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 | |
|---|---|---|---|---|---|---|---|
| 101 | GINJER AM | 174097 | 24 | $334.6M | 7 | 2026-03-31 | → |
| 102 | INVESCO ADVISERS, INC. | 105360 | 23 | $749.52B | 2,804 | 2026-06-30 | → |
| 103 | WELLS FARGO CLEARING SERVICES, LLC | 19616 | 23 | $671.42B | 18,895 | 2026-06-30 | → |
| 104 | KESTRA ADVISORY SERVICES, LLC | 283330 | 23 | $79.80B | 1,359 | 2026-06-30 | → |
| 105 | DEGROOF PETERCAM ASSET MANAGEMENT | 166048 | 23 | $16.87B | 191 | 2026-04-30 | → |
| 106 | SIT FIXED INCOME ADVISORS II, LLC | 108271 | 23 | $14.97B | 73 | 2026-06-30 | → |
| 107 | ROBERT W. BAIRD & CO. INCORPORATED | 8158 | 22 | $394.07B | 4,322 | 2026-04-30 | → |
| 108 | NEPC, LLC | 110562 | 22 | $152.72B | 379 | 2026-05-31 | → |
| 109 | AXA INVESTMENT MANAGERS US INC | 113608 | 22 | $79.24B | 167 | 2026-03-31 | → |
| 110 | BLACKSTONE PRIVATE CREDIT STRATEGIES LLC | 327208 | 22 | $57.92B | 753 | 2026-05-31 | → |
| 111 | KEYSTATE ADVISORY, LLC | 156226 | 22 | $16.59B | 8 | 2026-03-31 | → |
| 112 | KKR CREDIT ADVISORS (US) LLC | 146629 | 21 | $270.85B | 609 | 2026-03-31 | → |
| 113 | CRESCENT CAPITAL GROUP LP | 153966 | 21 | $49.71B | 239 | 2026-05-31 | → |
| 114 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 159377 | 21 | $40.33B | 177 | 2026-03-31 | → |
| 115 | AKSIA LLC | 143422 | 21 | $35.20B | 177 | 2026-06-30 | → |
| 116 | LM ADVISORS LLC | 153940 | 21 | $2.88B | 22 | 2026-03-31 | → |
| 117 | CAPVISOR ASSOCIATES, LLC | 289154 | 21 | $633.1M | 6 | 2026-03-31 | → |
| 118 | SAMSUNG ASSET MANAGEMENT COMPANY, LTD. | 158319 | 20 | $300.82B | 460 | 2026-04-30 | → |
| 119 | WESTERN ASSET MANAGEMENT COMPANY, LLC | 110441 | 20 | $184.99B | 137 | 2026-06-30 | → |
| 120 | HAMILTON LANE ADVISORS, L.L.C. | 107876 | 20 | $141.83B | 740 | 2026-06-30 | → |
| 121 | MUZINICH & CO., INC. | 22998 | 20 | $31.27B | 110 | 2026-06-30 | → |
| 122 | YOUSIF CAPITAL MANAGEMENT, LLC | 312511 | 20 | $14.73B | 17 | 2026-03-31 | → |
| 123 | SRB CORPORATION | 161163 | 20 | $4.82B | 4 | 2026-03-31 | → |
| 124 | CLEAR HAVEN CAPITAL MANAGEMENT, LLC | 149165 | 20 | $2.18B | 16 | 2026-06-30 | → |
| 125 | 26NORTH PARTNERS LP | 322923 | 19 | $32.68B | 142 | 2026-03-31 | → |
| 126 | GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 161512 | 19 | $6.34B | 24 | 2026-06-30 | → |
| 127 | NEVASTAR FINANCE LTD | 172523 | 19 | $1.68B | 27 | 2026-05-31 | → |
| 128 | FRANKLIN ADVISERS, INC. | 104517 | 18 | $509.45B | 384 | 2026-05-31 | → |
| 129 | GC ADVISORS LLC | 148687 | 18 | $177.85B | 1,035 | 2026-06-30 | → |
| 130 | CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. | 162053 | 18 | $68.38B | 382 | 2026-03-31 | → |
| 131 | ASB CAPITAL MANAGEMENT LLC | 110995 | 18 | $36.68B | 62 | 2026-04-30 | → |
| 132 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | 104945 | 18 | $23.44B | 51 | 2026-04-30 | → |
| 133 | BRICKTOWN CAPITAL LLC | 319290 | 18 | $11.67B | 33 | 2026-03-31 | → |
| 134 | ANTARCTICA INVESTMENT ADVISORS, LLC | 284659 | 18 | $5.57B | 32 | 2026-06-30 | → |
