Research Report · 2026-06-30
Top Registered Investment Advisers by Insurance Clients
SEC-registered investment advisers ranked by reported insurance company clients.
Firms
771
Total AUM
$71.37T
Median AUM
$10.68B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Insurance Clients↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | GARCIA HAMILTON & ASSOCIATES LP | 108017 | 11 | $24.86B | 41 | 2026-03-31 | → |
| 202 | BARING INTERNATIONAL INVESTMENT LTD | 105724 | 11 | $22.57B | 504 | 2026-03-31 | → |
| 203 | WATERFALL ASSET MANAGEMENT, LLC | 137746 | 11 | $22.04B | 133 | 2026-03-31 | → |
| 204 | KNIGHTHEAD CAPITAL MANAGEMENT, LLC | 157483 | 11 | $18.99B | 58 | 2026-05-31 | → |
| 205 | ACORE CAPITAL, LP | 175054 | 11 | $18.27B | 121 | 2026-04-30 | → |
| 206 | DANA INVESTMENT ADVISORS INC | 105879 | 11 | $6.08B | 60 | 2026-03-31 | → |
| 207 | AQS ASSET MANAGEMENT, L.L.C. | 131544 | 11 | $4.07B | 4 | 2026-03-31 | → |
| 208 | REDHAWK WEALTH ADVISORS, INC. | 146616 | 11 | $1.46B | 55 | 2026-06-30 | → |
| 209 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | 10 | $1.72T | 946 | 2026-03-31 | → |
| 210 | CAPFINANCIAL PARTNERS, LLC | 175112 | 10 | $1.24T | 1,841 | 2026-05-31 | → |
| 211 | BLACKROCK (SINGAPORE) LIMITED | 164594 | 10 | $70.33B | 236 | 2026-06-30 | → |
| 212 | BLUE OWL INSURANCE ADVISORS LLC | 331318 | 10 | $25.84B | 30 | 2026-03-31 | → |
| 213 | MERGANSER CAPITAL MANAGEMENT, LLC | 169258 | 10 | $17.66B | 32 | 2026-03-31 | → |
| 214 | ANGEL OAK CAPITAL ADVISORS, LLC | 151090 | 10 | $11.49B | 78 | 2026-03-31 | → |
| 215 | AVIVA INVESTORS CANADA INC. | 333457 | 10 | $9.15B | 18 | 2026-03-31 | → |
| 216 | SKY HARBOR CAPITAL MANAGEMENT, LLC | 159020 | 10 | $3.88B | 19 | 2025-03-31 | → |
| 217 | ARENA INVESTORS, LP | 269854 | 10 | $2.99B | 180 | 2026-05-31 | → |
| 218 | ASSET CONSULTING GROUP, LLC | 107574 | 10 | $1.10B | 50 | 2026-03-31 | → |
| 219 | STRATEGIC FINANCIAL CONCEPTS, LLC | 141849 | 10 | $927.7M | 41 | 2026-06-30 | → |
| 220 | CLAREMONT CAPITAL MANAGEMENT, LLC | 155189 | 10 | $843.9M | 3 | 2026-03-31 | → |
| 221 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 108257 | 9 | $502.40B | 914 | 2026-05-31 | → |
| 222 | ASSET MANAGEMENT ONE CO., LTD. | 110843 | 9 | $470.54B | 950 | 2026-06-30 | → |
| 223 | DODGE & COX | 104596 | 9 | $466.56B | 336 | 2026-04-30 | → |
| 224 | J.P. MORGAN SECURITIES LLC | 79 | 9 | $429.69B | 8,703 | 2026-06-30 | → |
| 225 | KOHLBERG KRAVIS ROBERTS & CO. L.P. | 144533 | 9 | $399.90B | 2,593 | 2026-06-30 | → |
| 226 | JANUS HENDERSON INVESTORS US LLC | 104652 | 9 | $380.43B | 1,013 | 2026-06-30 | → |
| 227 | HIGHTOWER ADVISORS, LLC | 145323 | 9 | $198.58B | 1,983 | 2026-05-31 | → |
| 228 | RBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 168551 | 9 | $178.01B | 471 | 2026-04-30 | → |
| 229 | KEYRIDGE ASSET MANAGEMENT LIMITED | 175204 | 9 | $162.89B | 45 | 2026-03-31 | → |
| 230 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | 124982 | 9 | $116.17B | 185 | 2026-06-30 | → |
| 231 | METROPOLITAN WEST ASSET MANAGEMENT LLC | 104571 | 9 | $78.52B | 377 | 2026-05-31 | → |
