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
Summit Strategies GroupconsultantMO000079$2.9B
Retirement Capital Management, LLCconsultantTN000010$47.8M
Plexus Financial Services, LLCconsultantIL000079
Financial Planning Solutions, LLCmanagerMA000011$32.9M
Deschutes Investment Consulting, LLCconsultantOR000082$2.3B
Capital Planning Advisors LLCmanagerCA000050$286M
Raffa Investment Advisersconsultant0000179$1.4B
IMA Advisory Services, Inc.consultantCO0000144$3.0B
Bard Financial Services, Inc.managerCT000010$18.9M
Usca Ria LLCmanagerTX000073$116M
AFS Advisors, LLCconsultantGA000041$4.4B
Secor Investment Advisors, LPconsultantNY000013$11B
Cedar Brook GroupmanagerOH0000105$213M
The Breit GroupconsultantNC000024$92.7M
Eaglestone Wealth Advisors, Inc.managerMD000022$13.9M
Forest Capital Management, LLCconsultantIL0000118$3.8B
Capital Region Financial Group, LLCconsultantCA000023$49.0M
Willingdon Wealth Management LLCmanagerNC000016$20.6M
Financial Counseling Resources LLCconsultant000043$203M
Incline Wealthconsultant000030$25.5M
Triad Advisors, LLCmanagerGA0000162$45.8M
Milestone Investments, Inc.consultantNC000022$233M
Horan Wealth ManagementmanagerOH000010$19.5M
Klimax Wealth Management, LLCmanager000010$20.3M
Triad Investment ManagementmanagerWA000028$17.8M
Cornerstone Capital AdvisorsmanagerOH000027$43.9M
Strategiq Financial Group, LLCmanagerIN000031$47.5M
KCS Wealth AdvisorymanagerCA000017$19.0M
Legacy Asset Management, Inc.managerTX000019$13.2M
Budros, Ruhlin & RoemanagerOH000017$153M
Capital Directions LLCmanagerGA0000121$507M
Foster & Wood, Inc.consultantOR000040$172M
Swbc Investment Advisory Services LLCconsultantTX00002,111
Navigate Financial LLCconsultantUT000038$287M
Investment Advisors CorpmanagerIA000010$66.1M
Unify Wealth Management LLCconsultantCO000034$25.8M
SC Wealth AdvisorsmanagerIL000012$7.9M
Pinnacle Pension Consultants LLCconsultantMA000064$2.2B
Anfield Advisors, LLCconsultantCA000026$15.7M
Icapital, LLCconsultantMA000040$1.2B
Cetera Advisor Networks LLCmanagerCA00002,403$938M
Shepherd Financial Investment Advisory LLCconsultantIN0000336$5.6B
Hayden RoyalmanagerNC000015$8.3M
Catalina Capital Group, LLCmanagerCA000048$218M
Beacon Financial Group, Inc.managerOH000054$134M
Veery Capital, LLCconsultantPA000062$570M
Strategies Capital ManagementconsultantCO000013$408M
RMB West, LLCconsultantCO000043
Retirement Resources Investment CorporationconsultantMA000031$2.3B
Karp Capital Management CorporationmanagerCA000039$394M
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