| 135 | NUVEEN ALTERNATIVES ADVISORS LLC | 160255 | 17 | $142.02B | 87 | 2026-04-30 | → |
| 136 | CSM ADVISORS, LLC | 306128 | 17 | $11.65B | 44 | 2026-05-31 | → |
| 137 | TIPTREE ADVISORS, LLC | 137758 | 17 | $2.31B | 13 | 2026-03-31 | → |
| 138 | UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC | 166742 | 17 | $258.7M | 5 | 2026-03-31 | → |
| 139 | NISA INVESTMENT ADVISORS, LLC | 107313 | 16 | $343.89B | 417 | 2026-03-31 | → |
| 140 | NEUBERGER BERMAN EUROPE LIMITED | 162267 | 16 | $97.98B | 312 | 2026-05-31 | → |
| 141 | PGIM LIMITED | 160005 | 16 | $76.45B | 299 | 2026-03-31 | → |
| 142 | PNC CAPITAL ADVISORS LLC | 151829 | 16 | $50.88B | 258 | 2026-03-31 | → |
| 143 | PROVENIO CAPITAL MANAGEMENT LLC | 333009 | 16 | $1.63B | 11 | 2026-03-31 | → |
| 144 | ZENITH AM | 173046 | 16 | $963.6M | 18 | 2026-04-30 | → |
| 145 | REYL OVERSEAS LTD. | 152526 | 16 | $461.6M | 11 | 2026-05-31 | → |
| 146 | CARLYLE INVESTMENT MANAGEMENT L.L.C. | 111128 | 15 | $283.81B | 1,040 | 2026-03-31 | → |
| 147 | FEDERATED INVESTMENT COUNSELING | 105325 | 15 | $207.21B | 213 | 2026-05-31 | → |
| 148 | PPM AMERICA, INC. | 107269 | 15 | $93.79B | 217 | 2026-05-31 | → |
| 149 | JARISLOWSKY, FRASER LIMITED | 107390 | 15 | $38.23B | 225 | 2025-05-31 | → |
| 150 | STEPHENS INC. | 3496 | 15 | $18.04B | 611 | 2026-06-30 | → |
| 151 | LOGAN CAPITAL MANAGEMENT, INC. | 108893 | 15 | $3.10B | 34 | 2026-04-30 | → |
| 152 | STONEBRIDGE CAPITAL ADVISORS LLC | 111447 | 15 | $2.52B | 31 | 2026-03-31 | → |
| 153 | NYL INVESTORS LLC | 169553 | 14 | $329.20B | 301 | 2026-03-31 | → |
| 154 | IFM INVESTORS PTY LTD | 162754 | 14 | $152.93B | 717 | 2025-11-30 | → |
| 155 | COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC | 150088 | 14 | $121.05B | 419 | 2026-06-30 | → |
| 156 | CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 107557 | 14 | $85.59B | 155 | 2026-06-30 | → |
| 157 | EARNEST PARTNERS LLC | 107926 | 14 | $42.61B | 47 | 2026-06-30 | → |
| 158 | BMO PRIVATE INVESTMENT COUNSEL INC. | 160344 | 14 | $40.18B | 130 | 2026-03-31 | → |
| 159 | NEUBERGER BERMAN SINGAPORE PTE. LIMITED | 167947 | 14 | $29.29B | 32 | 2026-03-31 | → |
| 160 | AGINCOURT CAPITAL MANAGEMENT, LLC | 112096 | 14 | $9.95B | 18 | 2026-03-31 | → |
| 161 | WELLSPRING CAPITAL ADVISORS, LLC | 132698 | 14 | $5.03B | 2 | 2026-04-30 | → |
| 162 | ARISTA WEALTH MANAGEMENT, LLC | 141504 | 14 | $1.20B | 16 | 2026-04-30 | → |
| 163 | OPPENHEIMER INVESTMENT MANAGEMENT LLC | 133243 | 14 | $929.4M | 8 | 2026-03-31 | → |
| 164 | AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 105778 | 13 | $305.98B | 220 | 2026-03-31 | → |
| 165 | DWS INTERNATIONAL GMBH | 105075 | 13 | $228.87B | 703 | 2026-05-31 | → |
| 166 | STEPSTONE GROUP LP | 143635 | 13 | $107.82B | 978 | 2026-06-30 | → |
| 167 | SIXTH STREET ADVISERS, LLC | 159014 | 13 | $101.61B | 703 | 2026-05-31 | → |
| 168 | TCW ASSET MANAGEMENT COMPANY LLC | 105742 | 13 | $81.18B | 431 | 2026-05-31 | → |
