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 | |
|---|---|---|---|---|---|---|---|
| 301 | AFFINIUS CAPITAL ADVISORS LLC | 316030 | 6 | $31.11B | 298 | 2026-03-31 | → |
| 302 | HILDENE CAPITAL MANAGEMENT, LLC | 160415 | 6 | $20.18B | 33 | 2026-04-30 | → |
| 303 | SPECTRUM ASSET MANAGEMENT, INC. | 300463 | 6 | $18.30B | 27 | 2026-03-31 | → |
| 304 | SUSTAINABLE GROWTH ADVISERS, LP | 127447 | 6 | $16.66B | 33 | 2026-03-31 | → |
| 305 | MONTRUSCO BOLTON INVESTMENTS INC. | 154475 | 6 | $12.93B | 68 | 2026-03-31 | → |
| 306 | GUARDIAN CAPITAL LP | 105078 | 6 | $10.68B | 90 | 2026-03-31 | → |
| 307 | SIMON QUICK ADVISORS, LLC | 132330 | 6 | $9.01B | 97 | 2026-03-31 | → |
| 308 | F.N.B. INVESTMENT ADVISORS INC | 109515 | 6 | $6.70B | 44 | 2025-03-31 | → |
| 309 | RICHMOND CAPITAL MANAGEMENT INC | 104636 | 6 | $5.93B | 20 | 2026-03-31 | → |
| 310 | SPEARHEAD ADMINISTRATIVE SERVICES, LLC | 319289 | 6 | $3.83B | 9 | 2026-05-31 | → |
| 311 | REGAN CAPITAL, LLC | 158294 | 6 | $3.59B | 22 | 2026-03-31 | → |
| 312 | NASSAU CORAMERICA LLC | 334332 | 6 | $3.22B | 6 | 2026-03-31 | → |
| 313 | FS DIGITAL INFRASTRUCTURE ADVISOR, LLC | 338274 | 6 | $3.21B | 52 | 2026-03-31 | → |
| 314 | LEEWARD INVESTMENTS, LLC | 312557 | 6 | $2.87B | 14 | 2026-03-31 | → |
| 315 | STEEPROCK CAPITAL II LLC | 172775 | 6 | $2.63B | 12 | 2026-06-30 | → |
| 316 | HOWE AND RUSLING, INC. | 104627 | 6 | $2.44B | 26 | 2026-05-31 | → |
| 317 | VARADERO CAPITAL, L.P. | 159183 | 6 | $2.29B | 27 | 2026-03-31 | → |
| 318 | DELEGATE ADVISORS, LLC | 159953 | 6 | $1.71B | 13 | 2026-03-31 | → |
| 319 | NASSAU PRIVATE CREDIT LLC | 300220 | 6 | $1.05B | 7 | 2026-05-31 | → |
| 320 | VECTORS RESEARCH MANAGEMENT LLC | 137772 | 6 | $1.01B | 4 | 2026-03-31 | → |
| 321 | MPI WEALTH MANAGEMENT LLC | 301011 | 6 | $233.6M | 4 | 2026-05-31 | → |
| 322 | WOODFIELD FINANCIAL ADVISORS, INC. | 123279 | 6 | $230.1M | 3 | 2026-02-28 | → |
| 323 | DALE Q. RICE INVESTMENT MANAGEMENT, LTD. | 310614 | 6 | $156.6M | 4 | 2026-04-30 | → |
| 324 | LORD, ABBETT & CO. LLC | 110391 | 5 | $270.39B | 821 | 2025-12-31 | → |
| 325 | GALLAGHER FIDUCIARY ADVISORS, LLC | 146509 | 5 | $194.82B | 235 | 2026-06-30 | → |
| 326 | SANTANDER ASSET MANAGEMENT SA SGIIC | 143883 | 5 | $159.86B | 231 | 2026-03-31 | → |
| 327 | FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | 142219 | 5 | $139.88B | 15 | 2026-06-30 | → |
| 328 | AFLAC ASSET MANAGEMENT LLC | 304316 | 5 | $133.47B | 110 | 2026-03-31 | → |
| 329 | SYMETRA INVESTMENT MANAGEMENT COMPANY | 312176 | 5 | $88.78B | 101 | 2026-04-30 | → |
| 330 | BLUE OWL REAL ESTATE CAPITAL LLC | 165132 | 5 | $67.88B | 130 | 2026-05-31 | → |
| 331 | WALTER SCOTT & PARTNERS LIMITED | 112161 | 5 | $66.67B | 162 | 2026-03-31 | → |
| 332 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 110783 | 5 | $65.44B | 157 | 2026-05-31 | → |
| 333 | USI ADVISORS, INC. | 108113 | 5 | $56.28B | 79 | 2026-03-31 | → |
