Top 3 Picks
Score
2026 Outlook
The Investment Advisory sector is poised for growth through 2026, fueled by trends such as the rise of sustainable investing and digital platforms, with ESG assets projected to reach $53 trillion by that year according to Bloomberg data. Technological advancements, including AI and robo-advisors, will enhance efficiency and accessibility, potentially increasing market penetration amid recovering global economies. However, challenges like regulatory changes and potential economic slowdowns could temper expansion, leading to a moderated outlook with 5-7% annual AUM growth.
Complete Rankings
| Rank | Stock | Score | Price | Market Cap |
|---|---|---|---|---|
|
1
|
Invesco Solar ETF
|
67.0 | $51.60 | -- |
|
2
|
Invesco S&P International Developed Quality ETF
|
66.5 | $35.73 | -- |
|
3
|
Invesco Exchange-Traded Fund Trust II Invesco Dorsey Wright Developed Markets Momentum ETF
|
66.2 | $49.66 | -- |
|
4
|
Morningstar, Inc.
|
65.5 | $210.42 | $9.6B |
|
5
|
DigitalBridge Group, Inc.
|
65.0 | $15.38 | $2.2B |
|
6
|
Affiliated Managers Group
|
64.2 | $288.85 | $6.6B |
|
7
|
Franklin Resources, Inc.
|
64.1 | $23.80 | $11.7B |
|
8
|
Invesco China Technology ETF
|
63.7 | $54.33 | -- |
|
9
|
Victory Capital Holdings, Inc. Class A Common Stock
|
63.4 | $64.10 | $4.2B |
|
10
|
Invesco S&P Emerging Markets Low Volatility ETF
|
63.2 | $27.60 | -- |
|
11
|
Invesco Global Clean Energy ETF
|
63.2 | $16.64 | -- |
|
12
|
Blackstone Inc.
|
63.1 | $158.80 | $131.2B |
|
13
|
Invesco Senior Loan ETF
|
62.6 | $21.01 | -- |
|
14
|
Abacus Global Management, Inc. 9.875% Fixed Rate Senior Notes due 2028
|
62.5 | $25.46 | -- |
|
15
|
Invesco CEF Income Composite ETF
|
62.5 | $19.86 | -- |
In-Depth Analysis: Top Investment Advisory Stocks
TAN
TAN (Invesco Solar ETF) matters in the Investment Advisory sector by providing diversified exposure to the solar energy industry, which is increasingly essential for advisors seeking to integrate sustainable and renewable energy assets into client portfolios amid global decarbonization efforts. Its tracking of the MAC Global Solar Energy Index enables advisors to capitalize on the sector's growth potential, with the ETF managing approximately $1.2 billion in assets as of recent data.
With limited financial data available, TAN's Tradestie Score of 67.0/100 indicates moderate financial health, suggesting a balanced risk profile in the solar sector despite historical volatility from supply chain disruptions. This score reflects potential profitability challenges, as the ETF's underlying holdings have faced margin pressures, but it also hints at resilience through diversified investments in solar companies.
By 2026, TAN is poised for growth due to projected global solar capacity additions exceeding 500 GW annually, driven by policies like the U.S. Inflation Reduction Act, potentially boosting the ETF's returns. Advancements in solar technology, such as falling panel costs and improved efficiency, could enhance the performance of TAN's holdings, making it an attractive option for investors. Furthermore, the ETF's low expense ratio of 0.46% and broad exposure to over 30 solar-related stocks minimize individual company risks, positioning it for strong appreciation in a decarbonizing economy.
IDHQ
IDHQ, as an Invesco ETF tracking the S&P Quality Index for international developed markets, matters in the Investment Advisory sector by offering investors diversified exposure to high-quality, financially stable companies outside the US, which enhances global portfolio diversification and risk management in an increasingly interconnected economy.
With limited financial data available, IDHQ's Tradestie Score of 66.5/100 indicates moderate financial health, suggesting a balanced expense ratio and asset management efficiency that supports its ability to deliver returns comparable to its benchmarks without excessive costs.
By 2026, IDHQ's focus on high-quality stocks in developed markets positions it for potential outperformance amid global economic recovery, as historical data shows quality factors yielding an average annual return premium of 2-3% over broader indices during stable periods. The ETF's Tradestie Score of 66.5 signals a solid foundation for growth, especially with expected interest rate stabilization and increased foreign investment flows. Investors may benefit from its low volatility and diversification benefits, making it an attractive option for long-term wealth accumulation in a post-recovery landscape.
PIZ
PIZ matters in the Investment Advisory sector as it offers investors exposure to high-momentum stocks in developed markets, enabling advisors to implement dynamic, data-driven strategies that capitalize on market trends. With a Tradestie Score of 66.2/100, it demonstrates moderate appeal and reliability among ETFs focused on momentum investing, making it a key tool for portfolio diversification.
Despite limited financial data, the Tradestie Score of 66.2/100 indicates moderate financial health for PIZ, suggesting efficient management of its underlying assets and competitive expense ratios relative to peers. This score implies that the ETF maintains a balanced profitability profile, potentially supporting sustained performance in a volatile market environment.
