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 | |
|---|---|---|---|---|---|---|---|
| 501 | INVESTCORP CREDIT MANAGEMENT US LLC | 165140 | 2 | $11.51B | 25 | 2025-10-31 | → |
| 502 | CONRAD SIEGEL INVESTMENT ADVISORS, INC. | 123560 | 2 | $10.12B | 23 | 2025-09-30 | → |
| 503 | MARCUARD FAMILY OFFICE LTD | 155003 | 2 | $8.66B | 36 | 2026-04-30 | → |
| 504 | SAGARD HOLDINGS MANAGER LP | 304924 | 2 | $8.61B | 220 | 2026-04-30 | → |
| 505 | SAMSUNG ASSET MANAGEMENT (NEW YORK), INC. | 133827 | 2 | $8.17B | 13 | 2026-03-31 | → |
| 506 | CLEARBRIDGE INC. | 110909 | 2 | $7.31B | 4 | 2025-10-31 | → |
| 507 | ARDEA INVESTMENT MANAGEMENT PTY LIMITED | 312601 | 2 | $6.30B | 32 | 2025-09-30 | → |
| 508 | BRIGHTWOOD CAPITAL ADVISORS, LLC | 167330 | 2 | $6.19B | 64 | 2026-06-30 | → |
| 509 | HQ CAPITAL PRIVATE EQUITY LLC | 134231 | 2 | $5.40B | 78 | 2026-03-31 | → |
| 510 | FAMILY MANAGE LLC | 104951 | 2 | $5.31B | 23 | 2026-04-30 | → |
| 511 | DWS INVESTMENTS HONG KONG LIMITED | 139666 | 2 | $5.10B | 62 | 2026-05-31 | → |
| 512 | 20 GATES MANAGEMENT LLC | 155480 | 2 | $4.97B | 10 | 2026-03-31 | → |
| 513 | WILLIS INVESTMENT COUNSEL INC | 111042 | 2 | $4.23B | 13 | 2026-04-30 | → |
| 514 | PEREGRINE CAPITAL MANAGEMENT, LLC | 110052 | 2 | $4.07B | 28 | 2026-03-31 | → |
| 515 | KINGSWOOD WEALTH ADVISORS, LLC | 288792 | 2 | $3.80B | 88 | 2026-05-31 | → |
| 516 | SOUTHSTATE ADVISORY, INC. | 153113 | 2 | $3.78B | 22 | 2025-06-30 | → |
| 517 | HEALTHCARE ROYALTY MANAGEMENT, LLC | 169355 | 2 | $3.78B | 23 | 2026-04-30 | → |
| 518 | DONALDSON CAPITAL MANAGEMENT LLC | 106131 | 2 | $3.46B | 68 | 2026-04-30 | → |
| 519 | STALEY CAPITAL ADVISERS INC | 107118 | 2 | $3.11B | 15 | 2026-03-31 | → |
| 520 | EARNED WEALTH ADVISORS, LLC | 108052 | 2 | $3.11B | 35 | 2026-03-31 | → |
| 521 | ACORN ADVISORY CAPITAL, L.P. | 133040 | 2 | $2.96B | 22 | 2026-03-31 | → |
| 522 | REINHART PARTNERS, LLC | 106432 | 2 | $2.47B | 16 | 2026-05-31 | → |
| 523 | CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC | 167408 | 2 | $2.08B | 44 | 2025-05-31 | → |
| 524 | SAWGRASS ASSET MANAGEMENT LLC | 108831 | 2 | $2.05B | 15 | 2026-04-30 | → |
| 525 | COLBECK CAPITAL MANAGEMENT, LLC | 282406 | 2 | $1.71B | 20 | 2026-03-31 | → |
| 526 | MARTIN & COMPANY, INC | 108718 | 2 | $1.65B | 6 | 2026-05-31 | → |
| 527 | VANTAGE INFRASTRUCTURE (USA) INC. | 157458 | 2 | $1.47B | 5 | 2026-03-31 | → |
| 528 | SAGARD HOLDINGS MANAGER (US) LLC | 322374 | 2 | $1.41B | 41 | 2026-03-31 | → |
| 529 | GRASSI INVESTMENT MANAGEMENT, LLC | 108690 | 2 | $1.36B | 5 | 2025-02-28 | → |
| 530 | SPINNAKER INVESTMENT GROUP, LLC | 283414 | 2 | $1.07B | 11 | 2026-06-30 | → |
| 531 | BOS ASSET MANAGEMENT, LLC | 310632 | 2 | $933.2M | 11 | 2026-04-30 | → |
| 532 | INTEGRITY FIXED INCOME MANAGEMENT, LLC | 135635 | 2 | $921.5M | 6 | 2026-04-30 | → |
| 533 | BG INVESTMENT SERVICES, INC. | 281716 | 2 | $868.5M | 7 | 2026-01-31 | → |
