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December 13, 2004 12:00 AM

Top consultants 2004

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    Top consultants ranked by worldwide institutional, tax-exempt assets

    Assets under advisement, in millions, as of Sept. 30.

    RankconsultantAssets  
    1Mercer Investment$2,173,000 1
    2Russell Investment$2,000,000
    3Watson Wyatt$1,060,000
    4Callan Associates$965,235
    5Plexus Group$900,000
    6Pension Consulting Alliance$580,240
    7Strategic Investment$531,888
    8R.V. Kuhns $531,008
    9Wilshire Associates$500,000
    10Ennis Knupp$462,000
    11API Asset Performance$300,000
    12CRA RogersCasey$300,000
    13Evaluation Associates$300,000
    14Richards & Tierney$296,608
    15Hewitt Associates$257,732
    16Rocaton Investment$200,000
    17New England Pension$187,646
    18Independent Fiduciary$185,648
    19Smith Barney$97,868 1
    20Marco Consulting$75,000
    21Merrill Lynch$67,930
    22Summit Strategies$61,000
    23PRIME Asset$60,000
    24Segal Advisors$54,127
    25Angeles Investment$45,000
    26Mellon's HR & Inv.$45,000 2
    27Townsend Group$43,529
    28Cliffwater$42,000
    29LCG Associates$41,683
    30Alan D. Biller$40,000
    31Jeffrey Slocum & Assoc.$40,000
    32Curcio Webb$35,000
    33Meketa Investment$31,000
    34Becker, Burke Assoc.$29,777
    35Wurts & Associates$28,000
    36Marquette Associates$27,000
    37Holbein Associates$24,513
    38Stratford Advisory Group$23,000
    39Shields Associates$22,000
    40Fund Evaluation Group$21,994
    41Ellwood Associates$20,092
    42Asset Consulting Group$20,000
    43Investment Performance$20,000
    44Pension Fund Evaluations$20,000
    45Prime, Buchholz$20,000
    46Milliman USA$16,300
    47Portfolio Advisors$16,112
    48DiMeo Schneider$16,000
    49Hammond Associates$15,651
    50Gregory W. Group$15,000
    51Aon Investment$14,300
    52Clark Consulting$14,000
    53Morgan Stanley$13,300
    54Burnley Associates$12,000
    55Highland Associates$12,000
    56Colonial Consulting$11,500
    57Defined Contribution Adv.$11,000
    58Courtland Partners$10,000
    59Dahab Associates$9,000
    60Madison Portfolio$9,000
    61Arnerich Massena$8,000
    62Deloitte & Touche$8,000
    63Palmer & Cay$7,000
    64Berthel Schutter$6,600
    65HSBC Actuaries/Consult.$6,300
    66Concord Advisory$5,900
    67Asset Strategies Portfolio$5,500
    68Bidart & Ross$5,000
    69Portfolio Evaluations$5,000
    70PFM Advisors$4,700
    71Southeastern Advisory$4,000
    72Asset Strategy$3,000
    73Quan-Vest$2,900
    74Int'l Investm. (Port Chester)$2,780
    75Peirce Park Group$2,000
    76Portfolio Analytics$2,000
    77PFE Group$1,934
    78Chartwell (USA)$1,900
    79Robert Harrell$1,888
    80Kalson & Associates$1,750
    81Quantel Associates$1,000
    82RP Consulting $1,000
    83Schultz Collins$994
    84B.C. Ziegler$950
    85Larry Thompson$750
    86Berla Investment$700
    87Advest Custom$500
    88IFC Retirement$500
    89Newport Capital$500
    90J.F. Beasley$200
    TOTAL$13,074,927
    1As of Dec. 31. 2U.S. assets only; worldwide total not available.
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    • Topics
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      • Russia-Ukraine War
      • SECURE Act 2.0
      • Special Reports
      • White Papers
    • Rankings & Awards
      • 1,000 Largest Retirement Plans
      • Top-Performing Managers
      • Largest Money Managers
      • DC Money Managers
      • DC Record Keepers
      • Largest Hedge Fund Managers
      • World's Largest Retirement Funds
      • Best Places to Work in Money Management
      • Excellence & Innovation Awards
      • WPS Innovation Awards
      • Eddy Awards
    • ETFs
      • Latest ETF News
      • Fund Screener
      • Education Center
      • Equities
      • Fixed Income
      • Commodities
      • Actively Managed
      • Alternatives
      • ESG Rated
    • ESG
      • Latest ESG News
      • The Institutional Investor’s Guide to ESG Investing
      • ESG Sustainability - Gaining Momentum
      • Climate Change: The Inescapable Opportunity
      • Impact Investing
      • 2022 ESG Investing Conference
      • ESG Rated ETFs
    • Defined Contribution
      • Latest DC News
      • DC Money Manager Rankings
      • DC Record Keeper Rankings
      • Innovations in DC
      • Trends in DC: Focus on Retirement Income
      • 2022 Defined Contribution East Conference
      • 2022 DC Investment Lineup Conference
    • Searches & Hires
      • Latest Searches & Hires News
      • Searches & Hires Database
      • RFPs
    • Performance Data
      • P&I Research Center
      • Earnings Tracker
      • Endowment Returns Tracker
      • Corporate Pension Contribution Tracker
      • Pension Fund Returns Tracker
      • Pension Risk Transfer Database
      • Future of Investments Research Series
      • Charts & Infographics
      • Polls
    • Careers
    • Events
      • View All Conferences
      • View All Webinars
      • 2022 Retirement Income Conference
      • 2022 Managing Pension Risk & Liabilities
      • 2022 WorldPensionSummit