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Adviser Profile

As of Date 08/19/2025
Adviser Type - Large advisory firm
- Pension consultant
Number of Employees 610 10.91%
of those in investment advisory functions 333 -12.37%
Registration SEC, Approved, 01/22/1992

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

76B 65B 54B 43B 33B 22B 11B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker78464A854 Stock NameSPDR SERIES TRUST $ Position$419,854,982 % Position5.00% $ Change # Change
Stck Ticker46434V613 Stock NameISHARES TR $ Position$310,606,269 % Position3.00% $ Change # Change
Stck Ticker808524300 Stock NameSCHWAB STRATEGIC TR $ Position$212,218,817 % Position2.00% $ Change # Change
Stck Ticker922908363 Stock NameVANGUARD INDEX FDS $ Position$167,905,996 % Position2.00% $ Change # Change
Stck Ticker464288877 Stock NameISHARES TR $ Position$157,398,760 % Position2.00% $ Change # Change
Stck Ticker25434V864 Stock NameDIMENSIONAL ETF TRUST $ Position$147,308,506 % Position2.00% $ Change # Change
Stck Ticker09290C103 Stock NameBLACKROCK ETF TRUST $ Position$193,832,180 % Position2.00% $ Change # Change
Stck Ticker25434V104 Stock NameDIMENSIONAL ETF TRUST $ Position$159,572,618 % Position2.00% $ Change # Change
Stck Ticker464288588 Stock NameISHARES TR $ Position$144,957,592 % Position2.00% $ Change # Change
Stck Ticker46432F339 Stock NameISHARES TR $ Position$201,722,763 % Position2.00% $ Change # Change

Brochure Summary