DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Consultants and OCIOs

Who advises the capital

A consultant is on this graph three ways: it swears on Form ADV Item 5.G(6) that it provides pension consulting (with its institutional client counts and RAUM by client type), a plan lists it on Schedule C with a service code, or a public system names it in the ACFR. Client counts here are relationships on the tape, never the adviser’s own marketing number.

898 firms
FirmTypeStateAdvisory clientsPublic systemsActuarialCustody / trusteeADV institutional clientsADV institutional RAUM
Highland Capital Advisors, LLCconsultant600091
RVK, Inc.consultant6500154$769M
Investment Consulting GroupconsultantIA600034$2.2B
Gallagher Fiduciary AdvisorsOCIOIL60002,135$180B
Schwartz & Co.consultant6000252$8.0B
Asset Consulting Groupconsultant600081$602M
The Concord Advisory Group, Ltd.consultantNJ5000103$30B
GYL Financial Synergiesmanager500070$2.5B
Ekon AdvisorsconsultantMO400115$220M
Bellwether Consulting Incmanager400016
Principal Financial Advisors, Inc.OCIOIA4000298$8.9B
Fiduciary CounselorsOCIODC400013$20B
Pension Fund Evaluationsmanager400020
Russell InvestmentsmanagerWA420045$13B
Cbiz Investment Advisory ServicesOCIOOH4000987$10B
American Realty AdvisorsmanagerCA300711
MFS Institutional AdvisorsOCIOMA3010420$61B
Pension Consultants Incconsultant301050$5.4B
Cardinal Investment Advisorsconsultant300031
IicconsultantMI300045$125M
Francis LLCconsultantWI300080
Burnham Gibson Wealth Advisors Inc.consultant300085$2.1B
MMA Asset Management LLCconsultantPA300013$426M
Newport Group ConsultingOCIO30003,761$5.1B
Shepherd Kaplan Krochuk LLCconsultant300040$7.6B
HM Capital Management, LLCconsultantMO300043$5.2B
Ingham Retirement Groupconsultant2030261$1.9B
Advanced Capital Group, Inc.consultant2001200$27B
WWK Advisors LLCmanagerMI200022$207M
Highland Associates, Inc.managerAL200031$7.3B
MPC Capital Advisors LLCconsultantNY200029$22B
Strategic Capital Investment Advisors IncconsultantIL200071
Stonegate Investment Groupmanager200052$39.1M
Newport Capital GroupconsultantNJ2000111$883M
RPM Advisors, LLCconsultantND200010$146M
Retirement Consulting Group Incconsultant200012$337M
Sellwood Investment Partners LLCconsultantOR200056$2.1B
Multnomah Groupconsultant200059$2.5B
Nottingham AdvisorsconsultantNY200052$874M
Axia Advisory Corporationconsultant200031$1.4B
P/e Global LLCconsultant200020$1.5B
Comperio Retirement ConsultingconsultantNC200027$2.0B
Institutional Shareholder Servicesconsultant2000238
Cbiz Retirement Plan Advisory ServicesconsultantOH1028011$8.9M
Blackrock Financial Management, IncOCIONY1005266$913B
GCM Grosvenor L.P.managerIL110212$4.6B
First Horizon AdvisorsmanagerTN1002104$3.6B
PCA Investment Advisory ServicesconsultantOH1010292$3.4B
Monroe Vos Consulting, Incconsultant102046$4.3B
NEW England Retirement Consultantsconsultant101014$2.1B
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