OCIO Intelligence

Discover OCIO Providers

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

Acansa Investment Management Group, LLC

TYSONS CORNER, VA, USA

2 clients · 5 employees

$838M

Alan Biller and Associates

MENLO PARK, CA, USA

52 clients · 51 employees

$65.1B

Alesco Advisors, LLC, An Esl Company

PITTSFORD, NY, USA

1,777 clients · 26 employees

$5.6B

Angeles Investment Advisors

SANTA MONICA, CA, USA

Alpha Nasdaq OCIO Indices - Contributor

61 clients · 28 employees

$7.3B

Aon Investments USA Inc.

CHICAGO, IL, USA

Alpha Nasdaq OCIO Indices - Contributor

300 clients · 255 employees

$151.0B

Appomattox Advisory, Inc.

NEW YORK, NY, USA

22 clients · 6 employees

$426M

Asset Consulting Group, LLC

CLAYTON, MO, USA

Alpha Nasdaq OCIO Indices - Contributor

25 clients · 50 employees

$1.1B

Asset Strategy Consultants

HUNT VALLEY, MD, USA

Alpha Nasdaq OCIO Indices - Contributor

48 clients · 14 employees

$5.2B

Atlanta Consulting Group Advisors, LLC

ATLANTA, GA, USA

Alpha Nasdaq OCIO Indices - Contributor

1,727 clients · 23 employees

$14.7B

Atlas Capital Advisors Inc.

SAN FRANCISCO, CA, USA

409 clients · 10 employees

$1.1B

Baker Street Advisors, LLC

SAN FRANCISCO, CA, USA

5,397 clients · 63 employees

$20.8B

Balentine

ATLANTA, GA, USA

3,447 clients · 61 employees

$5.5B

BBR Partners, LLC

NEW YORK, NY, USA

1,875 clients · 175 employees

$36.5B

Beacon Pointe Advisors, LLC

NEWPORT BEACH, CA, USA

Alpha Nasdaq OCIO Indices - Contributor

29,892 clients · 780 employees

$54.9B

Bessemer Investment Management LLC

NEW YORK, NY, USA

10 clients · 70 employees

$47.0B

BlackRock

NEW YORK, NY, USA

Profile data unavailable

Blue Edge Capital, LLC

RICHMOND, VA, USA

420 clients · 5 employees

$765M

BNY Advisors

PENNINGTON, NJ, USA

Alpha Nasdaq OCIO Indices - Contributor

Profile data unavailable

Bridges Investment Management Inc

OMAHA, NE, USA

3,175 clients · 79 employees

$11.3B

Brockenbrough

RICHMOND, VA, USA

Alpha Nasdaq OCIO Indices - Contributor

568 clients · 31 employees

$5.5B

Brown Advisory

BALTIMORE, MD, USA

Alpha Nasdaq OCIO Indices - Contributor

26,390 clients · 782 employees

$124.3B

Brown Brothers Harriman Mutual Fund Advisory Department

NEW YORK, NY, USA

7 clients · 48 employees

$7.2B

Callan

SAN FRANCISCO, CA, USA

25 clients · 202 employees

$41.9B

Cambridge Associates, LLC

BOSTON, MA, USA

Alpha Nasdaq OCIO Indices - Contributor

604 clients · 1,116 employees

$326.7B

Canterbury Consulting Incorporated

NEWPORT BEACH, CA, USA

Alpha Nasdaq OCIO Indices - Contributor

4,293 clients · 64 employees

$45.9B

Capricorn Investment Group LLC

NEW YORK, NY, USA

Alpha Nasdaq OCIO Indices - Contributor

34 clients · 46 employees

$18.9B

Captrust

RALEIGH, NC, USA

146,777 clients · 1,841 employees

$1.2T

Cerity Partners OCIO LLC

NEW YORK, NY, USA

Alpha Nasdaq OCIO Indices - Contributor

42 clients · 61 employees

$21.1B

Citi

NEW YORK, NY, USA

Profile data unavailable

Clearbrook Investment Consulting LLC

NEW YORK, NY, USA

15 clients · 10 employees

$13.7B

Clearstead Advisory Solutions

CLEVELAND, OH, USA

Alpha Nasdaq OCIO Indices - Contributor

14,707 clients · 280 employees

$33.9B

Commonfund OCIO, Inc.

