Research Report · 2026-06-30
Top Registered Investment Advisers for Insurance Companies
SEC-registered investment advisers ranked by reported assets from insurance company clients in ADV Part 1 filings.
Firms
1,000
Total AUM
$76.74T
Median AUM
$6.88B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Insurance Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | RAYMOND JAMES & ASSOCIATES, INC. | 705 | $2.35B | $500.96B | 16,780 | 2026-06-30 | → |
| 202 | JENNISON ASSOCIATES LLC | 107959 | $2.30B | $214.84B | 360 | 2026-03-31 | → |
| 203 | PERFORMA LIMITED (US), LLC | 154232 | $2.27B | $4.49B | 18 | 2026-06-30 | → |
| 204 | NEUBERGER BERMAN SINGAPORE PTE. LIMITED | 167947 | $2.26B | $29.29B | 32 | 2026-03-31 | → |
| 205 | ASSET MANAGEMENT ONE USA INC. | 108982 | $2.25B | $2.90B | 32 | 2026-05-31 | → |
| 206 | ALLSTATE INVESTMENT MANAGEMENT COMPANY | 107775 | $2.24B | $26.46B | 149 | 2026-03-31 | → |
| 207 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 111298 | $2.23B | $351.32B | 519 | 2026-04-30 | → |
| 208 | PROPHET CAPITAL ASSET MANAGEMENT LP | 150683 | $2.23B | $4.20B | 16 | 2026-04-30 | → |
| 209 | SPEARHEAD ADMINISTRATIVE SERVICES, LLC | 319289 | $2.20B | $3.83B | 9 | 2026-05-31 | → |
| 210 | PGIM LIMITED | 160005 | $2.20B | $76.45B | 299 | 2026-03-31 | → |
| 211 | JV MANAGEMENT LLC | 313398 | $2.17B | $4.98B | 25 | 2026-05-31 | → |
| 212 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | 124982 | $2.14B | $116.17B | 185 | 2026-06-30 | → |
| 213 | FRANKLIN TEMPLETON INSTITUTIONAL, LLC | 117384 | $2.14B | $29.59B | 127 | 2026-02-28 | → |
| 214 | STEEPROCK CAPITAL II LLC | 172775 | $2.13B | $2.63B | 12 | 2026-06-30 | → |
| 215 | THIRD POINT LLC | 137927 | $2.11B | $28.73B | 143 | 2026-05-31 | → |
| 216 | AGINCOURT CAPITAL MANAGEMENT, LLC | 112096 | $2.10B | $9.95B | 18 | 2026-03-31 | → |
| 217 | GENERAL ATLANTIC SERVICE COMPANY, L.P. | 133536 | $2.05B | $125.26B | 881 | 2026-03-31 | → |
| 218 | INVESCO ASSET MANAGEMENT LTD. | 109985 | $2.03B | $187.60B | 930 | 2026-03-31 | → |
| 219 | ACORN ADVISORY CAPITAL, L.P. | 133040 | $2.03B | $2.96B | 22 | 2026-03-31 | → |
| 220 | DENHAM CAPITAL MANAGEMENT LP | 156605 | $2.02B | $5.26B | 29 | 2026-03-31 | → |
| 221 | BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC | 290336 | $2.01B | $66.93B | 39 | 2026-06-30 | → |
| 222 | ABRDN INC. | 111069 | $2.00B | $41.48B | 193 | 2026-03-31 | → |
| 223 | WESTERN ASSET MANAGEMENT COMPANY PTE LTD | 142188 | $2.00B | $2.80B | 9 | 2026-06-30 | → |
| 224 | MADISON INVESTMENT ADVISORS, LLC | 110297 | $1.97B | $13.84B | 92 | 2026-03-31 | → |
| 225 | POMONA MANAGEMENT LLC | 148269 | $1.96B | $15.16B | 41 | 2026-03-31 | → |
| 226 | IFM INVESTORS (US) ADVISOR, LLC | 146366 | $1.94B | $40.23B | 157 | 2025-12-31 | → |
| 227 | STONE POINT CREDIT ADVISER LLC | 310377 | $1.94B | $11.13B | 80 | 2026-03-31 | → |
| 228 | METROPOLITAN WEST ASSET MANAGEMENT LLC | 104571 | $1.93B | $78.52B | 377 | 2026-05-31 | → |
| 229 | SOMPO ASSET MANAGEMENT CO., LTD. | 286479 | $1.92B | $25.39B | 204 | 2026-06-30 | → |
| 230 | BHARCAP PARTNERS, LLC | 315679 | $1.92B | $3.24B | 14 | 2026-03-31 | → |
| 231 | SHELTER GROWTH CAPITAL PARTNERS LLC | 170685 | $1.91B | $4.66B | 49 | 2026-03-31 | → |
