Publicly traded firms whose primary economics are fees earned on third-party capital they manage. Two sub-types share this template because they share the AUM-times-fee-rate revenue spine but diverge sharply on metric vocabulary and performance-fee mechanics. Traditional asset managers (BLK, TROW, IVZ) earn basis-point management fees on daily-valued AUM across equity / fixed income / multi-asset
| Ticker | Company | Their metric | Period | YoY | A year ago |
|---|---|---|---|---|---|
| AMG | Affiliated Managers Group, Inc. | Adjusted Earnings Before Interest, Taxes, Depreciation and Amortization (Controlling Interest) | FY2026-Q1 | +39.0% | -12.2% |
| WHG | Westwood Holdings Group, Inc. | Economic Earnings (Non-GAAP) | FY2026-Q1 | +13.2% | -16.5% |
| AAMI | Acadian Asset Management | Asset Management1 revenue | FY2026-Q2 | +44.3% | +15.9% |
| HLNE | Hamilton Lane Incorporated | Management and Advisory Fees | FY2027-Q1 | +20.7% | -4.5% |
| ARES | Ares Management Corporation | After-tax realized income per share of Class A common stock | FY2026-Q2 | +25.2% | +4.0% |
| TROW | T. Rowe Price Group, Inc. | Investment advisory fees | FY2026-Q2 | +11.3% | -0.6% |
| GCMG | GCM Grosvenor Inc. | Management fees | FY2026-Q2 | +12.6% | +2.1% |
| AMP | Ameriprise Financial, Inc. | Advice & Wealth Management Adjusted Operating Net Revenue | FY2026-Q2 | +15.6% | +6.2% |
| TPG | TPG Inc. | Total Assets Under Management | FY2026-Q1 | +21.3% | +12.1% |
| BNY | BlackRock New York Municipal Income Trust | Investment and Wealth Management Revenue | FY2026-Q2 | +6.3% | -2.7% |
| STEP | StepStone Group Inc. | Management and advisory fees, net | FY2027-Q1 | +27.5% | +18.6% |
| KKR | KKR & Co. Inc. | Management Fees | FY2026-Q2 | +25.5% | +17.5% |
| STT | State Street Corporation | Assets under custody and administration | FY2026-Q2 | +18.2% | +10.6% |
| IVZ | Invesco Ltd. | Adjusted Operating Margin | FY2026-Q2 | +6.3 pts | +0.3 pts |
| NTRS | Northern Trust Corporation | Wealth Management | FY2026-Q2 | +9.8% | +4.6% |
| CG | The Carlyle Group Inc. | Assets under management | FY2025-Q4 | +8.2% | +3.5% |
| APO | Apollo Global Management, Inc. | Total assets under management | FY2026-Q2 | +25.0% | +20.7% |
| ALTI | AlTi Global, Inc. | Management and Advisory Fees | FY2026-Q2 | +9.7% | +5.5% |
| GS | The Goldman Sachs Group, Inc. | Total assets under supervision (AUS) | FY2026-Q1 | +15.1% | +11.2% |
| PIPR | Piper Sandler Companies | Adjusted Operating Margin | FY2026-Q2 | +3.7 pts | +0.8 pts |
| SCHW | The Charles Schwab Corporation | Asset management and administration | FY2026-Q2 | +16.2% | +13.5% |
| JHG | Janus Henderson Group plc | Adjusted Diluted Earnings per Share | FY2026-Q1 | +13.9% | +11.3% |
| VRTS | Virtus Investment Partners, Inc. | Adjusted Revenue | FY2026-Q2 | -3.9% | -5.9% |
| CNS | Cohen & Steers, Inc. | Operating Margin (As Adjusted) | FY2026-Q1 | +0.4 pts | -0.8 pts |
| HNNA | Hennessy Advisors, Inc. | Average Assets Under Management | FY2026-Q3 | +4.9% | +5.1% |
| VALU | Value Line, Inc. | License | FY2026-Q3 | -10.1% | -5.6% |
| HQY | HealthEquity, Inc. | Adjusted Earnings Before Interest, Taxes, Depreciation, and Amortization | FY2027-Q2 | +10.5% | +17.8% |
| SAMG | Silvercrest Asset Management Group Inc. | Total Assets Under Management | FY2026-Q2 | +0.8% | +9.9% |
| RITM | Rithm Capital Corp. | Core Earnings Available for Distribution | FY2026-Q1 | +5.2% | +18.1% |
| RNR | RenaissanceRe Holdings Ltd. | Capital Partners Management Fee Income | FY2026-Q2 | -14.7% | +2.0% |
| EVR | Evercore Inc. | Net Revenues (Adjusted) | FY2025-Q2 | +20.7% | +37.7% |
| DBRG | DigitalBridge Group, Inc. | Fee Related Earnings Margin | FY2026-Q1 | -12.0 pts | +12.0 pts |
| LAZ | Lazard Ltd | Incentive fees | FY2026-Q2 | -0.3% | +46.9% |
| RPC | Ridgepost Capital, Inc. | Fully Diluted Adjusted Net Income per Share | FY2025-Q4 | -13.3% | +42.9% |
| ABX | Abacus Global Management, Inc. | Adjusted earnings before interest, taxes, depreciation, and amortization | FY2026-Q2 | +26.7% | +88.6% |
| BX | Blackstone Inc. | Realizations | FY2026-Q2 | +45.8% | +157.2% |
| APAM | Artisan Partners Asset Management Inc. | Total Firm Assets Under Management | FY2026-Q2 | +4.5% | |
| BEN | Franklin Resources, Inc. | Adjusted diluted EPS | FY2026-Q3 | +46.9% | |
| BLK | BlackRock, Inc. | Organic base fee growth | FY2025-Q1 | ||
| FHI | Federated Hermes, Inc. | Total average managed assets | FY2025-Q3 |
A side-by-side appears only when three or more companies report the same metric under their own definition. Nothing is translated from one company's segment into another's.