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Data / Investment advisers / Serving insurance companies / New Jersey

Investment advisers in New Jersey serving insurance companies: 26 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

26 SEC registered investment advisers with a main office in New Jersey report insurance companies among their clients in Form ADV item 5.D, and together they attribute $1 trillion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Metlife Investment Management, LLC.

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

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SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 26Advisers
  • $1 trillionAUM from this client type
  • 25Advisers over $100 million
  • November 2, 2026File date

Advisers in New Jersey 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.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
Metlife Investment Management, LLCWhippany74$454.96 billion$563.78 billionadviserinfo.sec.gov
Pgim, Inc.Newark55$383.28 billion$1.13 trillionadviserinfo.sec.gov
Corebridge Institutional Investments (U.S.), LLCJersey City14$115.30 billion$121.05 billionadviserinfo.sec.gov
Pgim Private Placement Investors, L.P.Newark31$22.90 billion$24.44 billionadviserinfo.sec.gov
Prudential Select Strategies LLCNewark32$22.55 billion$22.78 billionadviserinfo.sec.gov
Pgim Quantitative SolutionsNewark4$8.40 billion$110.95 billionadviserinfo.sec.gov
Skyview Investment Advisors, LLCShrewsburyFewer than 5$4.50 billion$8.32 billionadviserinfo.sec.gov
Blackrock Investment Management, LLCPrinceton43$4.46 billion$676.69 billionadviserinfo.sec.gov
Concord Advisory Group LTDPrinceton26$4.43 billion$46.19 billionadviserinfo.sec.gov
1932 Investment ManagementNewark5$4.30 billion$4.60 billionadviserinfo.sec.gov
UBS Financial Services Inc.Weehawken436$1.42 billion$915.79 billionadviserinfo.sec.gov
Lord, Abbett & Co. LLCJersey City5$1.25 billion$270.39 billionadviserinfo.sec.gov
Harding Loevner LPBridgewater3$908.8 million$32.06 billionadviserinfo.sec.gov
Managed Account Advisors LLCJersey City139$824.7 million$994.99 billionadviserinfo.sec.gov
Jaffa Capital Management LLCClifton28$451.6 million$597.2 millionadviserinfo.sec.gov
Fidelis Investors, LLCCranford1$355.9 million$1.38 billionadviserinfo.sec.gov
Advisors Capital Management, LLCRidgewood2$123.9 million$12.20 billionadviserinfo.sec.gov
Valhum Asset Management, LLCUpper Saddle River1$100 million$100 millionadviserinfo.sec.gov
Simon Quick Advisors, LLCMorristown6$81.9 million$9.01 billionadviserinfo.sec.gov
Worth Venture Partners, LLCFort Lee3$65.3 million$456.1 millionadviserinfo.sec.gov
Copper Beech Financial Group, LLCMoorestown35$59 million$197.4 millionadviserinfo.sec.gov
Palisade Capital Management, LPFort LeeFewer than 5$18.3 million$3.86 billionadviserinfo.sec.gov
Global Wealth Management, LLCKingston2$13.8 million$245.7 millionadviserinfo.sec.gov
Withum Wealth ManagementRed BankFewer than 5$8.7 million$2.34 billionadviserinfo.sec.gov
Private Advisor Group, LLCMorristown8$7.8 million$57.70 billionadviserinfo.sec.gov
Bluevine Advisory LLCJersey City9$519,863$8.9 millionadviserinfo.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.