Research Report · 2026-06-30
Registered Investment Advisers with Insurance Affiliations
SEC-registered investment advisers that report a related insurance affiliation, ranked by AUM.
Firms
1,000
Total AUM
$7.31T
Median AUM
$776.5M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | BARINGS LLC | 106006 | $392.75B | $392.75B | 1,101 | 2026-05-31 | → |
| 2 | FINANCIAL ENGINES ADVISORS L.L.C. | 104510 | $326.29B | $326.29B | 1,679 | 2026-03-31 | → |
| 3 | AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 105778 | $305.98B | $305.98B | 220 | 2026-03-31 | → |
| 4 | CREATIVE PLANNING, LLC | 105348 | $295.57B | $295.57B | 1,650 | 2026-03-31 | → |
| 5 | SEI INVESTMENTS MANAGEMENT CORP | 105146 | $216.43B | $216.43B | 434 | 2026-03-31 | → |
| 6 | HIGHTOWER ADVISORS, LLC | 145323 | $198.58B | $198.58B | 1,983 | 2026-05-31 | → |
| 7 | BLACKSTONE ISG-I ADVISORS L.L.C. | 289202 | $183.53B | $183.53B | 114 | 2026-03-31 | → |
| 8 | FOCUS PARTNERS WEALTH, LLC | 159289 | $181.86B | $181.86B | 1,915 | 2026-04-30 | → |
| 9 | CORIENT PRIVATE WEALTH LLC | 319448 | $165.25B | $165.25B | 1,537 | 2026-03-31 | → |
| 10 | CERITY PARTNERS LLC | 151559 | $161.68B | $161.68B | 1,529 | 2026-06-30 | → |
| 11 | NEPC, LLC | 110562 | $152.72B | $152.72B | 379 | 2026-05-31 | → |
| 12 | BLACKSTONE MANAGEMENT PARTNERS L.L.C. | 136979 | $145.73B | $145.73B | 213 | 2026-03-31 | → |
| 13 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 134139 | $138.69B | $138.69B | 3,527 | 2026-06-30 | → |
| 14 | BLACKSTONE REAL ESTATE ADVISORS L.P. | 142979 | $130.74B | $130.74B | 547 | 2026-03-31 | → |
| 15 | MARINER, LLC | 140195 | $125.41B | $125.41B | 1,889 | 2026-03-31 | → |
| 16 | AMUNDI ASSET MANAGEMENT US, INC. | 107719 | $122.06B | $122.06B | 354 | 2025-03-31 | → |
| 17 | LSV ASSET MANAGEMENT | 109918 | $104.25B | $104.25B | 45 | 2026-03-31 | → |
| 18 | BLACKSTONE CREDIT BDC ADVISORS LLC | 296294 | $100.65B | $100.65B | 753 | 2026-03-31 | → |
| 19 | ROCKEFELLER FINANCIAL LLC | 291361 | $99.60B | $99.60B | 1,005 | 2026-03-31 | → |
| 20 | BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P. | 107580 | $92.04B | $92.04B | 293 | 2026-06-30 | → |
| 21 | AEGON USA INVESTMENT MANAGEMENT, LLC | 114537 | $88.80B | $88.80B | 217 | 2026-03-31 | → |
| 22 | PROSHARE ADVISORS LLC | 134155 | $85.30B | $85.30B | 98 | 2026-03-31 | → |
| 23 | STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P. | 134009 | $80.36B | $80.36B | 113 | 2026-06-30 | → |
| 24 | BLACKSTONE INFRASTRUCTURE ADVISORS L.L.C. | 289751 | $80.17B | $80.17B | 79 | 2026-05-31 | → |
| 25 | BLACKSTONE PROPERTY ADVISORS L.P. | 226598 | $77.40B | $77.40B | 575 | 2026-03-31 | → |
| 26 | BLACKSTONE ASSET BASED FINANCE ADVISORS LP | 120934 | $70.45B | $70.45B | 677 | 2026-03-31 | → |
| 27 | BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. | 146043 | $69.79B | $69.79B | 255 | 2026-03-31 | → |
| 28 | FULCRUM ASSET MANAGEMENT LLP | 137661 | $69.09B | $69.09B | 101 | 2026-03-31 | → |
| 29 | BLACKSTONE PRIVATE CREDIT STRATEGIES LLC | 327208 | $57.92B | $57.92B | 753 | 2026-05-31 | → |
| 30 | IEQ CAPITAL, LLC | 301819 | $56.77B | $56.77B | 266 | 2026-06-30 | → |
| 31 | WORLD INVESTMENT ADVISORS, LLC | 208512 | $56.28B | $56.28B | 413 | 2026-03-31 | → |
| 32 | AEGON ASSET MANAGEMENT UK PLC | 289505 | $52.63B | $52.63B | 254 | 2026-03-31 | → |
