Research Report · 2026-06-30
Top Registered Investment Advisers by Insurance Clients
SEC-registered investment advisers ranked by reported insurance company clients.
Firms
771
Total AUM
$71.37T
Median AUM
$10.68B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Insurance Clients↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY SMITH BARNEY LLC | 149777 | 1,387 | $1.96T | 29,481 | 2026-06-30 | → |
| 2 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | 601 | $3.67T | 1,968 | 2026-05-31 | → |
| 3 | WELLINGTON MANAGEMENT COMPANY LLP | 106595 | 452 | $1.43T | 1,868 | 2026-03-31 | → |
| 4 | UBS FINANCIAL SERVICES INC. | 8174 | 436 | $915.79B | 12,524 | 2026-06-30 | → |
| 5 | RAYMOND JAMES & ASSOCIATES, INC. | 705 | 385 | $500.96B | 16,780 | 2026-06-30 | → |
| 6 | BLACKROCK FINANCIAL MANAGEMENT, INC | 107105 | 294 | $1.60T | 7,987 | 2026-06-30 | → |
| 7 | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 7691 | 246 | $1.78T | 32,960 | 2026-06-30 | → |
| 8 | GOLDMAN SACHS ASSET MANAGEMENT, L.P. | 107738 | 233 | $2.65T | 2,059 | 2026-05-31 | → |
| 9 | LOOMIS, SAYLES & COMPANY, L.P. | 105377 | 230 | $386.88B | 728 | 2026-03-31 | → |
| 10 | UBS ASSET MANAGEMENT (AMERICAS) LLC | 106838 | 191 | $588.22B | 574 | 2026-03-31 | → |
| 11 | INSIGHT NORTH AMERICA LLC | 145995 | 170 | $171.09B | 238 | 2026-06-30 | → |
| 12 | HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED | 105193 | 156 | $149.48B | 309 | 2026-06-30 | → |
| 13 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | 107038 | 154 | $3.52T | 3,194 | 2026-06-30 | → |
| 14 | COMPOSITION WEALTH, LLC | 143483 | 149 | $9.47B | 128 | 2026-03-31 | → |
| 15 | MANAGED ACCOUNT ADVISORS LLC | 142558 | 139 | $994.99B | 61 | 2026-06-30 | → |
| 16 | STERLING CAPITAL MANAGEMENT LLC | 135405 | 134 | $69.23B | 186 | 2026-03-31 | → |
| 17 | PINEBRIDGE INVESTMENTS LLC | 285211 | 129 | $76.73B | 239 | 2026-05-31 | → |
| 18 | NEW ENGLAND ASSET MANAGEMENT, INC. | 105900 | 128 | $111.72B | 122 | 2026-03-31 | → |
| 19 | SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | 109684 | 127 | $76.41B | 207 | 2026-03-31 | → |
| 20 | ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | 125 | $475.78B | 956 | 2026-05-31 | → |
| 21 | CONNING, INC. | 107423 | 121 | $106.90B | 270 | 2026-03-31 | → |
| 22 | ASSET ALLOCATION & MANAGEMENT COMPANY, LLC | 109875 | 120 | $27.49B | 49 | 2026-03-31 | → |
| 23 | GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL | 107715 | 119 | $621.02B | 611 | 2026-05-31 | → |
| 24 | RUFFER LLP | 309733 | 119 | $24.87B | 282 | 2026-06-30 | → |
| 25 | W1M WEALTH MANAGEMENT LIMITED | 132210 | 117 | $24.85B | 200 | 2026-05-31 | → |
| 26 | BARINGS LLC | 106006 | 108 | $392.75B | 1,101 | 2026-05-31 | → |
| 27 | SAGE ADVISORY SERVICES LTD CO | 106236 | 106 | $28.43B | 58 | 2026-03-31 | → |
| 28 | MADISON INVESTMENT ADVISORS, LLC | 110297 | 106 | $13.84B | 92 | 2026-03-31 | → |
| 29 | RBC CAPITAL MARKETS, LLC | 31194 | 105 | $310.43B | 8,781 | 2026-06-30 | → |
| 30 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 114310 | 93 | $684.78B | 1,109 | 2026-04-30 | → |
| 31 | INCOME RESEARCH + MANAGEMENT | 104863 | 92 | $130.65B | 218 | 2026-03-31 | → |
