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 | |
|---|---|---|---|---|---|---|---|
| 501 | AMERICAN INFRASTRUCTURE PARTNERS, LLC | 299402 | $215.2M | $1.70B | 19 | 2026-03-31 | → |
| 502 | VICTORY PARK CAPITAL ADVISORS, LLC | 161079 | $215.1M | $3.65B | 60 | 2026-03-31 | → |
| 503 | TRIASIMA PORTFOLIO MANAGEMENT INC. | 304577 | $214.7M | $1.11B | 24 | 2026-03-31 | → |
| 504 | AQR CAPITAL MANAGEMENT, LLC | 111883 | $210.5M | $311.70B | 728 | 2026-05-31 | → |
| 505 | LEEWARD INVESTMENTS, LLC | 312557 | $209.2M | $2.87B | 14 | 2026-03-31 | → |
| 506 | RAITH CAPITAL PARTNERS, LLC | 166815 | $208.9M | $2.83B | 29 | 2026-04-30 | → |
| 507 | DANA INVESTMENT ADVISORS INC | 105879 | $203.7M | $6.08B | 60 | 2026-03-31 | → |
| 508 | RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC | 329 | $203.3M | $81.09B | 569 | 2026-03-31 | → |
| 509 | KKR CREDIT ADVISORS (SINGAPORE) PTE. LTD. | 309194 | $200.8M | $4.94B | 16 | 2026-03-31 | → |
| 510 | PROVENIO CAPITAL MANAGEMENT LLC | 333009 | $199.1M | $1.63B | 11 | 2026-03-31 | → |
| 511 | DONALD SMITH & CO., INC. | 104947 | $198.4M | $5.60B | 11 | 2026-03-31 | → |
| 512 | DEVENIR INVESTMENT ADVISORS, LLC | 132824 | $195.0M | $12.99B | 11 | 2026-03-31 | → |
| 513 | BRECKINRIDGE CAPITAL ADVISORS INC | 107143 | $194.8M | $54.28B | 88 | 2026-03-31 | → |
| 514 | FIDUCIARY MANAGEMENT, INC. | 109149 | $192.1M | $11.36B | 25 | 2026-06-30 | → |
| 515 | SMITH SHELLNUT WILSON LLC | 106235 | $191.4M | $6.92B | 16 | 2026-06-30 | → |
| 516 | RUFFER LLP | 309733 | $190.5M | $24.87B | 282 | 2026-06-30 | → |
| 517 | CARLISLE TAX CREDITS LLC | 151461 | $190.1M | $444.2M | 8 | 2026-03-31 | → |
| 518 | LARRAINVIAL ASSET MANAGEMENT ADMINISTRADORA GENERAL DE FONDOS SA | 295522 | $190.0M | $2.29B | 93 | 2025-03-31 | → |
| 519 | COASTAL BRIDGE ADVISORS, LLC | 152569 | $189.3M | $5.02B | 46 | 2026-03-31 | → |
| 520 | 1128 CAPITAL, LLC | 318637 | $188.2M | $188.2M | 7 | 2025-12-31 | → |
| 521 | SIT INVESTMENT ASSOCIATES, INC | 105725 | $188.0M | $3.54B | 73 | 2026-06-30 | → |
| 522 | PALMER SQUARE CAPITAL MANAGEMENT LLC | 155697 | $185.4M | $25.59B | 76 | 2026-05-31 | → |
| 523 | BRIGADE CAPITAL MANAGEMENT, LP | 144078 | $183.8M | $33.02B | 108 | 2026-04-30 | → |
| 524 | TOCQUEVILLE ASSET MANAGEMENT LP | 105690 | $181.5M | $10.24B | 73 | 2026-03-31 | → |
| 525 | DIMENSIONAL FUND ADVISORS LP | 106482 | $181.3M | $1.02T | 1,168 | 2026-03-31 | → |
| 526 | SWISSPARTNERS ADVISORS AG | 148721 | $180.0M | $891.8M | 5 | 2026-03-31 | → |
| 527 | BRIGHTWOOD CAPITAL ADVISORS, LLC | 167330 | $177.8M | $6.19B | 64 | 2026-06-30 | → |
| 528 | TD PRIVATE CLIENT WEALTH LLC | 164484 | $177.0M | $8.57B | 671 | 2026-06-30 | → |
| 529 | ALLIANZ GLOBAL INVESTORS ASIA PACIFIC LIMITED | 289358 | $176.7M | $15.46B | 118 | 2026-05-31 | → |
| 530 | VAN BERKOM AND ASSOCIATES INC. | 128221 | $176.2M | $3.80B | 33 | 2026-05-31 | → |
| 531 | BROAD REACH CAPITAL LLC | 144686 | $172.1M | $180.5M | 4 | 2026-05-31 | → |
| 532 | RECKONER CAPITAL MANAGEMENT LLC | 333863 | $172.0M | $273.4M | 26 | 2026-03-31 | → |
