
13
|
Franklin Resources, Inc.
|
57.0 | $34.73 | $11.7B |
|
14
|
ARTISAN PARTNERS ASSET MANAGEMENT INC.
|
56.8 | $41.57 | $3.0B |
|
15
|
KKR & Co. Inc.
|
56.8 | $107.73 | $113.6B |
In-Depth Analysis: Top Investment Advisory Stocks
AMG
Affiliated Managers Group offers investment strategies to investors through its network of affiliates. The firm typically buys a majority interest in small to mid-size boutique asset managers, receiving a fixed percentage of revenue from these firms in return. Affiliates operate independently, with AMG providing strategic, operational, and technology support, as well as global distribution. At the end of June 2025, …
AMG matters in the Investment Advisory sector through its unique model of acquiring majority stakes in small to mid-size boutique asset managers while granting them operational independence and collecting a fixed revenue share, enabling scalable consolidation of fragmented advisory capabilities.
AMG's 37.7% profit margin and 24.3% ROE reflect strong profitability and efficient equity utilization, while 29.9% revenue growth signals robust top-line momentum and overall financial health.
AMG's P/E of 12.5 indicates undervaluation relative to earnings power. Combined with 29.9% revenue growth and a Tradestie Score of 64.6/100, the affiliate model positions the firm for earnings expansion in 2026 as boutique managers capture market share. This setup offers investors exposure to high-margin advisory growth at an attractive entry point.
JHG
Janus Henderson Group provides investment management services to retail intermediary (49% of managed assets), self-directed (20%) and institutional (31%) clients. At the end of June 2025, active equities (53%), fixed-income (31%), balanced (12%) and alternative (4%) investment platforms constituted the company's $457.3 billion in assets under management. Janus Henderson sources most of its managed assets from clients in North America …
Janus Henderson Group matters in the Investment Advisory sector through its diversified client base of retail intermediary (49% of managed assets), self-directed (20%), and institutional (31%) segments, with active equities (53%) and fixed-income (31%) platforms forming the core of its offerings as of June 2025.
The company shows solid financial health via a 24.8% profit margin and 16.2% ROE, backed by 11.0% revenue growth that supports consistent earnings generation.
Investors should consider buying JHG in 2026 given its low P/E of 10.3 alongside 11.0% revenue growth and a diversified asset mix of 53% active equities and 31% fixed income. The 16.2% ROE indicates efficient returns on equity that can compound value, while the 63.3/100 Tradestie Score highlights room for re-rating as client flows stabilize across retail and institutional channels.
CNS
Cohen & Steers is a niche asset manager concentrating on real estate securities. The firm invests mainly in the equity shares of real estate investment trusts, with holdings in domestic and international real estate securities accounting for close to two thirds of its $79.3 billion in managed assets at the end of January 2024. Cohen & Steers also manages portfolios …
Cohen & Steers stands out in the Investment Advisory sector as a specialized asset manager with $79.3 billion AUM, where domestic and international real estate securities comprise nearly two-thirds of holdings focused on REIT equities.
The firm delivers robust financial health through a 28.8% profit margin and 27.3% ROE, paired with 12.2% revenue growth that underscores efficient operations in niche real estate advisory.
CNS offers appeal for 2026 investors via its concentrated REIT and real estate securities strategy, which could capitalize on sector recovery with a P/E of 24.3 supporting valuation. The 27.3% ROE and 28.8% margins provide a foundation for sustained earnings expansion, while the 62.1/100 Tradestie Score highlights moderate momentum in a growing $79.3 billion AUM base.
TROW
T. Rowe Price provides asset management services for individual and institutional investors. It offers a broad range of no-load US and international stock, hybrid, bond, and money market funds. At the end of July 2025, the firm had $1.703 trillion in managed assets, composed of equity (50%), balanced (35%), fixed-income and money market (12%), and alternative (3%) offerings. Approximately two …
T. Rowe Price matters in the Investment Advisory sector as a major provider of no-load equity, balanced, bond, and money market funds, managing $1.703 trillion in assets at end-July 2025 with equity comprising 50% of AUM for both individual and institutional clients.
T. Rowe Price exhibits strong profitability with a 29.3% profit margin and 19.4% ROE, backed by 10.7% revenue growth that underscores efficient scale in asset management and solid financial health.
Investors should consider buying TROW in 2026 given its $1.703 trillion AUM platform and 10.7% revenue growth, which support earnings expansion amid recovering equity markets. The 11.0 P/E ratio appears attractive relative to the 19.4% ROE, implying undervaluation and potential multiple expansion. A Tradestie Score of 61.8/100 leaves headroom for re-rating as fee income stabilizes.
ABL
Abacus Global Management Inc is a financial services company specializing in alternative asset management, data-driven wealth solutions, technology innovations, and institutional services. The Company organizes its business into five reportable segments Active Management, Originations, Asset Management, Portfolio Servicing, and Technology Services. Its operations are confined to the United States.
Abacus Global Management matters in the Investment Advisory sector due to its specialization in alternative asset management, data-driven wealth solutions, and institutional services across five segments including Active Management and Originations.
The company reports a low profit margin of 5.6% and ROE of 3.2%, indicating limited current earnings efficiency, yet its 123.7% revenue growth demonstrates rapid scale that could support future margin expansion despite the high P/E of 170.0.
ABL's 123.7% revenue growth positions it for significant market share gains in alternative assets by 2026 as demand for data-driven solutions rises. The Tradestie Score of 61.3/100 combined with segment diversification in Active Management and Originations offers a pathway to improved ROE from the current 3.2% base. At a P/E of 170.0, the valuation embeds expectations for profitability scaling that could deliver outsized returns if execution aligns with top-line momentum.
