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 | |
|---|---|---|---|---|---|---|---|
| 101 | M&G INVESTMENTS (USA) INC. | 305254 | $14.32B | $14.32B | 47 | 2026-03-31 | → |
| 102 | MITSUBISHI UFJ TRUST AND BANKING CORPORATION | 296868 | $14.26B | $406.96B | 6,400 | 2026-06-30 | → |
| 103 | SETANTA ASSET MANAGEMENT LTD | 281781 | $14.10B | $15.02B | 24 | 2025-03-31 | → |
| 104 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 159377 | $13.18B | $40.33B | 177 | 2026-03-31 | → |
| 105 | ACORE CAPITAL, LP | 175054 | $13.03B | $18.27B | 121 | 2026-04-30 | → |
| 106 | MACQUARIE INVESTMENT MANAGEMENT GLOBAL LIMITED | 277065 | $13.00B | $187.35B | 227 | 2026-06-30 | → |
| 107 | STONE RIDGE ASSET MANAGEMENT LLC | 165598 | $12.07B | $36.34B | 238 | 2026-05-31 | → |
| 108 | 26NORTH PARTNERS LP | 322923 | $12.01B | $32.68B | 142 | 2026-03-31 | → |
| 109 | LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC. | 149156 | $12.00B | $267.16B | 262 | 2026-04-30 | → |
| 110 | BROWN BROTHERS HARRIMAN CREDIT PARTNERS, LLC | 338189 | $11.87B | $57.43B | 51 | 2026-04-30 | → |
| 111 | HAMILTON LANE ADVISORS, L.L.C. | 107876 | $11.82B | $141.83B | 740 | 2026-06-30 | → |
| 112 | AXA INVESTMENT MANAGERS US INC | 113608 | $11.69B | $79.24B | 167 | 2026-03-31 | → |
| 113 | BRICKTOWN CAPITAL LLC | 319290 | $11.60B | $11.67B | 33 | 2026-03-31 | → |
| 114 | INVESCO ADVISERS, INC. | 105360 | $11.21B | $749.52B | 2,804 | 2026-06-30 | → |
| 115 | CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 107557 | $10.38B | $85.59B | 155 | 2026-06-30 | → |
| 116 | ADDENDA CAPITAL INC. | 137034 | $10.24B | $29.02B | 163 | 2026-03-31 | → |
| 117 | GOLDMAN SACHS ASSET MANAGEMENT CO., LTD. | 283221 | $10.00B | $71.83B | 163 | 2026-05-31 | → |
| 118 | ASSET MANAGEMENT ONE CO., LTD. | 110843 | $9.91B | $470.54B | 950 | 2026-06-30 | → |
| 119 | SIXTH STREET ADVISERS, LLC | 159014 | $9.32B | $101.61B | 703 | 2026-05-31 | → |
| 120 | CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED | 163590 | $9.31B | $50.42B | 122 | 2026-03-31 | → |
| 121 | HSBC GLOBAL ASSET MANAGEMENT (USA) INC. | 105686 | $9.24B | $156.56B | 100 | 2026-06-30 | → |
| 122 | ROBERT W. BAIRD & CO. INCORPORATED | 8158 | $8.78B | $394.07B | 4,322 | 2026-04-30 | → |
| 123 | PGIM QUANTITATIVE SOLUTIONS LLC | 129752 | $8.40B | $110.95B | 147 | 2026-03-31 | → |
| 124 | ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC | 313420 | $8.26B | $10.53B | 292 | 2026-03-31 | → |
| 125 | APOGEM CAPITAL LLC | 309234 | $8.18B | $43.82B | 259 | 2026-05-31 | → |
| 126 | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | 110353 | $8.11B | $702.25B | 670 | 2026-06-30 | → |
| 127 | TCW ASSET MANAGEMENT COMPANY LLC | 105742 | $8.05B | $81.18B | 431 | 2026-05-31 | → |
| 128 | ABRDN INVESTMENTS LIMITED | 162309 | $7.87B | $206.50B | 1,296 | 2026-05-31 | → |
| 129 | NINETY ONE UK LIMITED | 158310 | $7.82B | $130.19B | 439 | 2026-06-30 | → |
| 130 | ADVANTAGE CAPITAL MANAGEMENT LLC | 171128 | $7.82B | $8.26B | 30 | 2026-05-31 | → |
| 131 | MFS INSTITUTIONAL ADVISORS INC. | 107144 | $7.79B | $113.59B | 1,311 | 2026-03-31 | → |
| 132 | MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | 105922 | $7.71B | $174.54B | 222 | 2026-06-30 | → |