| 533 | MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC | 284788 | $170.3M | $525.6M | 166 | 2026-06-30 | → |
| 534 | NEVASTAR FINANCE LTD | 172523 | $169.1M | $1.68B | 27 | 2026-05-31 | → |
| 535 | MAIRS AND POWER INC | 110351 | $168.9M | $12.14B | 60 | 2026-04-30 | → |
| 536 | BREAKOUT CAPITAL PARTNERS LP | 321224 | $168.9M | $1.20B | 16 | 2026-03-31 | → |
| 537 | SAMSUNG ASSET MANAGEMENT (NEW YORK), INC. | 133827 | $167.8M | $8.17B | 13 | 2026-03-31 | → |
| 538 | JAG CAPITAL MANAGEMENT LLC | 159227 | $165.4M | $1.90B | 21 | 2026-05-31 | → |
| 539 | EMERALD ADVISERS, LLC | 107496 | $157.4M | $3.30B | 35 | 2026-03-31 | → |
| 540 | BURGUNDY ASSET MANAGEMENT LTD. | 114317 | $155.6M | $19.09B | 140 | 2026-01-31 | → |
| 541 | VANTAGE INFRASTRUCTURE (USA) INC. | 157458 | $155.5M | $1.47B | 5 | 2026-03-31 | → |
| 542 | OBRA CAPITAL MANAGEMENT, LLC. | 155231 | $151.9M | $5.75B | 132 | 2026-04-30 | → |
| 543 | GLOBAL INFRASTRUCTURE MANAGEMENT, LLC | 157434 | $151.6M | $142.15B | 437 | 2026-05-31 | → |
| 544 | DAVID VAUGHAN INVESTMENTS, LLC | 105990 | $150.9M | $5.33B | 48 | 2026-03-31 | → |
| 545 | HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC | 139068 | $150.5M | $6.48B | 80 | 2026-03-31 | → |
| 546 | SNYDER CAPITAL MANAGEMENT LP | 108518 | $150.4M | $6.09B | 17 | 2026-03-31 | → |
| 547 | COLBECK CAPITAL MANAGEMENT, LLC | 282406 | $150.0M | $1.71B | 20 | 2026-03-31 | → |
| 548 | FAYEZ SAROFIM & CO., LLC | 106584 | $149.1M | $35.07B | 54 | 2026-05-31 | → |
| 549 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 128545 | $147.7M | $10.25B | 182 | 2026-03-31 | → |
| 550 | BROWN ADVISORY LLC | 110181 | $145.2M | $124.31B | 782 | 2026-03-31 | → |
| 551 | OPPENHEIMER & CO. INC. | 249 | $141.8M | $36.71B | 2,806 | 2026-06-30 | → |
| 552 | FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED | 111360 | $139.9M | $40.52B | 122 | 2026-06-30 | → |
| 553 | THE CENTRAL TRUST BANK | 149262 | $137.4M | $554.1M | 4 | 2026-03-31 | → |
| 554 | T. ROWE PRICE INTERNATIONAL LTD | 126032 | $135.8M | $277.19B | 781 | 2026-03-31 | → |
| 555 | DIAMOND HILL CAPITAL MANAGEMENT INC | 110638 | $133.3M | $29.38B | 120 | 2026-05-31 | → |
| 556 | DELEGATE ADVISORS, LLC | 159953 | $129.6M | $1.71B | 13 | 2026-03-31 | → |
| 557 | ADAMS STREET PARTNERS, LLC | 109358 | $128.8M | $66.49B | 318 | 2026-06-30 | → |
| 558 | SUSTAINABLE GROWTH ADVISERS, LP | 127447 | $127.7M | $16.66B | 33 | 2026-03-31 | → |
| 559 | CROSSINGBRIDGE ADVISORS, LLC | 286594 | $127.5M | $4.18B | 16 | 2026-06-30 | → |
| 560 | FRANKLIN TEMPLETON INVESTMENTS CORP. | 111364 | $126.4M | $12.77B | 193 | 2025-12-31 | → |
| 561 | SILVER ROCK FINANCIAL LP | 283335 | $125.5M | $5.38B | 31 | 2026-03-31 | → |
| 562 | USI ADVISORS, INC. | 108113 | $125.3M | $56.28B | 79 | 2026-03-31 | → |
| 563 | AIP CAPITAL ADVISORS LLC | 328465 | $125.0M | $340.0M | 15 | 2026-06-30 | → |
| 564 | ADVISORS CAPITAL MANAGEMENT, LLC | 112266 | $123.9M | $12.20B | 103 | 2026-03-31 | → |
| 565 | WILLIS INVESTMENT COUNSEL INC | 111042 | $123.6M | $4.23B | 13 | 2026-04-30 | → |
| 566 | STEPHENS INC. | 3496 | $123.1M | $18.04B | 611 | 2026-06-30 | → |
