What Fiducient Advisors does

Fiducient Advisors is a Chicago-based fiduciary investment consulting firm founded in 1995, serving institutional and private clients across four core segments: retirement plan sponsors (corporate, municipal, Taft-Hartley, and PEP structures), endowments and foundations, high-net-worth individuals and families through its Wealth Office® service, and financial institutions seeking outsourced CIO and research support. The firm, originally known as DiMeo Schneider, rebranded in 2022 and currently employs 200+ professionals across five U.S. offices in Boston, Chicago, Hartford/Windsor, Portland/Kennebunk, and Washington/McLean, with assets under advisement of $410+ billion as of December 31, 2025.

The firm's product platform combines advisory services with proprietary analytical technology developed over two decades: Portfolio Engineer® (rebalancing, 2001), Frontier Engineer® (asset allocation optimization, 2002), Liability Engineer® (pension liability matching, 2004), Fiduciary Trail® (fiduciary governance methodology), and Wellness by Fiducient (employer financial wellness program). Service delivery spans non-discretionary investment consulting, OCIO/discretionary mandates, manager due diligence, financial wellness programming, and operational support (Implemented Services, The Investment Office). Distribution is direct and consultative — RFP processes, relationship-based advisory, and a content engine spanning blog, research publications, podcasts (Nonprofit Investment Stewards), video, newsletters, and industry conferences.

Fiducient generates revenue through investment advisory and consulting fees structured as a percentage of assets under management or advisement (subscription/recurring model), with specific fee schedules disclosed in its Form ADV Part 2A. Following Madison Dearborn Partners' approximately $2.7 billion acquisition of NFP's wealth business from Aon in late 2025, Fiducient operates as a subsidiary of Wealthspire, a platform overseeing more than $580 billion in combined client assets and uniting five firms (Wealthspire Advisors, Wealthspire Retirement Advisory, Newport Private Wealth, Fiducient Advisors, and Ground Control Business Management). The firm is currently executing an active M&A strategy, completing or announcing acquisitions of Axia Advisory, Sellwood Investment Partners, and Fi3 Advisors in April–May 2026.

Name

Fiducient Advisors

Legal name

Fiducient Advisors LLC

Website

https://fiducientadvisors.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

101–250 employees

Short description

Fiducient Advisors is a Chicago-based fiduciary investment consulting firm founded in 1995, serving retirement plan sponsors, endowments and foundations, high-net-worth individuals, and financial institutions with $410+ billion in assets under advisement across five U.S. offices as a subsidiary of Wealthspire.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industries

Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ), Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Family Office Trust & Fiduciary Services (FSAEAKAF)

Keywords

• Investment consulting
• Retirement plan advisory
• Endowment management
• Private wealth advisory
• Outsourced CIO

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Others

Revenue model

1. Investment Advisory and Consulting Fees: Fiducient Advisors generates revenue through investment advisory and consulting fees, typically calculated as a percentage of assets under management or advisement. The firm serves institutional clients (retirement plans, endowments, foundations), financial institutions, and high-net-worth individuals with comprehensive investment consulting services including OCIO, fiduciary governance, and investment manager due diligence.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Fiducient Advisors is a fiduciary investment consulting firm providing investment advisory, OCIO/discretionary management, retirement plan consulting, endowment and foundation management, and private wealth advisory services. The firm also develops proprietary analytical tools (Portfolio Engineer, Frontier Engineer, Liability Engineer) to support portfolio rebalancing, asset allocation optimization, and pension liability matching for institutional and high-net-worth clients.

Product overview

Fiducient Advisors is a fiduciary investment consulting firm operating as part of Wealthspire, offering a platform of advisory services across retirement plan sponsors, endowments & foundations, private wealth, and financial institutions. The core offering includes The Wealth Office® for private wealth advisory, OCIO/discretionary services for institutional clients, and proprietary technology tools including Portfolio Engineer® for rebalancing, Frontier Engineer® for asset allocation, and Liability Engineer® for pension liability matching. Additional offerings include Wellness by Fiducient (financial wellness programs), Fiduciary Trail® (governance tools), Pooled Employer Plans (PEPs), and the Investment Office service model for nonprofits. The platform is supported by research content including annual planning guides, blogs, videos, and podcasts.

