Alesco Advisors
- Company typePrivate
- Founded2000
- HeadquartersPittsford, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
Alesco Advisors firmographics
Firmographics- Name
- Alesco Advisors
- Legal name
- Alesco Advisors, LLC, An ESL Company
- Website
- https://alescoadvisors.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Alesco Advisors industry classification
Industry- Product category
- Wealth Management & Investment Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Financial Planning–Led RIAs (FSAAACAB), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)
Keywords
Where Alesco Advisors is headquartered
LocationHeadquarters
- HQ city
- Pittsford
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Alesco Advisors business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Asset Under Management (AUM) Fees: The primary revenue stream is advisory fees based on assets under management. Client advisory fees are typically calculated as a percentage of AUM, billed semi-annually in advance. The firm also offers fixed fee arrangements in certain instances and charges separate financial planning fees for non-investment management clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Semi-annual (in advance) | $0 - $500,000: 0.90% annually |
| Subscription | Semi-annual (in advance) | $500,000 - $2,000,000: 0.60% annually |
| Subscription | Semi-annual (in advance) | $2,000,000 - $10,000,000: 0.40% annually |
| Subscription | Semi-annual (in advance) | $10,000,000 - $50,000,000: 0.35% annually |
| Subscription | Semi-annual (in advance) | Above $50,000,000: 0.30% annually |
| Subscription | Semi-annual (in advance) | Minimum Account Size: $3 million |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels3 records
Alesco Advisors product offering
Product offeringCore offering
Alesco Advisors is a registered investment adviser (RIA) that delivers tailored wealth and investment management services, including discretionary portfolio management, asset allocation, and financial planning. The firm specializes in Outsourced Chief Investment Officer (OCIO) services for nonprofit institutions and endowments, comprehensive planning for high-net-worth families and individuals, and retirement plan consulting for employer-sponsored plans. Investment portfolios are built using an index-centric/passive investment philosophy.
Product overview
Alesco Advisors is a registered investment adviser offering a unified wealth and investment management platform. The core offering combines OCIO (Outsourced Chief Investment Officer) services for institutional clients, comprehensive wealth management for high-net-worth families and individuals, and retirement plan consulting for employers. Additional services include financial, tax, estate, and insurance planning. The firm operates managed account programs in partnership with RBC Wealth Management and LPL Financial. Their investment philosophy centers on index-centric, passive investments to optimize risk-adjusted returns.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth and Investment Management Comprehensive wealth and investment management services including asset allocation, investment advisory, and discretionary portfolio management for high-net-worth individuals and families, built on an index-centric/passive investment philosophy.
- OCIO (Outsourced Chief Investment Officer) Outsourced Chief Investment Officer service providing discretionary portfolio management, investment policy consulting, asset allocation modeling, and strategic and tactical portfolio adjustments for nonprofit and corporate institutional clients.
- Retirement Plan Consulting Employer-sponsored retirement plan services addressing the specific needs of plan sponsors and their participants, including fiduciary responsibility guidance, 5500 filings, participant education, and investment selection.
- Financial, Tax, Estate and Insurance Planning Comprehensive planning services including financial planning, tax planning, estate planning, and insurance planning offered as part of the investment advisory relationship for HNW families and individuals.
- Managed Account Programs (RBC & LPL) Partner programs with RBC Wealth Management and LPL Financial where Alesco serves as portfolio manager, offering managed account solutions with unique fee structures described in Alesco's Form ADV, Part 2A Brochure.
Companies that use Alesco Advisors
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles3 records
Alesco Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Alesco Advisors partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered minor.
- RBC Wealth ManagementminorAlesco participates as a portfolio manager in managed account programs with RBC Wealth Management. These arrangements have unique characteristics and fee structures described in Alesco's Form ADV, Part 2A Brochure.
- LPL FinancialminorAlesco participates as a portfolio manager in managed account programs with LPL Financial. These arrangements have unique characteristics and fee structures described in Alesco's Form ADV, Part 2A Brochure.
