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 | |
|---|---|---|---|---|---|---|---|
| 801 | SIERRA CAPITAL LLC | 110129 | $14.9M | $1.61B | 8 | 2026-06-30 | → |
| 802 | RIVERSIDE PARTNERS, LLC | 160523 | $14.8M | $13.53B | 248 | 2026-03-31 | → |
| 803 | TRAIL RIDGE INVESTMENT ADVISORS, LLC | 284741 | $14.8M | $352.9M | 11 | 2026-03-31 | → |
| 804 | RESONANT CAPITAL ADVISORS, LLC | 298451 | $14.7M | $2.96B | 25 | 2026-06-30 | → |
| 805 | AMERICAN ASSETS CAPITAL ADVISERS, LLC | 168805 | $14.7M | $327.3M | 6 | 2025-03-31 | → |
| 806 | CHILTON CAPITAL MANAGEMENT LLC | 104592 | $14.5M | $2.67B | 32 | 2026-03-31 | → |
| 807 | CARDINAL CAPITAL MANAGEMENT, INC. | 124729 | $14.3M | $4.02B | 81 | 2026-01-31 | → |
| 808 | ARIN RISK ADVISORS LLC | 151491 | $14.2M | $10.19B | 11 | 2026-03-31 | → |
| 809 | ARISTA WEALTH MANAGEMENT, LLC | 141504 | $13.9M | $1.20B | 16 | 2026-04-30 | → |
| 810 | BAHL & GAYNOR INC | 106139 | $13.8M | $20.99B | 79 | 2026-02-28 | → |
| 811 | GLOBAL WEALTH MANAGEMENT, LLC | 153677 | $13.8M | $245.7M | 3 | 2026-02-28 | → |
| 812 | ALTRAVUE CAPITAL, LLC | 283260 | $13.6M | $1.41B | 4 | 2026-01-31 | → |
| 813 | KESTRA PRIVATE WEALTH SERVICES, LLC | 155193 | $13.3M | $13.45B | 211 | 2026-06-30 | → |
| 814 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | $13.2M | $24.06B | 168 | 2026-05-31 | → |
| 815 | SMH CAPITAL ADVISORS LLC | 108344 | $13.1M | $503.1M | 7 | 2026-03-31 | → |
| 816 | FINANCIAL ADVISORY PARTNERS, LLC | 310914 | $13.0M | $377.8M | 3 | 2026-05-31 | → |
| 817 | CHICKASAW CAPITAL MANAGEMENT, LLC | 127398 | $12.7M | $2.55B | 19 | 2026-04-30 | → |
| 818 | COHEN & STEERS UK LIMITED | 142150 | $12.4M | $5.37B | 21 | 2026-03-31 | → |
| 819 | STONERIDGE PMG ADVISORS, LLC | 107662 | $12.0M | $390.7M | 8 | 2026-04-30 | → |
| 820 | DRIEHAUS CAPITAL MANAGEMENT LLC | 105757 | $12.0M | $26.12B | 82 | 2026-05-31 | → |
| 821 | SANFORD C. BERNSTEIN & CO., LLC | 104474 | $12.0M | $1.22B | 0 | 2026-03-31 | → |
| 822 | IMPACT INVESTMENT ADVISER LLC | 149929 | $12.0M | $558.5M | 16 | 2026-03-31 | → |
| 823 | HERMES GPE LLP | 151848 | $11.9M | $8.88B | 67 | 2026-03-31 | → |
| 824 | KESSLER INVESTMENT GROUP, LLC | 153696 | $11.6M | $359.7M | 8 | 2026-03-31 | → |
| 825 | CHANNING CAPITAL MANAGEMENT, LLC | 128450 | $11.5M | $4.25B | 20 | 2026-03-31 | → |
| 826 | PAUL J. GLASHOFER ENTERPRISES, INC. | 146262 | $11.4M | $284.3M | 3 | 2026-06-30 | → |
| 827 | EXCHANGE CAPITAL MANAGEMENT INC | 104875 | $11.3M | $832.8M | 13 | 2025-02-28 | → |
| 828 | DESCHUTES INVESTMENT CONSULTING, LLC | 155312 | $11.2M | $2.89B | 14 | 2026-03-31 | → |
| 829 | EARNED WEALTH ADVISORS, LLC | 108052 | $11.2M | $3.11B | 35 | 2026-03-31 | → |
| 830 | MODELL CAPITAL MANAGEMENT LLC | 339228 | $11.2M | $1.88B | 7 | 2026-02-28 | → |
| 831 | WELLESLEY ASSET MANAGEMENT, INC. | 116176 | $11.1M | $1.99B | 30 | 2026-03-31 | → |
| 832 | MARIETTA WEALTH MANAGEMENT, LLC | 281782 | $11.0M | $1.39B | 12 | 2026-03-31 | → |
