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 | |
|---|---|---|---|---|---|---|---|
| 701 | DAVIDSON INVESTMENT ADVISORS, INC. | 110552 | $39.6M | $5.20B | 31 | 2025-12-31 | → |
| 702 | SVB ASSET MANAGEMENT | 124567 | $39.4M | $32.32B | 24 | 2026-03-31 | → |
| 703 | CINCINNATI ASSET MANAGEMENT INC | 104946 | $39.3M | $2.53B | 15 | 2026-03-31 | → |
| 704 | SEACREST INVESTMENT MANAGEMENT, LLC | 143670 | $39.1M | $110.9M | 3 | 2026-02-28 | → |
| 705 | WEATHERBIE CAPITAL, LLC | 105991 | $38.9M | $1.34B | 7 | 2026-06-30 | → |
| 706 | SPINNAKER INVESTMENT GROUP, LLC | 283414 | $38.0M | $1.07B | 11 | 2026-06-30 | → |
| 707 | HAWKS POINT CAPITAL PARTNERS LLC | 307006 | $37.9M | $61.4M | 3 | 2026-03-31 | → |
| 708 | FENIMORE ASSET MANAGEMENT, INC. | 110946 | $37.7M | $5.41B | 43 | 2026-01-31 | → |
| 709 | CLARION CAPITAL PARTNERS, LLC | 157038 | $37.6M | $1.89B | 38 | 2026-03-31 | → |
| 710 | PARKVIEW LTD. | 160171 | $37.1M | $488.5M | 9 | 2026-02-28 | → |
| 711 | SELWAY ASSET MANAGEMENT, INC. | 104638 | $37.0M | $315.2M | 5 | 2025-03-31 | → |
| 712 | LOCUST WOOD CAPITAL ADVISERS, LLC | 135140 | $37.0M | $4.40B | 12 | 2026-03-31 | → |
| 713 | LUMINA WEALTH MANAGEMENT, LLC | 291548 | $36.9M | $240.2M | 4 | 2026-04-30 | → |
| 714 | INTERMEDE INVESTMENT PARTNERS LIMITED | 175312 | $36.7M | $3.99B | 17 | 2026-05-31 | → |
| 715 | BFI INFINITY LTD. | 158420 | $36.4M | $837.6M | 21 | 2026-03-31 | → |
| 716 | UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC | 166742 | $36.3M | $258.7M | 5 | 2026-03-31 | → |
| 717 | O'CONNOR ALTERNATIVE INVESTMENTS, LLC | 336332 | $36.2M | $16.37B | 65 | 2026-05-31 | → |
| 718 | MANITOU INVESTMENT MANAGEMENT LTD. | 319213 | $35.5M | $2.42B | 21 | 2026-03-31 | → |
| 719 | SUTTERFIELD FINANCIAL GROUP, INC. | 115652 | $34.9M | $274.4M | 32 | 2026-03-31 | → |
| 720 | ADVANCED PORTFOLIO MANAGEMENT, LLC | 138769 | $34.8M | $2.70B | 18 | 2026-03-31 | → |
| 721 | CORE FINANCIAL PARTNERS INC. | 155205 | $34.8M | $301.7M | 5 | 2026-03-31 | → |
| 722 | GRAVITY CAPITAL MANAGEMENT LLC | 137083 | $34.1M | $94.0M | 2 | 2026-03-31 | → |
| 723 | THE ROCK CREEK GROUP, LP | 125409 | $33.7M | $18.38B | 62 | 2026-05-31 | → |
| 724 | THE LONDON COMPANY OF VIRGINIA, LLC | 106654 | $33.2M | $14.89B | 56 | 2026-03-31 | → |
| 725 | LS INVESTMENT ADVISORS, LLC | 146829 | $33.1M | $932.1M | 10 | 2026-06-30 | → |
| 726 | SERAPH CAPITAL ASSOCIATES, LLC | 165754 | $33.0M | $90.3M | 1 | 2026-03-31 | → |
| 727 | HARVEST PARTNERS, LP | 158284 | $32.6M | $20.25B | 102 | 2026-03-31 | → |
| 728 | EAGLE CAPITAL MANAGEMENT LLC | 106422 | $31.6M | $35.80B | 45 | 2026-03-31 | → |
| 729 | STIFEL, NICOLAUS & COMPANY, INCORPORATED | 793 | $31.5M | $197.53B | 6,478 | 2026-06-30 | → |
| 730 | UYANA PARTNERS LLC | 300280 | $31.1M | $115.0M | 8 | 2026-04-30 | → |
| 731 | FIRST HORIZON ADVISORS, INC | 17117 | $30.5M | $13.62B | 239 | 2025-07-31 | → |
| 732 | MAPLE CAPITAL MANAGEMENT, INC. | 130209 | $30.4M | $2.58B | 27 | 2026-03-31 | → |
| 733 | MANGROVE PARTNERS IM, LLC | 162296 | $29.0M | $2.71B | 19 | 2026-03-31 | → |
