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About Us

For three decades, Fiducient Advisors has been consistently delivering tailored advice to retirement Plan Sponsors, endowments and foundations, individuals and families and financial institutions. Clients turn to us not just for our financial expertise, but for the passion and steadfast commitment that defines our personal service.

Watch Our Story

Why Choose Fiducient Advisors

We are passionate about helping every one of our clients prosper, and that starts by understanding your unique concerns, obligations and goals. Take a moment to consider some of the other potential advantages of working with us.

  • Personal engagement and services designed to meet your unique requirements
  • Integrated asset allocation and rebalancing combining strategic and opportunistic implementation
  • Proprietary due diligence to ensure each portfolio is customized and pragmatic
  • Discretionary or OCIO services designed to give you more time to focus on what matters
  • Our Fiduciary Trail® can help protect plan fiduciaries and lead to better retirement outcomes
  • Our commitment is to exceed your expectations
1995

Year founded

~210

Professionals

$345+ B

Total Assets

All figures above are approximate as of December 31, 2024.

Fiducient Advisors History

1995

1996

1997

2001

2002

2004

2005

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

2022

2023

2024

1995

Fiducient Advisors is founded on May 1st.

1996

Designing a 401(k) Plan is published by Probus Publishing.

1997

Asset Management for Endowments & Foundations is published by McGraw Hill.

2001

Our proprietary Portfolio Engineer® Rebalancing software is developed.

2002

Our proprietary Frontier Engineer® Asset Allocation software is developed.

2004

Our proprietary Liability Engineer® Pension Liability Matching software is developed.

2005

We launched OCIO/Discretionary consulting services.

2012

Nonprofit Asset Management is published by John Wiley & Sons.

2013

We surpassed $50 billion in assets under advisement as of September 30, 2013.

2014

We grew to nine partners.

2015

We celebrated 20 years as a firm.

2016

We acquired ORION Investment Advisors in Washington, DC area and opened a new office in Austin, Texas, expanding to three offices nationwide.

2017

We surpassed $75 billion in assets as of December 31, 2017.

2018

We grew to 13 partners and opened a fourth office in Boston, Massachusetts.

2019

We expanded and opened a new California office.

2020

Fiducient Advisors and Fiduciary Investment Advisors, LLC (“FIA”) joined forces as one firm as of April 1, 2020.

2021

We surpassed $250 billion in assets as of June 30, 2021.

2022

We adopted CFA Institute Diversity, Equity and Inclusion Code for Investment Professionals in the United States and Canada (“DEI Code”).

2023

We welcomed Sabrina Bailey as our new CEO.

2024

Mike Goss is named President of the firm.

Awards & Recognition

Top 25 Worldwide Consultants

One of The Largest Investment Consultants as ranked by worldwide institutional assets

2024

FA’s 2024 RIA Ranking

2024
Top 25 Worldwide Consultants

One of The Largest Managers of Outsourced Assets with full or partial discretion

2024

One of America’s Top RIA Firms 2024

2024

Top 100 Institutional Consulting Teams

2025

See full awards disclosures

A Collaborative Approach

Fiducient Advisors brings myriad expertise and strategic insight to bear in every client engagement. Working collaboratively, we strive to establish relationships that last for generations.

Meet Our Team

A Place For Everyone

We value the diverse opinions and perspectives of our colleagues, and believe the collective sum of our individual differences, life experiences, unique capabilities and talents create an empowering atmosphere with the goal to produce better outcomes.

Learn More

Ready to Advance Your Career?

We built a workplace where everyone can deepen their expertise and discover their potential. And because we embrace the differences that make each of us unique, we believe you will immediately experience a sense of belonging — in an environment where your perspective is valued, and both your professional and personal growth are paramount.

Join Us

We are passionate about improving the quality of life for people in our hometowns and beyond. That’s why all of us at Fiducient Advisors are generous with our time, our expertise and resources to affect change. We want to deliver impact not just for our clients, but for populations we know we can help.

See Why

A Culture of Giving

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