- Introduction & Methodology
- Survey
- Buyer's Guide
- Defined Benefit
- 401(k), 403(b), Other DC
- Endowments/Foundations
- Health Care
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Past Surveys
Buyer's Guide
Number of Clients, Full Discretion
| Provider | Number of Clients, Full Discretion |
| Aetos Alternatives Management, LP | 5 |
| Agility | 35 |
| Alan Biller and Associates | 18 |
| Angeles Investment Advisors, LLC | 50 |
| Aon | 182 |
| Asset Strategy Consultants | 5 |
| Bank of America Private Bank * | 447* |
| Bespoke Strategies (Lowe, Brockenbrough & Co.) | 10 |
| BlackRock, Inc. | 94 |
| BNY Mellon | 1843 |
| Callan LLC | 16 |
| Cambridge Associates | 102 |
| Canterbury Consulting, Inc | 23 |
| Commonfund | 272 |
| DiMeo Schneider & Associates, L.L.C. | 35 |
| Disciplina Group | 11 |
| Discretionary Management Services, LLC | 19 |
| FEG Investment Advisors * | 73* |
| Goldman Sachs | 427 |
| Hall Capital Partners* | 23* |
| Hirtle, Callaghan & Co | 214 |
| J.P. Morgan Asset & Wealth Management | 391 |
| LCG Associates, Inc. | 5 |
| Mangham Associates | 17 |
| Marquette Associates | 54 |
| Meketa Investment Group | 35 |
| Mercer | 1,530 |
| Morgan Stanley * | 376* |
| Multilateral Endowment Management Company | 2 |
| Northern Trust Asset Management | 84 |
| Partners Capital Investment Group, LLP | 95 |
| PFM Asset Management | 224 |
| PNC Institutional Asset Management | 4,554 |
| Prime Buchholz LLC | 12 |
| River and Mercantile Group Plc | 109 |
| Russell Investments | 456 |
| SECOR Asset Management | 1 |
| Segal Marco Advisors | 76 |
| SEI Investments | 539 |
| Silvercrest Asset Management Group | 3 |
| Spider Management Company, LLC * | 30* |
| State Street Global Advisors | 15 |
| Strategic Investment Group | 27 |
| TIFF Investment Management | 550 |
| Vanguard | 1154 |
| Verger Capital Management | 8 |
| Verus Advisory, Inc. | |
| Wespath Institutional Investments | 135 |
| Willis Towers Watson * | 238* |
| Wilshire Associates Incorporated | 20 |
* Submitted 9/30/19 data