NORWALK, CT, USA

Alpha Nasdaq OCIO Indices - Contributor

153 clients · 42 employees

$22.7B

Cornerstone Advisors Asset Management, LLC

BETHLEHEM, PA, USA

1,912 clients · 34 employees

$9.6B

Cornerstone Partners

CHARLOTTESVILLE, VA, USA

Alpha Nasdaq OCIO Indices - Contributor

22 clients · 36 employees

$29.3B

Cornerstone Portfolio Research

CHESTER SPRINGS, PA, USA

1,338 clients · 8 employees

$444M

Courier Capital, LLC

BUFFALO, NY, USA

3,857 clients · 26 employees

$3.6B

Crewcial Partners LLC

NEW YORK, NY, USA

Alpha Nasdaq OCIO Indices - Contributor

246 clients · 45 employees

$972M

Cynosure Group, LLC

SALT LAKE CITY, UT, USA

Alpha Nasdaq OCIO Indices - Contributor

726 clients · 71 employees

$9.8B

Disciplina Capital Management, LLC

NASHVILLE, TN, USA

Alpha Nasdaq OCIO Indices - Contributor

56 clients · 11 employees

$3.1B

Ehrenkranz Partners L.P.

NEW YORK, NY, USA

204 clients · 46 employees

$21.5B

Evoke Advisors

LOS ANGELES, CA, USA

12,528 clients · 96 employees

$17.3B

F L Putnam Investment Management Co.

LYNNFIELD, MA, USA

7,901 clients · 160 employees

$9.7B

FEG

CINCINNATI, OH, USA

Alpha Nasdaq OCIO Indices - Contributor

218 clients · 136 employees

$23.9B

Ferguson Wellman Capital Management, Inc.

PORTLAND, OR, USA

4,763 clients · 68 employees

$10.7B

FIAM LLC

SMITHFIELD, RI, USA

Alpha Nasdaq OCIO Indices - Contributor

647 clients · 196 employees

$347.7B

Fiduciary Trust International, LLC

LINCOLN, MA, USA

483 clients · 50 employees

$7.7B

Fiduciary Wealth Partners, LLC

NEWTON LOWER FALLS, MA, USA

492 clients · 10 employees

$1.5B

Fiducient Advisors LLC

CHICAGO, IL, USA

Alpha Nasdaq OCIO Indices - Contributor

1,241 clients · 210 employees

$97.5B

Franklin Templeton Institutional, LLC

NEW YORK, NY, USA

120 clients · 127 employees

$29.6B

Gallagher Fiduciary Advisors, LLC

ROLLING MEADOWS, IL, USA

6,407 clients · 235 employees

$194.8B

Gerber/taylor Management LLC

MEMPHIS, TN, USA

158 clients · 40 employees

$11.4B

Glenmede Investment Management, LP

PHILADELPHIA, PA, USA

Alpha Nasdaq OCIO Indices - Contributor

1,025 clients · 41 employees

$6.2B

Global Endowment Management, LP

CHARLOTTE, NC, USA

Alpha Nasdaq OCIO Indices - Contributor

46 clients · 82 employees

$12.9B

Global Strategic Nextgen OCIO

SCOTTSDALE, AZ, USA

Alpha Nasdaq OCIO Indices - Contributor

401 clients · 7 employees

$1.6B

Goldman Sachs Asset Management

NEW YORK, NY, USA

Alpha Nasdaq OCIO Indices - Contributor

Profile data unavailable

Guardian Partners Inc.

