Wealth Management Stocks List

Symbol Grade Name
BMRC Bank of Marin Bancorp
BPFH Boston Private Financial Holdings, Inc.
CVLY Codorus Valley Bancorp, Inc
DNBF DNB Financial Corp
EBTC Enterprise Bancorp Inc
HTLF Heartland Financial USA, Inc.
IBKC IBERIABANK Corporation
MFSF MutualFirst Financial Inc.
NKSH National Bankshares, Inc.
SEIC SEI Investments Company
TRST TrustCo Bank Corp NY
AUB Atlantic Union Bankshares Corporation
UMBF UMB Financial Corporation
WNEB Western New England Bancorp, Inc.
BKU BankUnited, Inc.
BMO Bank Of Montreal
BNS Bank Nova Scotia Halifax Pfd 3
C Citigroup, Inc.
CS Credit Suisse Group
DB Deutsche Bank AG
FRC FIRST REPUBLIC BANK
GBL Gamco Investors, Inc.
GNW Genworth Financial Inc
INFY Infosys Limited
LTS Ladenburg Thalmann Financial Services Inc
JEF Jefferies Financial Group Inc.
MFG Mizuho Financial Group, Inc. Sponosred ADR (Japan)
NML Neuberger Berman MLP Income Fund Inc.
NOAH Noah Holdings Limited
PB Prosperity Bancshares, Inc.
RY Royal Bank Of Canada
TMP Tompkins Financial Corporation
UBS UBS AG
WFC Wells Fargo & Company
DSE Duff & Phelps Select Energy MLP Fund Inc.
SSB South State Corporation
CBFV CB Financial Services, Inc. (PA)
JP Jupai Holdings Limited
IBKCP IBERIABANK Corporation
IBKCO IBERIABANK Corporation
FHB First Hawaiian, Inc.
CSTR CapStar Financial Holdings, Inc.
GNTY Guaranty Bancshares, Inc.
FOCS Focus Financial Partners Inc.
AMTB Mercantil Bank Holding Corporation - Class A
AMTBB Mercantil Bank Holding Corporation - Class B
PUYI Puyi Inc.
RILYO B. Riley Financial, Inc. - 6.75% Senior Notes due 2024
AMK AssetMark Financial Holdings, Inc.
IFS Intercorp Financial Services Inc.
THBRU Thunder Bridge Acquisition II, Ltd. - Units
RILYN B. Riley Financial, Inc. - 6.50% Senior Notes Due 2026
THBR Thunder Bridge Acquisition II, Ltd.
RILYP B. Riley Financial, Inc. - Depositary Shares, each representing a 1/1000th fractional interest in a share of Series A Cumulative Perpetual Preferred Stock