Scale indicators2 records
Recent moves6 records
Expansion highlights4 records
Alesco Advisors competitors and assessment
Company assessmentDirect peers
- Creative Planning: Large independent RIA offering comprehensive wealth management, financial planning, and institutional advisory. Comparable full-service, fee-only fiduciary model targeting HNW and institutional clients.
- Commonfund: Specialized OCIO and investment management firm focused on nonprofit institutions, foundations, and endowments. Highly comparable to Alesco's institutional OCIO book of 120+ nonprofits.
- Mercer Advisors: Large national RIA offering wealth management, financial planning, and OCIO services to HNW families and institutions. Directly comparable to Alesco in combining HNW advisory with institutional OCIO under a fiduciary model.
- Captrust: National RIA providing investment advisory and OCIO services to institutions, retirement plans, and HNW clients. Closely mirrors Alesco's three-segment structure: institutions, families, and retirement plans.
- Mariner Wealth Advisors: National RIA delivering fiduciary wealth advisory, financial planning, and institutional services. Comparable multi-segment offering (HNW, institutional, retirement) and similar AUM-fee revenue model.
Broad incumbents
- Russell Investments: Global asset manager and OCIO provider for institutional investors including nonprofits, endowments, and pension plans. Direct competitor in the institutional OCIO space Alesco targets.
- Cambridge Associates: Global investment consultant and OCIO provider for endowments, foundations, and pensions. Competes with Alesco for institutional OCIO mandates, particularly higher education endowments.
- Goldman Sachs Personal Financial Management: Wealth management arm of a major financial institution offering HNW advisory, financial planning, and institutional services. Represents the larger incumbent competition Alesco faces for HNW and institutional mandates.
- Brown Brothers Harriman - Investor Services: Private bank and OCIO provider serving foundations, endowments, and HNW families. Direct competitor for institutional OCIO mandates in the higher education and nonprofit segments.
Regional players
- Waldron Private Wealth: Mid-Atlantic focused RIA serving HNW families and institutions with wealth and investment management. Comparable regional full-service RIA with similar client profile and minimum-account structure.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Alesco Advisors social profiles
Digital presenceAlesco Advisors compliance and trust
Trust signalCompliance1 record
Alesco Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Alesco Advisors leadership team
Management profileNumber of profiles
Profiles6 records
Alesco Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Alesco Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Alesco Advisors
What does Alesco Advisors do?
Alesco Advisors is a registered investment adviser (RIA) that delivers tailored wealth and investment management services, including discretionary portfolio management, asset allocation, and financial planning. The firm specializes in Outsourced Chief Investment Officer (OCIO) services for nonprofit institutions and endowments, comprehensive planning for high-net-worth families and individuals, and retirement plan consulting for employer-sponsored plans. Investment portfolios are built using an index-centric/passive investment philosophy.
Is Alesco Advisors a public or private company?
Alesco Advisors is a private company. It is classified as corporate owned and is currently operating.
When was Alesco Advisors founded?
Alesco Advisors was founded in 2000. It employs 11 to 50 people.
Where is Alesco Advisors based?
Alesco Advisors is headquartered in Pittsford, United States, in the North America region.
How does Alesco Advisors make money?
One revenue line is on record: asset Under Management (AUM) Fees.
Who are Alesco Advisors's main competitors?
Direct peers on record are Creative Planning, Commonfund, Mercer Advisors, Captrust and Mariner Wealth Advisors. Broad incumbents are Russell Investments, Cambridge Associates, Goldman Sachs Personal Financial Management and Brown Brothers Harriman - Investor Services. Waldron Private Wealth is listed as a regional player.
Does Alesco Advisors have an API?
No public API is recorded for Alesco Advisors.
What industry is Alesco Advisors in?
Alesco Advisors's product category is Wealth Management & Investment Advisory. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.