OCIO Intelligence

Discover OCIO Providers

Search outsourced chief investment officer providers using reported firm AUM, regulatory account data, client types, services, and source-linked regulatory records. OCIO Intelligence supports research and comparison; it does not score or recommend firms. Review the data methodology.

OCIO provider directoryBrowse firms or select up to three to compare.
Acansa Investment Management Group, LLC logo

Acansa Investment Management Group, LLC

TYSONS CORNER, VA, USA

2 accounts · 5 employees · 2 advisory professionals

$838M
Alan Biller and Associates logo

Alan Biller and Associates

MENLO PARK, CA, USA

52 accounts · 51 employees · 24 advisory professionals

$65.1B
Alesco Advisors, LLC, An Esl Company logo

Alesco Advisors, LLC, An Esl Company

PITTSFORD, NY, USA

1,777 accounts · 26 employees · 13 advisory professionals

$5.6B
Angeles Investment Advisors logo

Angeles Investment Advisors

SANTA MONICA, CA, USA

Alpha Nasdaq OCIO Indices - Contributor

61 accounts · 28 employees · 17 advisory professionals

$7.3B
Aon Investments USA Inc. logo

Aon Investments USA Inc.

CHICAGO, IL, USA

Alpha Nasdaq OCIO Indices - Contributor

300 accounts · 255 employees · 248 advisory professionals

$151.0B
Appomattox Advisory, Inc. logo

Appomattox Advisory, Inc.

NEW YORK, NY, USA

22 accounts · 6 employees · 4 advisory professionals

$426M
Asset Consulting Group, LLC logo

Asset Consulting Group, LLC

CLAYTON, MO, USA

Alpha Nasdaq OCIO Indices - Contributor

25 accounts · 50 employees · 32 advisory professionals

$1.1B
Asset Strategy Consultants LLC logo

Asset Strategy Consultants LLC

HUNT VALLEY, MD, USA

Alpha Nasdaq OCIO Indices - Contributor

48 accounts · 14 employees · 11 advisory professionals

$5.2B
Atlanta Consulting Group Advisors, LLC logo

Atlanta Consulting Group Advisors, LLC

ATLANTA, GA, USA

Alpha Nasdaq OCIO Indices - Contributor

1,727 accounts · 23 employees · 10 advisory professionals

$14.7B
Atlas Capital Advisors Inc. logo

Atlas Capital Advisors Inc.