Recent Signals

Date Stock Signal Type
2019-10-21 AMK Doji - Bearish? Reversal
2019-10-21 AMK Stochastic Reached Overbought Strength
2019-10-21 AMK MACD Bullish Centerline Cross Bullish
2019-10-21 AMTB Narrow Range Bar Range Contraction
2019-10-21 AMTB Cup with Handle Other
2019-10-21 AMTB NR7 Range Contraction
2019-10-21 AUB MACD Bullish Centerline Cross Bullish
2019-10-21 AUB 20 DMA Support Bullish
2019-10-21 AUB 50 DMA Support Bullish
2019-10-21 AUB Bollinger Band Squeeze Range Contraction
2019-10-21 AUB Non-ADX 1,2,3,4 Bullish Bullish Swing Setup
2019-10-21 BKU Crossed Above 200 DMA Bullish
2019-10-21 BKU Shooting Star Candlestick Bearish
2019-10-21 BKU Doji - Bearish? Reversal
2019-10-21 BKU Lizard Bearish Bearish Day Trade Setup
2019-10-21 BKU Pocket Pivot Bullish Swing Setup
2019-10-21 BKU NR7 Range Contraction
2019-10-21 BMO Stochastic Reached Overbought Strength
2019-10-21 BMO Crossed Above 200 DMA Bullish
2019-10-21 BMRC MACD Bullish Centerline Cross Bullish
2019-10-21 BMRC Wide Range Bar Range Expansion
2019-10-21 BMRC Crossed Above 200 DMA Bullish
2019-10-21 BMRC Expansion Pivot Buy Setup Bullish Swing Setup
2019-10-21 BMRC Pocket Pivot Bullish Swing Setup
2019-10-21 BMRC Stochastic Reached Overbought Strength
2019-10-21 BMRC Shooting Star Candlestick Bearish
2019-10-21 BNS New 52 Week High Strength
2019-10-21 C Cup with Handle Other
2019-10-21 CBFV NR7-2 Range Contraction
2019-10-21 CBFV NR7 Range Contraction
2019-10-21 CBFV Crossed Above 20 DMA Bullish
2019-10-21 CBFV Narrow Range Bar Range Contraction
2019-10-21 CS Cup with Handle Other
2019-10-21 CS Narrow Range Bar Range Contraction
2019-10-21 CS Stochastic Sell Signal Bearish
2019-10-21 CSTR Stochastic Buy Signal Bullish
2019-10-21 CSTR Crossed Above 20 DMA Bullish
2019-10-21 CSTR Crossed Above 50 DMA Bullish
2019-10-21 CSTR Cup with Handle Other
2019-10-21 CSTR MACD Bullish Centerline Cross Bullish
2019-10-21 CSTR Expansion Pivot Buy Setup Bullish Swing Setup
2019-10-21 CVLY Fell Below 200 DMA Bearish
2019-10-21 DB Narrow Range Bar Range Contraction
2019-10-21 DB Crossed Above 200 DMA Bullish
2019-10-21 DNBF Crossed Above 20 DMA Bullish
2019-10-21 DNBF MACD Bullish Signal Line Cross Bullish
2019-10-21 DNBF MACD Bullish Centerline Cross Bullish
2019-10-21 DNBF Cup with Handle Other
2019-10-21 EBTC Crossed Above 50 DMA Bullish
2019-10-21 EBTC Cup with Handle Other
2019-10-21 EBTC Crossed Above 20 DMA Bullish
2019-10-21 EBTC Crossed Above 200 DMA Bullish
2019-10-21 FHB Shooting Star Candlestick Bearish
2019-10-21 FOCS 20 DMA Resistance Bearish
2019-10-21 FOCS 50 DMA Support Bullish
2019-10-21 FRC Doji - Bearish? Reversal
2019-10-21 FRC NR7 Range Contraction
2019-10-21 FRC Shooting Star Candlestick Bearish
2019-10-21 FRC Lizard Bearish Bearish Day Trade Setup
2019-10-21 FRC Upper Bollinger Band Walk Strength
2019-10-21 GBL Calm After Storm Range Contraction
2019-10-21 GBL Volume Surge Other
2019-10-21 GBL Hammer Candlestick Bullish
2019-10-21 GBL Lizard Bullish Bullish Day Trade Setup
2019-10-21 GNTY 50 DMA Resistance Bearish
2019-10-21 GNTY 20 DMA Resistance Bearish
2019-10-21 GNTY Bollinger Band Squeeze Range Contraction
2019-10-21 GNTY Non-ADX 1,2,3,4 Bearish Bearish Swing Setup
2019-10-21 GNW 20 DMA Resistance Bearish
2019-10-21 GNW MACD Bearish Signal Line Cross Bearish
2019-10-21 GNW 50 DMA Resistance Bearish
2019-10-21 HTLF Cup with Handle Other
2019-10-21 HTLF Pocket Pivot Bullish Swing Setup
2019-10-21 HTLF MACD Bullish Centerline Cross Bullish
2019-10-21 HTLF Bollinger Band Squeeze Range Contraction
2019-10-21 HTLF Crossed Above 200 DMA Bullish
2019-10-21 IBKC Calm After Storm Range Contraction
2019-10-21 IBKC Crossed Above 20 DMA Bullish
2019-10-21 IBKC Crossed Above 50 DMA Bullish
2019-10-21 IBKC 200 DMA Resistance Bearish
2019-10-21 IBKC Cup with Handle Other
2019-10-21 IBKC Non-ADX 1,2,3,4 Bullish Bullish Swing Setup
2019-10-21 IBKCO Narrow Range Bar Range Contraction