| 833 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | $11.0M | $28.64B | 35 | 2026-03-31 | → |
| 834 | HIGHLAND CONSULTING ASSOCIATES INC. | 109834 | $10.5M | $21.93B | 28 | 2026-03-31 | → |
| 835 | MATTERN CAPITAL MANAGEMENT, LLC | 299342 | $10.3M | $1.07B | 9 | 2026-03-31 | → |
| 836 | STALEY CAPITAL ADVISERS INC | 107118 | $10.2M | $3.11B | 15 | 2026-03-31 | → |
| 837 | CONCISE CAPITAL MANAGEMENT, LP | 145778 | $10.2M | $838.6M | 12 | 2026-05-31 | → |
| 838 | THE O'DELL GROUP, LLC | 119850 | $10.2M | $803.3M | 15 | 2025-03-31 | → |
| 839 | A&M CAPITAL ADVISORS, LP | 163576 | $9.7M | $7.20B | 86 | 2026-06-30 | → |
| 840 | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC | 113106 | $9.6M | $1.07B | 22 | 2026-03-31 | → |
| 841 | MEASURED RISK PORTFOLIOS, INC. | 141422 | $9.4M | $597.2M | 13 | 2026-04-30 | → |
| 842 | KINGSWOOD WEALTH ADVISORS, LLC | 288792 | $9.1M | $3.80B | 88 | 2026-05-31 | → |
| 843 | PERSIMMON CAPITAL MANAGEMENT, LP | 334563 | $9.0M | $368.5M | 3 | 2026-03-31 | → |
| 844 | ALTA FUNDAMENTAL ADVISERS LLC | 168642 | $9.0M | $465.8M | 5 | 2026-03-31 | → |
| 845 | CREWE ADVISORS LLC | 173920 | $8.9M | $3.05B | 32 | 2026-04-30 | → |
| 846 | BOSTON COMMON ASSET MANAGEMENT, LLC | 123558 | $8.9M | $4.17B | 39 | 2026-03-31 | → |
| 847 | PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC | 158332 | $8.7M | $2.34B | 13 | 2026-03-31 | → |
| 848 | ONYX BRIDGE WEALTH GROUP LLC | 306097 | $8.6M | $1.37B | 32 | 2026-05-31 | → |
| 849 | KAISER PARTNER FINANCIAL ADVISORS LTD. | 149431 | $8.6M | $1.76B | 6 | 2026-04-30 | → |
| 850 | AMERIPRISE FINANCIAL SERVICES, LLC | 6363 | $8.6M | $660.47B | 14,056 | 2026-06-30 | → |
| 851 | PORTFOLIO ADVISORS LLC | 105981 | $8.6M | $47.84B | 164 | 2026-03-31 | → |
| 852 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 147662 | $8.5M | $7.47B | 73 | 2026-03-31 | → |
| 853 | GEA SPHERE, LLC | 152001 | $8.5M | $153.6M | 3 | 2026-03-31 | → |
| 854 | VENTIRA PRIVATE WEALTH MANAGEMENT LTD. | 164792 | $8.3M | $682.0M | 4 | 2026-03-31 | → |
| 855 | FIRST TRUST GLOBAL PORTFOLIOS LIMITED | 169173 | $8.3M | $338.8M | 34 | 2026-03-31 | → |
| 856 | JFA ADVISORS, LLC | 144039 | $8.3M | $175.0M | 2 | 2026-05-31 | → |
| 857 | LONG ISLAND FINANCIAL LLC | 337288 | $8.3M | $65.2M | 1 | 2026-01-31 | → |
| 858 | FOCUS PARTNERS WEALTH, LLC | 159289 | $8.0M | $181.86B | 1,915 | 2026-04-30 | → |
| 859 | STRATEGIC FINANCIAL CONCEPTS, LLC | 141849 | $7.9M | $927.7M | 41 | 2026-06-30 | → |
| 860 | TULSA WEALTH ADVISORS, INC. | 337956 | $7.8M | $1.54B | 27 | 2026-03-31 | → |
| 861 | LEVIN FUNDING GROUP LLC | 170087 | $7.7M | $215.4M | 2 | 2026-03-31 | → |
| 862 | CARROLL ADVISORY GROUP, LLC | 334565 | $7.6M | $341.1M | 7 | 2026-02-28 | → |
| 863 | STONECASTLE ASSET MANAGEMENT, LLC | 166252 | $7.5M | $7.5M | 6 | 2026-03-31 | → |
| 864 | MARCUARD FAMILY OFFICE LTD | 155003 | $7.5M | $8.66B | 36 | 2026-04-30 | → |
| 865 | SAVIOR LLC | 299178 | $7.4M | $140.2M | 3 | 2026-03-31 | → |
| 866 | EMPOWER PRIVATE WEALTH | 331529 | $7.4M | $34.5M | 3 | 2026-02-28 | → |
