Firms whose primary revenue engine is advising on or intermediating capital markets transactions, M&A, and securities trading. Two distinct sub- archetypes share this KPI vocabulary but report on very different balance sheets and require conditional headline surfacing: (a) bulge-bracket / universal IBs (GS, MS, JEF) that combine advisory and underwriting with FICC and Equities market-making, lendi
| Ticker | Company | Their metric | Period | YoY | A year ago |
|---|---|---|---|---|---|
| WT | WisdomTree, Inc. | Average Assets Under Management | FY2026-Q1 | +35.0% | +11.9% |
| MS | Morgan Stanley | Wealth Management Fee-Based Client Assets | FY2026-Q2 | +22.0% | +13.3% |
| LAZ | Lazard Ltd | Average management fee rate | FY2026-Q2 | +1.9% | -0.9% |
| OPY | Oppenheimer Holdings Inc. | Financial Advisors | FY2026-Q2 | +0.8% | -0.7% |
| HLI | Houlihan Lokey, Inc. | Financial and Valuation Advisory fee events | FY2027-Q1 | +8.9% | +13.0% |
| COHN | Cohen & Company Inc. | Assets Under Management | FY2026-Q2 | -40.9% | -4.3% |
A side-by-side appears only when three or more companies report the same metric in the same unit under their own definition. Companies are listed in value order, not ranked: whether a higher number is better is not asserted.