| 32 | APOLLO CAPITAL MANAGEMENT, L.P. | 143161 | 89 | $718.48B | 3,564 | 2026-05-31 | → |
| 33 | ABRDN INVESTMENTS LIMITED | 162309 | 85 | $206.50B | 1,296 | 2026-05-31 | → |
| 34 | NORTHERN TRUST INVESTMENTS, INCORPORATED | 105780 | 75 | $1.25T | 662 | 2026-06-30 | → |
| 35 | MACKAY SHIELDS LLC | 107717 | 75 | $159.52B | 206 | 2026-04-30 | → |
| 36 | METLIFE INVESTMENT MANAGEMENT, LLC | 142463 | 74 | $563.78B | 956 | 2026-05-31 | → |
| 37 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 149018 | 74 | $390.04B | 9,675 | 2026-06-30 | → |
| 38 | CANDRIAM, SOCIETE EN COMMANDITE PAR ACTIONS | 173355 | 71 | $154.66B | 598 | 2026-03-31 | → |
| 39 | BLACKSTONE ASSET BASED FINANCE ADVISORS LP | 120934 | 70 | $70.45B | 677 | 2026-03-31 | → |
| 40 | THE FORUM FINANCE GROUP SA | 284407 | 70 | $2.21B | 27 | 2025-12-31 | → |
| 41 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC | 124687 | 62 | $398.65B | 1,542 | 2026-03-31 | → |
| 42 | GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC | 137432 | 61 | $240.66B | 588 | 2026-03-31 | → |
| 43 | NB ALTERNATIVES ADVISERS LLC | 149822 | 61 | $160.24B | 417 | 2026-03-31 | → |
| 44 | PRINCIPAL GLOBAL INVESTORS, LLC | 109002 | 60 | $427.71B | 1,394 | 2026-05-31 | → |
| 45 | MACQUARIE INVESTMENT MANAGEMENT GLOBAL LIMITED | 277065 | 57 | $187.35B | 227 | 2026-06-30 | → |
| 46 | T. ROWE PRICE ASSOCIATES, INC. | 105496 | 56 | $2.20T | 3,760 | 2026-03-31 | → |
| 47 | VOYA INVESTMENT MANAGEMENT CO. LLC | 106494 | 56 | $274.95B | 859 | 2026-03-31 | → |
| 48 | PGIM, INC. | 105676 | 55 | $1.13T | 1,990 | 2026-04-30 | → |
| 49 | ZAZOVE ASSOCIATES LLC | 104751 | 53 | $1.97B | 21 | 2026-04-30 | → |
| 50 | SAVIOR LLC | 299178 | 52 | $140.2M | 3 | 2026-03-31 | → |
| 51 | EAGLE POINT CREDIT MANAGEMENT LLC | 166370 | 50 | $13.24B | 120 | 2026-05-31 | → |
| 52 | PAYDEN & RYGEL | 107160 | 49 | $158.23B | 194 | 2026-03-31 | → |
| 53 | DWS INVESTMENT MANAGEMENT AMERICAS, INC. | 104518 | 47 | $199.66B | 452 | 2026-05-31 | → |
| 54 | JPMORGAN ASSET MANAGEMENT (UK) LIMITED | 135960 | 46 | $484.10B | 1,403 | 2026-04-30 | → |
| 55 | PRINCIPAL REAL ESTATE INVESTORS, LLC | 109008 | 46 | $105.65B | 477 | 2026-05-31 | → |
| 56 | SHENKMAN CAPITAL MANAGEMENT, INC. | 112192 | 46 | $35.08B | 146 | 2026-01-31 | → |
| 57 | OCTAGON CREDIT INVESTORS, LLC | 155336 | 45 | $35.05B | 100 | 2026-03-31 | → |
| 58 | GOLDMAN SACHS ASSET MANAGEMENT (HONG KONG) LIMITED | 286066 | 45 | $21.19B | 96 | 2026-05-31 | → |
| 59 | HARTFORD INVESTMENT MANAGEMENT COMPANY | 106699 | 44 | $123.58B | 322 | 2026-03-31 | → |
| 60 | CIGNA INVESTMENTS, INC. | 105811 | 44 | $25.76B | 108 | 2026-03-31 | → |
| 61 | PARKWAY ADVISORS, L.P. | 112629 | 44 | $4.13B | 16 | 2026-03-31 | → |
| 62 | BLACKROCK INVESTMENT MANAGEMENT, LLC | 108928 | 43 | $676.69B | 1,589 | 2026-06-30 | → |
| 63 | BLACKSTONE LIQUID CREDIT ADVISORS I LLC | 152294 | 43 | $51.63B | 711 | 2026-03-31 | → |
| 64 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | 105820 | 42 | $150.40B | 254 | 2026-03-31 | → |
| 65 | CARROLL ADVISORY GROUP, LLC | 334565 | 42 | $341.1M | 7 | 2026-02-28 | → |
