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. 

Barron’s Institutional Consulting Teams ranking is based on quantitative and qualitative factors including team’s assets, revenue, size and character of the team itself. Barron’s invites firms that, in their opinion, are competitive given size and sophistication. There is no fee associated with participating in the ranking. Our ranking took into consideration the combined capabilities of the firm and its subsidiary, Fiduciary Investment Advisors, LLC.

P&I’s 2020 Best Places to Work in Money Management ranking is a proprietary survey produced by Pension & Investment in partnership with Best Companies Group. 94 companies were recognized in 2020 and results are based on evaluating each nominated company’s workplace policies, practices, philosophy, systems and demographics, as well as an employee survey to measure employee experience. Fiducient Advisor’s rankings are representative of the firm and its subsidiary, Fiduciary Investment Advisors, LLC. There is no fee associated with participating in the ranking.

P&I’s Outsourcing Managers special report is based on information as of March 31, 2020 complied from a proprietary survey. Fiducient Advisor’s rankings are representative of the consolidated assets of the firm and its subsidiary, Fiduciary Investment Advisors, LLC. Results are based on 62 responses out of 140 targeted managers. There is no fee associated with participating in the ranking. The ranking is not indicative of Fiducient Advisors’ future performance.

The Largest Manager of Outsourced Endowment Assets ranking is based on U.S. institutional outsourced assets under management where the OCIO firm has a full or partial investment discretion.