Data / Investment advisers / Serving insurance companies

Investment advisers serving insurance companies: 1,010 firms and $8.5 trillion in AUM

Name: Investment advisers serving insurance companies: Form ADV data
Creator: SpecStream
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Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

1,010 SEC registered investment advisers report insurance companies among their clients in Form ADV item 5.D, and together they attribute $8.5 trillion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Blackrock Financial Management, Inc.

The request: Every investment adviser that serves insurance companies, with AUM, phone and website. $10 of work on sign-up, no card.

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1,010Advisers
$8.5 trillionAUM from this client type
983Advisers over $100 million
November 2, 2026File date

Advisers serving insurance companies

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record. The first 300 of 1,010 are shown.

Adviser	City	State	Clients of this type	AUM from this type	Total AUM	Source
Blackrock Financial Management, Inc	New York	NY	294	$457.65 billion	$1.60 trillion	adviserinfo.sec.gov
Metlife Investment Management, LLC	Whippany	NJ	74	$454.96 billion	$563.78 billion	adviserinfo.sec.gov
Apollo Capital Management, L.P.	New York	NY	89	$417.43 billion	$718.48 billion	adviserinfo.sec.gov
Pgim, Inc.	Newark	NJ	55	$383.28 billion	$1.13 trillion	adviserinfo.sec.gov
Pacific Investment Management Company LLC	Newport Beach	CA	601	$335.45 billion	$3.67 trillion	adviserinfo.sec.gov
Nyl Investors LLC	New York	NY	14	$318.72 billion	$329.20 billion	adviserinfo.sec.gov
Northwestern Mutual Investment Management Company, LLC	Milwaukee	WI	3	$315.12 billion	$323.08 billion	adviserinfo.sec.gov
Barings LLC	Charlotte	NC	108	$286.37 billion	$392.75 billion	adviserinfo.sec.gov
Goldman Sachs Asset Management, L.P.	New York	NY	233	$215.32 billion	$2.65 trillion	adviserinfo.sec.gov
Blackstone Isg-I Advisors L.L.C.	New York	NY	38	$182.61 billion	$183.53 billion	adviserinfo.sec.gov
KKR Credit Advisors (US) LLC	San Francisco	CA	21	$171.37 billion	$270.85 billion	adviserinfo.sec.gov
Principal Asset Management	Des Moines	IA	60	$145.34 billion	$427.71 billion	adviserinfo.sec.gov
Wellington Management Company LLP	Boston	MA	452	$144.99 billion	$1.43 trillion	adviserinfo.sec.gov
Guggenheim Partners Investment Management, LLC	New York	NY	61	$134.70 billion	$240.66 billion	adviserinfo.sec.gov
J.P. Morgan Investment Management Inc.	New York	NY	154	$131.29 billion	$3.52 trillion	adviserinfo.sec.gov
Nuveen Alternatives Advisors LLC	New York	NY	17	$126.16 billion	$142.02 billion	adviserinfo.sec.gov
Sammons Financial Group Asset Management, LLC	West des Moines	IA	2	$120.64 billion	$122.05 billion	adviserinfo.sec.gov
Samsung Asset Management Company, LTD.	Seoul	Korea, South	20	$120.18 billion	$300.82 billion	adviserinfo.sec.gov
Corebridge Institutional Investments (U.S.), LLC	Jersey City	NJ	14	$115.30 billion	$121.05 billion	adviserinfo.sec.gov
Alliancebernstein L.P.	Nashville	TN	35	$114.32 billion	$763.40 billion	adviserinfo.sec.gov
Bam Credit and Insurance Solutions Advisor LLC	New York	NY	27	$104.21 billion	$107.29 billion	adviserinfo.sec.gov
Keyridge Asset Management Limited	Dublin 1	Ireland	9	$101.87 billion	$162.89 billion	adviserinfo.sec.gov
New England Asset Management, Inc.	Farmington	CT	128	$96.38 billion	$111.72 billion	adviserinfo.sec.gov
Conning, Inc.	Hartford	CT	121	$94.28 billion	$106.90 billion	adviserinfo.sec.gov
Hartford Investment Management Company	Hartford	CT	44	$89.29 billion	$123.58 billion	adviserinfo.sec.gov
DWS Investment Management Americas, Inc.	New York	NY	47	$86.74 billion	$199.66 billion	adviserinfo.sec.gov
The Carlyle Group	Washington	DC	15	$80.39 billion	$283.81 billion	adviserinfo.sec.gov
Park Avenue Institutional Advisers LLC	New York	NY	Fewer than 5	$77.15 billion	$82.00 billion	adviserinfo.sec.gov