| 334 | PENN MUTUAL ASSET MANAGEMENT, LLC | 107518 | 5 | $42.29B | 30 | 2026-04-30 | → |
| 335 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 104599 | 5 | $39.36B | 134 | 2026-03-31 | → |
| 336 | VOYA INVESTMENT MANAGEMENT LLC | 108934 | 5 | $38.77B | 859 | 2026-03-31 | → |
| 337 | VIRTUS FIXED INCOME ADVISERS, LLC | 146029 | 5 | $34.91B | 95 | 2026-03-31 | → |
| 338 | FRANKLIN TEMPLETON INSTITUTIONAL, LLC | 117384 | 5 | $29.59B | 127 | 2026-02-28 | → |
| 339 | BELLE HAVEN INVESTMENTS, L.P. | 29278 | 5 | $23.32B | 47 | 2026-03-31 | → |
| 340 | CRESTLINE MANAGEMENT, L.P. | 122711 | 5 | $22.51B | 195 | 2026-03-31 | → |
| 341 | STRATOS WEALTH PARTNERS, LTD | 153184 | 5 | $18.65B | 618 | 2026-06-30 | → |
| 342 | 1823 PARTNERS (US) LLC | 333927 | 5 | $18.53B | 52 | 2026-03-31 | → |
| 343 | SETANTA ASSET MANAGEMENT LTD | 281781 | 5 | $15.02B | 24 | 2025-03-31 | → |
| 344 | KESTRA PRIVATE WEALTH SERVICES, LLC | 155193 | 5 | $13.45B | 211 | 2026-06-30 | → |
| 345 | GUGGENHEIM CORPORATE FUNDING, LLC | 300895 | 5 | $11.29B | 16 | 2026-05-31 | → |
| 346 | TOCQUEVILLE ASSET MANAGEMENT LP | 105690 | 5 | $10.24B | 73 | 2026-03-31 | → |
| 347 | TORTOISE CAPITAL ADVISORS, L.L.C. | 123711 | 5 | $8.93B | 34 | 2026-04-30 | → |
| 348 | INVICTUS CAPITAL MANAGEMENT, LP | 157315 | 5 | $7.25B | 53 | 2026-03-31 | → |
| 349 | BC PARTNERS ADVISORS L.P. | 288495 | 5 | $6.69B | 120 | 2026-03-31 | → |
| 350 | FOYSTON, GORDON & PAYNE INC. | 121591 | 5 | $5.96B | 46 | 2026-05-31 | → |
| 351 | MOSS ADAMS WEALTH ADVISORS LLC | 108917 | 5 | $5.77B | 59 | 2026-05-31 | → |
| 352 | CLEARWATER ADVISORS, LLC | 116865 | 5 | $4.65B | 9 | 2026-05-31 | → |
| 353 | 1932 INVESTMENT MANAGEMENT, LLC | 337619 | 5 | $4.60B | 6 | 2026-05-31 | → |
| 354 | PROPHET CAPITAL ASSET MANAGEMENT LP | 150683 | 5 | $4.20B | 16 | 2026-04-30 | → |
| 355 | TENNENBAUM CAPITAL PARTNERS, LLC | 113203 | 5 | $3.16B | 10 | 2026-06-30 | → |
| 356 | SOUND POINT COMMERCIAL REAL ESTATE FINANCE LLC | 311808 | 5 | $2.72B | 25 | 2026-04-30 | → |
| 357 | MAXIM CAPITAL GROUP, LLC | 288321 | 5 | $2.19B | 19 | 2026-04-30 | → |
| 358 | OMNI BRIDGEWAY MANAGEMENT (USA) LLC | 298001 | 5 | $2.15B | 26 | 2026-06-30 | → |
| 359 | FOSUN ASSET MANAGEMENT LIMITED | 288360 | 5 | $1.49B | 19 | 2026-03-31 | → |
| 360 | FINANCIAL COUNSELORS INC | 106398 | 5 | $1.47B | 22 | 2026-03-31 | → |
| 361 | NASSAU ALTERNATIVE INVESTMENTS LLC | 300006 | 5 | $1.43B | 6 | 2026-03-31 | → |
| 362 | WITT LAKE ASSET MANAGEMENT LLC | 335523 | 5 | $1.12B | 2 | 2026-06-30 | → |
| 363 | BFI INFINITY LTD. | 158420 | 5 | $837.6M | 21 | 2026-03-31 | → |
| 364 | THE O'DELL GROUP, LLC | 119850 | 5 | $803.3M | 15 | 2025-03-31 | → |
| 365 | THE MARSHALL FINANCIAL GROUP LLC | 146362 | 5 | $735.6M | 18 | 2026-04-30 | → |
| 366 | OPTIMUM QUANTVEST CORPORATION | 301469 | 5 | $695.1M | 4 | 2026-03-31 | → |
| 367 | IMPACT INVESTMENT ADVISER LLC | 149929 | 5 | $558.5M | 16 | 2026-03-31 | → |
