Award Disclosures
Pensions & Investments Largest Investment Consultants for 2023. Award given on November 20, 2023. Eligibility was based on investment consultants with institutional AUA as of June 30, 2023. Of the 202 firms sent the survey, 61 responded and were included in the results. Fiducient Advisors did not pay to participate in any of the above rankings. No direct or indirect compensation has been provided for any of the above rankings/awards by Fiducient Advisors for participation. Ratings are not indicative of Fiducient Advisors’ future performance.
Fiducient Advisors was listed as a Top 10 RIA by Financial Advisor Magazine in 2023. Fiducient Advisors has received this ranking for the last 11 years. Awarded July 25, 2023. Results based on discretionary and non-discretionary assets under management as reported in the Form ADV of the 521 eligible firms. To be eligible, firms must provide financial planning and related services to individual clients, be independently registered investment advisors, file an ADV statement with the SEC, and have at least $500 million in assets under management as of December 31, 2022, based on their ADV filing with the SEC. Fiducient Advisors did not pay to participate in any of the above rankings. No direct or indirect compensation has been provided for any of the above rankings/awards by Fiducient Advisors for participation. Ratings are not indicative of Fiducient Advisors’ future performance.
Fiducient Advisors was recognized by Pensions & Investments as a top 30 manager of institutional outsourced assets with full or partial discretion in 2023. Award given on July 17, 2023. A firm must report at least $1 million in total and institutional assets under investment outsourcing as of March 31, 2023 to be eligible for inclusion in the P&I OCIO survey and main ranking. If March 31, 2023 data was unavailable, firms could report as of December 31, 2022. Fiducient Advisors did not pay to participate in any of the above rankings. No direct or indirect compensation has been provided for any of the above rankings/awards by Fiducient Advisors for participation. Ratings are not indicative of Fiducient Advisors’ future performance.