Data / Investment advisers / Serving insurance companies / California
Investment advisers in California serving insurance companies: 83 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
83 SEC registered investment advisers with a main office in California report insurance companies among their clients in Form ADV item 5.D, and together they attribute $673 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Pacific Investment Management Company LLC.
The request: Every investment adviser in California that serves insurance companies, with AUM, phone and website. $10 of work on sign-up, no card.
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- 83Advisers
- $673 billionAUM from this client type
- 80Advisers over $100 million
- November 2, 2026File date
Advisers in California 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.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Pacific Investment Management Company LLC | Newport Beach | 601 | $335.45 billion | $3.67 trillion | adviserinfo.sec.gov |
| KKR Credit Advisors (US) LLC | San Francisco | 21 | $171.37 billion | $270.85 billion | adviserinfo.sec.gov |
| Ares Management LLC | Los Angeles | 27 | $40.33 billion | $458.82 billion | adviserinfo.sec.gov |
| Western Asset Management Company | Pasadena | 20 | $25.49 billion | $184.99 billion | adviserinfo.sec.gov |
| Payden & Rygel | Los Angeles | 49 | $19.83 billion | $158.23 billion | adviserinfo.sec.gov |
| Oaktree Capital Management, L.P. | Los Angeles | 30 | $15.60 billion | $183.29 billion | adviserinfo.sec.gov |
| TCW Asset Management Company LLC | Los Angeles | 13 | $8.05 billion | $81.18 billion | adviserinfo.sec.gov |
| American Assets Investment Management, LLC | San Diego | 7 | $5.75 billion | $5.87 billion | adviserinfo.sec.gov |
| Aristotle Pacific Capital, LLC | Newport Beach | Fewer than 5 | $5.14 billion | $26.76 billion | adviserinfo.sec.gov |
| Franklin Advisers, Inc. | San Mateo | 18 | $5.11 billion | $509.45 billion | adviserinfo.sec.gov |
| Pacific Private Fund Advisors LLC | Newport Beach | 2 | $4.64 billion | $12.24 billion | adviserinfo.sec.gov |
| Dodge & Cox | San Francisco | 9 | $4.00 billion | $466.56 billion | adviserinfo.sec.gov |
| Crescent Capital Group LP | Los Angeles | 21 | $3.75 billion | $49.71 billion | adviserinfo.sec.gov |
| Capital International, Inc. | Los Angeles | 5 | $3.66 billion | $64.25 billion | adviserinfo.sec.gov |
| Hanwha Asset Management (USA) LTD. | San Francisco | 1 | $3.43 billion | $4.00 billion | adviserinfo.sec.gov |
| Nassau Coramerica LLC | El Segundo | 6 | $2.97 billion | $3.22 billion | adviserinfo.sec.gov |
| Ares Capital Management LLC | Los Angeles | 7 | $2.60 billion | $97.62 billion | adviserinfo.sec.gov |
| Metropolitan West Asset Management LLC | Los Angeles | 9 | $1.93 billion | $78.52 billion | adviserinfo.sec.gov |
| Pathway Capital Management, LP | Irvine | 2 | $1.58 billion | $97.82 billion | adviserinfo.sec.gov |
| Post Advisory Group, LLC | Los Angeles | 3 | $1.06 billion | $13.03 billion | adviserinfo.sec.gov |
| Flaherty & Crumrine Incorporated | Pasadena | 8 | $840.6 million | $4.15 billion | adviserinfo.sec.gov |
| Ares Commercial Real Estate Management LLC | Los Angeles | Fewer than 5 | $714.9 million | $32.48 billion | adviserinfo.sec.gov |