| 232 | SKY HARBOR CAPITAL MANAGEMENT, LLC | 159020 | $1.91B | $3.88B | 19 | 2025-03-31 | → |
| 233 | PUGH CAPITAL MANAGEMENT, INC. | 111765 | $1.89B | $12.82B | 39 | 2026-03-31 | → |
| 234 | MELLON INVESTMENTS CORPORATION | 105764 | $1.85B | $873.87B | 98 | 2026-05-31 | → |
| 235 | STERLING CAPITAL MANAGEMENT LLC | 135405 | $1.81B | $69.23B | 186 | 2026-03-31 | → |
| 236 | TIPTREE ADVISORS, LLC | 137758 | $1.80B | $2.31B | 13 | 2026-03-31 | → |
| 237 | AMOVA ASSET MANAGEMENT UK LIMITED | 111038 | $1.78B | $19.19B | 85 | 2026-06-30 | → |
| 238 | OCTAGON CREDIT INVESTORS, LLC | 155336 | $1.77B | $35.05B | 100 | 2026-03-31 | → |
| 239 | FIG LLC | 129612 | $1.73B | $87.30B | 1,004 | 2026-06-30 | → |
| 240 | AMOVA ASSET MANAGEMENT CO., LTD. | 110997 | $1.73B | $247.43B | 632 | 2026-06-30 | → |
| 241 | NUMERIC INVESTORS LLC | 131684 | $1.72B | $94.40B | 54 | 2026-04-30 | → |
| 242 | SOUND POINT COMMERCIAL REAL ESTATE FINANCE LLC | 311808 | $1.72B | $2.72B | 25 | 2026-04-30 | → |
| 243 | VELOCITY CAPITAL ADVISORS LLC | 322722 | $1.71B | $2.12B | 13 | 2026-05-31 | → |
| 244 | WALTER SCOTT & PARTNERS LIMITED | 112161 | $1.70B | $66.67B | 162 | 2026-03-31 | → |
| 245 | INVICTUS CAPITAL MANAGEMENT, LP | 157315 | $1.65B | $7.25B | 53 | 2026-03-31 | → |
| 246 | WARBURG PINCUS LLC | 156945 | $1.65B | $108.66B | 829 | 2026-03-31 | → |
| 247 | WATERFALL ASSET MANAGEMENT, LLC | 137746 | $1.61B | $22.04B | 133 | 2026-03-31 | → |
| 248 | DOUBLELINE CAPITAL LP | 152606 | $1.59B | $93.32B | 258 | 2026-03-31 | → |
| 249 | PATHWAY CAPITAL MANAGEMENT, LP | 108016 | $1.58B | $97.82B | 248 | 2026-06-30 | → |
| 250 | OAK HILL ADVISORS, L.P. | 125352 | $1.58B | $100.72B | 435 | 2026-06-30 | → |
| 251 | CARLYLE AVIATION PDP MANAGEMENT LLC | 305746 | $1.57B | $10.40B | 124 | 2026-03-31 | → |
| 252 | ALM FIRST FINANCIAL ADVISORS LLC | 108561 | $1.51B | $76.17B | 23 | 2026-03-31 | → |
| 253 | INVESCO SENIOR SECURED MANAGEMENT, INC. | 107590 | $1.51B | $29.38B | 109 | 2026-03-31 | → |
| 254 | COLCHESTER GLOBAL INVESTORS LTD | 110985 | $1.50B | $23.95B | 56 | 2026-01-31 | → |
| 255 | KYOBO LIFE ASSET MANAGEMENT (AMERICA) CO., LTD. | 174341 | $1.49B | $1.49B | 4 | 2026-05-31 | → |
| 256 | COHEN & STEERS CAPITAL MANAGEMENT, INC. | 106266 | $1.45B | $85.67B | 367 | 2026-04-30 | → |
| 257 | ANGEL OAK CAPITAL ADVISORS, LLC | 151090 | $1.44B | $11.49B | 78 | 2026-03-31 | → |
| 258 | YOUSIF CAPITAL MANAGEMENT, LLC | 312511 | $1.44B | $14.73B | 17 | 2026-03-31 | → |
| 259 | UBS FINANCIAL SERVICES INC. | 8174 | $1.42B | $915.79B | 12,524 | 2026-06-30 | → |
| 260 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | $1.41B | $104.49B | 212 | 2026-05-31 | → |
| 261 | CAPFINANCIAL PARTNERS, LLC | 175112 | $1.38B | $1.24T | 1,841 | 2026-05-31 | → |
| 262 | SANDERS CAPITAL, LLC | 151480 | $1.38B | $122.18B | 26 | 2026-03-31 | → |
| 263 | VICTORY CAPITAL MANAGEMENT INC. | 106189 | $1.37B | $282.71B | 699 | 2026-03-31 | → |
| 264 | NEUBERGER BERMAN ASIA LIMITED | 154286 | $1.36B | $11.01B | 62 | 2026-03-31 | → |
| 265 | CLEAR HAVEN CAPITAL MANAGEMENT, LLC | 149165 | $1.35B | $2.18B | 16 | 2026-06-30 | → |
| 266 | FOSUN ASSET MANAGEMENT LIMITED | 288360 | $1.34B | $1.49B | 19 | 2026-03-31 | → |