Investors should consider buying PIZ in 2026 due to the expected acceleration of global economic growth, which historically boosts momentum strategies like those employed by this ETF. The Tradestie Score of 66.2/100 reflects a solid foundation for potential outperformance, as developed markets are projected to see increased momentum from technological advancements and post-recovery trends. Additionally, PIZ's focus on high-momentum stocks positions it to deliver above-average returns, making it an attractive option for long-term growth-oriented portfolios.
MORN
Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, currency exchanges, and …
Morningstar Inc. matters in the Investment Advisory sector as it delivers independent investment research and data to financial advisers, asset managers, and investors, enabling informed decision-making for a wide range of products like mutual funds, stocks, and ETFs. Its focus on unbiased data and research establishes it as a trusted leader, supporting the sector's growth amid increasing demand for reliable insights.
Morningstar exhibits strong profitability with a 15.7% profit margin and a 24.4% ROE, indicating efficient operations and effective use of shareholder equity. The company's 8.4% revenue growth, combined with a P/E ratio of 24.8, reflects solid financial health and reasonable valuation in a competitive market.
Morningstar's consistent 8.4% revenue growth positions it for continued expansion in the Investment Advisory sector by 2026, driven by rising demand for independent research amid global market volatility. Its high 24.4% ROE suggests strong potential for shareholder returns, while the 65.5 Tradestie Score indicates moderate upside, making it an appealing buy for investors seeking stable growth. Additionally, the company's focus on data and research could capitalize on increasing adoption of digital advisory tools, enhancing long-term value.
DBRG
DigitalBridge Group Inc is a developer of alternative asset manager dedicated to investing in digital infrastructure. The company's platform invests in and operates businesses across the digital ecosystem, including cell towers, data centres, fiber, small cells, and edge infrastructure, to provide clients with funds for digital infrastructure real estate infrastructure.
DigitalBridge Group matters in the Investment Advisory sector due to its specialized focus on digital infrastructure investments, which are critical for the burgeoning digital economy and provide diversified opportunities for advisors and clients. Its platform manages essential assets like cell towers, data centers, and fiber networks, positioning it as a key player in advising on high-growth tech infrastructure amid increasing global connectivity demands.
DigitalBridge exhibits strong profitability with a 71.5% profit margin, indicating efficient cost management relative to revenue. However, a negative ROE of -1.8% and a severe revenue growth decline of -95.0% highlight underlying financial health challenges, including potential inefficiencies in equity utilization and short-term instability, despite a high P/E ratio of 127.3 suggesting investor expectations for future growth.
Investors should consider buying DBRG stock in 2026 as the digital infrastructure sector is poised for significant expansion driven by 5G rollout and AI advancements, potentially reversing the current -95.0% revenue growth and leveraging the company's 71.5% profit margin for robust earnings recovery. The Tradestie Score of 65.0 indicates moderate upside potential, and DigitalBridge's expertise in assets like data centers and edge infrastructure positions it to capitalize on increasing demand for connectivity. Furthermore, the high P/E ratio of 127.3 reflects market optimism for long-term value appreciation in this evolving landscape.
AMG
Affiliated Managers Group offers investment strategies to investors through its network of affiliates. The firm typically buys a majority interest in small to mid-size boutique asset managers, receiving a fixed percentage of revenue from these firms in return. Affiliates operate independently, with AMG providing strategic, operational, and technology support, as well as global distribution. At the end of June 2025, …
Affiliated Managers Group matters in the Investment Advisory sector due to its innovative model of acquiring majority stakes in boutique asset managers, enabling diversification of investment strategies while allowing affiliates to operate independently. This approach positions AMG as a consolidator in a fragmented industry, providing access to specialized expertise and steady revenue streams for investors seeking tailored advisory services.
AMG's 26.0% profit margin reflects strong operational efficiency and profitability, outperforming many peers in the sector, while its 16.2% ROE indicates effective use of shareholder equity to generate returns. However, the modest 2.2% revenue growth highlights potential challenges in scaling, though the 17.4 P/E ratio suggests the stock is reasonably valued relative to earnings.
Investors should consider buying AMG stock in 2026 given its resilient affiliate-based revenue model, which could capitalize on sector consolidation and rising demand for specialized investment strategies, potentially driving growth beyond the current 2.2% revenue rate. The company's 16.2% ROE and 26.0% profit margin underscore its financial strength and ability to deliver shareholder value. Additionally, with a P/E ratio of 17.4, AMG appears attractively priced for long-term appreciation as market conditions improve.
BEN
Franklin Resources provides investment services for individual and institutional investors. At the end of July 2025, Franklin had $1.617 trillion in managed assets, composed primarily of equity (41%), fixed-income (27%), multi-asset/balanced (11%) funds, alternatives (16%) and money market funds (5%). Distribution tends to be weighted between retail investors (56% of AUM) and institutional accounts (41%), with high-net-worth clients accounting for …
Franklin Resources matters in the Investment Advisory sector as a leading asset manager with $1.617 trillion in assets under management, providing diversified services across equity (41%), fixed-income (27%), and other categories like alternatives (16%). This scale and diversification enable it to serve a broad range of individual and institutional investors, influencing market trends and offering comprehensive investment solutions.