| 33 | BLACKSTONE LIQUID CREDIT ADVISORS I LLC | 152294 | $51.63B | $51.63B | 711 | 2026-03-31 | → |
| 34 | MONETA GROUP INVESTMENT ADVISORS, LLC | 104727 | $50.54B | $50.54B | 585 | 2026-03-31 | → |
| 35 | AE WEALTH MANAGEMENT, LLC | 282580 | $49.84B | $49.84B | 630 | 2026-06-30 | → |
| 36 | SAVANT CAPITAL, LLC | 107271 | $49.57B | $49.57B | 659 | 2026-04-30 | → |
| 37 | SCS CAPITAL MANAGEMENT LLC | 122258 | $48.65B | $48.65B | 213 | 2026-03-31 | → |
| 38 | PRIVATE ADVISOR GROUP, LLC | 155216 | $44.33B | $44.33B | 674 | 2026-06-30 | → |
| 39 | BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP | 137519 | $44.11B | $44.11B | 753 | 2026-05-31 | → |
| 40 | LIDO ADVISORS, LLC | 269866 | $42.50B | $42.50B | 437 | 2026-06-30 | → |
| 41 | SALI FUND MANAGEMENT, LLC | 124235 | $41.72B | $41.72B | 79 | 2026-05-31 | → |
| 42 | BLACKSTONE TACTICAL OPPORTUNITIES ADVISORS L.L.C. | 160157 | $40.36B | $40.36B | 83 | 2026-03-31 | → |
| 43 | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | 164198 | $40.25B | $40.25B | 193 | 2026-04-30 | → |
| 44 | SAGEVIEW ADVISORY GROUP, LLC | 126777 | $37.50B | $37.50B | 195 | 2026-03-31 | → |
| 45 | OSAIC FA, INC. | 3978 | $37.13B | $37.13B | 1,607 | 2025-01-31 | → |
| 46 | ROCKEFELLER & CO. LLC | 294197 | $36.76B | $36.76B | 602 | 2026-03-31 | → |
| 47 | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | 143319 | $36.41B | $36.41B | 309 | 2026-03-31 | → |
| 48 | BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC | 134018 | $35.71B | $35.71B | 630 | 2026-03-31 | → |
| 49 | ALLWORTH FINANCIAL, L.P. | 111167 | $33.55B | $33.55B | 493 | 2026-03-31 | → |
| 50 | SEQUOIA FINANCIAL ADVISORS, L.L.C. | 117756 | $32.24B | $32.24B | 424 | 2026-06-30 | → |
| 51 | BLACKSTONE CLO MANAGEMENT LLC (MANAGEMENT SERIES) | 304307 | $30.69B | $30.69B | 711 | 2026-05-31 | → |
| 52 | WAVERLY ADVISORS, LLC | 115332 | $29.78B | $29.78B | 414 | 2026-06-30 | → |
| 53 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 311296 | $29.35B | $29.35B | 36 | 2026-03-31 | → |
| 54 | 1919 INVESTMENT COUNSEL, LLC | 133370 | $26.04B | $26.04B | 131 | 2026-04-30 | → |
| 55 | EAGLE STRATEGIES LLC | 110826 | $25.40B | $25.40B | 2,804 | 2026-03-31 | → |
| 56 | PLANTE MORAN FINANCIAL ADVISORS, LLC | 112158 | $25.12B | $25.12B | 148 | 2026-06-30 | → |
| 57 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 134600 | $24.65B | $24.65B | 289 | 2026-06-30 | → |
| 58 | MML INVESTMENT ADVISERS, LLC | 169568 | $24.55B | $24.55B | 18 | 2026-05-31 | → |
| 59 | MERIT FINANCIAL GROUP, LLC | 142457 | $23.88B | $23.88B | 470 | 2026-06-30 | → |
| 60 | STONEHAGE FLEMING INVESTMENT MANAGEMENT LIMITED | 313913 | $23.84B | $23.84B | 110 | 2026-06-30 | → |
| 61 | BARING INTERNATIONAL INVESTMENT LTD | 105724 | $22.57B | $22.57B | 504 | 2026-03-31 | → |
| 62 | WATERFALL ASSET MANAGEMENT, LLC | 137746 | $22.04B | $22.04B | 133 | 2026-03-31 | → |
| 63 | LINCOLN INVESTMENT PLANNING, LLC | 519 | $21.99B | $21.99B | 1,238 | 2026-04-30 | → |
| 64 | CERITY PARTNERS OCIO LLC | 151916 | $21.13B | $21.13B | 61 | 2026-03-31 | → |
| 65 | BLACKSTONE ALTERNATIVE SOLUTIONS L.L.C. | 158784 | $20.08B | $20.08B | 293 | 2026-06-30 | → |
| 66 | BXMT ADVISORS L.L.C. | 288050 | $20.00B | $20.00B | 207 | 2026-03-31 | → |
