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 | |
|---|---|---|---|---|---|---|---|
| 401 | SERONE CAPITAL MANAGEMENT LLP | 174288 | $461.8M | $2.73B | 41 | 2026-03-31 | → |
| 402 | AB PRIVATE CREDIT INVESTORS LLC | 173027 | $458.0M | $11.36B | 1 | 2026-05-31 | → |
| 403 | JAFFA CAPITAL MANAGEMENT LLC | 325411 | $451.6M | $597.2M | 14 | 2026-03-31 | → |
| 404 | WEAVER C. BARKSDALE & ASSOCIATES, INC. | 105098 | $451.0M | $3.44B | 13 | 2026-03-31 | → |
| 405 | CLEARBRIDGE INVESTMENTS, LLC | 137028 | $445.4M | $184.81B | 210 | 2026-01-31 | → |
| 406 | RBC CAPITAL MARKETS, LLC | 31194 | $445.3M | $310.43B | 8,781 | 2026-06-30 | → |
| 407 | MERGANSER CAPITAL MANAGEMENT, LLC | 169258 | $444.7M | $17.66B | 32 | 2026-03-31 | → |
| 408 | BOYD WATTERSON ASSET MANAGEMENT, LLC | 107808 | $439.4M | $18.81B | 140 | 2026-03-31 | → |
| 409 | LEGATO CAPITAL MANAGEMENT, LLC | 131704 | $433.9M | $1.26B | 4 | 2026-03-31 | → |
| 410 | DWS INVESTMENTS HONG KONG LIMITED | 139666 | $423.5M | $5.10B | 62 | 2026-05-31 | → |
| 411 | PRUDENT MAN ADVISORS, LLC | 301973 | $422.4M | $30.59B | 157 | 2026-04-30 | → |
| 412 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | $420.3M | $1.72T | 946 | 2026-03-31 | → |
| 413 | ARENA CAPITAL ADVISORS LLC | 170313 | $417.3M | $5.33B | 26 | 2026-05-31 | → |
| 414 | ALLSPRING GLOBAL INVESTMENTS (UK) LIMITED | 132377 | $414.3M | $30.79B | 87 | 2026-03-31 | → |
| 415 | METZLER-PAYDEN, LLC | 108870 | $413.5M | $1.26B | 187 | 2026-03-31 | → |
| 416 | BC PARTNERS ADVISORS L.P. | 288495 | $412.1M | $6.69B | 120 | 2026-03-31 | → |
| 417 | GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 161512 | $405.0M | $6.34B | 24 | 2026-06-30 | → |
| 418 | THE FORUM FINANCE GROUP SA | 284407 | $403.0M | $2.21B | 27 | 2025-12-31 | → |
| 419 | HILLCREST CREDIT AND INCOME FUND II MANAGER, LLC | 288671 | $402.0M | $490.0M | 2 | 2026-03-31 | → |
| 420 | ATLANTA CONSULTING GROUP ADVISORS, LLC | 288169 | $401.1M | $14.70B | 23 | 2026-04-30 | → |
| 421 | VIOLA CREDIT PARTNERS MANAGEMENT LIMITED PARTNERSHIP | 326297 | $400.0M | $2.00B | 41 | 2026-05-31 | → |
| 422 | MAGNETAR FINANCIAL LLC | 136045 | $397.5M | $26.23B | 198 | 2026-03-31 | → |
| 423 | WELLS FARGO CLEARING SERVICES, LLC | 19616 | $392.8M | $671.42B | 18,895 | 2026-06-30 | → |
| 424 | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | 105519 | $391.4M | $59.04B | 94 | 2026-03-31 | → |
| 425 | FROST INVESTMENT ADVISORS, LLC | 146148 | $381.6M | $5.36B | 31 | 2026-03-31 | → |
| 426 | MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED | 125142 | $377.8M | $377.8M | 429 | 2026-04-30 | → |
| 427 | REINHART PARTNERS, LLC | 106432 | $376.0M | $2.47B | 16 | 2026-05-31 | → |
| 428 | MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC | 109641 | $370.5M | $6.74B | 660 | 2026-03-31 | → |
| 429 | STONEBRIDGE CAPITAL ADVISORS LLC | 111447 | $364.0M | $2.52B | 31 | 2026-03-31 | → |
| 430 | THOMPSON SIEGEL & WALMSLEY LLC | 105726 | $363.1M | $21.15B | 63 | 2026-04-30 | → |
| 431 | EARNEST PARTNERS LLC | 107926 | $362.0M | $42.61B | 47 | 2026-06-30 | → |
| 432 | OPPENHEIMER INVESTMENT MANAGEMENT LLC | 133243 | $359.7M | $929.4M | 8 | 2026-03-31 | → |