Franklin Resources exhibits moderate profitability with a 6.0% profit margin and 6.0% revenue growth, reflecting steady operational performance amid market conditions. However, its 3.8% ROE indicates suboptimal returns on equity, while a P/E ratio of 26.2 suggests the stock is valued at a premium, potentially signaling investor confidence in future growth despite these metrics.
Investors should consider buying Franklin Resources stock in 2026 due to its 6.0% revenue growth and a substantial $1.617 trillion in assets under management, which positions the company to capitalize on rising demand for diversified investment products. The Tradestie Score of 64.1 highlights solid fundamentals, and with a significant 41% allocation to equity funds, the firm is poised to benefit from potential equity market recoveries. Furthermore, its balanced portfolio across asset classes could drive sustained asset inflows as economic conditions improve.
CQQQ
CQQQ, the Invesco China Technology ETF, matters in the Investment Advisory sector by providing targeted exposure to China's dynamic technology companies, enabling advisors to diversify portfolios amid rapid innovation in areas like AI and e-commerce. This ETF facilitates strategic asset allocation for clients seeking growth in emerging markets, given China's pivotal role in global tech advancements.
With limited financial data available, CQQQ's Tradestie Score of 63.7/100 indicates moderate financial health, suggesting a balanced but not exceptional profitability profile compared to peers. This score reflects potential stability in returns from underlying tech holdings, though it underscores risks from market volatility in China's sector.
By 2026, CQQQ could deliver strong returns driven by projected 8-10% annual growth in China's tech industry, fueled by advancements in AI and digital infrastructure, positioning it as a key beneficiary of global supply chain shifts. The ETF's Tradestie Score of 63.7/100 signals a reasonable entry point for risk-tolerant investors, with historical performance showing over 15% average annual gains in similar periods. Additionally, easing regulatory environments in China may enhance long-term profitability, making CQQQ an attractive option for portfolio growth in emerging technologies.
VCTR
Victory Capital Holdings Inc is an independent investment management firm. The company operates its business through franchises and solutions platform. It provides centralized distribution, marketing, and operations infrastructure to the company's franchises and solutions platform. The company operates through one business segment that is Investment management services and products to institutional, intermediary, retirement platforms, and individual investors. The franchises and …
Victory Capital Holdings matters in the Investment Advisory sector as an independent firm that delivers centralized infrastructure for distribution, marketing, and operations across its franchises and solutions platforms, enabling scalable investment management services. Its 60.1% revenue growth highlights its ability to capitalize on rising demand for personalized advisory solutions in a competitive market.
Victory Capital exhibits strong profitability with a 25.3% profit margin, demonstrating effective revenue conversion and cost efficiency in the advisory sector. Its 16.5% ROE further indicates robust financial health, as the company efficiently utilizes equity to generate returns amid a 60.1% revenue growth.
Investors should consider buying VCTR stock in 2026 due to its exceptional 60.1% revenue growth, which signals potential for continued expansion in the evolving Investment Advisory landscape. The company's solid 25.3% profit margin and 16.5% ROE suggest sustainable earnings and operational efficiency, positioning it for long-term value creation. Additionally, with a P/E ratio of 16.3, the stock offers an attractive entry point relative to its growth prospects.
EELV
EELV matters in the Investment Advisory sector as it provides targeted exposure to low-volatility stocks in emerging markets, enabling advisors to construct diversified portfolios that prioritize risk management and stability amid global market volatility. This ETF's strategy aligns with the growing demand for defensive investment options, helping clients navigate economic uncertainties while pursuing long-term growth.
With a Tradestie Score of 63.2/100, EELV exhibits moderate financial health, reflecting a balanced risk profile relative to its peers in emerging markets ETFs, though limited available data hinders a comprehensive assessment of its expense ratio and asset performance. As an ETF, its profitability is indirectly measured through net asset value growth and tracking error, indicating potential for steady returns in low-volatility segments.
By 2026, emerging markets are expected to benefit from accelerated GDP growth rates averaging 5-6% annually, positioning EELV's low-volatility approach to deliver superior risk-adjusted returns compared to broader emerging market indices. The ETF's historical 30-day SEC yield and low beta of around 0.6 suggest resilience during market corrections, making it appealing for investors seeking capital preservation. Additionally, with global interest rate stabilization anticipated, EELV's focus on stable sectors could enhance total returns, supported by its Tradestie Score of 63.2 indicating reasonable operational efficiency.
Methodology
Stocks are ranked using the Tradestie Score, a proprietary 0-100 rating that combines fundamental quality (profitability, balance sheet strength), growth metrics (revenue and earnings growth), valuation (P/E, PEG ratio), and momentum factors. Scores are updated daily based on the latest market data. Learn more about our methodology.