Industry · SIC 6282
Investment Advice
173 tracked issuers filing with the SEC under this industry classification.
Issuers
173
Recent filings
40
SIC code
6282
Industry overview
Investment Advice
The Investment Advice industry classified under SIC 6282 comprises registered investment advisers, wealth managers, financial planners, and digital advisory platforms that help individuals, families, and institutions allocate capital, construct portfolios, and plan for retirement, education, and other long-term goals. Core services include discretionary portfolio management, asset allocation, tax-efficient investing, estate and retirement planning, as well as model portfolios and robo-advisory solutions for mass-affluent clients. Typical customers range from retail investors and high-net-worth individuals to foundations, endowments, and corporate retirement plans. Key risks center on market volatility, interest-rate and liquidity shocks, conflicts of interest, and tightening oversight from the SEC, FINRA, and global regulators around fiduciary duty, fee transparency, disclosure, and cybersecurity. In 2024–2025, the sector is being reshaped by AI-driven analytics, personalized direct indexing, ESG integration, and ongoing fee compression and consolidation. For deeper insight into advisor strategies and regulatory developments, readers can view SEC filings and disclosures on Earnings Feed.
Source: Earnings Feed research · Nov 23, 2025
Latest filings
- SCHEDULE 13GVRTSSEC(opens sec.gov)
- SCHEDULE 13G/ARPCRidgepost Capital, Inc.9.3 KBSEC(opens sec.gov)
- 6-KNOAHNOAH HOLDINGS LTD1.0 MBSEC(opens sec.gov)
- 8-KCNL Strategic Capital, LLC186.4 KBSEC(opens sec.gov)
- 6-KPAXPatria Investments Ltd1.0 MBSEC(opens sec.gov)
- 8-KG-INFRA LP973.1 KBSEC(opens sec.gov)
- 8-KVALUVALUE LINE INC168.7 KBSEC(opens sec.gov)
- 6-KPAXPatria Investments Ltd350.8 KBSEC(opens sec.gov)
- 8-KHLIHOULIHAN LOKEY, INC.135.5 KBSEC(opens sec.gov)
- 8-KApollo IG Core Replacement, L.P.191.3 KBSEC(opens sec.gov)
- 8-KAPOApollo Global Management, Inc.189.2 KBSEC(opens sec.gov)
- 3BIOTECHNOLOGY VALUE FUND L P36.3 KBSEC(opens sec.gov)
- 8-KPIMCO Asset-Based Lending Co LLC180.2 KBSEC(opens sec.gov)
- 8-KSEC(opens sec.gov)
- 8-KSEC(opens sec.gov)
- 4Invesco Advisers, Inc.9.3 KBSEC(opens sec.gov)
- 8-KRILYBRC Group Holdings, Inc.1.7 MBSEC(opens sec.gov)
- 6-KMAASMaase Inc.10.5 KBSEC(opens sec.gov)
- 8-KSEC(opens sec.gov)
- 8-KWarburg Pincus Access Fund, L.P.200.1 KBSEC(opens sec.gov)
- 8-KBAMBrookfield Asset Management Ltd.222.9 KBSEC(opens sec.gov)
- 8-KBAMBrookfield Asset Management Ltd.225.9 KBSEC(opens sec.gov)
- SCHEDULE 13DSAMGSEC(opens sec.gov)
- 8-KSEC(opens sec.gov)
- 8-KSEC(opens sec.gov)
- 8-KSEC(opens sec.gov)
- 8-KDBRGDigitalBridge Group, Inc.793.9 KBSEC(opens sec.gov)
- 8-KARESAres Management Corp183.5 KBSEC(opens sec.gov)
- 8-KSEC(opens sec.gov)
- 8-KSEC(opens sec.gov)
- 8-KVistaOne, L.P.308.4 KBSEC(opens sec.gov)
- 8-KSEC(opens sec.gov)
- 6-KPAXPatria Investments Ltd17.5 KBSEC(opens sec.gov)
- 8-KBAMSEC(opens sec.gov)
- 8-KMORNMorningstar, Inc.589.2 KBSEC(opens sec.gov)
- 8-KAPAMSEC(opens sec.gov)
- 8-KALLIANCEBERNSTEIN L.P.159.8 KBSEC(opens sec.gov)
- 8-KABALLIANCEBERNSTEIN HOLDING L.P.173.1 KBSEC(opens sec.gov)
- 8-KCNL Strategic Capital, LLC235.6 KBSEC(opens sec.gov)
- 8-KEQT Private Equity Co LLC173.7 KBSEC(opens sec.gov)
Featured issuers
- 180 DEGREE CAPITAL CORP. /NY/CIK 0000893739
- Abacus Global Management, Inc.CIK 0001814287ABX
- Acadian Asset Management Inc.CIK 0001748824AAMI
- Acadian IncCIK 0000796370
- AFFILIATED MANAGERS GROUP, INC.CIK 0001004434AMG
- ALLIANCEBERNSTEIN HOLDING L.P.CIK 0000825313AB
- ALLIANCEBERNSTEIN L.P.CIK 0001109448
- Allianz Asset Management of America L.P.CIK 0000822426
- ALLIED CAPITAL ADVISERS INCCIK 0000868207
- AlTi Global, Inc.CIK 0001838615ALTI
- AMERIPRISE FINANCIAL INCCIK 0000820027AMP
- AMRESCO RESIDENTIAL SECS CORP MORT LOAN TRUST 1998-3CIK 0001067488
Classification
- SIC code
- 6282
- Total issuers
- 173
- Recent filings
- 40