EVR
Evercore Inc is an independent investment bank that derives the majority of its revenue from financial advisory, including merger, acquisition, and restructuring advisory. It also has institutional equities trading, equity underwriting, and investment management businesses that account for around 20% of net revenue. The company was founded in 1996 and went public in 2006. Evercore had approximately 2,380 employees at …
Evercore Inc. stands out in the Investment Advisory sector as an independent investment bank generating the majority of revenue from M&A and restructuring advisory, offering a focused alternative to diversified bulge-bracket firms.
Evercore's 15.8% profit margin paired with a 39.5% ROE reflects strong operational leverage and capital efficiency, while 18.8% revenue growth underscores expanding advisory mandates amid a P/E of 16.7.
Evercore's 18.8% revenue growth and 39.5% ROE position it to capture rising M&A activity in 2026, with its pure-play advisory model delivering superior returns versus peers. At a P/E of 16.7 and Tradestie Score of 60.5/100, the stock offers attractive entry for exposure to deal-driven upside in institutional equities and underwriting segments.
BAM
Brookfield Asset Management Ltd engages in providing alternative asset management services through an ownership interest in a alternative asset management business. It offers a range of alternative investment products to investors around the world including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies, and private wealth investors.
Brookfield Asset Management Ltd. stands out in the Investment Advisory sector as a leading provider of alternative asset management services to major institutional investors including public and private pension plans and endowments worldwide.
BAM's profit margin of 48.9% and ROE of 26.8% reflect strong profitability and capital efficiency, underpinned by 60.8% revenue growth.
Investors should consider BAM for 2026 given its 60.8% revenue growth and 48.9% profit margins, which position it to capture rising demand for alternative assets. The 26.8% ROE and 28.6 P/E ratio indicate efficient returns at a growth-supported valuation. Its 60.1/100 Tradestie Score reflects a base for potential upside as alternatives scale.
ARES
Ares Management Corp is an asset management company. It offers investors investment-related advice and strategies for capital growth. The company's operating segments include Credit Group, Private Equity Group, Real Assets, Secondaries Group, and Others. Its Credit Group generates maximum revenue and manages credit strategies across the liquid and illiquid spectrum. Private Equity Group manages investment strategies categorized as corporate private …
Ares Management Corporation matters in the Investment Advisory sector as a diversified asset manager with operating segments in Credit Group, Private Equity Group, Real Assets, and Secondaries Group, where the Credit Group generates maximum revenue through targeted investment advice and capital growth strategies.
Ares reports a 10.6% profit margin and 14.9% ROE, indicating stable profitability and effective equity utilization amid 5.8% revenue growth. The 64.9 P/E ratio reflects premium valuation expectations relative to current earnings.
Ares offers a compelling 2026 entry point through its leadership in credit and alternatives, segments positioned for expansion as investor demand for specialized strategies rises. Its 5.8% revenue growth and 14.9% ROE provide a foundation for earnings leverage, while the 59.4/100 Tradestie Score signals room for multiple expansion as the Credit Group scales.
GCMG
GCM Grosvenor Inc is a world-wide alternative asset management firm. It invests on behalf of clients who seek allocations to alternative investments, such as private equity, infrastructure, real estate, credit, ESG and absolute return strategies. Company invest maximum in Private Equity. The company's offerings include multi-manager portfolios as well as portfolios of direct investments and co-investments.
GCM Grosvenor operates as a global alternative asset manager in the Investment Advisory sector, specializing in private equity allocations alongside infrastructure, real estate, credit, ESG, and absolute return strategies for institutional clients seeking non-traditional exposures.
The firm posts a 7.8% profit margin alongside a robust 30.0% ROE and 11.8% revenue growth, indicating efficient capital deployment despite moderate margins, with a P/E of 25.2 reflecting market expectations for sustained performance.
GCMG's 11.8% revenue growth and 30.0% ROE position it to benefit from expanding institutional demand for private equity and alternatives through 2026. Its focus on high-allocation private equity strategies supports margin expansion potential, while the 59.3/100 Tradestie Score highlights room for valuation re-rating at a 25.2 P/E as AUM scales.
MC
Moelis & Co is an independent investment bank that provides strategic and financial advice to a diverse client base, including corporations, financial sponsors, governments, and sovereign wealth funds. The company assists its clients in achieving their strategic goals by offering comprehensive, globally integrated financial advisory services across all industry sectors. It also advises clients on their critical decisions, including mergers …
Moelis & Co differentiates itself in the Investment Advisory sector as an independent investment bank delivering strategic and financial advice to corporations, financial sponsors, governments, and sovereign wealth funds on a global scale.
Moelis reports a 14.5% profit margin alongside a sector-leading ROE of 41.4%, reflecting efficient capital deployment and solid earnings power, while 12.0% revenue growth and a 24.1 P/E indicate balanced financial health.
Investors should consider MC in 2026 given its 41.4% ROE that signals sustained high returns on equity and 12.0% revenue growth that supports earnings expansion. The 24.1 P/E offers reasonable valuation relative to profitability metrics, positioning the stock for potential upside as advisory deal flow rebounds with corporate and sponsor activity.
Methodology
Stocks are ranked using the Tradestie Score, a proprietary 0-100 rating that combines fundamental quality (profitability, balance sheet strength), growth metrics (revenue and earnings growth), valuation (P/E, PEG ratio), and momentum factors. Scores are updated daily based on the latest market data. Learn more about our methodology.