| 867 | CULLEN CAPITAL MANAGEMENT, LLC | 113128 | $7.0M | $11.58B | 64 | 2026-03-31 | → |
| 868 | GBM WEALTH MANAGEMENT, INC. | 145049 | $7.0M | $346.4M | 10 | 2026-06-30 | → |
| 869 | FOUR TREE ISLAND ADVISORY LLC | 158851 | $6.9M | $182.2M | 2 | 2026-03-31 | → |
| 870 | NEIL JESANI WEALTH MANAGEMENT, LLC | 322345 | $6.7M | $194.2M | 13 | 2026-05-31 | → |
| 871 | ALTES CAPITAL, LLC | 331481 | $6.7M | $3.19B | 7 | 2026-03-31 | → |
| 872 | TURIM 21 INVESTIMENTOS LTDA | 286618 | $6.7M | $7.24B | 124 | 2026-04-30 | → |
| 873 | BPBI LLC | 288133 | $6.5M | $51.0M | 2 | 2026-03-31 | → |
| 874 | INVESCO MANAGED ACCOUNTS, LLC | 154461 | $6.5M | $31.28B | 68 | 2026-06-30 | → |
| 875 | MOSS ADAMS WEALTH ADVISORS LLC | 108917 | $6.5M | $5.77B | 59 | 2026-05-31 | → |
| 876 | IRON HORSE WEALTH MANAGEMENT, LLC | 165164 | $6.4M | $532.8M | 7 | 2025-06-30 | → |
| 877 | NASSAU GLOBAL CREDIT LLC | 287937 | $6.3M | $6.43B | 16 | 2026-03-31 | → |
| 878 | ICG INVESTMENTS INC | 162589 | $6.1M | $49.69B | 94 | 2026-03-31 | → |
| 879 | TOLLEY FINANCIAL GROUP, LLC | 302115 | $5.7M | $121.9M | 1 | 2026-04-30 | → |
| 880 | CHROMECORE, LLC | 311539 | $5.5M | $152.0M | 2 | 2026-05-31 | → |
| 881 | INVESTMENT CONSULTING GROUP INC | 106967 | $5.4M | $2.84B | 6 | 2026-03-31 | → |
| 882 | DUTCH ASSET CORPORATION | 170884 | $5.3M | $186.9M | 10 | 2026-06-30 | → |
| 883 | ADIRONDACK FINANCIAL SERVICES CORP | 126155 | $5.2M | $461.8M | 16 | 2026-05-31 | → |
| 884 | KAVAR CAPITAL PARTNERS GROUP, LLC | 311744 | $5.2M | $1.58B | 6 | 2026-03-31 | → |
| 885 | PILOTAGE PRIVATE WEALTH AG | 169908 | $5.1M | $227.6M | 4 | 2026-03-31 | → |
| 886 | RABE INVESTMENT CONSULTING GROUP | 316029 | $5.0M | $147.3M | 3 | 2026-06-30 | → |
| 887 | RAINE CAPITAL LLC | 157939 | $5.0M | $2.75B | 183 | 2026-05-31 | → |
| 888 | COHEN & STEERS ASIA LIMITED | 135661 | $5.0M | $2.95B | 18 | 2026-03-31 | → |
| 889 | AMERITAS ADVISORY SERVICES, LLC | 317245 | $4.9M | $13.75B | 797 | 2026-03-31 | → |
| 890 | MARIETTA INVESTMENT PARTNERS, LLC | 108479 | $4.8M | $683.7M | 8 | 2026-03-31 | → |
| 891 | NIGHT OWL CAPITAL MANAGEMENT, LLC | 106030 | $4.8M | $1.10B | 8 | 2026-03-31 | → |
| 892 | CONWAY PARTNERS MANAGEMENT, LLC | 319013 | $4.8M | $166.3M | 2 | 2026-03-31 | → |
| 893 | ELTEKON ADVISORS, LLC. | 115371 | $4.8M | $340.0M | 7 | 2026-02-28 | → |
| 894 | P&A CAPITAL ADVISORS, INC. | 111731 | $4.7M | $126.4M | 10 | 2026-03-31 | → |
| 895 | EFS ADVISORS LLC | 115211 | $4.7M | $2.40B | 59 | 2026-03-31 | → |
| 896 | BALEFIRE, LLC | 168733 | $4.7M | $1.99B | 38 | 2026-03-31 | → |
| 897 | WINSTON CAPITAL MANAGEMENT LLC | 111450 | $4.5M | $1.15B | 9 | 2026-06-30 | → |
| 898 | CX INSTITUTIONAL, LLC | 292627 | $4.5M | $4.46B | 130 | 2026-03-31 | → |
| 899 | GUGGENHEIM PRIVATE INVESTMENTS, LLC | 331479 | $4.3M | $349.5M | 5 | 2026-03-31 | → |
| 900 | MANNING & NAPIER ADVISORS, LLC | 105992 | $4.3M | $17.03B | 195 | 2026-06-30 | → |
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