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
Icapital, LLCconsultantMA000040$1.2B
Cetera Advisor Networks LLCmanagerCA00002,403$938M
E2i Advisors, LLCmanagerOR000040$94.1M
Pinnacle Wealth Management, Inc.consultantOH000048$284M
Shepherd Financial Investment Advisory LLCconsultantIN0000336$5.6B
Rembert Pendleton JacksonmanagerVA000027$54.9M
Hayden RoyalmanagerNC000015$8.3M
Catalina Capital Group, LLCmanagerCA000048$218M
Ultra Advisors LLCconsultantOH000030
ACG Wealth Inc.managerGA000038$231M
Beacon Financial Group, Inc.managerOH000054$134M
Blackwood Investment Group, LLCmanager000019
Veery Capital, LLCconsultantPA000062$570M
Oak Asset Management, LLCmanagerIL000049$92.1M
Strategies Capital ManagementconsultantCO000013$408M
FMB Retirement ServicesconsultantCA000045$146M
Erisa Advisers, Inc.consultantTN0000118$177M
Resource Management, LLCmanagerLA000015$45.9M
Just FuturesconsultantCA000077$43.4M
Pathways Financial Partners,inc.managerAZ000015$31.9M
Ironshore Financialconsultant000024$1.4B
Contrary Investment Advisorsmanager000010$7.2M
RMB West, LLCconsultantCO000043
Northwest Capital Management Inc.consultantOR0000107$8.4B
Retirement Resources Investment CorporationconsultantMA000031$2.3B
Harbor Capital Management IncmanagerNC000023$67.5M
Tyndall Stroud Wealth Management, LLCmanagerNC000013$2.9M
Courtland Partners, Ltd.consultantOH000027$67B
Retirement Advisors, LLCconsultantTX000015$150M
Summit Financial Consultants, Inc.managerCA000014$37.8M
Karp Capital Management CorporationmanagerCA000039$394M
B Riley Wealth ManagementmanagerTN0000166$193M
Consolidated FinancialconsultantOH000065$343M
Altium Wealth Management LLCmanagerNY000039$82.9M
DHK Financial Advisors IncconsultantNH000049$1.6B
Bond Tech IncconsultantOH000011$159M
Macedon Financial Management, LLCconsultant000029$18.2M
RNP Advisory Services, Inc.managerCA000019$201M
Trinity Investment Advisors, LLCconsultantPA000034$388M
Welch Hornsby, Inc.managerAL000036$650M
Plan Strategies IncconsultantCO0000189$292M
Bay Mutual Financial LLCmanagerCA000010$9.1B
Hays Financial Group, LLCconsultantMN0000236$7.4B
Marcado Asset Management LLCconsultantTX000047$26.8M
Pricewaterhousecoopers Investment Advisers LLCmanagerNY000010
Kornerstone, Inc.consultantCA0000160$547M
KB Asset Management Co., Ltd.manager000037$17B
Tellone Management Group IncmanagerCA000011$22.3M
Granite Financial PartnersconsultantNH000065$134M
Anderson Financial Partners, Inc.consultantFL000017$1.1B
Page 5 of 18PreviousNext