Sleeve
Home/Registered Investment Advisers with Insurance Affiliations
Research Report · 2026-06-30

Registered Investment Advisers with Insurance Affiliations

SEC-registered investment advisers that report a related insurance affiliation, ranked by AUM.

Firms
1,000
Total AUM
$7.31T
Median AUM
$776.5M
Latest Filing
2026-06-30
← PreviousPage 4 of 10 · 1,000 firmsNext →
Rank↕Firm NameCRD↕AUM↕AUM↕Employees↕Latest Filing
301WBH ADVISORY, INC.105289$1.74B$1.74B162026-04-30→
302WORLD INVESTMENTS, INC.20626$1.73B$1.73B2172025-10-31→
303FELDMAN, INGARDONA & CO.29449$1.73B$1.73B62025-09-30→
304WNY ASSET MANAGEMENT, LLC153872$1.73B$1.73B352026-03-31→
305LIBERTY WEALTH MANAGEMENT, LLC286001$1.73B$1.73B432026-05-31→
306LGL PARTNERS, LLC289784$1.71B$1.71B362026-06-30→
307CITRIN COOPERMAN WEALTH MANAGEMENT, LLC317528$1.70B$1.70B92026-03-31→
308CRA FINANCIAL SERVICES, L.L.C.124004$1.69B$1.69B142026-05-31→
309CLEARWATER CAPITAL ADVISORS, LLC139886$1.68B$1.68B232026-05-31→
310PATTON ALBERTSON MILLER GROUP, LLC281558$1.68B$1.68B232026-03-31→
311TAILWIND ADVISORS, LLC150081$1.67B$1.67B122026-03-31→
312ISLAND INVESTMENT MANAGEMENT LLC308097$1.67B$1.67B802026-06-30→
313KBI GLOBAL INVESTORS (NORTH AMERICA) LTD113606$1.66B$1.66B572026-03-31→
314LEVIN CAPITAL STRATEGIES, L.P.137147$1.66B$1.66B142026-03-31→
315PATHWAY FINANCIAL ADVISORS, LLC124801$1.65B$1.65B112026-03-31→
316BUCK WEALTH STRATEGIES, LLC322138$1.64B$1.64B1022026-06-30→
317ARS WEALTH ADVISORS GROUP, LLC314882$1.64B$1.64B242026-03-31→
318TRIVIUM POINT ADVISORY, LLC292182$1.63B$1.63B382026-03-31→
319FORTIS CAPITAL ADVISORS, LLC309709$1.62B$1.62B682026-06-30→
320BOUCHEY FINANCIAL GROUP LTD111824$1.61B$1.61B212026-03-31→
321N.E.W. ADVISORY SERVICES, LLC290405$1.60B$1.60B232026-03-31→
322BEAM WEALTH ADVISORS, INC.109867$1.60B$1.60B272026-04-30→
323ROLLINS FINANCIAL ADVISORS, LLC312921$1.59B$1.59B142026-04-30→
324COMPASS ION ADVISORS, LLC166418$1.59B$1.59B242026-03-31→
325KAVAR CAPITAL PARTNERS GROUP, LLC311744$1.58B$1.58B62026-03-31→
326BRANDYWINE OAK PRIVATE WEALTH LLC297021$1.57B$1.57B152026-03-31→
327ACTIV8 FAMILY OFFICE LLC337753$1.54B$1.54B212026-03-31→
328WEALTHSTREAM ADVISORS, INC.129428$1.54B$1.54B222025-03-31→
329BFSG, LLC143617$1.54B$1.54B312026-06-30→
330ANCORA RETIREMENT PLAN ADVISORS, LLC31256$1.53B$1.53B412026-03-31→
331DELTA ASSET MANAGEMENT, LLC113688$1.53B$1.53B102026-05-31→
332ALLEN CAPITAL GROUP, LLC135879$1.50B$1.50B382026-03-31→
333DRIVE WEALTH MANAGEMENT, LLC174728$1.50B$1.50B172026-04-30→
334ARCHFORD CAPITAL STRATEGIES, LLC164482$1.49B$1.49B452026-04-30→
335TBH GLOBAL ASSET MANAGEMENT, LLC145536$1.48B$1.48B222026-03-31→
336HHM WEALTH ADVISORS, LLC150843$1.47B$1.47B202026-03-31→
337BROOKLANDS FUND MANAGEMENT LIMITED286221$1.46B$1.46B132026-03-31→
338REDHAWK WEALTH ADVISORS, INC.146616$1.46B$1.46B552026-06-30→
339CARY STREET PARTNERS ASSET MANAGEMENT LLC289178$1.45B$1.45B492026-03-31→
340D'ORAZIO & ASSOCIATES, INC.131976$1.44B$1.44B112026-03-31→
341PORTSIDE WEALTH GROUP, LLC325175$1.43B$1.43B542026-06-30→
342SANDERSON WEALTH MANAGEMENT, LLC118910$1.43B$1.43B192026-03-31→
343UNITED ADVISOR GROUP, LLC324205$1.43B$1.43B692026-04-30→
344LARSON CAPITAL MANAGEMENT, LLC301971$1.43B$1.43B132026-05-31→
345FOURSTAR WEALTH ADVISORS, LLC169613$1.42B$1.42B482026-03-31→
346GPS WEALTH STRATEGIES GROUP, LLC285507$1.42B$1.42B52025-12-31→
347HOWARD FINANCIAL SERVICES, LTD.107978$1.40B$1.40B242026-06-30→
348WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC139237$1.40B$1.40B182026-06-30→
349PIVOT CAPITAL PARTNERS LLC335324$1.40B$1.40B22026-06-30→