PPM America Inc	Chicago	IL	15	$74.11 billion	$93.79 billion	adviserinfo.sec.gov
HSBC Global Asset Management (Hong Kong) Limited	Hong Kong	Hong Kong	156	$72.73 billion	$149.48 billion	adviserinfo.sec.gov
Blackstone Asset Based Finance Advisors LP	New York	NY	70	$67.45 billion	$70.45 billion	adviserinfo.sec.gov
Aegon Asset Management US	Cedar Rapids	IA	12	$61.89 billion	$88.80 billion	adviserinfo.sec.gov
Symetra Investment Management Company	Farmington	CT	5	$61.15 billion	$88.78 billion	adviserinfo.sec.gov
Fort Washington Investment Advisors Inc	Cincinnati	OH	12	$60.82 billion	$93.47 billion	adviserinfo.sec.gov
SLC Management	Wellesley Hills	MA	127	$57.33 billion	$76.41 billion	adviserinfo.sec.gov
Kohlberg Kravis Roberts & Co. L.P.	New York	NY	9	$54.85 billion	$399.90 billion	adviserinfo.sec.gov
Columbia Management Investment Advisers, LLC	Boston	MA	9	$54.69 billion	$502.40 billion	adviserinfo.sec.gov
Janus Henderson Investors	Denver	CO	9	$48.90 billion	$380.43 billion	adviserinfo.sec.gov
Blackstone Liquid Credit Advisors I LLC	New York	NY	43	$47.74 billion	$51.63 billion	adviserinfo.sec.gov
Blackstone Real Estate Special Situations Advisors L.L.C.	New York	NY	30	$47.20 billion	$69.98 billion	adviserinfo.sec.gov
Northern Trust Investments, Incorporated	Chicago	IL	75	$46.34 billion	$1.25 trillion	adviserinfo.sec.gov
NLG Capital LLC	Montpelier	VT	6	$46.17 billion	$46.55 billion	adviserinfo.sec.gov
Brookfield Public Securities Group LLC	New York	NY	28	$45.52 billion	$66.46 billion	adviserinfo.sec.gov
Jpmorgan Asset Management (UK) Limited	London	United Kingdom	46	$43.59 billion	$484.10 billion	adviserinfo.sec.gov
Allspring Global Investments, LLC	Charlotte	NC	125	$41.44 billion	$475.78 billion	adviserinfo.sec.gov
Goldman Sachs Asset Management International	London	United Kingdom	119	$41.06 billion	$621.02 billion	adviserinfo.sec.gov
Ares Management LLC	Los Angeles	CA	27	$40.33 billion	$458.82 billion	adviserinfo.sec.gov
Centerbridge Partners, L.P.	New York	NY	Fewer than 5	$39.64 billion	$79.86 billion	adviserinfo.sec.gov
Meag New York Corporation	New York	NY	32	$37.77 billion	$44.87 billion	adviserinfo.sec.gov
Voya Investment Management LLC	Atlanta	GA	5	$37.69 billion	$38.77 billion	adviserinfo.sec.gov
HPS Investment Partners, LLC	New York	NY	27	$37.12 billion	$175.72 billion	adviserinfo.sec.gov
Voya Investment Management Co. LLC	New York	NY	56	$36.98 billion	$274.95 billion	adviserinfo.sec.gov
Securian Asset Management, Inc.	St Paul	MN	31	$36.57 billion	$41.56 billion	adviserinfo.sec.gov
Nomura Investment Management Business Trust	Philadelphia	PA	6	$34.95 billion	$144.04 billion	adviserinfo.sec.gov
Penn Mutual Asset Management, LLC	Conshohocken	PA	5	$32.98 billion	$42.29 billion	adviserinfo.sec.gov
Aegon Asset Management UK PLC	Edinburgh	United Kingdom	Fewer than 5	$30.56 billion	$52.63 billion	adviserinfo.sec.gov
T. Rowe Price Associates, Inc.	Baltimore	MD	56	$30.47 billion	$2.20 trillion	adviserinfo.sec.gov
Trustage Investment Management	Madison	WI	8	$29.89 billion	$39.46 billion	adviserinfo.sec.gov
40/86 Advisors, Inc.	Carmel	IN	7	$29.78 billion	$30.50 billion	adviserinfo.sec.gov
Principal Real Estate	Des Moines	IA	46	$29.34 billion	$105.65 billion	adviserinfo.sec.gov
Mackenzie Investments	Toronto, Ontario	Canada	Fewer than 5	$29.11 billion	$194.88 billion	adviserinfo.sec.gov
Mackay Shields LLC	New York	NY	75	$28.99 billion	$159.52 billion	adviserinfo.sec.gov
Knights of Columbus Asset Advisors LLC	New Haven	CT	Fewer than 5	$27.53 billion	$30.51 billion	adviserinfo.sec.gov
AAM	Chicago	IL	120	$27.12 billion	$27.49 billion	adviserinfo.sec.gov
Blue Owl Insurance Solutions	New York	NY	10	$25.74 billion	$25.84 billion	adviserinfo.sec.gov
Western Asset Management Company	Pasadena	CA	20	$25.49 billion	$184.99 billion	adviserinfo.sec.gov
Ameritas Investment Partners, Inc.	Lincoln	NE	Fewer than 5	$25.01 billion	$29.01 billion	adviserinfo.sec.gov
