Wealth management
These firms manage money for individuals and families and earn fees on client assets.
+4.4%
over 1 year · S&P 500 +11.6%
Key indicators
Health
56 / 100
Fragile
Solid
Price
P/E 12
Cheap
Expensive
Up over 1 year
28 of 36
Wallets over 90 days
3 / 2 buys / sells
Buys
Sells
Health and price: against the other tags.
Key indicators
When a figure has a bar, the marker places it among its peers, and the further right it sits, the more the figure beats the others. Green marks the best third, red the weakest and white anything in between. Some figures stay white wherever they sit, like price, pace or holding time, because neither side is better there.
The 37 companies
JPM
+9.6%
BAC
−3.7%
MS
GS
+11.4%
Size: weight in the tag. Color: move over the period.
See all companies
See all companies
J
JPMorgan Chase
JPM
26.5%
+9.6%
B
Bank of America
BAC
10.2%
−3.7%
M
Morgan Stanley
MS
8.6%
+14.7%
M
Morgan Stanley
MS.PRE
8.6%
+1.7%
M
Morgan Stanley
MS.PRF
8.6%
−0.7%
G
Goldman Sachs Group
GS
7.7%
+11.4%
W
Wells Fargo & Company
WFC.PRY
7.6%
−12.8%
W
Wells Fargo
WFC
7.5%
+1.4%
S
Charles Schwab
SCHW
4.6%
−3.6%
B
Bank of New York Mellon
BNY
3.0%
+41.3%
A
Ameriprise Financial
AMP
1.3%
+11.5%
N
Northern Trust
NTRS
0.9%
+37.5%
R
Raymond James Financial
RJF
0.9%
+3.1%
L
LPL Financial
LPLA
0.7%
−22.1%
K
KeyCorp
KEY
0.7%
+25.5%
E
Equitable Holdings
EQH
0.4%
+26.6%
E
Evercore
EVR
0.3%
−6.7%
S
Stifel Financial
SF
0.3%
−11.2%
W
Wintrust Financial
WTFC
0.3%
+20.8%
M
Morningstar
MORN
0.3%
+15.1%
B
BOK Financial
BOKF
0.2%
+21.5%
E
Eastern Bankshares
EBC
0.2%
+32.9%
T
Texas Capital Bancshares
TXCP
0.1%
+14.9%
W
WSFS Financial
WSFS
0.1%
+47.9%
B
First Busey
BUSE
<0.1%
+29.5%
W
Wealthfront
WLTH
<0.1%
O
Oppenheimer Holdings
OPY
<0.1%
+30.9%
A
Abacus Global Management
ABX
<0.1%
+34.5%
A
Abacus Global Management, Inc. 9.875% Fixed Rate Senior Notes due 2028
ABXL
<0.1%
+9.0%
A
Alerus Financial
ALRS
<0.1%
+65.5%
H
HSBC Holdings
HSBC
+27.6%
I
Intercorp Financial Services
IFS
+28.5%
N
Nomura
NMR
+34.0%
N
NatWest Group
NWG
+2.1%
R
Royal Bank of Canada
RY
+39.0%
U
UBS
UBS
+24.6%
X
XP
XP
−17.5%