SAN FRANCISCO, CA, USA

409 accounts · 10 employees · 4 advisory professionals

$1.1B
Baker Street Advisors, LLC logo

Baker Street Advisors, LLC

SAN FRANCISCO, CA, USA

5,397 accounts · 63 employees · 15 advisory professionals

$20.8B
Balentine logo

Balentine

ATLANTA, GA, USA

3,447 accounts · 61 employees · 25 advisory professionals

$5.5B
BBR Partners, LLC logo

BBR Partners, LLC

NEW YORK, NY, USA

1,875 accounts · 175 employees · 53 advisory professionals

$36.5B
Beacon Pointe Advisors, LLC logo

Beacon Pointe Advisors, LLC

NEWPORT BEACH, CA, USA

Alpha Nasdaq OCIO Indices - Contributor

29,892 accounts · 780 employees · 440 advisory professionals

$54.9B
Bessemer Investment Management LLC logo

Bessemer Investment Management LLC

NEW YORK, NY, USA

10 accounts · 70 employees · 45 advisory professionals

$47.0B
BlackRock logo

BlackRock

NEW YORK, NY, USA

Profile data unavailable

Blue Edge Capital, LLC logo

Blue Edge Capital, LLC

RICHMOND, VA, USA

420 accounts · 5 employees · 4 advisory professionals

$765M
BNY Advisors logo

BNY Advisors

PENNINGTON, NJ, USA

Alpha Nasdaq OCIO Indices - Contributor

Profile data unavailable

Bridges Investment Management Inc logo

Bridges Investment Management Inc

OMAHA, NE, USA

3,175 accounts · 79 employees · 30 advisory professionals

$11.3B
Brockenbrough logo

Brockenbrough

RICHMOND, VA, USA

Alpha Nasdaq OCIO Indices - Contributor

568 accounts · 31 employees · 15 advisory professionals

$5.5B
Brown Advisory logo

Brown Advisory

BALTIMORE, MD, USA

Alpha Nasdaq OCIO Indices - Contributor

26,390 accounts · 782 employees · 272 advisory professionals

$124.3B
Brown Brothers Harriman Mutual Fund Advisory Department logo

Brown Brothers Harriman Mutual Fund Advisory Department

NEW YORK, NY, USA

7 accounts · 48 employees · 25 advisory professionals

$7.2B
Callan logo

Callan

SAN FRANCISCO, CA, USA

25 accounts · 202 employees · 164 advisory professionals

$41.9B
Cambridge Associates, LLC logo

Cambridge Associates, LLC

BOSTON, MA, USA

Alpha Nasdaq OCIO Indices - Contributor

604 accounts · 1,116 employees · 424 advisory professionals

$326.7B
Canterbury Consulting Incorporated logo

Canterbury Consulting Incorporated

NEWPORT BEACH, CA, USA

Alpha Nasdaq OCIO Indices - Contributor

4,293 accounts · 64 employees · 25 advisory professionals

$45.9B
Capricorn Investment Group LLC logo

Capricorn Investment Group LLC

NEW YORK, NY, USA

Alpha Nasdaq OCIO Indices - Contributor

34 accounts · 46 employees · 16 advisory professionals

$18.9B
Captrust logo

Captrust

RALEIGH, NC, USA

146,777 accounts · 1,841 employees · 885 advisory professionals

$1.2T
Cerity Partners OCIO LLC logo

Cerity Partners OCIO LLC

NEW YORK, NY, USA

Alpha Nasdaq OCIO Indices - Contributor

42 accounts · 61 employees · 21 advisory professionals

$21.1B
Citi logo

Citi

NEW YORK, NY, USA

Profile data unavailable

Clearbrook Investment Consulting LLC logo

Clearbrook Investment Consulting LLC

NEW YORK, NY, USA

15 accounts · 10 employees · 6 advisory professionals

$13.7B
Clearstead Advisory Solutions logo

Clearstead Advisory Solutions

CLEVELAND, OH, USA

Alpha Nasdaq OCIO Indices - Contributor

14,707 accounts · 280 employees · 104 advisory professionals

$33.9B
Commonfund OCIO, Inc. logo

Commonfund OCIO, Inc.

NORWALK, CT, USA

Alpha Nasdaq OCIO Indices - Contributor

153 accounts · 42 employees · 33 advisory professionals

$22.7B
Cornerstone Advisors Asset Management, LLC logo

Cornerstone Advisors Asset Management, LLC

BETHLEHEM, PA, USA

1,912 accounts · 34 employees · 26 advisory professionals

$9.6B
Cornerstone Partners logo

Cornerstone Partners

CHARLOTTESVILLE, VA, USA

Alpha Nasdaq OCIO Indices - Contributor

22 accounts · 36 employees · 16 advisory professionals

$29.3B
Cornerstone Portfolio Research logo

Cornerstone Portfolio Research

CHESTER SPRINGS, PA, USA

1,338 accounts · 8 employees · 4 advisory professionals

$444M
Courier Capital, LLC logo

Courier Capital, LLC

BUFFALO, NY, USA

3,857 accounts · 26 employees · 12 advisory professionals

$3.6B
Crewcial Partners LLC logo

Crewcial Partners LLC

NEW YORK, NY, USA

Alpha Nasdaq OCIO Indices - Contributor

246 accounts · 45 employees · 6 advisory professionals

$972M
Cynosure Group, LLC logo

Cynosure Group, LLC

SALT LAKE CITY, UT, USA

Alpha Nasdaq OCIO Indices - Contributor

726 accounts · 71 employees · 30 advisory professionals

$9.8B
Disciplina Capital Management, LLC logo

Disciplina Capital Management, LLC

NASHVILLE, TN, USA

Alpha Nasdaq OCIO Indices - Contributor

56 accounts · 11 employees · 6 advisory professionals

$3.1B
Ehrenkranz Partners L.P. logo

Ehrenkranz Partners L.P.

