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 | |
|---|---|---|---|---|---|---|---|
| 301 | EATON VANCE ADVISERS INTERNATIONAL LTD. | 283733 | $915.1M | $35.52B | 68 | 2026-06-30 | → |
| 302 | ANGELO, GORDON & CO., L.P. | 131940 | $911.0M | $115.94B | 1,096 | 2026-05-31 | → |
| 303 | HARDING LOEVNER LP | 104543 | $908.8M | $32.06B | 104 | 2026-03-31 | → |
| 304 | NFC INVESTMENTS, LLC | 132844 | $895.1M | $2.14B | 9 | 2026-02-28 | → |
| 305 | CV ADVISORS LLC | 164817 | $894.4M | $15.08B | 82 | 2026-04-30 | → |
| 306 | VIRTUS FIXED INCOME ADVISERS, LLC | 146029 | $893.6M | $34.91B | 95 | 2026-03-31 | → |
| 307 | FISHER ASSET MANAGEMENT, LLC | 107342 | $891.4M | $386.67B | 4,369 | 2026-04-30 | → |
| 308 | CURI CAPITAL, LLC | 134249 | $889.2M | $11.58B | 180 | 2026-03-31 | → |
| 309 | CALAMOS ADVISORS LLC | 105758 | $882.9M | $43.89B | 300 | 2026-04-30 | → |
| 310 | MOUNT LOGAN MANAGEMENT LLC | 311161 | $847.6M | $1.98B | 120 | 2026-06-30 | → |
| 311 | GALLAGHER FIDUCIARY ADVISORS, LLC | 146509 | $847.5M | $194.82B | 235 | 2026-06-30 | → |
| 312 | E FUND MANAGEMENT (HONG KONG) CO., LIMITED | 169726 | $845.1M | $15.72B | 99 | 2026-03-31 | → |
| 313 | FLAHERTY & CRUMRINE INCORPORATED | 105499 | $840.6M | $4.15B | 14 | 2026-03-31 | → |
| 314 | SALUDA GRADE ASSET MANAGEMENT LLC | 304725 | $836.3M | $5.83B | 51 | 2026-06-30 | → |
| 315 | ANALYST PORTFOLIO MANAGEMENT LTD. | 114642 | $836.2M | $2.69B | 56 | 2026-03-31 | → |
| 316 | MANAGED ACCOUNT ADVISORS LLC | 142558 | $824.7M | $994.99B | 61 | 2026-06-30 | → |
| 317 | KAYNE ANDERSON CAPITAL ADVISORS, L.P. | 104536 | $818.7M | $34.11B | 310 | 2026-05-31 | → |
| 318 | RAMIREZ ASSET MANAGEMENT, INC. | 110637 | $782.2M | $12.27B | 48 | 2025-12-31 | → |
| 319 | FERMAT CAPITAL MANAGEMENT, LLC | 134099 | $777.5M | $11.14B | 47 | 2026-03-31 | → |
| 320 | SALI FUND MANAGEMENT, LLC | 124235 | $768.4M | $41.72B | 79 | 2026-05-31 | → |
| 321 | BLUE OWL REAL ESTATE CAPITAL LLC | 165132 | $764.6M | $67.88B | 130 | 2026-05-31 | → |
| 322 | PUTNAM INVESTMENT MANAGEMENT, LLC | 106629 | $763.9M | $117.24B | 139 | 2026-02-28 | → |
| 323 | CLARION PARTNERS, LLC | 108803 | $761.2M | $73.68B | 321 | 2026-02-28 | → |
| 324 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 110783 | $759.6M | $65.44B | 157 | 2026-05-31 | → |
| 325 | GALLIARD CAPITAL MANAGEMENT, LLC | 106487 | $757.0M | $80.27B | 89 | 2026-03-31 | → |
| 326 | NEXANNUITY ASSET MANAGEMENT, L.P. | 309748 | $752.3M | $823.4M | 4 | 2026-05-31 | → |
| 327 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 150114 | $737.0M | $183.62B | 496 | 2026-03-31 | → |
| 328 | ASB CAPITAL MANAGEMENT LLC | 110995 | $736.6M | $36.68B | 62 | 2026-04-30 | → |
| 329 | FRACTAL INVESTMENTS LLC | 311767 | $734.7M | $734.7M | 2 | 2026-03-31 | → |
| 330 | CIFC ASSET MANAGEMENT LLC | 159172 | $731.5M | $44.58B | 200 | 2026-05-31 | → |
| 331 | WELLINGTON MANAGEMENT HONG KONG LIMITED | 165208 | $731.3M | $14.15B | 105 | 2026-03-31 | → |
| 332 | MARTINGALE ASSET MANAGEMENT LP | 108526 | $731.1M | $4.18B | 25 | 2026-03-31 | → |
| 333 | NEUBERGER BERMAN CANADA ULC | 284803 | $729.0M | $12.39B | 27 | 2026-04-30 | → |
| 334 | HUNTER POINT CAPITAL LP | 310871 | $724.2M | $7.81B | 74 | 2026-03-31 | → |