| Checchi Capital Advisers, LLC | Beverly Hills | Fewer than 5 | $609.5 million | $2.59 billion | adviserinfo.sec.gov |
| Beacon Pointe Advisors, LLC | Newport Beach | 8 | $595.3 million | $54.87 billion | adviserinfo.sec.gov |
| Composition Wealth, LLC | Los Angeles | 149 | $551.1 million | $9.47 billion | adviserinfo.sec.gov |
| Assetmark, Inc. | Concord | Fewer than 5 | $510 million | $91.76 billion | adviserinfo.sec.gov |
| Kayne Anderson Rudnick Investment Management, LLC | Los Angeles | 5 | $496.1 million | $39.36 billion | adviserinfo.sec.gov |
| WCM Investment Management | Laguna Beach | 3 | $462.7 million | $96.77 billion | adviserinfo.sec.gov |
| Legato Capital Management, LLC | San Francisco | 1 | $433.9 million | $1.26 billion | adviserinfo.sec.gov |
| Charles Schwab Investment Management, Inc | San Francisco | 10 | $420.3 million | $1.72 trillion | adviserinfo.sec.gov |
| Arena Capital Advisors | Los Angeles | 4 | $417.3 million | $5.33 billion | adviserinfo.sec.gov |
| Metzler-Payden, LLC | Los Angeles | Fewer than 5 | $413.5 million | $1.26 billion | adviserinfo.sec.gov |
| DRC Investment Advisors, LLC | Santa Monica | 4 | $346 million | $446 million | adviserinfo.sec.gov |
| LM Advisors LLC | San Diego | 21 | $336.4 million | $2.88 billion | adviserinfo.sec.gov |
| Beach Point Capital Management LP | Santa Monica | Fewer than 5 | $315 million | $29.77 billion | adviserinfo.sec.gov |
| Ssi Investment Management LLC | Los Angeles | 3 | $278.3 million | $2.55 billion | adviserinfo.sec.gov |
| Pier 88 Investment Partners, LLC | San Francisco | 2 | $268 million | $568 million | adviserinfo.sec.gov |
| Chelsea Management Company | Woodland Hills | Fewer than 5 | $262.4 million | $517 million | adviserinfo.sec.gov |
| Mesa West Capital | Los Angeles | 3 | $247.8 million | $8.70 billion | adviserinfo.sec.gov |
| Moment Partners, LLC | San Francisco | 1 | $235.1 million | $1.19 billion | adviserinfo.sec.gov |
| Resolute Partners Group | San Francisco | 1 | $232.6 million | $1.91 billion | adviserinfo.sec.gov |
| Saybrook Fund Advisors, LLC | Santa Monica | 2 | $229.2 million | $461.2 million | adviserinfo.sec.gov |
| Tennenbaum Capital Partners, LLC | Santa Monica | 5 | $226.3 million | $3.16 billion | adviserinfo.sec.gov |
| American Infrastructure | Foster City | 1 | $215.2 million | $1.70 billion | adviserinfo.sec.gov |
| Provenio Capital | Newport Beach | 16 | $199.1 million | $1.63 billion | adviserinfo.sec.gov |
| Snyder Capital Management LP | San Francisco | Fewer than 5 | $150.4 million | $6.09 billion | adviserinfo.sec.gov |
| Silver Rock Financial LP | Los Angeles | Fewer than 5 | $125.5 million | $5.38 billion | adviserinfo.sec.gov |
| White Oak Global Advisors, LLC | San Francisco | Fewer than 5 | $120.7 million | $5.11 billion | adviserinfo.sec.gov |
| MCT Entertainment Advisors LLC | West Hollywood | 1 | $100 million | $154 million | adviserinfo.sec.gov |
| Sancus Capital Management LP | Los Angeles | Fewer than 5 | $100 million | $618.9 million | adviserinfo.sec.gov |
| Spectrum Asset Management Inc | Newport Beach | 9 | $65.3 million | $657.3 million | adviserinfo.sec.gov |
| Olive Street Capital Partners LLC | Los Angeles | 1 | $51.8 million | $165.3 million | adviserinfo.sec.gov |