| 133 | AVIVA INVESTORS CANADA INC. | 333457 | $7.23B | $9.15B | 18 | 2026-03-31 | → |
| 134 | ELLINGTON GLOBAL ASSET MANAGEMENT, LLC | 141772 | $7.03B | $9.18B | 164 | 2026-03-31 | → |
| 135 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | 105820 | $7.01B | $150.40B | 254 | 2026-03-31 | → |
| 136 | HILDENE CAPITAL MANAGEMENT, LLC | 160415 | $6.85B | $20.18B | 33 | 2026-04-30 | → |
| 137 | BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP | 137519 | $6.63B | $44.11B | 753 | 2026-05-31 | → |
| 138 | SHENKMAN CAPITAL MANAGEMENT, INC. | 112192 | $6.55B | $35.08B | 146 | 2026-01-31 | → |
| 139 | FIAM LLC | 133196 | $6.36B | $347.73B | 196 | 2026-03-31 | → |
| 140 | ALLIANZ CAPITAL PARTNERS OF AMERICA LLC | 161684 | $6.24B | $6.35B | 30 | 2026-05-31 | → |
| 141 | JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED | 300114 | $6.23B | $169.62B | 419 | 2026-03-31 | → |
| 142 | PNC CAPITAL ADVISORS LLC | 151829 | $5.99B | $50.88B | 258 | 2026-03-31 | → |
| 143 | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 7691 | $5.95B | $1.78T | 32,960 | 2026-06-30 | → |
| 144 | MORGAN STANLEY SMITH BARNEY LLC | 149777 | $5.88B | $1.96T | 29,481 | 2026-06-30 | → |
| 145 | EAGLE POINT CREDIT MANAGEMENT LLC | 166370 | $5.87B | $13.24B | 120 | 2026-05-31 | → |
| 146 | AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC | 131660 | $5.75B | $5.87B | 5 | 2026-03-31 | → |
| 147 | CE INVESTMENT MANAGEMENT, LLC | 299786 | $5.68B | $5.91B | 17 | 2026-03-31 | → |
| 148 | VARAGON CAPITAL PARTNERS, L.P. | 281851 | $5.43B | $13.99B | 78 | 2026-06-30 | → |
| 149 | ARISTOTLE PACIFIC CAPITAL, LLC | 298050 | $5.14B | $26.76B | 46 | 2026-03-31 | → |
| 150 | FRANKLIN ADVISERS, INC. | 104517 | $5.11B | $509.45B | 384 | 2026-05-31 | → |
| 151 | JARISLOWSKY, FRASER LIMITED | 107390 | $5.08B | $38.23B | 225 | 2025-05-31 | → |
| 152 | WELLSPRING CAPITAL ADVISORS, LLC | 132698 | $5.03B | $5.03B | 2 | 2026-04-30 | → |
| 153 | KNIGHTHEAD CAPITAL MANAGEMENT, LLC | 157483 | $4.86B | $18.99B | 58 | 2026-05-31 | → |
| 154 | SIT FIXED INCOME ADVISORS II, LLC | 108271 | $4.80B | $14.97B | 73 | 2026-06-30 | → |
| 155 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 106523 | $4.68B | $20.13B | 37 | 2026-03-31 | → |
| 156 | PACIFIC PRIVATE FUND ADVISORS LLC | 168830 | $4.64B | $12.24B | 12 | 2026-03-31 | → |
| 157 | SRB CORPORATION | 161163 | $4.59B | $4.82B | 4 | 2026-03-31 | → |
| 158 | BLACKROCK (SINGAPORE) LIMITED | 164594 | $4.59B | $70.33B | 236 | 2026-06-30 | → |
| 159 | NATIONWIDE ASSET MANAGEMENT, LLC | 143668 | $4.59B | $15.19B | 212 | 2026-03-31 | → |
| 160 | GC ADVISORS LLC | 148687 | $4.57B | $177.85B | 1,035 | 2026-06-30 | → |
| 161 | BLACKSTONE PRIVATE CREDIT STRATEGIES LLC | 327208 | $4.52B | $57.92B | 753 | 2026-05-31 | → |
| 162 | SKYVIEW INVESTMENT ADVISORS, LLC | 286353 | $4.50B | $8.32B | 21 | 2026-03-31 | → |
| 163 | UBS ASSET MANAGEMENT (AMERICAS) LLC | 106838 | $4.47B | $588.22B | 574 | 2026-03-31 | → |
| 164 | BLACKROCK INVESTMENT MANAGEMENT, LLC | 108928 | $4.46B | $676.69B | 1,589 | 2026-06-30 | → |
| 165 | CONCORD ADVISORY GROUP LTD | 107291 | $4.43B | $46.19B | 34 | 2026-03-31 | → |