Aquarian Holdings Investment Management LLC	New York	NY	4	$24.47 billion	$26.70 billion	adviserinfo.sec.gov
Manulife Investment Management Private Markets (US) LLC	Boston	MA	9	$24.46 billion	$48.31 billion	adviserinfo.sec.gov
Neuberger Berman Investment Advisers LLC	New York	NY	62	$24.05 billion	$398.65 billion	adviserinfo.sec.gov
Oneamerica Asset Management, LLC	Indianapolis	IN	7	$24.03 billion	$24.42 billion	adviserinfo.sec.gov
Pinebridge Investments LLC	New York	NY	129	$23.29 billion	$76.73 billion	adviserinfo.sec.gov
Pgim Private Placement Investors, L.P.	Newark	NJ	31	$22.90 billion	$24.44 billion	adviserinfo.sec.gov
Prudential Select Strategies LLC	Newark	NJ	32	$22.55 billion	$22.78 billion	adviserinfo.sec.gov
Income Research + Management	Boston	MA	92	$21.95 billion	$130.65 billion	adviserinfo.sec.gov
Aflac Asset Management LLC	New York	NY	5	$21.43 billion	$133.47 billion	adviserinfo.sec.gov
Blackstone Credit Systematic Strategies LLC	New York	NY	12	$20.93 billion	$35.71 billion	adviserinfo.sec.gov
Loomis, Sayles & Company, L.P.	Boston	MA	230	$20.41 billion	$386.88 billion	adviserinfo.sec.gov
NB Alternatives Advisers LLC	Dallas	TX	61	$20.05 billion	$160.24 billion	adviserinfo.sec.gov
Insight Investment	New York	NY	170	$19.93 billion	$171.09 billion	adviserinfo.sec.gov
Santander Asset Management SA Sgiic	Madrid	Spain	5	$19.87 billion	$159.86 billion	adviserinfo.sec.gov
Payden & Rygel	Los Angeles	CA	49	$19.83 billion	$158.23 billion	adviserinfo.sec.gov
Churchill Asset Management LLC	New York	NY	8	$19.53 billion	$55.66 billion	adviserinfo.sec.gov
1823 Partners (US) LLC	Miami	FL	5	$18.53 billion	$18.53 billion	adviserinfo.sec.gov
Baring International Investment LTD	London	United Kingdom	11	$17.50 billion	$22.57 billion	adviserinfo.sec.gov
Empower Capital Management, LLC	Greenwood Village	CO	26	$17.30 billion	$77.96 billion	adviserinfo.sec.gov
American Money Management Corporation ("Ammc")	Cincinnati	OH	31	$17.18 billion	$21.32 billion	adviserinfo.sec.gov
Candriam S.C.A.	Strassen	Luxembourg	71	$17.02 billion	$154.66 billion	adviserinfo.sec.gov
Carlyle Global Credit Investment Management L.L.C.	New York	NY	18	$16.77 billion	$68.38 billion	adviserinfo.sec.gov
Nuveen Asset Management, LLC	Chicago	IL	33	$16.07 billion	$280.48 billion	adviserinfo.sec.gov
HSBC Global Asset Management (UK) Limited	London	United Kingdom	27	$15.88 billion	$260.22 billion	adviserinfo.sec.gov
Goldman Sachs Asset Management (Hong Kong) Limited	Central, Hong Kong	China	45	$15.83 billion	$21.19 billion	adviserinfo.sec.gov
Manulife Investment Management (US) LLC	Boston	MA	11	$15.64 billion	$228.04 billion	adviserinfo.sec.gov
Oaktree Capital Management, L.P.	Los Angeles	CA	30	$15.60 billion	$183.29 billion	adviserinfo.sec.gov
Federated Investment Counseling	Pittsburgh	PA	15	$15.23 billion	$207.21 billion	adviserinfo.sec.gov
DWS International GMBH	Frankfurt Am Main	Germany	13	$14.68 billion	$228.87 billion	adviserinfo.sec.gov
Cigna Investments, Inc.	Bloomfield	CT	44	$14.65 billion	$25.76 billion	adviserinfo.sec.gov
Constellation Investments, Inc.	Montgomery	OH	Fewer than 5	$14.37 billion	$31.48 billion	adviserinfo.sec.gov
M&G Investments (USA) Inc.	Chicago	IL	Fewer than 5	$14.32 billion	$14.32 billion	adviserinfo.sec.gov
Mitsubishi Ufj Trust and Banking Corporation	Tokyo	Japan	6	$14.26 billion	$406.96 billion	adviserinfo.sec.gov
Milliman Financial Risk Management LLC	Chicago	IL	21	$13.18 billion	$40.33 billion	adviserinfo.sec.gov
Acore Capital, LP	New York	NY	11	$13.03 billion	$18.27 billion	adviserinfo.sec.gov
Macquarie Investment Management Global Limited	Sydney	Australia	57	$13.00 billion	$187.35 billion	adviserinfo.sec.gov
Stone Ridge Asset Management LLC	New York	NY	7	$12.07 billion	$36.34 billion	adviserinfo.sec.gov
26north	New York	NY	19	$12.01 billion	$32.68 billion	adviserinfo.sec.gov
L&G, Asset Management, America	Chicago	IL	11	$12.00 billion	$267.16 billion	adviserinfo.sec.gov
