| Issuer | Net assets ($M) | % change vs. 2013 | Market share | % change vs. 2013 |
|---|---|---|---|---|
| TIAA-CREF* | $442,257.7 | 5.0% | 23.2% | -1.7% |
| MetLife | $178,104.6 | 2.5% | 9.4% | -3.1% |
| Prudential Financial | $152,286.1 | 6.1% | 8.0% | 0.0% |
| Jackson National | $129,662.6 | 22.4% | 6.8% | 15.3% |
| Lincoln Financial Group | $116,398.6 | 10.7% | 6.1% | 3.4% |
| AXA Equitable | $105,248.1 | 3.7% | 5.5% | -3.5% |
| SunAmerica/VALIC | $99,234.1 | 12.2% | 5.2% | 4.0% |
| Ameriprise Financial | $74,660.3 | 4.3% | 3.9% | -2.5% |
| ING Group | $69,366.2 | 0.3% | 3.6% | -7.7% |
| AEGON/Transamerica | $64,231.2 | 16.1% | 3.4% | 9.7% |
| Nationwide | $58,621.8 | 9.7% | 3.1% | 3.3% |
| Pacific Life | $55,730.3 | 2.6% | 2.9% | -3.3% |
| Hartford | $54,257.1 | -11.7% | 2.8% | -17.6% |
| John Hancock | $48,714.6 | -5.8% | 2.6% | -10.3% |
| Allianz Life | $33,041.2 | 4.1% | 1.7% | -5.6% |
| Thrivent Financial | $25,988.9 | 15.9% | 1.4% | 16.7% |
| Fidelity Investments Life | $25,975.1 | 11.8% | 1.4% | 7.7% |
| New York Life | $25,811.8 | 12.3% | 1.4% | 7.7% |
| Ohio National | $19,736.3 | 23.9% | 1.0% | 11.1% |
| Northwestern Mutual | $16,819.9 | 10.2% | 0.9% | 12.5% |
| Massachusetts Mutual | $14,282.1 | 6.0% | 0.8% | 0.0% |
| Protective | $12,427.3 | 7.1% | 0.6% | 0.0% |
| Mutual of America | $12,366.0 | 13.9% | 0.6% | 0.0% |
| Guardian | $9,848.2 | 8.3% | 0.5% | 0.0% |
| Genworth Financial | $9,794.6 | -5.5% | 0.5% | -16.7% |
| Issuer | New sales ($M) | % change vs. 2013 | Market share | % change vs. 2013 |
|---|---|---|---|---|
| Jackson National | 5,683.4 | 9.5% | 16.4% | 10.1% |
| SunAmerica/Valic | 3,458.6 | 1.5% | 10.0% | 2.0% |
| Lincoln Financial Group | 3,349.8 | -5.7% | 9.6% | -5.9% |
| TIAA-CREF* | 3,022.9 | -6.6% | 8.7% | -6.5% |
| AEGON/Transamerica | 2,952.7 | 25.9% | 8.3% | 25.8% |
| Prudential Financial | 2,558.4 | 7.3% | 7.4% | 7.2% |
| Axa Equitable | 2,297.1 | -4.0% | 6.5% | -4.4% |
| Nationwide | 1,644.1 | 8.8% | 4.5% | 9.8% |
| MetLife | 1,574.0 | -41.6% | 4.4% | -42.1% |
| Pacific Life | 1,155.0 | 10.5% | 3.3% | 10.0% |
| Ameriprise Financial | 1,210.2 | -6.6% | 3.0% | -18.9% |
| New York Life | 913.2 | 19.1% | 2.6% | 18.2% |
| Thrivent Financial | 873.0 | 8.1% | 2.4% | 4.3% |
| Allianz Life | 568.3 | -24.4% | 1.6% | -27.3% |
| Ohio National | 564.0 | -0.1% | 1.6% | 0.0% |
| Fidelity Investments Life | 541.9 | 44.8% | 1.6% | 45.5% |
| Forethought | 438.5 | 111.6% | 1.3% | 116.7% |
| Northwestern Mutual | 423.1 | 9.9% | 1.2% | 9.1% |
| ING Group | 333.8 | -11.8% | 1.0% | -9.1% |
| Protective | 284.5 | -20.5% | 0.8% | -20.0% |
| Massachusetts Mutual | 236.5 | 15.8% | 0.7% | 16.7% |
| Jefferson National | 216.5 | 16.9% | 0.6% | 20.0% |
| Guardian | 189.2 | 4.6% | 0.5% | 0.0% |
| Minnesota Life | 155.9 | -35.6% | 0.4% | -42.9% |
| Mutual of America | 127.7 | -27.6% | 0.3% | -25.0% |
| Company | Market share | Sales % change vs. 2013 |
|---|---|---|
| Allianz Life of North America | 27.71% | 161.6% |
| Security Benefit Life Insurance Co. | 9.43% | -1.2% |
| American Equity Cos. | 8.56% | 0.4% |
| Great American Insurance Group | 6.43% | 13.9% |
| Athene USA | 5.23% | -11.7% |
| Midland National Life | 3.82% | 4.7% |
| EquiTrust | 3.49% | -18.6% |
| Symetra Financial | 3.40% | 34.1% |
| Voya Financial | 3.39% | 39.7% |
| Fidelity & Guaranty Life | 3.29% | 55.1% |
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