| 169 | BRECKINRIDGE CAPITAL ADVISORS INC | 107143 | 13 | $54.28B | 88 | 2026-03-31 | → |
| 170 | ABRDN INC. | 111069 | 13 | $41.48B | 193 | 2026-03-31 | → |
| 171 | SOUND POINT CAPITAL MANAGEMENT, LP | 157479 | 13 | $36.98B | 200 | 2026-03-31 | → |
| 172 | SEGALL BRYANT & HAMILL, LLC | 106505 | 13 | $22.64B | 161 | 2026-06-30 | → |
| 173 | FIRST HORIZON ADVISORS, INC | 17117 | 13 | $13.62B | 239 | 2025-07-31 | → |
| 174 | NEUBERGER BERMAN ASIA LIMITED | 154286 | 13 | $11.01B | 62 | 2026-03-31 | → |
| 175 | NFC INVESTMENTS, LLC | 132844 | 13 | $2.14B | 9 | 2026-02-28 | → |
| 176 | TITAN ADVISORS, LLC | 135805 | 13 | $1.53B | 25 | 2026-06-30 | → |
| 177 | R.V. KUHNS & ASSOCIATES, INC. | 18005 | 13 | $827.9M | 127 | 2026-06-30 | → |
| 178 | SUTTERFIELD FINANCIAL GROUP, INC. | 115652 | 13 | $274.4M | 32 | 2026-03-31 | → |
| 179 | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | 110353 | 12 | $702.25B | 670 | 2026-06-30 | → |
| 180 | JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED | 300114 | 12 | $169.62B | 419 | 2026-03-31 | → |
| 181 | CIBC ASSET MANAGEMENT INC. | 106508 | 12 | $162.84B | 478 | 2026-06-30 | → |
| 182 | LINCOLN FINANCIAL INVESTMENTS CORPORATION | 108881 | 12 | $102.10B | 86 | 2026-03-31 | → |
| 183 | FORT WASHINGTON INVESTMENT ADVISORS INC | 107126 | 12 | $93.47B | 157 | 2026-06-30 | → |
| 184 | AEGON USA INVESTMENT MANAGEMENT, LLC | 114537 | 12 | $88.80B | 217 | 2026-03-31 | → |
| 185 | COHEN & STEERS CAPITAL MANAGEMENT, INC. | 106266 | 12 | $85.67B | 367 | 2026-04-30 | → |
| 186 | BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC | 290336 | 12 | $66.93B | 39 | 2026-06-30 | → |
| 187 | PRIVATE ADVISOR GROUP, LLC | 155216 | 12 | $44.33B | 674 | 2026-06-30 | → |
| 188 | BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP | 137519 | 12 | $44.11B | 753 | 2026-05-31 | → |
| 189 | OPPENHEIMER & CO. INC. | 249 | 12 | $36.71B | 2,806 | 2026-06-30 | → |
| 190 | BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC | 134018 | 12 | $35.71B | 630 | 2026-03-31 | → |
| 191 | PRUDENT MAN ADVISORS, LLC | 301973 | 12 | $30.59B | 157 | 2026-04-30 | → |
| 192 | VARAGON CAPITAL PARTNERS, L.P. | 281851 | 12 | $13.99B | 78 | 2026-06-30 | → |
| 193 | HUNTER POINT CAPITAL LP | 310871 | 12 | $7.81B | 74 | 2026-03-31 | → |
| 194 | JV MANAGEMENT LLC | 313398 | 12 | $4.98B | 25 | 2026-05-31 | → |
| 195 | AMERIPRISE FINANCIAL SERVICES, LLC | 6363 | 11 | $660.47B | 14,056 | 2026-06-30 | → |
| 196 | VICTORY CAPITAL MANAGEMENT INC. | 106189 | 11 | $282.71B | 699 | 2026-03-31 | → |
| 197 | LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC. | 149156 | 11 | $267.16B | 262 | 2026-04-30 | → |
| 198 | MANULIFE INVESTMENT MANAGEMENT (US) LLC | 106435 | 11 | $228.04B | 267 | 2026-03-31 | → |
| 199 | HSBC GLOBAL ASSET MANAGEMENT (USA) INC. | 105686 | 11 | $156.56B | 100 | 2026-06-30 | → |
| 200 | GENERAL ATLANTIC SERVICE COMPANY, L.P. | 133536 | 11 | $125.26B | 881 | 2026-03-31 | → |
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