Brown Brothers Harriman Credit Partners, LLC	New York	NY	27	$11.87 billion	$57.43 billion	adviserinfo.sec.gov
Hamilton Lane	Conshohocken	PA	20	$11.82 billion	$141.83 billion	adviserinfo.sec.gov
AXA Investment Managers US Inc	New York	NY	22	$11.69 billion	$79.24 billion	adviserinfo.sec.gov
Bricktown Capital, LLC	Detroit	MI	18	$11.60 billion	$11.67 billion	adviserinfo.sec.gov
Invesco Advisers, Inc.	Atlanta	GA	23	$11.21 billion	$749.52 billion	adviserinfo.sec.gov
Connor Clark & Lunn Investment Management LTD	Vancouver, BC	Canada	14	$10.38 billion	$85.59 billion	adviserinfo.sec.gov
Addenda Capital	Montreal, Quebec	Canada	25	$10.24 billion	$29.02 billion	adviserinfo.sec.gov
Goldman Sachs Asset Management Co., LTD.	Minato-Ku, Tokyo	Japan	2	$10.00 billion	$71.83 billion	adviserinfo.sec.gov
Asset Management One Co., LTD.	Tokyo	Japan	9	$9.91 billion	$470.54 billion	adviserinfo.sec.gov
Sixth Street Advisers, LLC	Dallas	TX	13	$9.32 billion	$101.61 billion	adviserinfo.sec.gov
CBRE Investment Management Indirect Limited	London	United Kingdom	9	$9.31 billion	$50.42 billion	adviserinfo.sec.gov
HSBC Global Asset Management (USA) Inc.	New York	NY	11	$9.24 billion	$156.56 billion	adviserinfo.sec.gov
Robert W. Baird & Co. Incorporated	Milwaukee	WI	22	$8.78 billion	$394.07 billion	adviserinfo.sec.gov
Pgim Quantitative Solutions	Newark	NJ	4	$8.40 billion	$110.95 billion	adviserinfo.sec.gov
Eldridge Structured Credit Advisers, LLC	New York	NY	1	$8.26 billion	$10.53 billion	adviserinfo.sec.gov
Apogem Capital LLC	New York	NY	3	$8.18 billion	$43.82 billion	adviserinfo.sec.gov
Morgan Stanley Investment Management Inc.	New York	NY	12	$8.11 billion	$702.25 billion	adviserinfo.sec.gov
TCW Asset Management Company LLC	Los Angeles	CA	13	$8.05 billion	$81.18 billion	adviserinfo.sec.gov
Abrdn Investments Limited	Edinburgh	United Kingdom	85	$7.87 billion	$206.50 billion	adviserinfo.sec.gov
Ninety One UK Limited	London	United Kingdom	24	$7.82 billion	$130.19 billion	adviserinfo.sec.gov
Advantage Capital Management	New York	NY	8	$7.82 billion	$8.26 billion	adviserinfo.sec.gov
MFS Institutional Advisors Inc.	Boston	MA	37	$7.79 billion	$113.59 billion	adviserinfo.sec.gov
Morgan Stanley Investment Management Limited	London	United Kingdom	6	$7.71 billion	$174.54 billion	adviserinfo.sec.gov
Aviva Investors Canada Inc.	Toronto, Ontario	Canada	10	$7.23 billion	$9.15 billion	adviserinfo.sec.gov
Shenkman Capital Management, Inc.	New York	NY	43	$7.21 billion	$36.54 billion	adviserinfo.sec.gov
Ellington Global Asset Management, LLC	Old Greenwich	CT	33	$7.03 billion	$9.18 billion	adviserinfo.sec.gov
Schroder Investment Management North America Inc	New York	NY	42	$7.01 billion	$150.40 billion	adviserinfo.sec.gov
Hildene Capital Management	Stamford	CT	6	$6.85 billion	$20.18 billion	adviserinfo.sec.gov
Blackstone Alternative Credit Advisors LP	New York	NY	12	$6.63 billion	$44.11 billion	adviserinfo.sec.gov
Fiam LLC	Smithfield	RI	25	$6.36 billion	$347.73 billion	adviserinfo.sec.gov
Allianz Capital Partners of America LLC	New York	NY	9	$6.24 billion	$6.35 billion	adviserinfo.sec.gov
Jpmorgan Asset Management (Asia Pacific) Limited	Hong Kong	Hong Kong	12	$6.23 billion	$169.62 billion	adviserinfo.sec.gov
PNC Capital Advisors LLC	Baltimore	MD	16	$5.99 billion	$50.88 billion	adviserinfo.sec.gov
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	246	$5.95 billion	$1.78 trillion	adviserinfo.sec.gov
Morgan Stanley	Purchase	NY	1,387	$5.88 billion	$1.96 trillion	adviserinfo.sec.gov
Eagle Point Credit Management LLC	Greenwich	CT	50	$5.87 billion	$13.24 billion	adviserinfo.sec.gov
American Assets Investment Management, LLC	San Diego	CA	7	$5.75 billion	$5.87 billion	adviserinfo.sec.gov
Ce Investment Management, LLC	Oklahoma City	OK	Fewer than 5	$5.68 billion	$5.91 billion	adviserinfo.sec.gov
Varagon Capital Partners, L.P.	New York	NY	12	$5.43 billion	$13.99 billion	adviserinfo.sec.gov