| 734 | TRIANGLE INVESTMENT MANAGEMENT, LLC | 329567 | $28.4M | $171.8M | 13 | 2026-03-31 | → |
| 735 | HOISINGTON INVESTMENT MANAGEMENT CO | 107710 | $28.3M | $1.79B | 9 | 2026-03-31 | → |
| 736 | AVALAN, LLC | 156109 | $27.8M | $621.8M | 11 | 2026-03-31 | → |
| 737 | KEYSTONE GLOBAL PARTNERS LLC | 153147 | $27.3M | $580.5M | 4 | 2026-04-30 | → |
| 738 | DAVENPORT & COMPANY LLC | 1588 | $26.8M | $24.70B | 525 | 2026-06-30 | → |
| 739 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 105081 | $26.7M | $1.94B | 16 | 2026-03-31 | → |
| 740 | FUTURA ASSET ADVISORS LLC | 136285 | $26.7M | $114.8M | 1 | 2026-04-30 | → |
| 741 | CARY STREET PARTNERS ASSET MANAGEMENT LLC | 289178 | $26.1M | $1.45B | 49 | 2026-03-31 | → |
| 742 | HARRIS ASSOCIATES LP | 106960 | $25.5M | $109.48B | 221 | 2026-03-31 | → |
| 743 | A&M PRIVATE WEALTH PARTNERS, LLC | 331478 | $25.4M | $1.83B | 28 | 2026-03-31 | → |
| 744 | ROYALE ASSET MANAGEMENT LLC | 281827 | $24.8M | $52.7M | 1 | 2026-01-31 | → |
| 745 | VANDERBILT AVENUE ASSET MANAGEMENT LLC | 145370 | $24.8M | $241.9M | 6 | 2026-03-31 | → |
| 746 | ST. COLUMBANUS AG | 169895 | $24.7M | $78.6M | 5 | 2026-03-31 | → |
| 747 | MEEDER ADVISORY SERVICES, INC | 106814 | $24.6M | $2.86B | 73 | 2026-04-30 | → |
| 748 | MJE - LOOP CAPITAL PARTNERS LLC | 287638 | $24.6M | $2.04B | 19 | 2026-03-31 | → |
| 749 | ANDINA CAPITAL MANAGEMENT, LLC | 151762 | $24.4M | $1.26B | 31 | 2026-03-31 | → |
| 750 | REDHAWK WEALTH ADVISORS, INC. | 146616 | $24.4M | $1.46B | 55 | 2026-06-30 | → |
| 751 | GALLIOTT CAPITAL ADVISORS, LLC | 313094 | $24.3M | $249.0M | 6 | 2026-03-31 | → |
| 752 | STATETRUST CAPITAL, LLC. | 114052 | $24.3M | $93.7M | 4 | 2026-03-31 | → |
| 753 | LIDO ADVISORS, LLC | 269866 | $24.2M | $42.50B | 437 | 2026-06-30 | → |
| 754 | DONALDSON CAPITAL MANAGEMENT LLC | 106131 | $24.1M | $3.46B | 68 | 2026-04-30 | → |
| 755 | DALTON INVESTMENTS, INC. | 308609 | $23.8M | $5.72B | 46 | 2026-03-31 | → |
| 756 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 173961 | $23.5M | $65.60B | 388 | 2026-04-30 | → |
| 757 | STOCKMAN WEALTH MANAGEMENT, INC. | 122166 | $23.4M | $5.24B | 30 | 2026-05-31 | → |
| 758 | INVESCO CANADA LTD. | 126572 | $23.2M | $19.87B | 82 | 2026-03-31 | → |
| 759 | PRAIRIE CAPITAL MANAGEMENT GROUP, LLC | 311623 | $23.2M | $7.13B | 47 | 2026-03-31 | → |
| 760 | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | 165306 | $22.7M | $4.96B | 38 | 2026-05-31 | → |
| 761 | MARSHALL + STERLING WEALTH ADVISORS, INC. | 164345 | $22.6M | $1.59B | 15 | 2026-05-31 | → |
| 762 | CQL CAPITAL MANAGEMENT | 319557 | $22.4M | $27.4M | 4 | 2026-03-31 | → |
| 763 | D.B. FITZPATRICK & CO., INC. | 105671 | $22.1M | $487.0M | 10 | 2026-03-31 | → |
| 764 | VISTA CREDIT PARTNERS, L.P. | 329152 | $21.9M | $8.42B | 51 | 2026-03-31 | → |
| 765 | J.P. MORGAN SECURITIES LLC | 79 | $21.5M | $429.69B | 8,703 | 2026-06-30 | → |
| 766 | RHUMBLINE ADVISERS LTD PARTNERSHIP | 107151 | $21.3M | $136.48B | 32 | 2026-03-31 | → |
| 767 | TOWNELEY CAPITAL MANAGEMENT, INC. | 169863 | $21.1M | $1.09B | 12 | 2026-04-30 | → |
