Investment Advice stocks

7 distinct companies in our coverage share this SEC industry code, including Ameriprise Financial, Inc. (AMP), Apollo Global Management, Inc. (APO), Ares Management Corporation (ARES). Explore what each business does and open its annual filing below.

What this peer group tells you

The SEC classifies these issuers under “Investment Advice” (SIC 6282). A shared code is a starting point for finding comparable businesses. Product mix, geography and customers can still differ substantially. Read the company descriptions before treating the group as direct competitors.

Fiscal calendars in this group

Align the reporting periods before comparing annual results. Companies with different year ends report different 12-month windows.

Fiscal year end (SEC)Companies
December 31AMP, APO, ARES, BX, IVZ, KKR, TROW

Investment Advice stocks: company profiles and annual filings

Blackstone Inc. (BX)

Blackstone is the world's largest alternative-asset manager, investing in real estate, private equity, and credit.

Fiscal year end in SEC snapshot
December 31
Annual report period end
2025-12-31
10-K filed 2026-02-27

Invesco Ltd. (IVZ)

Invesco is an asset manager offering mutual funds and ETFs, including the popular QQQ fund.

Fiscal year end in SEC snapshot
December 31
Annual report period end
2025-12-31
10-K filed 2026-02-24

KKR & Co. Inc. (KKR)

KKR is a global private-equity and alternative-asset manager investing in buyouts, credit, and infrastructure.

Fiscal year end in SEC snapshot
December 31
Annual report period end
2025-12-31
10-K filed 2026-02-27

Sources and method

Industry codes and annual filing references come from the SEC submissions snapshot linked to each issuer in our company catalog (snapshot ; newer filings may exist). Only groups with at least three distinct issuers, business descriptions and annual filing links are included. Multiple share classes of one issuer count as one company. This is a coverage directory, not a complete industry census or a ranking of investments.

SEC Standard Industrial Classification code list explains the classification system. Read our research methodology or browse all industry directories.

What do the investment advice numbers leave unanswered?

Financials describe the business. The next question is which assumptions an investment thesis depends on. Explore the member reports below for analysis of catalysts, risks, and what would change the view. $39/month or $249/year.

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