Aristotle Pacific Capital, LLC	Newport Beach	CA	Fewer than 5	$5.14 billion	$26.76 billion	adviserinfo.sec.gov
Franklin Advisers, Inc.	San Mateo	CA	18	$5.11 billion	$509.45 billion	adviserinfo.sec.gov
Wellspring Capital Advisors, LLC			14	$5.03 billion	$5.03 billion	adviserinfo.sec.gov
Knighthead Capital Management, LLC	New York	NY	11	$4.86 billion	$18.99 billion	adviserinfo.sec.gov
Sit Fixed Income Advisors II, LLC	Minneapolis	MN	23	$4.80 billion	$14.97 billion	adviserinfo.sec.gov
Investcorp Investment Solutions LLC	New York	NY	Fewer than 5	$4.72 billion	$4.72 billion	adviserinfo.sec.gov
Mutual of America Capital Management LLC	New York	NY	Fewer than 5	$4.68 billion	$20.13 billion	adviserinfo.sec.gov
Pacific Private Fund Advisors LLC	Newport Beach	CA	2	$4.64 billion	$12.24 billion	adviserinfo.sec.gov
SRB Corporation	Boston	MA	20	$4.59 billion	$4.82 billion	adviserinfo.sec.gov
Blackrock (Singapore) Limited	Singapore	Singapore	10	$4.59 billion	$70.33 billion	adviserinfo.sec.gov
Nationwide Asset Management, LLC	Columbus	OH	Fewer than 5	$4.59 billion	$15.19 billion	adviserinfo.sec.gov
GC Advisors LLC	Chicago	IL	18	$4.57 billion	$177.85 billion	adviserinfo.sec.gov
Blackstone Private Credit Strategies LLC	New York	NY	22	$4.52 billion	$57.92 billion	adviserinfo.sec.gov
Skyview Investment Advisors, LLC	Shrewsbury	NJ	Fewer than 5	$4.50 billion	$8.32 billion	adviserinfo.sec.gov
UBS Asset Management (Americas) LLC	New York	NY	191	$4.47 billion	$588.22 billion	adviserinfo.sec.gov
Blackrock Investment Management, LLC	Princeton	NJ	43	$4.46 billion	$676.69 billion	adviserinfo.sec.gov
Concord Advisory Group LTD	Princeton	NJ	26	$4.43 billion	$46.19 billion	adviserinfo.sec.gov
Antarctica Investment Advisors, LLC	New York	NY	18	$4.30 billion	$5.57 billion	adviserinfo.sec.gov
1932 Investment Management	Newark	NJ	5	$4.30 billion	$4.60 billion	adviserinfo.sec.gov
Org Portfolio Management LLC	Beachwood	OH	Fewer than 5	$4.28 billion	$6.38 billion	adviserinfo.sec.gov
Neuberger Berman Europe Limited	London	United Kingdom	16	$4.25 billion	$97.98 billion	adviserinfo.sec.gov
Daiwa Asset Management (America) LTD	New York	NY	1	$4.09 billion	$5.96 billion	adviserinfo.sec.gov
Aqs Asset Management, L.L.C.	Austin	TX	11	$4.07 billion	$4.07 billion	adviserinfo.sec.gov
Dodge & Cox	San Francisco	CA	9	$4.00 billion	$466.56 billion	adviserinfo.sec.gov
RBC Global Asset Management (UK) Limited	London	United Kingdom	9	$3.97 billion	$178.01 billion	adviserinfo.sec.gov
Aksia LLC	New York	NY	21	$3.92 billion	$35.20 billion	adviserinfo.sec.gov
Parkway Advisors, L.P.	Abilene	TX	44	$3.92 billion	$4.13 billion	adviserinfo.sec.gov
Eaton Vance Management	Boston	MA	8	$3.81 billion	$97.02 billion	adviserinfo.sec.gov
Crescent Capital Group LP	Los Angeles	CA	21	$3.75 billion	$49.71 billion	adviserinfo.sec.gov
Eig Management Company, LLC	Washington	DC	Fewer than 5	$3.71 billion	$22.22 billion	adviserinfo.sec.gov
Capital International, Inc.	Los Angeles	CA	5	$3.66 billion	$64.25 billion	adviserinfo.sec.gov
Hanwha Asset Management (USA) LTD.	San Francisco	CA	1	$3.43 billion	$4.00 billion	adviserinfo.sec.gov
Ifm Investors Pty LTD	Melbourne	Australia	13	$3.32 billion	$202.97 billion	adviserinfo.sec.gov
Advent Capital Management, LLC	New York	NY	26	$3.29 billion	$8.82 billion	adviserinfo.sec.gov
Petercam Institutional Asset Management	Brussels	Belgium	23	$3.23 billion	$16.87 billion	adviserinfo.sec.gov
Winthrop Capital Management	Carmel	IN	25	$3.15 billion	$3.97 billion	adviserinfo.sec.gov
Family Manage LLC	New York	NY	2	$3.13 billion	$5.31 billion	adviserinfo.sec.gov
Hermes Investment Management Limited	London	United Kingdom	2	$3.13 billion	$24.79 billion	adviserinfo.sec.gov
Affinius Capital LLC	San Antonio	TX	6	$3.08 billion	$30.44 billion	adviserinfo.sec.gov
Nassau Coramerica LLC	El Segundo	CA	6	$2.97 billion	$3.22 billion	adviserinfo.sec.gov
Sage Advisory Services LTD Co	Austin	TX	106	$2.80 billion	$28.43 billion	adviserinfo.sec.gov