NEW YORK, NY, USA

204 accounts · 46 employees · 18 advisory professionals

$21.5B
Evoke Advisors logo

Evoke Advisors

LOS ANGELES, CA, USA

12,528 accounts · 96 employees · 25 advisory professionals

$17.3B
F L Putnam Investment Management Co. logo

F L Putnam Investment Management Co.

LYNNFIELD, MA, USA

7,901 accounts · 160 employees · 90 advisory professionals

$9.7B
FEG logo

FEG

CINCINNATI, OH, USA

Alpha Nasdaq OCIO Indices - Contributor

218 accounts · 136 employees · 74 advisory professionals

$23.9B
Ferguson Wellman Capital Management, Inc. logo

Ferguson Wellman Capital Management, Inc.

PORTLAND, OR, USA

4,763 accounts · 68 employees · 31 advisory professionals

$10.7B
FIAM LLC logo

FIAM LLC

SMITHFIELD, RI, USA

Alpha Nasdaq OCIO Indices - Contributor

647 accounts · 196 employees · 139 advisory professionals

$347.7B
Fiduciary Trust International, LLC logo

Fiduciary Trust International, LLC

LINCOLN, MA, USA

483 accounts · 50 employees · 23 advisory professionals

$7.7B
Fiduciary Wealth Partners, LLC logo

Fiduciary Wealth Partners, LLC

NEWTON LOWER FALLS, MA, USA

492 accounts · 10 employees · 8 advisory professionals

$1.5B
Fiducient Advisors LLC logo

Fiducient Advisors LLC

CHICAGO, IL, USA

Alpha Nasdaq OCIO Indices - Contributor

1,241 accounts · 210 employees · 78 advisory professionals

$97.5B
Franklin Templeton Institutional, LLC logo

Franklin Templeton Institutional, LLC

NEW YORK, NY, USA

120 accounts · 127 employees · 26 advisory professionals

$29.6B
Gallagher Fiduciary Advisors, LLC logo

Gallagher Fiduciary Advisors, LLC

ROLLING MEADOWS, IL, USA

6,407 accounts · 235 employees · 218 advisory professionals

$194.8B
Gerber/taylor Management LLC logo

Gerber/taylor Management LLC

MEMPHIS, TN, USA

158 accounts · 40 employees · 19 advisory professionals

$11.4B
Glenmede Investment Management, LP logo

Glenmede Investment Management, LP

PHILADELPHIA, PA, USA

Alpha Nasdaq OCIO Indices - Contributor

1,025 accounts · 41 employees · 21 advisory professionals

$6.2B
Global Endowment Management, LP logo

Global Endowment Management, LP

CHARLOTTE, NC, USA

Alpha Nasdaq OCIO Indices - Contributor

46 accounts · 82 employees · 23 advisory professionals

$12.9B
Global Strategic Nextgen OCIO logo

Global Strategic Nextgen OCIO

SCOTTSDALE, AZ, USA

Alpha Nasdaq OCIO Indices - Contributor

401 accounts · 7 employees · 5 advisory professionals

$1.6B
Goldman Sachs Asset Management logo

Goldman Sachs Asset Management

NEW YORK, NY, USA

Alpha Nasdaq OCIO Indices - Contributor

Profile data unavailable

Guardian Partners Inc. logo

Guardian Partners Inc.