Differentiator

Problem solved

Functional benefit

Brands

• Wealth Office: A comprehensive wealth management and advisory service for individuals, families, and business owners offering financial planning, investment management, and generational wealth planning services.
• Wellness by Fiducient
• Fiduciary Trail
• Executive CFO Services

Products and services

• The Wealth Office® A private wealth advisory service providing personalized financial planning, investment management, and wealth strategies for executives, business owners, multi-generational families, and high-net-worth individuals. Includes tax optimization, estate planning, and risk management.
• OCIO/Discretionary Services Outsourced Chief Investment Officer services providing flexible discretionary investment management, allowing clients to delegate investment decisions and implementation to Fiducient Advisors.
• Wellness by Fiducient A holistic financial wellness program offering education, coaching, and resources to support employees' financial well-being and help organizations enhance workplace productivity and morale.
• Fiduciary Trail® A proprietary fiduciary governance methodology and process designed to help protect plan fiduciaries and lead to better retirement outcomes for plan sponsors and participants.
• Pooled Employer Plans (PEPs) A retirement plan structure enabling employers of all sizes to join together for efficiency and cost savings, administered as a co-sponsorship arrangement under ERISA.
• The Investment Office A comprehensive investment advisory service model for endowments and foundations, operating as a true extension of an organization's board, committee, and staff to advance mission-driven investment strategies.
• Implemented Services Administrative support services for endowments and foundations, handling manager contracts, overseeing transactions, money flow, and other administrative tasks to free clients for mission advancement.
• Executive CFO Services Advisory services for corporate executives providing personalized wealth management including retirement planning, tax-efficient strategies, estate planning, and risk management.

Quantifiable outcome

• Over $410 billion in assets under advisement as of December 31, 2025
• +3 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Scale indicators4 records

Recent moves9 records

Expansion highlights6 records

Broad incumbents

• Aon (Investment Consulting): Aon's investment consulting business was Fiducient's prior parent's segment. As a global incumbent, Aon offers OCIO, investment consulting, and advisory services that overlap with Fiducient's offerings, though at meaningfully greater scale and global footprint.
• Russell Investments: Global investment firm with a substantial OCIO and institutional consulting practice. Comparable as a broader incumbent offering investment solutions, OCIO, and consulting at greater scale than Fiducient, often competing for similar institutional RFPs.
• Mercer (Investment Management): Global consulting leader with a substantial investment consulting and OCIO practice serving institutional clients worldwide. Comparable to Fiducient as a broader incumbent that competes for the same OCIO and institutional consulting mandates, but with materially larger scale and global reach.

Direct peers

• Mercer Advisors: A large, OCIO-focused investment consulting and wealth management firm serving institutional and private clients. Highly comparable to Fiducient Advisors given overlap in OCIO, retirement, endowment/foundation, and private wealth advisory, with similar AUM-linked fee model.
• Segal Marco Advisors: Investment consulting firm specializing in OCIO and advisory services for public and corporate pension plans, as well as endowments and foundations. Direct peer to Fiducient in retirement plan and institutional consulting, particularly for DB pension and Taft-Hartley clients.
• Verus: Independent investment consulting firm offering OCIO, manager research, and advisory services to institutional investors. Directly comparable to Fiducient in OCIO and institutional consulting, with similar size and focus on retirement and nonprofit segments.
• NEPC: Independent, full-service investment consulting firm focused on OCIO and consulting for institutional clients including pensions, endowments, foundations, and corporate plans. Directly comparable to Fiducient's institutional consulting business model and target clients.
• Meketa Investment Group: Employee-owned investment consulting and OCIO firm serving institutional clients (pensions, endowments, foundations, insurance). Direct competitor to Fiducient in OCIO and institutional consulting, with similar size and growth trajectory.
• Marquette Associates: Independent investment consulting firm providing advisory and OCIO services to institutional clients. Highly comparable in client mix (pensions, endowments, foundations) and OCIO service delivery model to Fiducient Advisors.
• Cambridge Associates: A leading global investment consulting firm specializing in OCIO and advisor services for endowments, foundations, pensions, and private wealth. Closely comparable to Fiducient's institutional investment consulting franchise and proprietary analytical capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@fiducientadvisors
• LinkedInlinkedin.com/company/fiducient-advisors
• Xx.com/fiducient

Revenue estimate

Valuation estimate

Number of profiles

Profiles21 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fiducient Advisors