Segall Bryant & Hamill	Chicago	IL	13	$2.75 billion	$22.64 billion	adviserinfo.sec.gov
Veta Investment Partners, LLC	Lawrence	KS	Fewer than 5	$2.71 billion	$2.79 billion	adviserinfo.sec.gov
Muzinich & Co., Inc.	New York	NY	20	$2.69 billion	$31.27 billion	adviserinfo.sec.gov
Crestline Management, L.P.	Fort Worth	TX	5	$2.61 billion	$22.51 billion	adviserinfo.sec.gov
Ares Capital Management LLC	Los Angeles	CA	7	$2.60 billion	$97.62 billion	adviserinfo.sec.gov
Blackrock Asset Management North Asia Limited	Hong Kong	China	6	$2.53 billion	$140.25 billion	adviserinfo.sec.gov
Mas Advisors LLC	Coral Gables	FL	3	$2.49 billion	$2.56 billion	adviserinfo.sec.gov
Asset Strategy Consultants LLC	Hunt Valley	MD	1	$2.48 billion	$5.16 billion	adviserinfo.sec.gov
Davidson Kempner Capital Management LP	New York	NY	3	$2.44 billion	$46.63 billion	adviserinfo.sec.gov
Nisa Investment Advisors, LLC	St. Louis	MO	16	$2.40 billion	$343.89 billion	adviserinfo.sec.gov
Raymond James & Associates, Inc.	St. Petersburg	FL	385	$2.35 billion	$500.96 billion	adviserinfo.sec.gov
Jennison Associates	New York	NY	8	$2.30 billion	$214.84 billion	adviserinfo.sec.gov
Performa Limited (US), LLC	Charleston	SC	40	$2.27 billion	$4.49 billion	adviserinfo.sec.gov
Neuberger Berman Singapore Pte. Limited	Singapore	Singapore	14	$2.26 billion	$29.29 billion	adviserinfo.sec.gov
Asset Management One USA Inc.	New York	NY	1	$2.25 billion	$2.90 billion	adviserinfo.sec.gov
Allstate Investment Management Company	Chicago	IL	7	$2.24 billion	$26.46 billion	adviserinfo.sec.gov
Arrowstreet Capital, Limited Partnership	Boston	MA	4	$2.23 billion	$351.32 billion	adviserinfo.sec.gov
Prophet Capital Asset Management	Austin	TX	5	$2.23 billion	$4.20 billion	adviserinfo.sec.gov
Spearhead Administrative Services, LLC	Greenville	DE	6	$2.20 billion	$3.83 billion	adviserinfo.sec.gov
Pgim Limited	London	United Kingdom	16	$2.20 billion	$76.45 billion	adviserinfo.sec.gov
JVP Management	New York	NY	12	$2.17 billion	$4.98 billion	adviserinfo.sec.gov
Boston Partners	Boston	MA	9	$2.14 billion	$116.17 billion	adviserinfo.sec.gov
Franklin Templeton Institutional, LLC	New York	NY	5	$2.14 billion	$29.59 billion	adviserinfo.sec.gov
Steeprock Capital	Greenwich	CT	6	$2.13 billion	$2.63 billion	adviserinfo.sec.gov
Third Point LLC	New York	NY	Fewer than 5	$2.11 billion	$28.73 billion	adviserinfo.sec.gov
Agincourt Capital Management, LLC	Richmond	VA	14	$2.10 billion	$9.95 billion	adviserinfo.sec.gov
General Atlantic Service Company, L.P.	New York	NY	11	$2.05 billion	$125.26 billion	adviserinfo.sec.gov
Invesco Asset Management LTD.	Henley-On-Thames	United Kingdom	Fewer than 5	$2.03 billion	$187.60 billion	adviserinfo.sec.gov
Acorn Advisory Capital, L.P.	New York	NY	2	$2.03 billion	$2.96 billion	adviserinfo.sec.gov
Denham Capital Management LP	Boston	MA	3	$2.02 billion	$5.26 billion	adviserinfo.sec.gov
Blackrock Capital Investment Advisors, LLC	Wilmington	DE	12	$2.01 billion	$66.93 billion	adviserinfo.sec.gov
Abrdn Inc.	Philadelphia	PA	13	$2.00 billion	$41.48 billion	adviserinfo.sec.gov
Western Asset Management Company Pte LTD	Singapore	Singapore	4	$2.00 billion	$2.80 billion	adviserinfo.sec.gov
Ifm Investors (US) Advisor, LLC	New York	NY	Fewer than 5	$1.98 billion	$44.16 billion	adviserinfo.sec.gov
Madison Investment Advisors, LLC	Madison	WI	106	$1.97 billion	$13.84 billion	adviserinfo.sec.gov
Stone Point Credit Adviser LLC	Greenwich	CT	7	$1.94 billion	$11.13 billion	adviserinfo.sec.gov
Metropolitan West Asset Management LLC	Los Angeles	CA	9	$1.93 billion	$78.52 billion	adviserinfo.sec.gov
Pomona Capital	New York	NY	1	$1.93 billion	$14.67 billion	adviserinfo.sec.gov
Sompo Asset Management Co., LTD.	Tokyo	Japan	8	$1.92 billion	$25.39 billion	adviserinfo.sec.gov
Bharcap Partners, LLC	Greenwich	CT	Fewer than 5	$1.92 billion	$3.24 billion	adviserinfo.sec.gov
Shelter Growth Capital Partners LLC	Stamford	CT	4	$1.91 billion	$4.66 billion	adviserinfo.sec.gov