| 368 | UYANA PARTNERS LLC | 300280 | 5 | $115.0M | 8 | 2026-04-30 | → |
| 369 | U.S. BANCORP ASSET MANAGEMENT, INC. | 111912 | 4 | $427.48B | 322 | 2026-03-31 | → |
| 370 | FISHER ASSET MANAGEMENT, LLC | 107342 | 4 | $386.67B | 4,369 | 2026-04-30 | → |
| 371 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 111298 | 4 | $351.32B | 519 | 2026-04-30 | → |
| 372 | MARINER, LLC | 140195 | 4 | $125.41B | 1,889 | 2026-03-31 | → |
| 373 | PGIM QUANTITATIVE SOLUTIONS LLC | 129752 | 4 | $110.95B | 147 | 2026-03-31 | → |
| 374 | DOUBLELINE CAPITAL LP | 152606 | 4 | $93.32B | 258 | 2026-03-31 | → |
| 375 | GALLIARD CAPITAL MANAGEMENT, LLC | 106487 | 4 | $80.27B | 89 | 2026-03-31 | → |
| 376 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 173961 | 4 | $65.60B | 388 | 2026-04-30 | → |
| 377 | EATON VANCE ADVISERS INTERNATIONAL LTD. | 283733 | 4 | $35.52B | 68 | 2026-06-30 | → |
| 378 | EPOCH INVESTMENT PARTNERS, INC. | 131556 | 4 | $29.73B | 137 | 2026-05-31 | → |
| 379 | INVESCO SENIOR SECURED MANAGEMENT, INC. | 107590 | 4 | $29.38B | 109 | 2026-03-31 | → |
| 380 | AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC | 292769 | 4 | $26.70B | 88 | 2026-05-31 | → |
| 381 | INVESCO HONG KONG LIMITED | 109923 | 4 | $26.20B | 226 | 2026-03-31 | → |
| 382 | PALMER SQUARE CAPITAL MANAGEMENT LLC | 155697 | 4 | $25.59B | 76 | 2026-05-31 | → |
| 383 | THOMPSON SIEGEL & WALMSLEY LLC | 105726 | 4 | $21.15B | 63 | 2026-04-30 | → |
| 384 | BURGUNDY ASSET MANAGEMENT LTD. | 114317 | 4 | $19.09B | 140 | 2026-01-31 | → |
| 385 | GREAT LAKES ADVISORS, LLC | 110757 | 4 | $16.16B | 84 | 2026-05-31 | → |
| 386 | PRIME BUCHHOLZ LLC | 106455 | 4 | $14.07B | 127 | 2026-03-31 | → |
| 387 | DEVENIR INVESTMENT ADVISORS, LLC | 132824 | 4 | $12.99B | 11 | 2026-03-31 | → |
| 388 | SMITH SHELLNUT WILSON LLC | 106235 | 4 | $6.92B | 16 | 2026-06-30 | → |
| 389 | ARENA CAPITAL ADVISORS LLC | 170313 | 4 | $5.33B | 26 | 2026-05-31 | → |
| 390 | INSIGNEO ADVISORY SERVICES, LLC | 282589 | 4 | $5.16B | 223 | 2026-06-30 | → |
| 391 | SHELTER GROWTH CAPITAL PARTNERS LLC | 170685 | 4 | $4.66B | 49 | 2026-03-31 | → |
| 392 | BTC CAPITAL MANAGEMENT, INC. | 127158 | 4 | $4.60B | 17 | 2026-03-31 | → |
| 393 | OIC, L.P. | 282499 | 4 | $4.51B | 46 | 2026-04-30 | → |
| 394 | VICTORY PARK CAPITAL ADVISORS, LLC | 161079 | 4 | $3.65B | 60 | 2026-03-31 | → |
| 395 | WEAVER C. BARKSDALE & ASSOCIATES, INC. | 105098 | 4 | $3.44B | 13 | 2026-03-31 | → |
| 396 | BPS CAPITAL MANAGEMENT, INC. | 120006 | 4 | $3.10B | 5 | 2026-01-31 | → |
| 397 | WESTERN ASSET MANAGEMENT COMPANY PTE LTD | 142188 | 4 | $2.80B | 9 | 2026-06-30 | → |
| 398 | WALKER & DUNLOP INVESTMENT PARTNERS, INC. | 165022 | 4 | $2.70B | 36 | 2026-03-31 | → |
| 399 | ANALYST PORTFOLIO MANAGEMENT LTD. | 114642 | 4 | $2.69B | 56 | 2026-03-31 | → |
| 400 | MAPLE CAPITAL MANAGEMENT, INC. | 130209 | 4 | $2.58B | 27 | 2026-03-31 | → |
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