TORONTO, ONTARIO, USA

3,089 accounts · 76 employees · 30 advisory professionals

$3.3B
Guidestone Investment Services logo

Guidestone Investment Services

DALLAS, TX, USA

65 accounts · 28 employees · 11 advisory professionals

$3.9B
Harpswell Capital Advisors, LLC logo

Harpswell Capital Advisors, LLC

YARMOUTH, ME, USA

79 accounts · 5 employees · 2 advisory professionals

$587M
Hi-line Capital Management, LLC logo

Hi-line Capital Management, LLC

WATERTOWN, SD, USA

225 accounts · 5 employees · 2 advisory professionals

$757M
Highland Associates Inc logo

Highland Associates Inc

BIRMINGHAM, AL, USA

Alpha Nasdaq OCIO Indices - Contributor

61 accounts · 19 employees · 18 advisory professionals

$21.0B
Hirtle, Callaghan & Co., LLC logo

Hirtle, Callaghan & Co., LLC

WEST CONSHOHOCKEN, PA, USA

Alpha Nasdaq OCIO Indices - Contributor

1,739 accounts · 94 employees · 48 advisory professionals

$25.4B
Holt Capital Partners, L.P. logo

Holt Capital Partners, L.P.

FORT WORTH, TX, USA

142 accounts · 6 employees · 3 advisory professionals

$1.1B
Icg Advisors, LLC logo

Icg Advisors, LLC

LOS ANGELES, CA, USA

108 accounts · 26 employees · 24 advisory professionals

$7.9B
Ima Advisory Services, Inc. logo

Ima Advisory Services, Inc.

DENVER, CO, USA

1,191 accounts · 50 employees · 40 advisory professionals

$3.9B
Inatai Investment Management Co. LLC logo

Inatai Investment Management Co. LLC

SEATTLE, WA, USA

3 accounts · 8 employees · 4 advisory professionals

$2.7B
Investure, LLC logo

Investure, LLC

CHARLOTTESVILLE, VA, USA

Alpha Nasdaq OCIO Indices - Contributor

58 accounts · 51 employees · 13 advisory professionals

$38.5B
J.P. Morgan logo

J.P. Morgan

NEW YORK, NY, USA

Alpha Nasdaq OCIO Indices - Contributor

Profile data unavailable

Jasper Ridge Partners, L.P. logo

Jasper Ridge Partners, L.P.

FORT WORTH, TX, USA

67 accounts · 145 employees · 36 advisory professionals

$43.0B
Lazard Asset Management LLC logo

Lazard Asset Management LLC

NEW YORK, NY, USA

5,110 accounts · 532 employees · 240 advisory professionals

$120.5B
LCG Associates, Inc. logo

LCG Associates, Inc.

ATLANTA, GA, USA

Alpha Nasdaq OCIO Indices - Contributor

56 accounts · 58 employees · 48 advisory professionals

$2.6B
Makena Capital Management, LLC logo

Makena Capital Management, LLC

MENLO PARK, CA, USA

48 accounts · 77 employees · 30 advisory professionals

$24.3B
Marquette Associates, Inc. logo

Marquette Associates, Inc.

