DiMeo Schneider & Associates, L.L.C.

What DiMeo Schneider & Associates, L.L.C. does

DiMeo Schneider & Associates, L.L.C. is a private financial services firm headquartered in Chicago, Illinois, founded in 1995 with a headcount in the 101-250 range. The aggregated source material centers on a closely affiliated fiduciary investment consulting platform (operating publicly as Fiducient Advisors), which delivers fee-based advisory and OCIO services across four core customer segments: retirement plan sponsors (401(k), 403(b), pension, cash balance, Taft-Hartley, PEPs, and financial wellness), endowments and foundations, private wealth clients (executives, business owners, multi-generational families, high-net-worth individuals), and financial institutions (growing, breakaway, planning, and aggregator firms seeking research and OCIO support).

The platform is built on a relationship-based fiduciary consulting model, distributing services through direct enterprise and field sales to institutional clients and individuals, supported by multiple secure client portals (login.bdreporting.com, ShareFile-based Fiducient Lockbox, and FIA Login). Underlying technology is a standard RIA compliance and client-reporting stack with no proprietary AI or platform features disclosed. Revenue mechanics are fee-based and recurring in nature, consistent with AUM-based and fixed consulting fee models typical of registered investment advisors, with formal regulatory disclosure via Form ADV Part 2 and Form CRS.

In November 2025 the firm announced a strategic union with Wealthspire to create an integrated platform spanning wealth, institutional, and retirement markets, supported by a refreshed corporate brand identity and an ongoing research-driven content marketing program (investor guides, podcasts, videos, newsletter). The firm maintains a 30-year operating history and a horizontal segmentation approach spanning institutional, nonprofit, private wealth, and financial institution buyers.

Name

DiMeo Schneider & Associates, L.L.C.

Website

https://dimeoschneider.com

Company type

Private

Founded year

1995

Headcount range

101–250 employees

Short description

DiMeo Schneider & Associates is a Chicago-based private financial services firm (founded 1995, 101-250 employees) operating a fiduciary investment consulting platform serving retirement plan sponsors, endowments and foundations, private wealth clients, and financial institutions on a recurring fee-based advisory and OCIO model.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

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

akta.pro secondary industries

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

• Fiduciary investment consulting
• Retirement plan advisory
• Endowment investment consulting
• Private wealth management
• Outsourced CIO services

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Fiduciary Investment Advisory Services: Fee-based fiduciary investment consulting services provided to retirement plan sponsors, endowments, foundations, private wealth clients, and financial institutions. Revenue is generated through advisory fees, likely based on assets under management (AUM) or fixed consulting fees, consistent with registered investment advisor (RIA) business models.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

DiMeo Schneider & Associates, L.L.C. (operating as Fiducient Advisors) is a Chicago-based fiduciary investment consulting firm providing customized investment advisory services to retirement plan sponsors, endowments and foundations, private wealth clients, and financial institutions. The firm combines decades of experience with disciplined investment management to deliver tailored strategies, including plan governance support for retirement programs, mission-aligned investment solutions for nonprofits, wealth accumulation and preservation for HNW individuals and families, and Outsourced CIO (OCIO) support for financial institutions.

Product overview

No product and services information is available for DiMeo Schneider & Associates, L.L.C. in the provided source data. The source material pertains to Fiducient Advisors, a separate fiduciary investment consulting firm, not DiMeo Schneider & Associates, L.L.C.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Plan Sponsor Consulting Fiduciary consulting and investment advisory services for plan sponsors of 401(k) and 403(b) plans, pension plans, cash balance plans, Taft-Hartley plans, pooled employer plans (PEPs), and financial wellness programs; helps sponsors reduce costs, mitigate fiduciary responsibilities, and enhance employee retirement readiness.
• Endowments & Foundations Investment Advisory Investment advisory services for nonprofit endowments and foundations, including The Investment Office, Implemented Services, and Outsourced CIO; aligns portfolio strategy with nonprofit mission, collaborates with stakeholders, and fulfills stewardship obligations.
• The Wealth Office® Private Wealth Advisory Private wealth advisory and investment management through The Wealth Office® for high-net-worth individuals, executives, business owners, and multi-generational families; provides tailored strategies for wealth accumulation, preservation, and transfer to future generations or philanthropic endeavors while protecting assets from taxation, inflation, and unwarranted investment risk.
• Financial Institutions Advisory (OCIO Support) Outsourced CIO (OCIO) support and advisory services for investment advisors, banks, planning firms, and aggregator platform firms; strengthens client research efforts, supports wealth management service expansion, and provides business insights as an extension of the client's team.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• WealthspirecoreStrategic or Co-development Partner · 1 November 2025Fiducient Advisors announced a strategic union with Wealthspire, combining two firms to launch an integrated platform across wealth, institutional, and retirement markets. The merger creates a unified entity committed to delivering comprehensive fiduciary investment advisory services to institutions, individuals, and families. The press release indicates a significant consolidation within the RIA space.

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Market position

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/dimeoschneider

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 DiMeo Schneider & Associates, L.L.C.