| 768 | BERKSHIRE ASSET MANAGEMENT, LLC | 145463 | $20.8M | $2.79B | 11 | 2026-03-31 | → |
| 769 | THE MARSHALL FINANCIAL GROUP LLC | 146362 | $20.6M | $735.6M | 18 | 2026-04-30 | → |
| 770 | SOUTHSTATE ADVISORY, INC. | 153113 | $20.3M | $3.78B | 22 | 2025-06-30 | → |
| 771 | C-III INVESTMENT MANAGEMENT LLC | 156553 | $20.2M | $2.47B | 80 | 2026-03-31 | → |
| 772 | STRATOS WEALTH PARTNERS, LTD | 153184 | $20.1M | $18.65B | 618 | 2026-06-30 | → |
| 773 | FIRST SENTIER INVESTORS (AUSTRALIA) RE LTD | 175193 | $19.8M | $6.83B | 55 | 2026-05-31 | → |
| 774 | RIVERBRIDGE PARTNERS LLC | 108074 | $19.7M | $5.03B | 46 | 2026-03-31 | → |
| 775 | CORNERSTONE INVESTMENT PARTNERS, LLC | 111753 | $19.6M | $2.65B | 15 | 2026-03-31 | → |
| 776 | STARR PRIVATE EQUITY PARTNERS, LLC | 297886 | $19.5M | $5.12B | 26 | 2026-05-31 | → |
| 777 | FINANCIAL ARCITECTS, INC | 148897 | $19.1M | $472.5M | 12 | 2026-02-28 | → |
| 778 | YON DRAKE & ASSOCIATES INC | 111491 | $19.0M | $304.7M | 2 | 2026-03-31 | → |
| 779 | KIZE CAPITAL LP | 305608 | $18.6M | $264.9M | 4 | 2026-03-31 | → |
| 780 | PALISADE CAPITAL MANAGEMENT, LP | 104581 | $18.3M | $3.86B | 42 | 2026-05-31 | → |
| 781 | BOS ASSET MANAGEMENT, LLC | 310632 | $18.1M | $933.2M | 11 | 2026-04-30 | → |
| 782 | INSIGNEO ADVISORY SERVICES, LLC | 282589 | $17.3M | $5.16B | 223 | 2026-06-30 | → |
| 783 | FINANCIAL COUNSELORS INC | 106398 | $17.2M | $1.47B | 22 | 2026-03-31 | → |
| 784 | MITCHELL CAPITAL MANAGEMENT CO | 106338 | $17.0M | $847.3M | 11 | 2026-03-31 | → |
| 785 | HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC | 114649 | $16.9M | $36.93B | 64 | 2026-03-31 | → |
| 786 | BERNARDI ASSET MANAGEMENT, LLC | 120110 | $16.8M | $331.0M | 22 | 2025-11-30 | → |
| 787 | X-SQUARE CAPITAL, LLC | 167237 | $16.7M | $790.9M | 7 | 2026-04-30 | → |
| 788 | PRIVATE ADVISOR GROUP, LLC | 155216 | $16.5M | $44.33B | 674 | 2026-06-30 | → |
| 789 | GRANITE HARBOR ADVISORS, INC. | 179523 | $16.2M | $642.1M | 12 | 2026-05-31 | → |
| 790 | BELLECAPITAL INTERNATIONAL AG | 158348 | $16.2M | $1.96B | 18 | 2026-03-31 | → |
| 791 | GCW GLOBAL CUSTOMISED WEALTH LLP | 292793 | $16.1M | $1.71B | 6 | 2026-06-30 | → |
| 792 | CROSSGEN WEALTH LLC | 336270 | $16.1M | $222.8M | 3 | 2026-03-31 | → |
| 793 | WEALTH MANAGEMENT ADVISORS, LLC | 171260 | $16.0M | $686.1M | 10 | 2026-03-31 | → |
| 794 | WAVERLY ADVISORS, LLC | 115332 | $15.6M | $29.78B | 414 | 2026-06-30 | → |
| 795 | SPP CREDIT ADVISORS LLC | 314442 | $15.4M | $15.4M | 7 | 2026-03-31 | → |
| 796 | F.N.B. INVESTMENT ADVISORS INC | 109515 | $15.4M | $6.70B | 44 | 2025-03-31 | → |
| 797 | ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | 150570 | $15.2M | $1.73B | 21 | 2026-03-31 | → |
| 798 | PETRA CAPITAL MANAGEMENT, INC. | 277042 | $15.1M | $1.76B | 13 | 2026-06-30 | → |
| 799 | FINANCIAL MANAGEMENT NETWORK INC | 110454 | $14.9M | $2.14B | 50 | 2025-12-31 | → |
| 800 | TAYLOR ADVISORS, INC. | 119300 | $14.9M | $15.95B | 14 | 2026-01-31 | → |
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