CHICAGO, IL, USA

Alpha Nasdaq OCIO Indices - Contributor

348 accounts · 147 employees · 64 advisory professionals

$47.1B
Mcmorgan & Company LLC logo

Mcmorgan & Company LLC

SAN FRANCISCO, CA, USA

221 accounts · 26 employees · 14 advisory professionals

$7.6B
Meketa Investment Group Inc logo

Meketa Investment Group Inc

WESTWOOD, MA, USA

Alpha Nasdaq OCIO Indices - Contributor

27 accounts · 248 employees · 118 advisory professionals

$10.0B
MEMCO logo

MEMCO

EDMOND, OK, USA

Alpha Nasdaq OCIO Indices - Contributor

Profile data unavailable

Mercer Investments LLC logo

Mercer Investments LLC

BOSTON, MA, USA

Alpha Nasdaq OCIO Indices - Contributor

1,417 accounts · 714 employees · 662 advisory professionals

$226.0B
Mill Creek Capital Advisors, LLC logo

Mill Creek Capital Advisors, LLC

CONSHOHOCKEN, PA, USA

2,507 accounts · 42 employees · 29 advisory professionals

$10.5B
Miller Investment Management, LP logo

Miller Investment Management, LP

WEST CONSHOHOCKEN, PA, USA

308 accounts · 18 employees · 7 advisory professionals

$7.1B
Morgan Creek Capital Management, LLC logo

Morgan Creek Capital Management, LLC

CHAPEL HILL, NC, USA

55 accounts · 29 employees · 17 advisory professionals

$1.8B
Morgan Stanley logo

Morgan Stanley

PURCHASE, NY, USA

Profile data unavailable

NEPC, LLC logo

NEPC, LLC

BOSTON, MA, USA

Alpha Nasdaq OCIO Indices - Contributor

132 accounts · 379 employees · 132 advisory professionals

$152.7B
Newport Capital Group, LLC logo

Newport Capital Group, LLC

RED BANK, NJ, USA

414 accounts · 18 employees · 7 advisory professionals

$1.3B
Northern Trust logo

Northern Trust

CHICAGO, IL, USA

Alpha Nasdaq OCIO Indices - Contributor

Profile data unavailable

Northside Capital Management LLC logo

Northside Capital Management LLC

HOOD RIVER, OR, USA

757 accounts · 17 employees · 9 advisory professionals

$6.9B
Partners Capital Investment Group, LLP logo

Partners Capital Investment Group, LLP

BOSTON, MA, USA

Alpha Nasdaq OCIO Indices - Contributor

886 accounts · 190 employees · 102 advisory professionals

$50.5B
Pathstone logo

Pathstone

ENGLEWOOD, NJ, USA

27,165 accounts · 704 employees · 365 advisory professionals

$110.3B
Permcap Investment Office logo

Permcap Investment Office

CHARLESTON, SC, USA

65 accounts · 17 employees · 6 advisory professionals

$4.0B
Pivotal Advisors LLC logo

Pivotal Advisors LLC

NEW YORK, NY, USA

15 accounts · 4 employees · 1 advisory professionals

$1.1B
PNC Institutional Asset Management logo

PNC Institutional Asset Management

BALTIMORE, MD, USA

Alpha Nasdaq OCIO Indices - Contributor

Profile data unavailable

Point Olema Capital Partners, L.P. logo

Point Olema Capital Partners, L.P.

SAN FRANCISCO, CA, USA

27 accounts · 9 employees · 4 advisory professionals

$2.9B
Prime Buchholz LLC logo

Prime Buchholz LLC

PORTSMOUTH, NH, USA

Alpha Nasdaq OCIO Indices - Contributor

85 accounts · 127 employees · 69 advisory professionals

$14.1B
Principal Asset Management logo

Principal Asset Management

DES MOINES, IA, USA

Alpha Nasdaq OCIO Indices - Contributor

8,169 accounts · 1,394 employees · 337 advisory professionals

$427.7B
Prodigy Asset Management LLC logo

Prodigy Asset Management LLC

OMAHA, NE, USA

Alpha Nasdaq OCIO Indices - Contributor

282 accounts · 9 employees · 5 advisory professionals

$2.4B
Regions Investment Management, Inc. logo

Regions Investment Management, Inc.