| 267 | 20 GATES MANAGEMENT LLC | 155480 | $1.31B | $4.97B | 10 | 2026-03-31 | → |
| 268 | BEUTEL, GOODMAN & COMPANY LTD. | 135829 | $1.30B | $36.11B | 128 | 2026-03-31 | → |
| 269 | DB ADVISORY AMERICA, LIMITED(LTD) | 313938 | $1.30B | $1.30B | 2 | 2026-01-31 | → |
| 270 | DETALUS ADVISORS, LLC | 117958 | $1.26B | $2.22B | 15 | 2026-03-31 | → |
| 271 | GOLDENTREE ASSET MANAGEMENT LP | 112753 | $1.26B | $70.14B | 320 | 2026-06-30 | → |
| 272 | LORD, ABBETT & CO. LLC | 110391 | $1.25B | $270.39B | 821 | 2025-12-31 | → |
| 273 | ZAZOVE ASSOCIATES LLC | 104751 | $1.25B | $1.97B | 21 | 2026-04-30 | → |
| 274 | BAYVIEW ASSET MANAGEMENT, LLC | 157053 | $1.22B | $64.21B | 556 | 2026-05-31 | → |
| 275 | T.ROWE PRICE HONG KONG LIMITED | 155827 | $1.20B | $42.34B | 134 | 2026-03-31 | → |
| 276 | NEBRODI PARTNERS, LLC | 174280 | $1.18B | $1.48B | 5 | 2026-03-31 | → |
| 277 | RED CEDAR INVESTMENT MANAGEMENT, LLC | 170939 | $1.18B | $3.33B | 18 | 2026-05-31 | → |
| 278 | AXAR CAPITAL MANAGEMENT LP | 217520 | $1.17B | $3.60B | 13 | 2026-06-30 | → |
| 279 | CSM ADVISORS, LLC | 306128 | $1.16B | $11.65B | 44 | 2026-05-31 | → |
| 280 | ARDEA INVESTMENT MANAGEMENT PTY LIMITED | 312601 | $1.14B | $6.30B | 32 | 2025-09-30 | → |
| 281 | CAPITAL INTERNATIONAL, INC. | 110682 | $1.14B | $51.92B | 263 | 2026-05-31 | → |
| 282 | SCHRODERS CAPITAL MANAGEMENT (US) INC. | 145194 | $1.14B | $34.59B | 163 | 2026-03-31 | → |
| 283 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 106256 | $1.12B | $10.80B | 60 | 2026-03-31 | → |
| 284 | WITT LAKE ASSET MANAGEMENT LLC | 335523 | $1.12B | $1.12B | 2 | 2026-06-30 | → |
| 285 | LAZARD ASSET MANAGEMENT LLC | 122836 | $1.12B | $120.52B | 532 | 2026-03-31 | → |
| 286 | CARLYLE AVIATION SECURITIES PARTNERS LLC | 168456 | $1.10B | $1.14B | 4 | 2026-03-31 | → |
| 287 | BMO ASSET MANAGEMENT CORP. | 106466 | $1.08B | $6.18B | 5 | 2026-04-30 | → |
| 288 | COUNTERPOINTE INVESTMENT MANAGEMENT LLC | 333864 | $1.07B | $1.07B | 36 | 2026-03-31 | → |
| 289 | POST ADVISORY GROUP, LLC | 108860 | $1.06B | $13.03B | 49 | 2026-05-31 | → |
| 290 | CACTI ASSET MANAGEMENT, LLC | 156131 | $1.05B | $1.82B | 1 | 2026-01-31 | → |
| 291 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 109591 | $1.02B | $120.70B | 364 | 2026-03-31 | → |
| 292 | LOGAN CAPITAL MANAGEMENT, INC. | 108893 | $1.02B | $3.10B | 34 | 2026-04-30 | → |
| 293 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | 104945 | $1.02B | $23.44B | 51 | 2026-04-30 | → |
| 294 | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | 111470 | $992.0M | $24.07B | 127 | 2026-05-31 | → |
| 295 | PICTET ASSET MANAGEMENT SA | 140074 | $986.1M | $330.70B | 549 | 2026-06-30 | → |
| 296 | MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY | 126896 | $982.4M | $10.94B | 51 | 2026-03-31 | → |
| 297 | NXT CAPITAL INVESTMENT ADVISERS, LLC | 160569 | $982.1M | $6.65B | 242 | 2026-06-30 | → |
| 298 | SOUND POINT CAPITAL MANAGEMENT, LP | 157479 | $946.6M | $36.98B | 200 | 2026-03-31 | → |
| 299 | WESTERN ASSET MANAGEMENT COMPANY LIMITED | 110427 | $942.0M | $20.09B | 27 | 2026-06-30 | → |
| 300 | CHINA ASSET MANAGEMENT (HONG KONG) LIMITED | 166615 | $935.5M | $23.90B | 104 | 2026-03-31 | → |
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