Pugh Capital Management, Inc.	Seattle	WA	2	$1.89 billion	$12.82 billion	adviserinfo.sec.gov
Mellon Investments Corporation	Pittsburgh	PA	6	$1.85 billion	$873.87 billion	adviserinfo.sec.gov
Sterling Capital Management LLC	Charlotte	NC	134	$1.81 billion	$69.23 billion	adviserinfo.sec.gov
Tiptree Advisors, LLC	New York	NY	17	$1.80 billion	$2.31 billion	adviserinfo.sec.gov
Amova Asset Management UK Limited	London	United Kingdom	3	$1.78 billion	$19.19 billion	adviserinfo.sec.gov
Octagon Credit Investors, LLC	New York	NY	45	$1.77 billion	$35.05 billion	adviserinfo.sec.gov
Fortress Investment Group	New York	NY	Fewer than 5	$1.73 billion	$87.30 billion	adviserinfo.sec.gov
Amova Asset Management Co.,Ltd.	Tokyo	Japan	7	$1.73 billion	$247.43 billion	adviserinfo.sec.gov
Numeric Investors LLC	Boston	MA	6	$1.72 billion	$94.40 billion	adviserinfo.sec.gov
Sound Point Commercial Real Estate Finance LLC	New York	NY	5	$1.72 billion	$2.72 billion	adviserinfo.sec.gov
Velocity Capital Advisors LLC	New York	NY	Fewer than 5	$1.71 billion	$2.12 billion	adviserinfo.sec.gov
Walter Scott & Partners Limited	Edinburgh	United Kingdom	5	$1.70 billion	$66.67 billion	adviserinfo.sec.gov
Invictus Capital Partners	Washington	DC	5	$1.65 billion	$7.19 billion	adviserinfo.sec.gov
Warburg Pincus LLC	New York	NY	1	$1.65 billion	$108.66 billion	adviserinfo.sec.gov
Waterfall Asset Management, LLC	New York	NY	11	$1.61 billion	$22.04 billion	adviserinfo.sec.gov
Doubleline Capital LP	Tampa	FL	4	$1.59 billion	$93.32 billion	adviserinfo.sec.gov
Pathway Capital Management, LP	Irvine	CA	2	$1.58 billion	$97.82 billion	adviserinfo.sec.gov
Oak Hill Advisors, L.P.	New York	NY	6	$1.58 billion	$100.72 billion	adviserinfo.sec.gov
Carlyle Aviation PDP Management LLC	Miami	FL	Fewer than 5	$1.57 billion	$10.40 billion	adviserinfo.sec.gov
Alm First Financial Advisors LLC	Dallas	TX	3	$1.51 billion	$76.17 billion	adviserinfo.sec.gov
Invesco Senior Secured Management, Inc.	New York	NY	4	$1.51 billion	$29.38 billion	adviserinfo.sec.gov
Kyobo Life Asset Management (America) Co., LTD.	New York	NY	1	$1.49 billion	$1.49 billion	adviserinfo.sec.gov
Cohen & Steers Capital Management Inc.	New York	NY	12	$1.45 billion	$85.67 billion	adviserinfo.sec.gov
Angel Oak Capital Advisors, LLC	Atlanta	GA	10	$1.44 billion	$11.49 billion	adviserinfo.sec.gov
Yousif Capital Management, LLC	Bloomfield Hills	MI	20	$1.44 billion	$14.73 billion	adviserinfo.sec.gov
Guggenheim Asset-Backed Finance Company, LLC	New York	NY	Fewer than 5	$1.44 billion	$1.44 billion	adviserinfo.sec.gov
UBS Financial Services Inc.	Weehawken	NJ	436	$1.42 billion	$915.79 billion	adviserinfo.sec.gov
RBC Global Asset Management (U.S.) Inc.	Minneapolis	MN	3	$1.41 billion	$104.49 billion	adviserinfo.sec.gov
Captrust	Raleigh	NC	10	$1.38 billion	$1.24 trillion	adviserinfo.sec.gov
Sanders Capital, LLC	West Palm Beach	FL	Fewer than 5	$1.38 billion	$122.18 billion	adviserinfo.sec.gov
Victory Capital Management Inc.	San Antonio	TX	11	$1.37 billion	$282.71 billion	adviserinfo.sec.gov
Neuberger Berman Asia Limited	Hong Kong	Hong Kong	13	$1.36 billion	$11.01 billion	adviserinfo.sec.gov
Clear Haven Capital Management, LLC	New York	NY	20	$1.35 billion	$2.18 billion	adviserinfo.sec.gov
Coolabah Capital Institutional Investments Pty Limited	Sydney	Australia	9	$1.35 billion	$13.92 billion	adviserinfo.sec.gov
Fosun Asset Management Limited	Hong Kong	Hong Kong	5	$1.34 billion	$1.49 billion	adviserinfo.sec.gov
Beutel, Goodman & Company LTD.	Toronto, Ont.	Canada	9	$1.30 billion	$36.11 billion	adviserinfo.sec.gov
DB Advisory America, Limited(Ltd)	New York	NY	3	$1.30 billion	$1.30 billion	adviserinfo.sec.gov
Detalus Advisors, LLC	St. Louis	MO	1	$1.26 billion	$2.22 billion	adviserinfo.sec.gov
Goldentree Asset Management LP	New York	NY	7	$1.26 billion	$70.14 billion	adviserinfo.sec.gov
Lord, Abbett & Co. LLC	Jersey City	NJ	5	$1.25 billion	$270.39 billion	adviserinfo.sec.gov