BIRMINGHAM, AL, USA

2 accounts · 28 employees · 24 advisory professionals

$20.1B
Riskbridge Advisors, LLC logo

Riskbridge Advisors, LLC

NORWALK, CT, USA

293 accounts · 10 employees · 8 advisory professionals

$898M
Russell Investments logo

Russell Investments

SEATTLE, WA, USA

Alpha Nasdaq OCIO Indices - Contributor

Profile data unavailable

Sageview Advisory Group, LLC logo

Sageview Advisory Group, LLC

NEWPORT BEACH, CA, USA

1,301 accounts · 195 employees · 112 advisory professionals

$37.5B
SCS Capital Management LLC logo

SCS Capital Management LLC

BOSTON, MA, USA

713 accounts · 213 employees · 99 advisory professionals

$48.7B
Segal Marco Advisors logo

Segal Marco Advisors

NEW YORK, NY, USA

129 accounts · 112 employees · 103 advisory professionals

$50.2B
SEI Investments Management Corp logo

SEI Investments Management Corp

OAKS, PA, USA

Alpha Nasdaq OCIO Indices - Contributor

112,627 accounts · 434 employees · 226 advisory professionals

$216.4B
Sellwood Investment Partners LLC logo

Sellwood Investment Partners LLC

PORTLAND, OR, USA

72 accounts · 16 employees · 14 advisory professionals

$2.3B
Seven Bridges Advisors LLC logo

Seven Bridges Advisors LLC

NEW YORK, NY, USA

171 accounts · 23 employees · 10 advisory professionals

$4.6B
Silvercrest Asset Management Group LLC logo

Silvercrest Asset Management Group LLC

NEW YORK, NY, USA

Alpha Nasdaq OCIO Indices - Contributor

1,205 accounts · 175 employees · 92 advisory professionals

$28.3B
Spider Management Company, LLC logo

Spider Management Company, LLC

RICHMOND, VA, USA

Alpha Nasdaq OCIO Indices - Contributor

2 accounts · 23 employees · 10 advisory professionals

$6.4B
State Street Global Advisors logo

State Street Global Advisors

BOSTON, MA, USA

Alpha Nasdaq OCIO Indices - Contributor

Profile data unavailable

Sterling Capital Management LLC logo

Sterling Capital Management LLC

CHARLOTTE, NC, USA

Alpha Nasdaq OCIO Indices - Contributor

3,508 accounts · 186 employees · 64 advisory professionals

$69.2B
Strategic Investment Management, LLC logo

Strategic Investment Management, LLC

ARLINGTON, VA, USA

Alpha Nasdaq OCIO Indices - Contributor

87 accounts · 94 employees · 42 advisory professionals

$35.5B
Summit Rock Advisors, LP logo

Summit Rock Advisors, LP

NEW YORK, NY, USA

226 accounts · 74 employees · 41 advisory professionals

$26.2B
The Rock Creek Group, LP logo

The Rock Creek Group, LP

WASHINGTON, DC, USA

Alpha Nasdaq OCIO Indices - Contributor

65 accounts · 62 employees · 26 advisory professionals

$18.4B
Third Lake Partners, LLC logo

Third Lake Partners, LLC

TAMPA, FL, USA

53 accounts · 16 employees · 13 advisory professionals

$6.0B
TIFF Investment Management logo

TIFF Investment Management

RADNOR, PA, USA

Alpha Nasdaq OCIO Indices - Contributor

76 accounts · 70 employees · 17 advisory professionals

$8.6B
Torreyana Capital logo

Torreyana Capital

LA JOLLA, CA, USA

7 accounts · 10 employees · 4 advisory professionals

$837M
Towers Watson Investment Services, Inc. logo

Towers Watson Investment Services, Inc.

CHICAGO, IL, USA

Alpha Nasdaq OCIO Indices - Contributor

138 accounts · 239 employees · 233 advisory professionals

$62.7B
Truist logo

Truist

ATLANTA, GA, USA

Profile data unavailable

U.S. Bancorp Asset Management logo

U.S. Bancorp Asset Management

MINNEAPOLIS, MN, USA

Alpha Nasdaq OCIO Indices - Contributor

Profile data unavailable

Verger Capital Management logo

Verger Capital Management

WINSTON-SALEM, NC, USA

Alpha Nasdaq OCIO Indices - Contributor

11 accounts · 18 employees · 7 advisory professionals

$3.3B
Verus Advisory, Inc. logo

Verus Advisory, Inc.

SEATTLE, WA, USA

Alpha Nasdaq OCIO Indices - Contributor

122 accounts · 87 employees · 83 advisory professionals

$19.4B
Wells Fargo logo

Wells Fargo

ST. LOUIS, MO, USA

Profile data unavailable

Wespath Institutional Investments logo

Wespath Institutional Investments

Glenview, IL, USA

Alpha Nasdaq OCIO Indices - Contributor

Profile data unavailable

Wilmington Trust Investment Advisors, Inc. logo

Wilmington Trust Investment Advisors, Inc.

WILMINGTON, DE, USA

3,540 accounts · 104 employees · 74 advisory professionals

$17.8B
Wilshire logo

Wilshire

SANTA MONICA, CA, USA

Alpha Nasdaq OCIO Indices - Contributor

650,319 accounts · 307 employees · 86 advisory professionals

$149.1B