| 534 | HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC | 297174 | 2 | $788.3M | 2 | 2026-03-31 | → |
| 535 | WEALTH MANAGEMENT ADVISORS, LLC | 171260 | 2 | $686.1M | 10 | 2026-03-31 | → |
| 536 | MEASURED RISK PORTFOLIOS, INC. | 141422 | 2 | $597.2M | 13 | 2026-04-30 | → |
| 537 | ASCENTIS WEALTH MANAGEMENT, LLC | 330923 | 2 | $595.7M | 9 | 2026-05-31 | → |
| 538 | PIER 88 INVESTMENT PARTNERS, LLC | 169316 | 2 | $568.0M | 5 | 2026-03-31 | → |
| 539 | MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC | 284788 | 2 | $525.6M | 166 | 2026-06-30 | → |
| 540 | SMH CAPITAL ADVISORS LLC | 108344 | 2 | $503.1M | 7 | 2026-03-31 | → |
| 541 | SOCORRO ASSET MANAGEMENT, L.P. | 304401 | 2 | $497.9M | 6 | 2026-03-31 | → |
| 542 | SAYBROOK FUND ADVISORS, LLC | 158634 | 2 | $461.2M | 11 | 2026-03-31 | → |
| 543 | CARLISLE TAX CREDITS LLC | 151461 | 2 | $444.2M | 8 | 2026-03-31 | → |
| 544 | BLUE WATER ASSET MANAGEMENT, LLC | 175362 | 2 | $428.5M | 10 | 2026-06-30 | → |
| 545 | CAPITAL MANAGEMENT LLC | 109416 | 2 | $383.0M | 3 | 2026-03-31 | → |
| 546 | PHILOSMITH CAPITAL CORPORATION | 162082 | 2 | $380.5M | 9 | 2026-03-31 | → |
| 547 | MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED | 125142 | 2 | $377.8M | 429 | 2026-04-30 | → |
| 548 | LYNK CAPITAL MANAGEMENT COMPANY, LLC | 329038 | 2 | $359.6M | 6 | 2026-03-31 | → |
| 549 | ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC. | 32338 | 2 | $303.5M | 9 | 2026-03-31 | → |
| 550 | POLPO CAPITAL MANAGEMENT LLC | 323907 | 2 | $299.5M | 5 | 2026-03-31 | → |
| 551 | RECKONER CAPITAL MANAGEMENT LLC | 333863 | 2 | $273.4M | 26 | 2026-03-31 | → |
| 552 | KRUSEN CAPITAL MANAGEMENT, LLC | 150754 | 2 | $255.7M | 2 | 2026-03-31 | → |
| 553 | INDIANO CAPITAL MANAGEMENT INC. | 122620 | 2 | $253.8M | 2 | 2026-03-31 | → |
| 554 | GLOBAL WEALTH MANAGEMENT, LLC | 153677 | 2 | $245.7M | 3 | 2026-02-28 | → |
| 555 | CAPSTONE INVESTMENT GROUP, LLC | 159918 | 2 | $176.4M | 13 | 2026-03-31 | → |
| 556 | GEA SPHERE, LLC | 152001 | 2 | $153.6M | 3 | 2026-03-31 | → |
| 557 | FUTURA ASSET ADVISORS LLC | 136285 | 2 | $114.8M | 1 | 2026-04-30 | → |
| 558 | AMBERLAKE PARTNERS SAM | 322274 | 2 | $97.1M | 7 | 2026-03-31 | → |
| 559 | INVESCO CAPITAL MANAGEMENT LLC | 125601 | 1 | $941.02B | 222 | 2026-03-31 | → |
| 560 | NORTHERN TRUST GLOBAL INVESTMENTS LTD | 111900 | 1 | $208.39B | 115 | 2026-03-31 | → |
| 561 | APERIO GROUP, LLC | 111616 | 1 | $152.13B | 208 | 2026-04-30 | → |
| 562 | CAPITAL BANK AND TRUST COMPANY | 170017 | 1 | $139.29B | 121 | 2026-05-31 | → |
| 563 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 108260 | 1 | $136.48B | 392 | 2026-05-31 | → |
| 564 | WARBURG PINCUS LLC | 156945 | 1 | $108.66B | 829 | 2026-03-31 | → |
| 565 | NATIXIS ADVISORS, LLC | 106800 | 1 | $108.65B | 412 | 2026-03-31 | → |
| 566 | BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P. | 107580 | 1 | $92.04B | 293 | 2026-06-30 | → |
| 567 | CLEARLAKE CAPITAL GROUP, L.P. | 157920 | 1 | $83.56B | 250 | 2026-06-30 | → |
