Consultants' U.S. institutional tax-exempt assets under advisement grew to $26.98 trillion as of June 30 from $20.76 trillion five years ago, according to data collected by Pensions & Investments. Mercer topped the list again with $4.75 trillion, up 86% from 2018.
Consultants' U.S. institutional tax-exempt AUA grows, becomes more concentrated
The largest 10 consultants accounted for 84% of the AUA vs. 76% in 2018.
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