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Top consultants ranked by worldwide institutional, tax-exempt assets
Assets under advisement, in millions, as of Sept. 30.
| Rank | consultant | Assets | |
| 1 | Mercer Investment | $2,173,000 | 1 |
| 2 | Russell Investment | $2,000,000 | |
| 3 | Watson Wyatt | $1,060,000 | |
| 4 | Callan Associates | $965,235 | |
| 5 | Plexus Group | $900,000 | |
| 6 | Pension Consulting Alliance | $580,240 | |
| 7 | Strategic Investment | $531,888 | |
| 8 | R.V. Kuhns | $531,008 | |
| 9 | Wilshire Associates | $500,000 | |
| 10 | Ennis Knupp | $462,000 | |
| 11 | API Asset Performance | $300,000 | |
| 12 | CRA RogersCasey | $300,000 | |
| 13 | Evaluation Associates | $300,000 | |
| 14 | Richards & Tierney | $296,608 | |
| 15 | Hewitt Associates | $257,732 | |
| 16 | Rocaton Investment | $200,000 | |
| 17 | New England Pension | $187,646 | |
| 18 | Independent Fiduciary | $185,648 | |
| 19 | Smith Barney | $97,868 | 1 |
| 20 | Marco Consulting | $75,000 | |
| 21 | Merrill Lynch | $67,930 | |
| 22 | Summit Strategies | $61,000 | |
| 23 | PRIME Asset | $60,000 | |
| 24 | Segal Advisors | $54,127 | |
| 25 | Angeles Investment | $45,000 | |
| 26 | Mellon's HR & Inv. | $45,000 | 2 |
| 27 | Townsend Group | $43,529 | |
| 28 | Cliffwater | $42,000 | |
| 29 | LCG Associates | $41,683 | |
| 30 | Alan D. Biller | $40,000 | |
| 31 | Jeffrey Slocum & Assoc. | $40,000 | |
| 32 | Curcio Webb | $35,000 | |
| 33 | Meketa Investment | $31,000 | |
| 34 | Becker, Burke Assoc. | $29,777 | |
| 35 | Wurts & Associates | $28,000 | |
| 36 | Marquette Associates | $27,000 | |
| 37 | Holbein Associates | $24,513 | |
| 38 | Stratford Advisory Group | $23,000 | |
| 39 | Shields Associates | $22,000 | |
| 40 | Fund Evaluation Group | $21,994 | |
| 41 | Ellwood Associates | $20,092 | |
| 42 | Asset Consulting Group | $20,000 | |
| 43 | Investment Performance | $20,000 | |
| 44 | Pension Fund Evaluations | $20,000 | |
| 45 | Prime, Buchholz | $20,000 | |
| 46 | Milliman USA | $16,300 | |
| 47 | Portfolio Advisors | $16,112 | |
| 48 | DiMeo Schneider | $16,000 | |
| 49 | Hammond Associates | $15,651 | |
| 50 | Gregory W. Group | $15,000 | |
| 51 | Aon Investment | $14,300 | |
| 52 | Clark Consulting | $14,000 | |
| 53 | Morgan Stanley | $13,300 | |
| 54 | Burnley Associates | $12,000 | |
| 55 | Highland Associates | $12,000 | |
| 56 | Colonial Consulting | $11,500 | |
| 57 | Defined Contribution Adv. | $11,000 | |
| 58 | Courtland Partners | $10,000 | |
| 59 | Dahab Associates | $9,000 | |
| 60 | Madison Portfolio | $9,000 | |
| 61 | Arnerich Massena | $8,000 | |
| 62 | Deloitte & Touche | $8,000 | |
| 63 | Palmer & Cay | $7,000 | |
| 64 | Berthel Schutter | $6,600 | |
| 65 | HSBC Actuaries/Consult. | $6,300 | |
| 66 | Concord Advisory | $5,900 | |
| 67 | Asset Strategies Portfolio | $5,500 | |
| 68 | Bidart & Ross | $5,000 | |
| 69 | Portfolio Evaluations | $5,000 | |
| 70 | PFM Advisors | $4,700 | |
| 71 | Southeastern Advisory | $4,000 | |
| 72 | Asset Strategy | $3,000 | |
| 73 | Quan-Vest | $2,900 | |
| 74 | Int'l Investm. (Port Chester) | $2,780 | |
| 75 | Peirce Park Group | $2,000 | |
| 76 | Portfolio Analytics | $2,000 | |
| 77 | PFE Group | $1,934 | |
| 78 | Chartwell (USA) | $1,900 | |
| 79 | Robert Harrell | $1,888 | |
| 80 | Kalson & Associates | $1,750 | |
| 81 | Quantel Associates | $1,000 | |
| 82 | RP Consulting | $1,000 | |
| 83 | Schultz Collins | $994 | |
| 84 | B.C. Ziegler | $950 | |
| 85 | Larry Thompson | $750 | |
| 86 | Berla Investment | $700 | |
| 87 | Advest Custom | $500 | |
| 88 | IFC Retirement | $500 | |
| 89 | Newport Capital | $500 | |
| 90 | J.F. Beasley | $200 | |
| TOTAL | $13,074,927 |
1As of Dec. 31. 2U.S. assets only; worldwide total not available.