2019-10-21 IBKCO MACD Bullish Signal Line Cross Bullish
2019-10-21 IBKCO New 52 Week Closing High Bullish
2019-10-21 IBKCP Non-ADX 1,2,3,4 Bullish Bullish Swing Setup
2019-10-21 IBKCP MACD Bearish Signal Line Cross Bearish
2019-10-21 IBKCP Volume Surge Other
2019-10-21 IBKCP 50 DMA Support Bullish
2019-10-21 IBKCP Fell Below 20 DMA Bearish
2019-10-21 IFS 50 DMA Support Bullish
2019-10-21 INFY Volume Surge Other
2019-10-21 INFY New Downtrend Bearish
2019-10-21 INFY Lower Bollinger Band Walk Weakness
2019-10-21 INFY Gilligan's Island Buy Setup Bullish Swing Setup
2019-10-21 INFY Expansion Breakdown Bearish Swing Setup
2019-10-21 JEF Cup with Handle Other
2019-10-21 JEF Narrow Range Bar Range Contraction
2019-10-21 JEF NR7 Range Contraction
2019-10-21 JEF Crossed Above 50 DMA Bullish
2019-10-21 JEF Shooting Star Candlestick Bearish
2019-10-21 JP Lower Bollinger Band Walk Weakness
2019-10-21 JP New 52 Week Closing Low Bearish
2019-10-21 LTS Crossed Above 20 DMA Bullish
2019-10-21 LTS Pocket Pivot Bullish Swing Setup
2019-10-21 MFG Cup with Handle Other
2019-10-21 MFG MACD Bullish Centerline Cross Bullish
2019-10-21 MFG Expansion Pivot Buy Setup Bullish Swing Setup
2019-10-21 MFG Crossed Above 20 DMA Bullish
2019-10-21 MFG Pocket Pivot Bullish Swing Setup
2019-10-21 MFSF MACD Bullish Centerline Cross Bullish
2019-10-21 MFSF Crossed Above 50 DMA Bullish
2019-10-21 MFSF Expansion Pivot Buy Setup Bullish Swing Setup
2019-10-21 MFSF Wide Range Bar Range Expansion
2019-10-21 NKSH Expansion Breakout Bullish Swing Setup
2019-10-21 NKSH Crossed Above 20 DMA Bullish
2019-10-21 NKSH Wide Range Bar Range Expansion
2019-10-21 NKSH MACD Bullish Signal Line Cross Bullish
2019-10-21 NKSH 180 Bullish Setup Bullish Swing Setup
2019-10-21 NKSH Pocket Pivot Bullish Swing Setup
2019-10-21 NML 180 Bearish Setup Bearish Swing Setup
2019-10-21 NML Non-ADX 1,2,3,4 Bearish Bearish Swing Setup
2019-10-21 NOAH Crossed Above 20 DMA Bullish
2019-10-21 PB Gilligan's Island Sell Setup Bearish Swing Setup
2019-10-21 RILYO Non-ADX 1,2,3,4 Bearish Bearish Swing Setup
2019-10-21 RY New 52 Week Closing High Bullish
2019-10-21 RY New 52 Week High Strength
2019-10-21 SEIC Bollinger Band Squeeze Range Contraction
2019-10-21 SSB Doji - Bearish? Reversal
2019-10-21 SSB Lizard Bearish Bearish Day Trade Setup
2019-10-21 SSB Bollinger Band Squeeze Range Contraction
2019-10-21 SSB Shooting Star Candlestick Bearish
2019-10-21 THBRU Narrow Range Bar Range Contraction
2019-10-21 TMP Stochastic Reached Overbought Strength
2019-10-21 TMP Pocket Pivot Bullish Swing Setup
2019-10-21 TRST Pocket Pivot Bullish Swing Setup
2019-10-21 UMBF Crossed Above 200 DMA Bullish
2019-10-21 UMBF Stochastic Reached Overbought Strength
2019-10-21 WFC Narrow Range Bar Range Contraction
2019-10-21 WFC NR7 Range Contraction
2019-10-21 WFC Cup with Handle Other
2019-10-21 WNEB Pocket Pivot Bullish Swing Setup
2019-10-21 WNEB Cup with Handle Other
2019-10-21 WNEB Bollinger Band Squeeze Range Contraction
2019-10-21 WNEB Crossed Above 20 DMA Bullish

Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services offered by a complex mix of asset managers, custodial banks, retail banks, financial planners and others. There is no equivalent of a stock exchange to consolidate the allocation of investments and promulgate fund pricing and as such it is considered a fragmented and decentralised industry. High-net-worth individuals (HNWIs), small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management. Wealth managers can have backgrounds as independent Chartered Financial Consultants, Certified Financial Planners or Chartered Financial Analysts (in the United States), Chartered Strategic Wealth Professionals (in Canada), Chartered Financial Planners (in the UK), or any credentialed (such as MBA) professional money managers who work to enhance the income, growth and tax-favored treatment of long-term investors.

More about Wealth Management