| 568 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | 106220 | 1 | $80.97B | 365 | 2026-05-31 | → |
| 569 | RUSSELL INVESTMENT MANAGEMENT, LLC | 105734 | 1 | $68.60B | 569 | 2026-04-30 | → |
| 570 | TRANSAMERICA ASSET MANAGEMENT, INC. | 107376 | 1 | $65.94B | 53 | 2026-05-31 | → |
| 571 | NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | 312937 | 1 | $59.16B | 88 | 2026-05-31 | → |
| 572 | CANSO INVESTMENT COUNSEL LTD. | 336447 | 1 | $44.36B | 65 | 2025-09-30 | → |
| 573 | PANAGORA ASSET MANAGEMENT INC | 105201 | 1 | $44.13B | 110 | 2026-03-31 | → |
| 574 | NINETY ONE NORTH AMERICA, INC. | 167922 | 1 | $41.47B | 68 | 2026-06-30 | → |
| 575 | MORGAN STANLEY AIP GP LP | 117050 | 1 | $40.85B | 200 | 2026-03-31 | → |
| 576 | ALPINVEST PARTNERS B.V. | 159215 | 1 | $39.88B | 289 | 2026-03-31 | → |
| 577 | TCW INVESTMENT MANAGEMENT COMPANY LLC | 106546 | 1 | $38.82B | 405 | 2026-05-31 | → |
| 578 | CASTLELAKE, L.P. | 145165 | 1 | $35.29B | 251 | 2026-03-31 | → |
| 579 | FAYEZ SAROFIM & CO., LLC | 106584 | 1 | $35.07B | 54 | 2026-05-31 | → |
| 580 | RUSSELL INVESTMENTS CAPITAL, LLC | 37550 | 1 | $35.03B | 580 | 2026-03-31 | → |
| 581 | RREEF AMERICA L.L.C. | 109596 | 1 | $34.34B | 175 | 2026-05-31 | → |
| 582 | LUTHER KING CAPITAL MANAGEMENT CORPORATION | 110093 | 1 | $31.50B | 110 | 2026-06-30 | → |
| 583 | INVESCO MANAGED ACCOUNTS, LLC | 154461 | 1 | $31.28B | 68 | 2026-06-30 | → |
| 584 | WAVERLY ADVISORS, LLC | 115332 | 1 | $29.78B | 414 | 2026-06-30 | → |
| 585 | DIAMOND HILL CAPITAL MANAGEMENT INC | 110638 | 1 | $29.38B | 120 | 2026-05-31 | → |
| 586 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | 1 | $28.64B | 35 | 2026-03-31 | → |
| 587 | DRIEHAUS CAPITAL MANAGEMENT LLC | 105757 | 1 | $26.12B | 82 | 2026-05-31 | → |
| 588 | CSOP ASSET MANAGEMENT LIMITED | 170206 | 1 | $25.87B | 145 | 2026-03-31 | → |
| 589 | J O HAMBRO CAPITAL MANAGEMENT LIMITED | 138653 | 1 | $23.28B | 155 | 2025-09-30 | → |
| 590 | JOHNSON INVESTMENT COUNSEL, INC. | 117054 | 1 | $22.98B | 164 | 2026-05-31 | → |
| 591 | HIGHLAND CONSULTING ASSOCIATES INC. | 109834 | 1 | $21.93B | 28 | 2026-03-31 | → |
| 592 | EHRENKRANZ PARTNERS L.P. | 131728 | 1 | $21.54B | 46 | 2026-06-30 | → |
| 593 | BAHL & GAYNOR INC | 106139 | 1 | $20.99B | 79 | 2026-02-28 | → |
| 594 | WESTERN ASSET MANAGEMENT COMPANY LIMITED | 110427 | 1 | $20.09B | 27 | 2026-06-30 | → |
| 595 | INVESCO CANADA LTD. | 126572 | 1 | $19.87B | 82 | 2026-03-31 | → |
| 596 | VERITAS ASSET MANAGEMENT LLP | 174314 | 1 | $19.13B | 42 | 2026-03-31 | → |
| 597 | THE ROCK CREEK GROUP, LP | 125409 | 1 | $18.38B | 62 | 2026-05-31 | → |
| 598 | STEPSTONE GROUP REAL ESTATE LP | 281698 | 1 | $17.21B | 117 | 2026-06-30 | → |
| 599 | MANNING & NAPIER ADVISORS, LLC | 105992 | 1 | $17.03B | 195 | 2026-06-30 | → |
| 600 | O'CONNOR ALTERNATIVE INVESTMENTS, LLC | 336332 | 1 | $16.37B | 65 | 2026-05-31 | → |
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