| 335 | ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC | 159050 | $714.9M | $32.48B | 412 | 2026-05-31 | → |
| 336 | THE PUTNAM ADVISORY COMPANY, LLC | 106631 | $706.9M | $33.19B | 7 | 2025-12-31 | → |
| 337 | NASSAU ALTERNATIVE INVESTMENTS LLC | 300006 | $705.8M | $1.43B | 6 | 2026-03-31 | → |
| 338 | AMUNDI ASSET MANAGEMENT US, INC. | 107719 | $697.8M | $122.06B | 354 | 2025-03-31 | → |
| 339 | VOLOFIN CAPITAL MANAGEMENT (US) LLC | 309922 | $697.1M | $1.01B | 9 | 2026-03-31 | → |
| 340 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 149018 | $688.0M | $390.04B | 9,675 | 2026-06-30 | → |
| 341 | COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED | 308020 | $686.3M | $9.80B | 46 | 2025-09-30 | → |
| 342 | MORGAN STANLEY AIP GP LP | 117050 | $685.3M | $40.85B | 200 | 2026-03-31 | → |
| 343 | ALPINVEST US HOLDINGS, LLC | 328458 | $684.9M | $57.66B | 289 | 2026-03-31 | → |
| 344 | ZIMMER PARTNERS, LP | 165684 | $682.2M | $5.24B | 32 | 2026-04-30 | → |
| 345 | AMOVA ASSET MANAGEMENT ASIA LIMITED | 161589 | $669.7M | $14.23B | 137 | 2026-06-30 | → |
| 346 | NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC | 110411 | $652.0M | $37.56B | 50 | 2026-06-30 | → |
| 347 | CLAREMONT CAPITAL MANAGEMENT, LLC | 155189 | $645.3M | $843.9M | 3 | 2026-03-31 | → |
| 348 | ARENA INVESTORS, LP | 269854 | $643.3M | $2.99B | 180 | 2026-05-31 | → |
| 349 | J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | 20989 | $637.9M | $29.73B | 86 | 2026-03-31 | → |
| 350 | CLEARWATER ADVISORS, LLC | 116865 | $626.4M | $4.65B | 9 | 2026-05-31 | → |
| 351 | WINCORAM ASSET MANAGEMENT LLC | 312425 | $620.0M | $8.19B | 28 | 2026-03-31 | → |
| 352 | INNOVATIVE CAPITAL ADVISORS, LLC | 161281 | $619.5M | $619.5M | 7 | 2026-01-31 | → |
| 353 | BALBEC CAPITAL MANAGEMENT LP | 284363 | $612.6M | $7.99B | 150 | 2026-04-30 | → |
| 354 | CAPVISOR ASSOCIATES, LLC | 289154 | $610.5M | $633.1M | 6 | 2026-03-31 | → |
| 355 | CHECCHI CAPITAL ADVISERS, LLC | 143478 | $609.5M | $2.59B | 29 | 2026-03-31 | → |
| 356 | NASSAU PRIVATE CREDIT LLC | 300220 | $605.5M | $1.05B | 7 | 2026-05-31 | → |
| 357 | T.ROWE PRICE INVESTMENT MANAGEMENT, INC. | 314590 | $604.1M | $204.18B | 112 | 2026-03-31 | → |
| 358 | BEACON POINTE ADVISORS, LLC | 119290 | $595.3M | $54.87B | 780 | 2026-05-31 | → |
| 359 | GARCIA HAMILTON & ASSOCIATES LP | 108017 | $584.7M | $24.86B | 41 | 2026-03-31 | → |
| 360 | PZENA INVESTMENT MANAGEMENT LLC | 106847 | $572.6M | $81.44B | 164 | 2026-03-31 | → |
| 361 | INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION | 108783 | $567.7M | $6.31B | 553 | 2026-06-30 | → |
| 362 | CONNING INVESTMENT PRODUCTS, INC. | 120387 | $564.0M | $572.0M | 8 | 2026-03-31 | → |
| 363 | OPTIMUM QUANTVEST CORPORATION | 301469 | $562.4M | $695.1M | 4 | 2026-03-31 | → |
| 364 | CIBC ASSET MANAGEMENT INC. | 106508 | $561.5M | $162.84B | 478 | 2026-06-30 | → |
| 365 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 106975 | $559.1M | $12.24B | 53 | 2026-03-31 | → |
| 366 | MIRAVAST ASSET MANAGEMENT, LLC | 168582 | $557.6M | $1.36B | 21 | 2026-03-31 | → |
| 367 | INVESCO ASSET MANAGEMENT (JAPAN) LIMITED | 107155 | $554.7M | $76.06B | 116 | 2026-03-31 | → |
| 368 | VARADERO CAPITAL, L.P. | 159183 | $551.5M | $2.29B | 27 | 2026-03-31 | → |