TORONTO, ONTARIO, USA

3,089 clients · 76 employees

$3.3B

Guidestone Investment Services

DALLAS, TX, USA

65 clients · 28 employees

$3.9B

Harpswell Capital Advisors, LLC

YARMOUTH, ME, USA

79 clients · 5 employees

$587M

Hi-line Capital Management, LLC

WATERTOWN, SD, USA

225 clients · 5 employees

$757M

Highland Associates Inc

BIRMINGHAM, AL, USA

Alpha Nasdaq OCIO Indices - Contributor

61 clients · 19 employees

$21.0B

Hirtle, Callaghan & Co., LLC

WEST CONSHOHOCKEN, PA, USA

Alpha Nasdaq OCIO Indices - Contributor

1,739 clients · 94 employees

$25.4B

Holt Capital Partners, L.P.

FORT WORTH, TX, USA

142 clients · 6 employees

$1.1B

Icg Advisors, LLC

LOS ANGELES, CA, USA

108 clients · 26 employees

$7.9B

Ima Advisory Services, Inc.

DENVER, CO, USA

1,191 clients · 50 employees

$3.9B

Inatai Investment Management Co. LLC

SEATTLE, WA, USA

3 clients · 8 employees

$2.7B

Investure, LLC

CHARLOTTESVILLE, VA, USA

Alpha Nasdaq OCIO Indices - Contributor

58 clients · 51 employees

$38.5B

J.P. Morgan

NEW YORK, NY, USA

Alpha Nasdaq OCIO Indices - Contributor

Profile data unavailable

Jasper Ridge Partners, L.P.

FORT WORTH, TX, USA

67 clients · 145 employees

$43.0B

Lazard Asset Management LLC

NEW YORK, NY, USA

5,110 clients · 532 employees

$120.5B

LCG Associates, Inc.

ATLANTA, GA, USA

Alpha Nasdaq OCIO Indices - Contributor

56 clients · 58 employees

$2.6B

Makena Capital Management, LLC

MENLO PARK, CA, USA

48 clients · 77 employees

$24.3B

Marquette Associates, Inc.

CHICAGO, IL, USA

Alpha Nasdaq OCIO Indices - Contributor

348 clients · 147 employees

$47.1B

Mcmorgan & Company LLC

SAN FRANCISCO, CA, USA

221 clients · 26 employees

$7.6B

Meketa Investment Group Inc

WESTWOOD, MA, USA

Alpha Nasdaq OCIO Indices - Contributor

27 clients · 248 employees

$10.0B

Mercer Investments LLC

BOSTON, MA, USA

Alpha Nasdaq OCIO Indices - Contributor

1,417 clients · 714 employees

$226.0B

Mill Creek Capital Advisors, LLC

CONSHOHOCKEN, PA, USA

2,507 clients · 42 employees

$10.5B

Miller Investment Management, LP

WEST CONSHOHOCKEN, PA, USA

308 clients · 18 employees

$7.1B

Morgan Creek Capital Management, LLC

CHAPEL HILL, NC, USA

55 clients · 29 employees

$1.8B

Morgan Stanley

PURCHASE, NY, USA

Profile data unavailable

NEPC, LLC

BOSTON, MA, USA

Alpha Nasdaq OCIO Indices - Contributor

132 clients · 379 employees

$152.7B

Newport Capital Group, LLC

RED BANK, NJ, USA

414 clients · 18 employees

$1.3B

Northern Trust

CHICAGO, IL, USA

Alpha Nasdaq OCIO Indices - Contributor

Profile data unavailable

Northside Capital Management LLC

HOOD RIVER, OR, USA

757 clients · 17 employees

$6.9B

Partners Capital Investment Group, LLP

BOSTON, MA, USA

Alpha Nasdaq OCIO Indices - Contributor

886 clients · 190 employees

$50.5B

Pathstone

ENGLEWOOD, NJ, USA

27,165 clients · 704 employees

$110.3B

Permcap Investment Office

CHARLESTON, SC, USA

65 clients · 17 employees

$4.0B

Pivotal Advisors LLC

NEW YORK, NY, USA

15 clients · 4 employees

$1.1B

PNC Institutional Asset Management

BALTIMORE, MD, USA

Alpha Nasdaq OCIO Indices - Contributor

Profile data unavailable

Point Olema Capital Partners, L.P.