| 232 | CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED | 163590 | 9 | $50.42B | 122 | 2026-03-31 | → |
| 233 | MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC | 145508 | 9 | $48.31B | 730 | 2026-03-31 | → |
| 234 | BEUTEL, GOODMAN & COMPANY LTD. | 135829 | 9 | $36.11B | 128 | 2026-03-31 | → |
| 235 | RAMIREZ ASSET MANAGEMENT, INC. | 110637 | 9 | $12.27B | 48 | 2025-12-31 | → |
| 236 | ALLIANZ CAPITAL PARTNERS OF AMERICA LLC | 161684 | 9 | $6.35B | 30 | 2026-05-31 | → |
| 237 | RED CEDAR INVESTMENT MANAGEMENT, LLC | 170939 | 9 | $3.33B | 18 | 2026-05-31 | → |
| 238 | SPECTRUM ASSET MANAGEMENT INC | 111007 | 9 | $657.3M | 12 | 2026-03-31 | → |
| 239 | VAN CLEMENS WEALTH MANAGEMENT, LLC | 297362 | 9 | $470.4M | 28 | 2026-06-30 | → |
| 240 | BROAD REACH CAPITAL LLC | 144686 | 9 | $180.5M | 4 | 2026-05-31 | → |
| 241 | BLUEVINE ADVISORY LLC | 326599 | 9 | $8.9M | 2 | 2026-06-30 | → |
| 242 | PICTET ASSET MANAGEMENT SA | 140074 | 8 | $330.70B | 549 | 2026-06-30 | → |
| 243 | JENNISON ASSOCIATES LLC | 107959 | 8 | $214.84B | 360 | 2026-03-31 | → |
| 244 | LAZARD ASSET MANAGEMENT LLC | 122836 | 8 | $120.52B | 532 | 2026-03-31 | → |
| 245 | EATON VANCE MANAGEMENT | 104859 | 8 | $97.02B | 219 | 2026-05-31 | → |
| 246 | CHURCHILL ASSET MANAGEMENT LLC | 175092 | 8 | $55.66B | 206 | 2026-06-30 | → |
| 247 | BEACON POINTE ADVISORS, LLC | 119290 | 8 | $54.87B | 780 | 2026-05-31 | → |
| 248 | CALAMOS ADVISORS LLC | 105758 | 8 | $43.89B | 300 | 2026-04-30 | → |
| 249 | T.ROWE PRICE HONG KONG LIMITED | 155827 | 8 | $42.34B | 134 | 2026-03-31 | → |
| 250 | MEMBERS CAPITAL ADVISORS, INC. | 105960 | 8 | $39.46B | 62 | 2026-03-31 | → |
| 251 | KAYNE ANDERSON CAPITAL ADVISORS, L.P. | 104536 | 8 | $34.11B | 310 | 2026-05-31 | → |
| 252 | SOMPO ASSET MANAGEMENT CO., LTD. | 286479 | 8 | $25.39B | 204 | 2026-06-30 | → |
| 253 | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | 106909 | 8 | $17.83B | 104 | 2026-05-31 | → |
| 254 | E FUND MANAGEMENT (HONG KONG) CO., LIMITED | 169726 | 8 | $15.72B | 99 | 2026-03-31 | → |
| 255 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 106975 | 8 | $12.24B | 53 | 2026-03-31 | → |
| 256 | COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED | 308020 | 8 | $9.80B | 46 | 2025-09-30 | → |
| 257 | ADVANTAGE CAPITAL MANAGEMENT LLC | 171128 | 8 | $8.26B | 30 | 2026-05-31 | → |
| 258 | DAVIDSON INVESTMENT ADVISORS, INC. | 110552 | 8 | $5.20B | 31 | 2025-12-31 | → |
| 259 | FLAHERTY & CRUMRINE INCORPORATED | 105499 | 8 | $4.15B | 14 | 2026-03-31 | → |
| 260 | HOTTINGER & CO LIMITED | 316515 | 8 | $1.47B | 24 | 2026-03-31 | → |
| 261 | PROMETHEUS WEALTH MANAGEMENT SAM | 332503 | 8 | $1.24B | 9 | 2026-03-31 | → |
| 262 | PROFESSIONAL FINANCIAL ADVISORS, LLC | 173719 | 8 | $769.8M | 12 | 2026-06-30 | → |
| 263 | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC | 316024 | 8 | $590.5M | 45 | 2026-01-31 | → |
| 264 | 1505 CAPITAL LLC | 298880 | 8 | $485.7M | 11 | 2026-03-31 | → |
| 265 | WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 11025 | 7 | $252.25B | 4,047 | 2026-06-30 | → |