| 166 | ANTARCTICA INVESTMENT ADVISORS, LLC | 284659 | $4.30B | $5.57B | 32 | 2026-06-30 | → |
| 167 | 1932 INVESTMENT MANAGEMENT, LLC | 337619 | $4.30B | $4.60B | 6 | 2026-05-31 | → |
| 168 | ORG PORTFOLIO MANAGEMENT LLC | 130198 | $4.28B | $6.38B | 22 | 2026-03-31 | → |
| 169 | NEUBERGER BERMAN EUROPE LIMITED | 162267 | $4.25B | $97.98B | 312 | 2026-05-31 | → |
| 170 | DAIWA ASSET MANAGEMENT (AMERICA) LTD. | 126191 | $4.09B | $5.96B | 12 | 2026-06-30 | → |
| 171 | AQS ASSET MANAGEMENT, L.L.C. | 131544 | $4.07B | $4.07B | 4 | 2026-03-31 | → |
| 172 | DODGE & COX | 104596 | $4.00B | $466.56B | 336 | 2026-04-30 | → |
| 173 | RBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 168551 | $3.97B | $178.01B | 471 | 2026-04-30 | → |
| 174 | IFM INVESTORS PTY LTD | 162754 | $3.95B | $152.93B | 717 | 2025-11-30 | → |
| 175 | AKSIA LLC | 143422 | $3.92B | $35.20B | 177 | 2026-06-30 | → |
| 176 | PARKWAY ADVISORS, L.P. | 112629 | $3.92B | $4.13B | 16 | 2026-03-31 | → |
| 177 | EATON VANCE MANAGEMENT | 104859 | $3.81B | $97.02B | 219 | 2026-05-31 | → |
| 178 | CRESCENT CAPITAL GROUP LP | 153966 | $3.75B | $49.71B | 239 | 2026-05-31 | → |
| 179 | EIG MANAGEMENT COMPANY, LLC | 154302 | $3.71B | $22.22B | 124 | 2026-03-31 | → |
| 180 | BNP PARIBAS ASSET MANAGEMENT UK LIMITED | 160817 | $3.63B | $54.20B | 177 | 2025-07-31 | → |
| 181 | HANWHA ASSET MANAGEMENT (USA) LTD. | 288464 | $3.43B | $4.00B | 22 | 2026-04-30 | → |
| 182 | ADVENT CAPITAL MANAGEMENT, LLC | 113013 | $3.29B | $8.82B | 58 | 2026-03-31 | → |
| 183 | DEGROOF PETERCAM ASSET MANAGEMENT | 166048 | $3.23B | $16.87B | 191 | 2026-04-30 | → |
| 184 | WINTHROP CAPITAL MANAGEMENT, LLC | 145216 | $3.15B | $3.97B | 29 | 2026-03-31 | → |
| 185 | FAMILY MANAGE LLC | 104951 | $3.13B | $5.31B | 23 | 2026-04-30 | → |
| 186 | HERMES INVESTMENT MANAGEMENT LIMITED | 153104 | $3.13B | $24.79B | 422 | 2026-03-31 | → |
| 187 | AFFINIUS CAPITAL ADVISORS LLC | 316030 | $3.08B | $31.11B | 298 | 2026-03-31 | → |
| 188 | NASSAU CORAMERICA LLC | 334332 | $2.97B | $3.22B | 6 | 2026-03-31 | → |
| 189 | SAGE ADVISORY SERVICES LTD CO | 106236 | $2.80B | $28.43B | 58 | 2026-03-31 | → |
| 190 | INVESTCORP INVESTMENT SOLUTIONS LLC | 314925 | $2.79B | $2.79B | 6 | 2025-09-30 | → |
| 191 | SEGALL BRYANT & HAMILL, LLC | 106505 | $2.75B | $22.64B | 161 | 2026-06-30 | → |
| 192 | VETA INVESTMENT PARTNERS, LLC | 309023 | $2.71B | $2.79B | 10 | 2026-05-31 | → |
| 193 | MUZINICH & CO., INC. | 22998 | $2.69B | $31.27B | 110 | 2026-06-30 | → |
| 194 | CRESTLINE MANAGEMENT, L.P. | 122711 | $2.61B | $22.51B | 195 | 2026-03-31 | → |
| 195 | ARES CAPITAL MANAGEMENT LLC | 131619 | $2.60B | $97.62B | 634 | 2026-05-31 | → |
| 196 | BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED | 165482 | $2.53B | $140.25B | 508 | 2026-06-30 | → |
| 197 | MAS ADVISORS LLC | 165906 | $2.49B | $2.56B | 13 | 2026-03-31 | → |
| 198 | ASSET STRATEGY CONSULTANTS LLC | 110800 | $2.48B | $5.16B | 14 | 2026-06-30 | → |
| 199 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 155680 | $2.44B | $46.63B | 523 | 2026-04-30 | → |
| 200 | NISA INVESTMENT ADVISORS, LLC | 107313 | $2.40B | $343.89B | 417 | 2026-03-31 | → |
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