| 369 | COMPOSITION WEALTH, LLC | 143483 | $551.1M | $9.47B | 128 | 2026-03-31 | → |
| 370 | FIRST SENTIER INVESTORS (AUSTRALIA) IM LTD | 160034 | $543.9M | $52.93B | 313 | 2026-04-30 | → |
| 371 | C2P CAPITAL ADVISORY GROUP, LLC | 156480 | $540.7M | $4.39B | 244 | 2026-03-31 | → |
| 372 | WALKER & DUNLOP INVESTMENT PARTNERS, INC. | 165022 | $538.2M | $2.70B | 36 | 2026-03-31 | → |
| 373 | MARATHON ASSET MANAGEMENT, L.P. | 124613 | $534.1M | $30.48B | 193 | 2026-03-31 | → |
| 374 | T. ROWE PRICE SINGAPORE PRIVATE LTD | 155831 | $533.7M | $14.28B | 81 | 2026-03-31 | → |
| 375 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD | 106585 | $532.6M | $82.55B | 300 | 2026-03-31 | → |
| 376 | AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 105778 | $530.3M | $305.98B | 220 | 2026-03-31 | → |
| 377 | BROOKFIELD ASSET MANAGEMENT PIC US, LLC | 151599 | $530.1M | $105.30B | 1,790 | 2026-04-30 | → |
| 378 | U.S. BANCORP ASSET MANAGEMENT, INC. | 111912 | $528.7M | $427.48B | 322 | 2026-03-31 | → |
| 379 | INVESCO HONG KONG LIMITED | 109923 | $517.7M | $26.20B | 226 | 2026-03-31 | → |
| 380 | HILTON CAPITAL MANAGEMENT, LLC | 116357 | $516.5M | $3.16B | 27 | 2026-06-30 | → |
| 381 | MACQUARIE INFRASTRUCTURE PARTNERS INC. | 146696 | $514.4M | $48.84B | 255 | 2026-06-30 | → |
| 382 | ASSETMARK, INC. | 109018 | $510.0M | $91.76B | 859 | 2026-05-31 | → |
| 383 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 114310 | $508.6M | $684.78B | 1,109 | 2026-04-30 | → |
| 384 | HAUSSMANN 1864 CAPITAL MANAGEMENT LLC | 332278 | $502.2M | $4.60B | 5 | 2026-03-31 | → |
| 385 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 104599 | $496.1M | $39.36B | 134 | 2026-03-31 | → |
| 386 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 290078 | $495.6M | $13.70B | 100 | 2026-03-31 | → |
| 387 | PATRIA PRIVATE EQUITY (EUROPE) LIMITED | 318769 | $491.4M | $8.01B | 70 | 2026-05-31 | → |
| 388 | LES PLACEMENTS LOUISBOURG INC. LOUISBOURG INVESTMENTS INC. | 329547 | $491.3M | $2.31B | 28 | 2026-03-31 | → |
| 389 | C WORLDWIDE ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 173234 | $489.0M | $15.28B | 112 | 2026-03-31 | → |
| 390 | 1505 CAPITAL LLC | 298880 | $485.7M | $485.7M | 11 | 2026-03-31 | → |
| 391 | SPECTRUM ASSET MANAGEMENT, INC. | 300463 | $485.5M | $18.30B | 27 | 2026-03-31 | → |
| 392 | ORIX ADVISERS, LLC | 307580 | $483.6M | $9.63B | 372 | 2026-06-30 | → |
| 393 | HIGHLAND ASSOCIATES INC | 104948 | $478.8M | $20.99B | 19 | 2026-03-31 | → |
| 394 | MAXIM CAPITAL GROUP, LLC | 288321 | $478.4M | $2.19B | 19 | 2026-04-30 | → |
| 395 | ATTUCKS ASSET MANAGEMENT, LLC | 118891 | $478.1M | $3.86B | 12 | 2026-03-31 | → |
| 396 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | 106220 | $476.3M | $80.97B | 365 | 2026-05-31 | → |
| 397 | ROCKEFELLER FINANCIAL LLC | 291361 | $470.8M | $99.60B | 1,005 | 2026-03-31 | → |
| 398 | HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC | 297174 | $466.5M | $788.3M | 2 | 2026-03-31 | → |
| 399 | HUDSON STRUCTURED CAPITAL MANAGEMENT LTD. | 282919 | $465.3M | $4.03B | 38 | 2026-03-31 | → |
| 400 | WCM INVESTMENT MANAGEMENT, LLC | 104702 | $462.7M | $96.77B | 102 | 2026-03-31 | → |
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