350ASSET ADVISORS INVESTMENT MANAGEMENT, LLC297305$1.40B$1.40B92026-03-31→
351ACORN FINANCIAL ADVISORY SERVICES, INC.116763$1.40B$1.40B112026-06-30→
352SYNTEGRA PRIVATE WEALTH GROUP LLC323180$1.39B$1.39B202026-05-31→
353SPC FINANCIAL INC104618$1.39B$1.39B332025-03-31→
354LEVEL FOUR CAPITAL MANAGEMENT304792$1.38B$1.38B92026-03-31→
355ONYX BRIDGE WEALTH GROUP LLC306097$1.37B$1.37B322026-05-31→
356BLACK DIAMOND FINANCIAL, LLC145108$1.37B$1.37B172026-03-31→
357WESTMINSTER FINANCIAL ADVISORY CORP110283$1.36B$1.36B432026-03-31→
358PACKERLAND BROKERAGE SERVICES, INC.37031$1.36B$1.36B3182026-04-30→
359GIBRALTAR CAPITAL MANAGEMENT, INC.122328$1.35B$1.35B312026-06-30→
360HILL INVESTMENT GROUP PARTNERS, LLC312052$1.35B$1.35B122026-03-31→
361EVERMAY WEALTH MANAGEMENT, LLC149230$1.33B$1.33B242026-03-31→
362RIVER PARTNERS CAPITAL MANAGEMENT, LP172496$1.32B$1.32B132026-06-30→
363NEW ENGLAND PROFESSIONAL PLANNING GROUP INC.108868$1.32B$1.32B162026-03-31→
364VALLEY NATIONAL ADVISERS INC110788$1.31B$1.31B132026-03-31→
365BARNES PETTEY FINANCIAL ADVISORS, LLC142944$1.31B$1.31B132026-04-30→
366PBMARES WEALTH MANAGEMENT LLC116218$1.30B$1.30B222025-11-30→
367CRYSTAL CAPITAL PARTNERS, LLC146010$1.30B$1.30B232026-03-31→
368WOODSTOCK CORPORATION110662$1.29B$1.29B102026-06-30→
369PRIVATE CAPITAL ADVISORS, INC.125771$1.28B$1.28B62026-03-31→
370SOVEREIGN'S CAPITAL MANAGEMENT, LLC301879$1.28B$1.28B372026-03-31→
371PETTINGA FINANCIAL ADVISORS, LLC156369$1.28B$1.28B112026-06-30→
372KEB ASSET MANAGEMENT, LLC117935$1.27B$1.27B172026-01-31→
373WEALTHSHIELD PARTNERS, LLC169584$1.27B$1.27B232026-03-31→
374ULLMANN WEALTH PARTNERS GROUP, LLC316697$1.25B$1.25B132026-03-31→
375ONE WEALTH ADVISORS, LLC170910$1.25B$1.25B132026-03-31→
376NORTHWEST FINANCIAL ADVISORS LLC166769$1.24B$1.24B372026-03-31→
377THREE SEASONS WEALTH326517$1.23B$1.23B142026-03-31→
378SC&H FINANCIAL ADVISORS, INC.120666$1.23B$1.23B242026-02-28→
379HENGEHOLD CAPITAL MANAGEMENT LLC107700$1.23B$1.23B112026-03-31→
380SB CAPITAL MANAGEMENT, INC.126826$1.23B$1.23B62025-10-31→
381SOA WEALTH ADVISORS, LLC310448$1.22B$1.22B202026-03-31→
382WISS PRIVATE CLIENT ADVISORS, LLC286319$1.22B$1.22B122026-03-31→
383JAMES INVESTMENT RESEARCH INC110433$1.21B$1.21B152026-05-31→
384WESPAC ADVISORS, LLC148242$1.21B$1.21B102026-04-30→
385SIKICH CAPITAL MANAGEMENT LLC142640$1.18B$1.18B222026-03-31→
386CRUMLY AND ASSOCIATES, INCORPORATED168998$1.18B$1.18B122026-06-30→
387CRUSONIA WEALTH ADVISORS LLC330057$1.18B$1.18B202026-03-31→
388WPWEALTH LLP145467$1.17B$1.17B142026-06-30→
389FINANCIAL PERSPECTIVES, INC.135549$1.17B$1.17B142026-03-31→
390GREAT LAKES RETIREMENT, INC.146608$1.16B$1.16B272026-03-31→
391FORTIS CAPITAL MANAGEMENT LLC172198$1.16B$1.16B222026-04-30→
392KERBERROSE WEALTH MANAGEMENT, LLC168787$1.16B$1.16B132026-03-31→
393ARKOS GLOBAL ADVISORS, LLC287466$1.15B$1.15B172026-05-31→
394VERITY ASSET MANAGEMENT, INC.158667$1.15B$1.15B772026-06-30→
395KFG WEALTH MANAGEMENT, LLC128606$1.15B$1.15B1132026-03-31→
396DEAN CAPITAL MANAGEMENT, LLC145666$1.15B$1.15B62026-06-30→
397FINANCIAL PARTNERS GROUP, INC.288644$1.15B$1.15B92026-03-31→
398GUARDIAN WEALTH STRATEGIES, LLC167485$1.14B$1.14B112026-02-28→
399ANCORA ALTERNATIVES LLC311902$1.13B$1.13B542026-03-31→
400LVZ, INC.124228$1.13B$1.13B242026-03-31→

Related Lists

RIAs Reporting Financial PlanningRIAs Reporting Portfolio ManagementRIAs with Discretionary AuthorityRIAs Reporting Custody of Client AssetsRIAs Using Performance FeesRIAs with Broker-Dealer Affiliations
Sleeve1,000 firms · 2026-06-30