| 433 | FIDELIS INVESTORS, LLC | 306920 | $355.9M | $1.38B | 17 | 2026-06-30 | → |
| 434 | SAGARD HOLDINGS MANAGER LP | 304924 | $353.5M | $8.61B | 220 | 2026-04-30 | → |
| 435 | AEGON USA REALTY ADVISORS, LLC | 286438 | $353.1M | $394.5M | 178 | 2026-03-31 | → |
| 436 | WILLOW TREE CREDIT PARTNERS LP | 287810 | $348.2M | $2.80B | 21 | 2026-03-31 | → |
| 437 | RISKBRIDGE ADVISORS, LLC | 310396 | $347.5M | $898.3M | 15 | 2026-03-31 | → |
| 438 | MERCER INVESTMENTS LLC | 133449 | $347.1M | $226.04B | 714 | 2026-03-31 | → |
| 439 | CBRE INVESTMENT MANAGEMENT INFRASTRUCTURE INC. | 158495 | $347.1M | $11.54B | 71 | 2026-03-31 | → |
| 440 | OMNI BRIDGEWAY MANAGEMENT (USA) LLC | 298001 | $346.9M | $2.15B | 26 | 2026-06-30 | → |
| 441 | BAILLIE GIFFORD OVERSEAS LTD | 110296 | $344.6M | $144.00B | 1,583 | 2026-05-31 | → |
| 442 | PHILOSMITH CAPITAL CORPORATION | 162082 | $341.3M | $380.5M | 9 | 2026-03-31 | → |
| 443 | GUARDIAN CAPITAL LP | 105078 | $339.9M | $10.68B | 90 | 2026-03-31 | → |
| 444 | CC CAPITAL INSURANCE ADVISORS LLC | 334723 | $337.8M | $937.4M | 6 | 2026-06-30 | → |
| 445 | LM ADVISORS LLC | 153940 | $336.4M | $2.88B | 22 | 2026-03-31 | → |
| 446 | CEREDEX VALUE ADVISORS LLC | 146023 | $330.3M | $3.43B | 13 | 2026-03-31 | → |
| 447 | LINCOLN FINANCIAL INVESTMENTS CORPORATION | 108881 | $330.1M | $102.10B | 86 | 2026-03-31 | → |
| 448 | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | 106909 | $327.7M | $17.83B | 104 | 2026-05-31 | → |
| 449 | ZENITH AM | 173046 | $326.6M | $963.6M | 18 | 2026-04-30 | → |
| 450 | LEADENHALL CAPITAL PARTNERS LLP | 282820 | $325.0M | $5.72B | 35 | 2026-03-31 | → |
| 451 | INVESTCORP CREDIT MANAGEMENT US LLC | 165140 | $319.0M | $11.51B | 25 | 2025-10-31 | → |
| 452 | W1M WEALTH MANAGEMENT LIMITED | 132210 | $315.7M | $24.85B | 200 | 2026-05-31 | → |
| 453 | BEACH POINT CAPITAL MANAGEMENT LP | 148885 | $315.0M | $29.77B | 173 | 2026-05-31 | → |
| 454 | GINJER AM | 174097 | $311.9M | $334.6M | 7 | 2026-03-31 | → |
| 455 | ENHANCING CAPITAL LLC | 290018 | $306.8M | $368.0M | 4 | 2026-03-31 | → |
| 456 | THE BALDWIN GROUP WEALTH ADVISORS, LLC | 312284 | $303.6M | $27.28B | 50 | 2026-04-30 | → |
| 457 | VERITAS ASSET MANAGEMENT LLP | 174314 | $302.0M | $19.13B | 42 | 2026-03-31 | → |
| 458 | POWER SUSTAINABLE MANAGER US, INC. | 325145 | $301.7M | $1.07B | 31 | 2026-03-31 | → |
| 459 | GUGGENHEIM CORPORATE FUNDING, LLC | 300895 | $299.7M | $11.29B | 16 | 2026-05-31 | → |
| 460 | ADVANCED CAPITAL GROUP, INC. | 109673 | $294.8M | $29.99B | 22 | 2026-03-31 | → |
| 461 | FS DIGITAL INFRASTRUCTURE ADVISOR, LLC | 338274 | $293.3M | $3.21B | 52 | 2026-03-31 | → |
| 462 | GREAT LAKES ADVISORS, LLC | 110757 | $292.0M | $16.16B | 84 | 2026-05-31 | → |
| 463 | DRC INVESTMENT ADVISORS, LLC | 332680 | $291.0M | $391.0M | 4 | 2026-01-31 | → |
| 464 | GOLDMAN SACHS & CO. LLC | 361 | $288.9M | $133.64B | 2,268 | 2026-06-30 | → |
| 465 | INDEPENDENT FRANCHISE PARTNERS LLP | 150108 | $286.7M | $23.85B | 35 | 2026-06-30 | → |
| 466 | MSD PARTNERS, L.P. | 161664 | $286.7M | $21.30B | 498 | 2026-05-31 | → |