SAN FRANCISCO, CA, USA

27 clients · 9 employees

$2.9B

Prime Buchholz LLC

PORTSMOUTH, NH, USA

Alpha Nasdaq OCIO Indices - Contributor

85 clients · 127 employees

$14.1B

Principal Asset Management

DES MOINES, IA, USA

Alpha Nasdaq OCIO Indices - Contributor

8,169 clients · 1,394 employees

$427.7B

Prodigy Asset Management LLC

OMAHA, NE, USA

Alpha Nasdaq OCIO Indices - Contributor

282 clients · 9 employees

$2.4B

Regions Investment Management, Inc.

BIRMINGHAM, AL, USA

2 clients · 28 employees

$20.1B

Riskbridge Advisors, LLC

NORWALK, CT, USA

293 clients · 15 employees

$898M

Russell Investments

SEATTLE, WA, USA

Alpha Nasdaq OCIO Indices - Contributor

Profile data unavailable

Sageview Advisory Group, LLC

NEWPORT BEACH, CA, USA

1,301 clients · 195 employees

$37.5B

SCS Capital Management LLC

BOSTON, MA, USA

713 clients · 213 employees

$48.7B

Segal Marco Advisors

NEW YORK, NY, USA

129 clients · 112 employees

$50.2B

SEI Investments Management Corp

OAKS, PA, USA

112,627 clients · 434 employees

$216.4B

Sellwood Investment Partners LLC

PORTLAND, OR, USA

72 clients · 16 employees

$2.3B

Seven Bridges Advisors LLC

NEW YORK, NY, USA

171 clients · 23 employees

$4.6B

Silvercrest Asset Management Group LLC

NEW YORK, NY, USA

Alpha Nasdaq OCIO Indices - Contributor

1,205 clients · 175 employees

$28.3B

Spider Management Company, LLC

RICHMOND, VA, USA

Alpha Nasdaq OCIO Indices - Contributor

2 clients · 23 employees

$6.4B

Sterling Capital Management LLC

CHARLOTTE, NC, USA

Alpha Nasdaq OCIO Indices - Contributor

3,508 clients · 186 employees

$69.2B

Strategic Investment Management, LLC

ARLINGTON, VA, USA

Alpha Nasdaq OCIO Indices - Contributor

87 clients · 94 employees

$35.5B

Summit Rock Advisors, LP

NEW YORK, NY, USA

226 clients · 74 employees

$26.2B

The Rock Creek Group, LP

WASHINGTON, DC, USA

Alpha Nasdaq OCIO Indices - Contributor

65 clients · 62 employees

$18.4B

Third Lake Partners, LLC

TAMPA, FL, USA

53 clients · 16 employees

$6.0B

TIFF Investment Management

RADNOR, PA, USA

Alpha Nasdaq OCIO Indices - Contributor

76 clients · 70 employees

$8.6B

Torreyana Capital

LA JOLLA, CA, USA

7 clients · 10 employees

$837M

Towers Watson Investment Services, Inc.

CHICAGO, IL, USA

Alpha Nasdaq OCIO Indices - Contributor

138 clients · 239 employees

$62.7B

Truist

ATLANTA, GA, USA

Profile data unavailable

U.S. Bancorp Asset Management

MINNEAPOLIS, MN, USA

Alpha Nasdaq OCIO Indices - Contributor

Profile data unavailable

Verger Capital Management

WINSTON-SALEM, NC, USA

Alpha Nasdaq OCIO Indices - Contributor

11 clients · 18 employees

$3.3B

Verus Advisory, Inc.

SEATTLE, WA, USA

Alpha Nasdaq OCIO Indices - Contributor

122 clients · 87 employees

$19.4B

Wells Fargo

ST. LOUIS, MO, USA

Profile data unavailable

Wilmington Trust Investment Advisors, Inc.

WILMINGTON, DE, USA

3,540 clients · 104 employees

$17.8B

Wilshire

SANTA MONICA, CA, USA

Alpha Nasdaq OCIO Indices - Contributor

650,319 clients · 307 employees

$149.1B