| 266 | AMOVA ASSET MANAGEMENT CO., LTD. | 110997 | 7 | $247.43B | 632 | 2026-06-30 | → |
| 267 | ARES CAPITAL MANAGEMENT LLC | 131619 | 7 | $97.62B | 634 | 2026-05-31 | → |
| 268 | GOLDENTREE ASSET MANAGEMENT LP | 112753 | 7 | $70.14B | 320 | 2026-06-30 | → |
| 269 | NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC | 110411 | 7 | $37.56B | 50 | 2026-06-30 | → |
| 270 | STONE RIDGE ASSET MANAGEMENT LLC | 165598 | 7 | $36.34B | 238 | 2026-05-31 | → |
| 271 | 40/86 ADVISORS, INC. | 107740 | 7 | $30.50B | 84 | 2026-04-30 | → |
| 272 | ALLSTATE INVESTMENT MANAGEMENT COMPANY | 107775 | 7 | $26.46B | 149 | 2026-03-31 | → |
| 273 | ONEAMERICA ASSET MANAGEMENT, LLC | 165929 | 7 | $24.42B | 37 | 2026-03-31 | → |
| 274 | HIGHLAND ASSOCIATES INC | 104948 | 7 | $20.99B | 19 | 2026-03-31 | → |
| 275 | CURI CAPITAL, LLC | 134249 | 7 | $11.58B | 180 | 2026-03-31 | → |
| 276 | STONE POINT CREDIT ADVISER LLC | 310377 | 7 | $11.13B | 80 | 2026-03-31 | → |
| 277 | HERMES GPE LLP | 151848 | 7 | $8.88B | 67 | 2026-03-31 | → |
| 278 | TD PRIVATE CLIENT WEALTH LLC | 164484 | 7 | $8.57B | 671 | 2026-06-30 | → |
| 279 | AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC | 131660 | 7 | $5.87B | 5 | 2026-03-31 | → |
| 280 | HAUSSMANN 1864 CAPITAL MANAGEMENT LLC | 332278 | 7 | $4.60B | 5 | 2026-03-31 | → |
| 281 | HILTON CAPITAL MANAGEMENT, LLC | 116357 | 7 | $3.16B | 27 | 2026-06-30 | → |
| 282 | MANITOU INVESTMENT MANAGEMENT LTD. | 319213 | 7 | $2.42B | 21 | 2026-03-31 | → |
| 283 | FINANCIAL MANAGEMENT NETWORK INC | 110454 | 7 | $2.14B | 50 | 2025-12-31 | → |
| 284 | SARDIS GROUP, LLC | 333854 | 7 | $531.2M | 6 | 2026-03-31 | → |
| 285 | PARKVIEW LTD. | 160171 | 7 | $488.5M | 9 | 2026-02-28 | → |
| 286 | APS WEALTH MANAGEMENT, LLC | 298233 | 7 | $311.5M | 9 | 2026-05-31 | → |
| 287 | TOLLEY FINANCIAL GROUP, LLC | 302115 | 7 | $121.9M | 1 | 2026-04-30 | → |
| 288 | MELLON INVESTMENTS CORPORATION | 105764 | 6 | $873.87B | 98 | 2026-05-31 | → |
| 289 | MITSUBISHI UFJ TRUST AND BANKING CORPORATION | 296868 | 6 | $406.96B | 6,400 | 2026-06-30 | → |
| 290 | MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | 105922 | 6 | $174.54B | 222 | 2026-06-30 | → |
| 291 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 105390 | 6 | $144.04B | 778 | 2026-06-30 | → |
| 292 | BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED | 165482 | 6 | $140.25B | 508 | 2026-06-30 | → |
| 293 | AMUNDI ASSET MANAGEMENT US, INC. | 107719 | 6 | $122.06B | 354 | 2025-03-31 | → |
| 294 | OAK HILL ADVISORS, L.P. | 125352 | 6 | $100.72B | 435 | 2026-06-30 | → |
| 295 | NUMERIC INVESTORS LLC | 131684 | 6 | $94.40B | 54 | 2026-04-30 | → |
| 296 | PZENA INVESTMENT MANAGEMENT LLC | 106847 | 6 | $81.44B | 164 | 2026-03-31 | → |
| 297 | H.I.G. CAPITAL, LLC | 160711 | 6 | $72.33B | 1,039 | 2026-03-31 | → |
| 298 | NLG CAPITAL, LLC | 109396 | 6 | $46.55B | 54 | 2026-03-31 | → |
| 299 | CIFC ASSET MANAGEMENT LLC | 159172 | 6 | $44.58B | 200 | 2026-05-31 | → |
| 300 | SALI FUND MANAGEMENT, LLC | 124235 | 6 | $41.72B | 79 | 2026-05-31 | → |
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