What Canterbury Consulting does

Canterbury Consulting is an independent, 100% employee-owned investment advisory firm headquartered in Newport Beach, California, founded in 1988. The firm provides three core service lines to institutional and private clients: Institutional Advisory (non-discretionary consulting), Outsourced & Discretionary Management (full discretionary portfolio implementation), and Wealth Management for high-net-worth individuals and family offices. As of December 31, 2025, the firm oversees $66.9 billion in assets under advisement, serving endowments, foundations, healthcare organizations, community foundations, independent schools, and religious and cultural institutions.

The firm operates a structured advisory methodology called the Canterbury Process, organized around three phases — Understand, Design, and Implement — that emphasizes customization around each client's organizational ecosystem, investment policy, and long-term objectives. Technology infrastructure is built around an internal investment advisory and portfolio construction platform supported by manager selection research capabilities. A multi-year relationship with Canoe Intelligence (initiated 2023) automates digitization and organization of fund documents and data points. The firm produces quarterly Canterbury Review asset class reports, white papers on topics including private equity, ESG, and Bitcoin, and hosts an annual invitation-only Investment Forum for clients.

Canterbury generates revenue through investment advisory fees structured as a percentage of assets under management, billed on an annual cadence. The firm employs 101–250 people across three U.S. offices (Newport Beach, CA; Seattle, WA; Tempe, AZ) and serves clients in the Pacific Northwest, mountain states, and Canada in addition to its core Southern California base. The go-to-market is relationship-driven, built on industry events, professional networks, and referrals within the institutional investment community. The firm holds no external institutional investors and reports under GDPR, CCPA, and GLBA compliance frameworks for its fiduciary advisory services.

Name

Canterbury Consulting

Legal name

Canterbury Consulting, Inc.

Website

https://canterburyconsulting.com

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

101–250 employees

Short description

Canterbury Consulting is an independent, 100% employee-owned investment advisory firm founded in 1988, providing non-discretionary consulting, discretionary management, and wealth management services to $66.9 billion in client assets across endowments, foundations, healthcare organizations, and family offices.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)

akta.pro secondary industries

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Investment advisory services
• Institutional consulting
• Outsourced CIO
• Wealth management
• Endowment portfolio management

Headquarters

HQ city

Newport Beach

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Fees: Canterbury Consulting generates revenue through advisory fees, typically calculated as a percentage of assets under management (AUM). The firm oversees $66.9 billion in assets as of December 31, 2025, providing investment consulting services to institutional and private clients on both non-discretionary and discretionary bases.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Canterbury Consulting is an independent investment advisory firm that delivers customized investment advice to institutional clients and high-net-worth individuals on both non-discretionary (Institutional Advisory) and discretionary (Outsourced & Discretionary Management) bases, alongside fiduciary wealth management services for individuals and family offices. The firm applies its proprietary Canterbury Process to investment policy development, strategic asset allocation, manager selection, portfolio construction, and ongoing portfolio oversight across $66.9 billion in assets under advisement.

Product overview

Canterbury Consulting is an independent investment advisory firm offering a unified platform of investment consulting and management services. The core offerings consist of three service lines: Institutional Advisory (non-discretionary consulting), Outsourced & Discretionary Management, and Wealth Management. Supporting these are research products including the Canterbury Review quarterly reports and white papers on investment topics. The firm also hosts an Annual Investment Forum for client education and networking. All services are delivered through a team of investment professionals utilizing the Canterbury Process framework for investment decision-making.

Differentiator

Problem solved

Functional benefit

Products and services

• Institutional Advisory Non-discretionary investment consulting services that provide customized investment advice and optimize investment plans for institutional clients including colleges, universities, healthcare organizations, and nonprofits. The service applies the firm's Canterbury Process (Understand, Design, Implement) to develop investment policy, asset allocation, manager selection, and ongoing portfolio oversight.
• Outsourced & Discretionary Management

Named customers6 records

Segments6 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

One partnership is on record.

• TIFIN GivecoreStrategic or Co-development Partner · 1 April 2026TIFIN Give has announced a collaboration with Canterbury Consulting to integrate donor-advised fund solutions into their financial strategies. The partnership aims to enhance charitable planning with institutional-quality private market access and expand its investment offerings. This collaboration emphasizes long-term stewardship and impact-driven financial objectives.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Mercer Advisors: One of the largest U.S. RIAs serving endowments, foundations, and HNW clients with institutional-quality investment advisory and OCIO services. Directly comparable scale, client mix, and service lines as Canterbury.
• Cambridge Associates: Premier institutional investment consulting firm serving endowments, foundations, and private clients with non-discretionary advisory and OCIO services. Closest pure-play comparable to Canterbury's institutional advisory practice.
• NEPC: Independent investment consulting firm focused on institutional clients including endowments, foundations, and healthcare organizations. Highly comparable client mix and advisory model to Canterbury.
• Meketa Investment Group: Employee-owned institutional investment consulting and OCIO firm serving public pensions, endowments, and foundations. Closely matches Canterbury's ownership structure and institutional focus.
• Marquette Associates: Independent, employee-owned investment consulting firm providing advisory and OCIO services to institutional clients. Closely aligned with Canterbury's model and target market.
• Callan LLC: Independent institutional investment consulting firm serving corporate pensions, endowments, foundations, and healthcare organizations with research-driven advisory services.
• RVK, Inc. Independent institutional investment consulting firm providing advisory and OCIO services to public funds, corporate plans, endowments, and foundations.
• Verus: Independent investment consulting firm offering institutional advisory and OCIO services to pensions, endowments, foundations, and healthcare organizations.

Broad incumbents

• Mercer Investments (Marsh McLennan): Global investment consulting business within Marsh McLennan, serving large institutional clients with advisory and OCIO services. Broader, more diversified incumbent with overlapping institutional client base.
• Russell Investments: Global investment management and consulting firm with deep OCIO and institutional advisory capabilities. Notable overlap as Canterbury previously hired a consulting director from Russell Investments.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/canterbury-consulting

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Canterbury Consulting