| 67 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 144594 | $19.78B | $19.78B | 103 | 2025-12-31 | → |
| 68 | BOYD WATTERSON ASSET MANAGEMENT, LLC | 107808 | $18.81B | $18.81B | 140 | 2026-03-31 | → |
| 69 | BLACKSTONE LIQUID CREDIT STRATEGIES LLC | 144537 | $18.79B | $18.79B | 711 | 2026-05-31 | → |
| 70 | STRATOS WEALTH PARTNERS, LTD | 153184 | $18.65B | $18.65B | 618 | 2026-06-30 | → |
| 71 | BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. | 317860 | $17.93B | $17.93B | 38 | 2026-03-31 | → |
| 72 | MODERA WEALTH MANAGEMENT, LLC | 155649 | $17.68B | $17.68B | 238 | 2026-06-30 | → |
| 73 | INDEPENDENT ADVISOR ALLIANCE, LLC | 168267 | $17.23B | $17.23B | 251 | 2026-06-30 | → |
| 74 | BLACKSTONE STRATEGIC CAPITAL ADVISORS, L.L.C. | 165796 | $15.57B | $15.57B | 53 | 2026-03-31 | → |
| 75 | BLACKSTONE IRELAND LIMITED | 292121 | $15.19B | $15.19B | 711 | 2026-05-31 | → |
| 76 | ZACKS INVESTMENT MANAGEMENT, INC. | 110897 | $14.59B | $14.59B | 132 | 2026-05-31 | → |
| 77 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38357 | $14.43B | $14.43B | 158 | 2026-03-31 | → |
| 78 | TSG CONSUMER PARTNERS LP | 160826 | $14.26B | $14.26B | 73 | 2026-04-30 | → |
| 79 | COLDSTREAM CAPITAL MANAGEMENT INC | 108805 | $13.93B | $13.93B | 207 | 2026-03-31 | → |
| 80 | BLACKSTONE LIFE SCIENCES ADVISORS L.L.C. | 304477 | $13.19B | $13.19B | 31 | 2026-03-31 | → |
| 81 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 286002 | $12.76B | $12.76B | 93 | 2026-03-31 | → |
| 82 | WILLIAMS JONES WEALTH MANAGEMENT, LLC | 301925 | $12.47B | $12.47B | 52 | 2026-04-30 | → |
| 83 | NORTHROCK PARTNERS, LLC | 167908 | $12.19B | $12.19B | 233 | 2026-03-31 | → |
| 84 | SOLTIS INVESTMENT ADVISORS, LLC | 154690 | $12.04B | $12.04B | 121 | 2026-03-31 | → |
| 85 | SENTINEL PENSION ADVISORS, LLC | 109901 | $11.94B | $11.94B | 53 | 2026-05-31 | → |
| 86 | ARTEMIS REAL ESTATE PARTNERS, LLC | 160668 | $11.42B | $11.42B | 64 | 2026-03-31 | → |
| 87 | MODERN WEALTH MANAGEMENT, LLC | 324624 | $10.90B | $10.90B | 253 | 2026-04-30 | → |
| 88 | GREAT VALLEY ADVISOR GROUP, LLC | 123913 | $10.60B | $10.60B | 325 | 2026-06-30 | → |
| 89 | BLACKSTONE GROWTH ADVISORS L.L.C. | 305708 | $10.50B | $10.50B | 48 | 2026-05-31 | → |
| 90 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 292246 | $10.25B | $10.25B | 84 | 2026-03-31 | → |
| 91 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 128545 | $10.25B | $10.25B | 182 | 2026-03-31 | → |
| 92 | HANTZ FINANCIAL SERVICES, INC. | 46047 | $10.00B | $10.00B | 435 | 2026-04-30 | → |
| 93 | FORVIS MAZARS WEALTH ADVISORS, LLC | 110905 | $9.75B | $9.75B | 123 | 2026-03-31 | → |
| 94 | SIGNATUREFD, LLC | 112758 | $9.68B | $9.68B | 130 | 2026-03-31 | → |
| 95 | HARBOUR INVESTMENTS, INC. | 19258 | $9.60B | $9.60B | 232 | 2026-06-30 | → |
| 96 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 283824 | $9.57B | $9.57B | 174 | 2026-05-31 | → |
| 97 | COMPOSITION WEALTH, LLC | 143483 | $9.47B | $9.47B | 128 | 2026-03-31 | → |
| 98 | JOEL ISAACSON & CO., LLC | 152450 | $9.32B | $9.32B | 52 | 2026-03-31 | → |
| 99 | GENEOS WEALTH MANAGEMENT, INC. | 120894 | $9.22B | $9.22B | 200 | 2026-04-30 | → |
| 100 | ALPHACORE CAPITAL LLC | 174346 | $9.03B | $9.03B | 111 | 2026-04-30 | → |
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