Zazove Associates LLC	Incline Village	NV	53	$1.25 billion	$1.97 billion	adviserinfo.sec.gov
Bayview Asset Management, LLC	Coral Gables	FL	Fewer than 5	$1.22 billion	$64.21 billion	adviserinfo.sec.gov
T.Rowe Price Hong Kong Limited	Central	Hong Kong	8	$1.20 billion	$42.34 billion	adviserinfo.sec.gov
Nebrodi Partners, LLC	Hartford	CT	1	$1.18 billion	$1.48 billion	adviserinfo.sec.gov
Red Cedar Investment Management	Grand Rapids	MI	9	$1.18 billion	$3.33 billion	adviserinfo.sec.gov
Axar Capital Management LP	New York	NY	1	$1.17 billion	$3.60 billion	adviserinfo.sec.gov
CS McKee	Warrendale	PA	17	$1.16 billion	$11.65 billion	adviserinfo.sec.gov
Ardea Investment Management	Sydney, NSW	Australia	2	$1.14 billion	$3.47 billion	adviserinfo.sec.gov
Schroders Capital Management (US) LLC	New York	NY	Fewer than 5	$1.14 billion	$34.59 billion	adviserinfo.sec.gov
CBRE Investment Management Listed Real Assets LLC	Radnor	PA	Fewer than 5	$1.12 billion	$10.80 billion	adviserinfo.sec.gov
Witt Lake Asset Management LLC	Stamford	CT	5	$1.12 billion	$1.12 billion	adviserinfo.sec.gov
Lazard Asset Management LLC	New York	NY	8	$1.12 billion	$120.52 billion	adviserinfo.sec.gov
Carlyle Aviation Securities Partners LLC	Miami	FL	Fewer than 5	$1.10 billion	$1.14 billion	adviserinfo.sec.gov
BMO Asset Management Corp.	Chicago	IL	Fewer than 5	$1.08 billion	$6.18 billion	adviserinfo.sec.gov
Post Advisory Group, LLC	Los Angeles	CA	3	$1.06 billion	$13.03 billion	adviserinfo.sec.gov
Counterpointe Investment Management LLC	Stamford	CT	Fewer than 5	$1.05 billion	$1.05 billion	adviserinfo.sec.gov
Cacti Asset Management, LLC			Fewer than 5	$1.05 billion	$1.82 billion	adviserinfo.sec.gov
New York Life Investment Management LLC	New York	NY	Fewer than 5	$1.02 billion	$120.70 billion	adviserinfo.sec.gov
Logan Capital Management, Inc.	Newtown Square	PA	15	$1.02 billion	$3.10 billion	adviserinfo.sec.gov
Longfellow Investment Management Co. LLC	Boston	MA	18	$1.02 billion	$23.44 billion	adviserinfo.sec.gov
Sali Fund Services	Austin	TX	6	$1.01 billion	$45.99 billion	adviserinfo.sec.gov
Cc-Nmr Global Credit Management LLC	New York	NY	Fewer than 5	$1.00 billion	$1.00 billion	adviserinfo.sec.gov
Bentallgreenoak (U.S.) Limited Partnership	Seattle	WA	2	$992 million	$24.07 billion	adviserinfo.sec.gov
Pictet Asset Management SA	Geneva	Switzerland	8	$986.1 million	$330.70 billion	adviserinfo.sec.gov
Morgan Stanley Investment Management Company	Singapore	Singapore	1	$982.4 million	$10.94 billion	adviserinfo.sec.gov
NXT Capital Investment Advisers, LLC	Chicago	IL	3	$982.1 million	$6.65 billion	adviserinfo.sec.gov
Sound Point Capital Management, LP	New York	NY	13	$946.6 million	$36.98 billion	adviserinfo.sec.gov
Western Asset Management Company Limited	London	United Kingdom	1	$942 million	$20.09 billion	adviserinfo.sec.gov
China Asset Management (Hong Kong) Limited	Hong Kong	Hong Kong	Fewer than 5	$935.5 million	$23.90 billion	adviserinfo.sec.gov
Colchester Global Investors	London	United Kingdom	2	$919.9 million	$26.96 billion	adviserinfo.sec.gov
Eaton Vance Advisers International LTD.	London	United Kingdom	4	$915.1 million	$35.52 billion	adviserinfo.sec.gov
TPG Angelo Gordon	New York	NY	2	$911 million	$115.94 billion	adviserinfo.sec.gov
Harding Loevner LP	Bridgewater	NJ	3	$908.8 million	$32.06 billion	adviserinfo.sec.gov

By state

State	Advisers
New York	217
California	83
Texas	52
Florida	48
Illinois	45
Connecticut	40
Massachusetts	38
Pennsylvania	31
New Jersey	26
Ohio	20
Minnesota	18
Georgia	16
Missouri	14
Tennessee	14
North Carolina	14
Washington	13
Wisconsin	12
Virginia	11
Maryland	11
Michigan	11
Colorado	10
Indiana	9
South Carolina	9
Kansas	8
Iowa	7
Arkansas	5
Oregon	5
District of Columbia	5
Nebraska	5
Oklahoma	5
New Hampshire	4
Utah	4
Nevada	3
Idaho	3
Delaware	3
Vermont	3
Louisiana	3
Arizona	3
Alabama	2
Mississippi	2
Montana	2
Rhode Island	2
Puerto Rico	2
Kentucky	1
South Dakota	1

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.