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
Wealthspire AdvisorsmanagerVA100045$192M
Sheridan Road Advisors, LLC, a Hub International CompanyconsultantIL1000247$12B
CAP StratOCIOIL1000114$19B
ASI Wealth Management & Consulting ServicesconsultantOR100034$1.1B
Woodbury Financial Services, Inc.managerMN1000305$209M
Wellth Advisory ServicesOCIOCA10001,419$26B
MJ RetirementconsultantIN1000153$5.4B
NED Davis Research, Inc.consultantFL100064
Lumin Financial, LLCmanagerMI100033$68.7M
Arbor Capital Managementconsultant100011$475M
CKW Financial GroupconsultantHI100054$1.5B
Stepstone Group Real Estate LPmanagerCA110018$1.3B
Mill Creek Capital Advisors, LLCmanagerPA100065$2.3B
Ipex, Inc.consultant100022$2.1B
Cadaret Grant & Co IncmanagerNY1000182$127M
RPA Financial LLCOCIO1000339$11B
Human Investingconsultant100081$1.3B
TWO Sigma Investor Solutions, LPconsultantNY100050
H Beck IncmanagerMD100052$24.8M
Next Financial Group Incmanager100080$93.5M
Focus Investment Advisors, IncconsultantCA100035$798M
Stewart Capital Advisors LLCmanagerPA100026$86.3M
Spectrum Investment Advisorsconsultant100044$568M
Willis Investment Counsel, Inc.manager100035$1.7B
Fiduciaryvest, LLCconsultantGA100021$4.6B
Excel Wealth Management, LLCconsultant100063$264M
Atlanta Consulting Group AdvisorsconsultantGA100073$9.0B
Cable Hill PartnersmanagerOR100083$388M
Robert Harrell IncorporatedconsultantTX100015$590M
Heck Capital AdvisorsOCIO100074$6.4B
IRA Group Inc.consultantGA100090$14B
Lion Street Advisors, LLCmanager100021$467M
Wespac Advisors, LLCconsultantCA1000347$1.1B
Newfront Retirement Services, Inc.consultantCA1000106$1.0B
Standard ValuationsconsultantMN100098
Bilkeykatz Investment ConsultantsconsultantPA100028
Wealthplan Advisors, LLCconsultantAZ1000152$2.0B
Highland Consulting Associates Inc.consultantOH1000115$21B
Tribridge Partners Financial LLCconsultant1000118$1.2B
Alpha Investment Consulting GroupconsultantWI100046$701M
Northeast Financial Group, Inc.consultantPA1000106$744M
Mutual of America Life Insurance CoconsultantNY0019021$434M
Gallagherconsultant024136$47B
Daybright Advisory Services, Inc.consultantFL0040696$997M
QCI Asset Management Inc.managerNY0002109$2.2B
Pinebridge Investments LLCOCIONY001046$40B
Bb&t Institutional Investment Advisers, Inc.consultantSC0001976$8.1B
Westminster Consulting, LLCconsultant000167$5.6B
Inspire Investing, LLCmanagerID000012$5.7M
Gamsg Financial Advisors LLCmanagerGA000016$2.2M
Page 3 of 18PreviousNext