| 567 | INVESCO CAPITAL MANAGEMENT LLC | 125601 | $122.8M | $941.02B | 222 | 2026-03-31 | → |
| 568 | VECTORS RESEARCH MANAGEMENT LLC | 137772 | $122.0M | $1.01B | 4 | 2026-03-31 | → |
| 569 | WHITE OAK GLOBAL ADVISORS, LLC | 149659 | $120.7M | $5.11B | 58 | 2026-03-31 | → |
| 570 | ROCKEFELLER & CO. LLC | 294197 | $119.5M | $36.76B | 602 | 2026-03-31 | → |
| 571 | RREEF AMERICA L.L.C. | 109596 | $119.1M | $34.34B | 175 | 2026-05-31 | → |
| 572 | GREYSTAR INVESTMENT GROUP, LLC | 160665 | $119.0M | $36.50B | 588 | 2026-06-30 | → |
| 573 | PROMETHEUS WEALTH MANAGEMENT SAM | 332503 | $115.4M | $1.24B | 9 | 2026-03-31 | → |
| 574 | CIM INVESTMENT MANAGEMENT INC | 106292 | $113.7M | $1.28B | 7 | 2026-03-31 | → |
| 575 | BYW INVESTMENT ADVISORS, INC | 168297 | $113.2M | $113.2M | 2 | 2025-01-31 | → |
| 576 | BMO PRIVATE INVESTMENT COUNSEL INC. | 160344 | $111.4M | $40.18B | 130 | 2026-03-31 | → |
| 577 | FIDUCIARYVEST, LLC | 134351 | $108.2M | $4.93B | 10 | 2026-03-31 | → |
| 578 | FIFTH THIRD WEALTH ADVISORS LLC | 313015 | $107.7M | $7.80B | 83 | 2026-03-31 | → |
| 579 | IRRADIANT PARTNERS, LP | 315416 | $107.4M | $13.03B | 45 | 2025-04-30 | → |
| 580 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 108260 | $107.2M | $136.48B | 392 | 2026-05-31 | → |
| 581 | FIELDER CAPITAL GROUP LLC | 156737 | $106.7M | $1.21B | 11 | 2026-03-31 | → |
| 582 | OAK RIDGE INVESTMENTS, LLC | 107066 | $105.2M | $1.70B | 13 | 2026-05-31 | → |
| 583 | EASTSPRING INVESTMENTS (SINGAPORE) LIMITED | 144603 | $104.9M | $146.29B | 365 | 2026-05-31 | → |
| 584 | CANSO INVESTMENT COUNSEL LTD. | 336447 | $101.6M | $44.36B | 65 | 2025-09-30 | → |
| 585 | EVERCORE WEALTH MANAGEMENT, LLC | 148399 | $100.5M | $15.52B | 97 | 2026-03-31 | → |
| 586 | CASTLELAKE, L.P. | 145165 | $100.0M | $35.29B | 251 | 2026-03-31 | → |
| 587 | OREI ADVISORS LP | 284241 | $100.0M | $2.18B | 41 | 2026-03-31 | → |
| 588 | CANAL ROAD CAPITAL, LLC | 327488 | $100.0M | $1.26B | 16 | 2026-03-31 | → |
| 589 | SANCUS CAPITAL MANAGEMENT LP | 157121 | $100.0M | $618.9M | 8 | 2026-03-31 | → |
| 590 | MCT ENTERTAINMENT ADVISORS LLC | 328135 | $100.0M | $154.0M | 7 | 2026-03-31 | → |
| 591 | VALHUM ASSET MANAGEMENT, LLC | 323895 | $100.0M | $100.0M | 1 | 2026-02-28 | → |
| 592 | CSOP ASSET MANAGEMENT LIMITED | 170206 | $99.9M | $25.87B | 145 | 2026-03-31 | → |
| 593 | CRESCENT ADVISOR GROUP, INC. | 115974 | $99.8M | $344.4M | 18 | 2026-01-31 | → |
| 594 | BLACKROCK ASSET MANAGEMENT SCHWEIZ AG | 161987 | $99.2M | $2.43B | 129 | 2026-05-31 | → |
| 595 | IVY HILL ASSET MANAGEMENT, L.P. | 161608 | $99.1M | $12.96B | 16 | 2026-05-31 | → |
| 596 | KEYSTATE ADVISORY, LLC | 156226 | $97.6M | $16.59B | 8 | 2026-03-31 | → |
| 597 | LYNK CAPITAL MANAGEMENT COMPANY, LLC | 329038 | $93.2M | $359.6M | 6 | 2026-03-31 | → |
| 598 | POST ROAD GROUP LLC | 288459 | $93.1M | $1.05B | 13 | 2026-06-30 | → |
| 599 | REGAN CAPITAL, LLC | 158294 | $92.8M | $3.59B | 22 | 2026-03-31 | → |
| 600 | COBBLESTONE CAPITAL ADVISORS, LLC | 108023 | $91.1M | $2.93B | 43 | 2025-12-31 | → |
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