| 66 | SERAPH CAPITAL ASSOCIATES, LLC | 165754 | 41 | $90.3M | 1 | 2026-03-31 | → |
| 67 | PERFORMA LIMITED (US), LLC | 154232 | 40 | $4.49B | 18 | 2026-06-30 | → |
| 68 | BLACKSTONE ISG-I ADVISORS L.L.C. | 289202 | 38 | $183.53B | 114 | 2026-03-31 | → |
| 69 | MFS INSTITUTIONAL ADVISORS INC. | 107144 | 37 | $113.59B | 1,311 | 2026-03-31 | → |
| 70 | ALLIANCEBERNSTEIN L.P. | 108477 | 35 | $763.40B | 4,204 | 2026-03-31 | → |
| 71 | COPPER BEECH FINANCIAL GROUP, LLC | 313156 | 35 | $197.4M | 9 | 2026-03-31 | → |
| 72 | CHROMECORE, LLC | 311539 | 35 | $152.0M | 2 | 2026-05-31 | → |
| 73 | NUVEEN ASSET MANAGEMENT, LLC | 155584 | 33 | $280.48B | 381 | 2026-03-31 | → |
| 74 | ELLINGTON GLOBAL ASSET MANAGEMENT, LLC | 141772 | 33 | $9.18B | 164 | 2026-03-31 | → |
| 75 | MEAG NEW YORK CORPORATION | 321962 | 32 | $44.87B | 46 | 2026-05-31 | → |
| 76 | PRUDENTIAL SELECT STRATEGIES LLC | 286153 | 32 | $22.78B | 64 | 2026-03-31 | → |
| 77 | SECURIAN ASSET MANAGEMENT, INC. | 109905 | 31 | $41.56B | 70 | 2026-03-31 | → |
| 78 | PGIM PRIVATE PLACEMENT INVESTORS, L.P. | 106442 | 31 | $24.44B | 290 | 2026-03-31 | → |
| 79 | AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") | 161853 | 31 | $21.32B | 25 | 2026-03-31 | → |
| 80 | OAKTREE CAPITAL MANAGEMENT, L.P. | 106793 | 30 | $183.29B | 905 | 2026-05-31 | → |
| 81 | BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. | 146043 | 30 | $69.79B | 255 | 2026-03-31 | → |
| 82 | GOLDMAN SACHS & CO. LLC | 361 | 28 | $133.64B | 2,268 | 2026-06-30 | → |
| 83 | BROOKFIELD PUBLIC SECURITIES GROUP LLC | 110497 | 28 | $66.46B | 90 | 2026-06-30 | → |
| 84 | JAFFA CAPITAL MANAGEMENT LLC | 325411 | 28 | $597.2M | 14 | 2026-03-31 | → |
| 85 | ARES MANAGEMENT LLC | 130074 | 27 | $458.82B | 3,990 | 2026-05-31 | → |
| 86 | HSBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 154700 | 27 | $260.22B | 399 | 2026-03-31 | → |
| 87 | HPS INVESTMENT PARTNERS, LLC | 282125 | 27 | $175.72B | 826 | 2026-05-31 | → |
| 88 | BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC | 312792 | 27 | $107.29B | 1,421 | 2026-03-31 | → |
| 89 | BLACKSTONE PROPERTY ADVISORS L.P. | 226598 | 27 | $77.40B | 575 | 2026-03-31 | → |
| 90 | BROWN BROTHERS HARRIMAN CREDIT PARTNERS, LLC | 338189 | 27 | $57.43B | 51 | 2026-04-30 | → |
| 91 | BOYD WATTERSON ASSET MANAGEMENT, LLC | 107808 | 27 | $18.81B | 140 | 2026-03-31 | → |
| 92 | EMPOWER CAPITAL MANAGEMENT, LLC | 107272 | 26 | $77.96B | 319 | 2026-03-31 | → |
| 93 | CONCORD ADVISORY GROUP LTD | 107291 | 26 | $46.19B | 34 | 2026-03-31 | → |
| 94 | ADVENT CAPITAL MANAGEMENT, LLC | 113013 | 26 | $8.82B | 58 | 2026-03-31 | → |
| 95 | FIAM LLC | 133196 | 25 | $347.73B | 196 | 2026-03-31 | → |
| 96 | ADDENDA CAPITAL INC. | 137034 | 25 | $29.02B | 163 | 2026-03-31 | → |
| 97 | WINTHROP CAPITAL MANAGEMENT, LLC | 145216 | 25 | $3.97B | 29 | 2026-03-31 | → |
| 98 | INNOVATIVE CAPITAL ADVISORS, LLC | 161281 | 25 | $619.5M | 7 | 2026-01-31 | → |
| 99 | NED DAVIS RESEARCH, INC. | 112260 | 25 | $2.2M | 68 | 2025-12-31 | → |
| 100 | NINETY ONE UK LIMITED | 158310 | 24 | $130.19B | 439 | 2026-06-30 | → |
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