| 467 | MACKENZIE INVESTMENTS CORPORATION | 165899 | $283.9M | $18.07B | 16 | 2026-03-31 | → |
| 468 | SSI INVESTMENT MANAGEMENT LLC | 104889 | $278.3M | $2.55B | 25 | 2026-03-31 | → |
| 469 | BLACKSTONE LIQUID CREDIT STRATEGIES LLC | 144537 | $275.3M | $18.79B | 711 | 2026-05-31 | → |
| 470 | HQ CAPITAL PRIVATE EQUITY LLC | 134231 | $273.7M | $5.40B | 78 | 2026-03-31 | → |
| 471 | MARINER, LLC | 140195 | $273.0M | $125.41B | 1,889 | 2026-03-31 | → |
| 472 | WESTERN ASSET MANAGEMENT COMPANY LTD | 143388 | $272.7M | $2.58B | 6 | 2025-12-31 | → |
| 473 | ARIEL INVESTMENTS, LLC | 108211 | $270.9M | $12.78B | 109 | 2026-04-30 | → |
| 474 | PIER 88 INVESTMENT PARTNERS, LLC | 169316 | $268.0M | $568.0M | 5 | 2026-03-31 | → |
| 475 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 118333 | $267.5M | $28.33B | 175 | 2026-03-31 | → |
| 476 | GAM USA INC. | 110458 | $265.6M | $1.55B | 14 | 2026-03-31 | → |
| 477 | TREVILLE CAPITAL MANAGEMENT LLC | 290314 | $265.2M | $1.89B | 31 | 2026-03-31 | → |
| 478 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 138638 | $264.2M | $9.57B | 34 | 2026-03-31 | → |
| 479 | CHELSEA COUNSEL COMPANY | 110399 | $262.4M | $517.0M | 7 | 2026-06-30 | → |
| 480 | CANTILLON CAPITAL MANAGEMENT LLC | 137895 | $254.7M | $22.77B | 14 | 2026-03-31 | → |
| 481 | CANTILLON CAPITAL MANAGEMENT LLP | 139303 | $254.7M | $22.77B | 11 | 2026-03-31 | → |
| 482 | GBC INVESTMENT GROUP LLC | 308511 | $254.0M | $303.9M | 2 | 2026-01-31 | → |
| 483 | ETHIC INC. | 282827 | $252.5M | $7.82B | 76 | 2026-03-31 | → |
| 484 | NINETY ONE NORTH AMERICA, INC. | 167922 | $252.3M | $41.47B | 68 | 2026-06-30 | → |
| 485 | HEALTHCARE ROYALTY MANAGEMENT, LLC | 169355 | $251.3M | $3.78B | 23 | 2026-04-30 | → |
| 486 | MESA WEST CAPITAL, LLC | 158959 | $247.8M | $8.70B | 50 | 2026-05-31 | → |
| 487 | BLACK TORO LLC | 315289 | $246.5M | $345.1M | 15 | 2026-03-31 | → |
| 488 | SAGARD HOLDINGS MANAGER (US) LLC | 322374 | $242.9M | $1.41B | 41 | 2026-03-31 | → |
| 489 | BPS CAPITAL MANAGEMENT, INC. | 120006 | $238.3M | $3.10B | 5 | 2026-01-31 | → |
| 490 | RESOLUTE ADVISORS LLC | 300326 | $232.6M | $1.91B | 5 | 2026-03-31 | → |
| 491 | MARATHON ASSET MANAGEMENT LIMITED | 132391 | $232.5M | $39.04B | 74 | 2026-05-31 | → |
| 492 | SCULPTOR CAPITAL LP | 107913 | $230.0M | $52.68B | 343 | 2026-04-30 | → |
| 493 | SAYBROOK FUND ADVISORS, LLC | 158634 | $229.2M | $461.2M | 11 | 2026-03-31 | → |
| 494 | GRAMERCY FUNDS MANAGEMENT LLC | 152209 | $227.8M | $7.42B | 75 | 2026-03-31 | → |
| 495 | EPOCH INVESTMENT PARTNERS, INC. | 131556 | $227.7M | $29.73B | 137 | 2026-05-31 | → |
| 496 | TENNENBAUM CAPITAL PARTNERS, LLC | 113203 | $226.3M | $3.16B | 10 | 2026-06-30 | → |
| 497 | ULLICO INVESTMENT ADVISORS, INC. | 106628 | $224.2M | $13.92B | 92 | 2026-03-31 | → |
| 498 | TORTOISE CAPITAL ADVISORS, L.L.C. | 123711 | $223.8M | $8.93B | 34 | 2026-04-30 | → |
| 499 | NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | 312937 | $220.4M | $59.16B | 88 | 2026-05-31 | → |
| 500 | RUSSELL INVESTMENTS CAPITAL, LLC | 37550 | $220.4M | $35.03B | 580 | 2026-03-31 | → |
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