| Algert Global LLC | San Francisco | 1 | $46.6 million | $10.20 billion | adviserinfo.sec.gov |
| Tree Line Capital Partners, LLC | San Francisco | Fewer than 5 | $46.2 million | $3.85 billion | adviserinfo.sec.gov |
| Clearlake Capital Group, L.P. | Santa Monica | 1 | $43.6 million | $83.56 billion | adviserinfo.sec.gov |
| Heritage Wealth Management, Inc. | San Diego | 1 | $41.5 million | $643.4 million | adviserinfo.sec.gov |
| SVB Asset Management | San Francisco | 3 | $39.4 million | $32.32 billion | adviserinfo.sec.gov |
| Spinnaker Investment Group, LLC | Newport Beach | 2 | $38 million | $1.07 billion | adviserinfo.sec.gov |
| Core Financial | El Segundo | 4 | $34.8 million | $301.7 million | adviserinfo.sec.gov |
| Avalan, LLC | Santa Barbara | Fewer than 5 | $27.8 million | $621.8 million | adviserinfo.sec.gov |
| Galliott Capital Advisors, LLC | Beverly Hills | 1 | $24.3 million | $249 million | adviserinfo.sec.gov |
| Lido | Los Angeles | 3 | $24.2 million | $42.50 billion | adviserinfo.sec.gov |
| Dalton Investments, Inc. | El Segundo | 1 | $23.8 million | $5.72 billion | adviserinfo.sec.gov |
| Towneley Capital Management, Inc. | Laguna Hills | 1 | $21.1 million | $1.09 billion | adviserinfo.sec.gov |
| Hotchkis and Wiley Capital Management, LLC | Los Angeles | Fewer than 5 | $16.9 million | $36.93 billion | adviserinfo.sec.gov |
| Financial Management Network Inc | Mission Viejo | 7 | $14.9 million | $2.14 billion | adviserinfo.sec.gov |
| Impact Investment Adviser LLC | San Francisco | 5 | $12 million | $558.5 million | adviserinfo.sec.gov |
| Earned Wealth Advisors, LLC | Walnut Creek | 2 | $11.2 million | $3.11 billion | adviserinfo.sec.gov |
| Measured Risk Portfolios | San Diego | 2 | $9.4 million | $597.2 million | adviserinfo.sec.gov |
| Kingswood Wealth Advisors, LLC | San Diego | 2 | $9.1 million | $3.80 billion | adviserinfo.sec.gov |
| Chrome Advisors | San Francisco | 35 | $5.5 million | $152 million | adviserinfo.sec.gov |
| Aperio Group, LLC | Sausalito | 1 | $4.1 million | $152.13 billion | adviserinfo.sec.gov |
| Aristotle Capital Management, LLC | Los Angeles | Fewer than 5 | $3.8 million | $43.54 billion | adviserinfo.sec.gov |
| Mundoval Capital Management, Inc. | LA Jolla | 1 | $3.8 million | $91.9 million | adviserinfo.sec.gov |
| Fuller & Thaler Asset Management Inc | San Mateo | Fewer than 5 | $3.6 million | $30.25 billion | adviserinfo.sec.gov |
| Awm Global Advisors | San Diego | 1 | $950,000 | $59.2 million | adviserinfo.sec.gov |
| Guggenheim Wealth Solutions, LLC | Santa Monica | Fewer than 5 | $607,144 | $371.3 million | adviserinfo.sec.gov |
| TCW Investment Management Company LLC | Los Angeles | 1 | $297,171 | $38.82 billion | adviserinfo.sec.gov |
| Stepstone Group LP | LA Jolla | 13 | Not listed | $107.82 billion | adviserinfo.sec.gov |
| Albourne America LLC | San Francisco | 8 | Not listed | Not listed | adviserinfo.sec.gov |
| Capital Bank and Trust Company | Irvine | 2 | Not listed | $257.02 billion | adviserinfo.sec.gov |
| Stepstone Group Real Assets LP | LA Jolla | 2 | Not listed | $41.48 billion | adviserinfo.sec.gov |
| Stepstone Group Real Estate LP | LA Jolla | 1 | Not listed | $17.21 billion | adviserinfo.sec.gov |
Also on SpecStream
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.