Directory

$343B as of 2026-05-31

Advisory · New York, NY

$143B as of 2023-06-30

Advisory + OCIO · Menlo Park, CA

$41B as of 2023-06-30

Advisory + OCIO · Santa Monica, CA

$4.4T as of 2023-06-30

Advisory + OCIO · Chicago, IL

$200B

Advisory + OCIO · St. Louis, MO

$54B as of 2023-06-30

Advisory · Millburn, NJ

$15B as of 2023-06-30

Advisory · Irvine, CA

$6.5B as of 2023-06-30

Advisory + OCIO · Towson, MD

$781B as of 2023-06-30

Advisory + OCIO · Raleigh, NC

$62B as of 2023-06-30

Advisory + OCIO · Independence, OH

$4.7T as of 2023-06-30

Advisory + OCIO · San Francisco, CA

$500B

Advisory + OCIO · Boston, MA

$9.5B as of 2023-06-30

Advisory + OCIO · Newport Beach, CA

$275B as of 2023-06-30

Advisory · St. Louis, MO

$95B as of 2023-06-30

Advisory + OCIO · Marina del Rey, CA

$19B as of 2023-06-30

Advisory · Greensboro, NC

$33B as of 2023-06-30

Advisory · Princeton, NJ

AUA not reported

Advisory + OCIO · New York, NY

$15B as of 2023-06-30

Advisory · Bay Shore, NY

$19B as of 2023-06-30

Advisory + OCIO · Merriam, KS

$257B as of 2023-06-30

Advisory + OCIO · Chicago, IL

$13B as of 2023-06-30

Advisory · Brookfield, WI

$73B as of 2023-06-30

Advisory + OCIO · Cincinnati, OH

$158B as of 2023-06-30

Advisory · Rolling Meadows, IL

$558B as of 2023-06-30

Advisory + OCIO · New York, NY

$579B as of 2023-06-30

Advisory + OCIO · Purchase, NY

$23B as of 2023-06-30

Advisory + OCIO · Birmingham, AL

$17B as of 2023-06-30

Advisory · Cleveland, OH

$25B as of 2023-06-30

Advisory · Bloomfield Hills, MI

$40B as of 2023-06-30

Advisory · Denver, CO

$56B as of 2023-06-30

Advisory · Savannah, GA

$102B as of 2023-06-30

Advisory · Atlanta, GA

$350B as of 2023-06-30

Advisory + OCIO · Chicago, IL

$2.8T as of 2023-06-30

Advisory + OCIO · Westwood, MA

$16.2T as of 2023-06-30

Advisory + OCIO · New York, NY

$588B as of 2023-06-30

Advisory · Pennington, NJ

$46B as of 2023-06-30

Advisory + OCIO · Seattle, WA

$29B as of 2023-06-30

Advisory + OCIO · Portland, OR

$1.5T as of 2023-06-30

Advisory + OCIO · Boston, MA

$15B as of 2023-06-30

Advisory + OCIO · Red Bank, NJ

$13B as of 2023-06-30

Advisory + OCIO · Chicago, IL

$41B as of 2023-06-30

Advisory + OCIO · Darien, CT

$67B as of 2023-06-30

Advisory · Portsmouth, NH

$12B as of 2023-06-30

Advisory · Manhasset, NY

$3.4T as of 2023-06-30

Advisory · Portland, OR

$1.0T as of 2023-06-30

Advisory + OCIO · Seattle, WA

$183B as of 2023-06-30

Advisory · Newport Beach, CA

$454B as of 2023-06-30

Advisory + OCIO · New York, NY

$497B as of 2023-06-30

Advisory + OCIO · La Jolla, CA

$20B as of 2023-06-30

Advisory · Lombard, IL

$26B

OCIO · Arlington, VA

$164B as of 2023-06-30

Advisory · Weehawken, NJ

AUA not reported

Advisory · Glastonbury, CT

$16B as of 2023-06-30

Advisory · Providence, RI

$759B as of 2023-06-30

Advisory + OCIO · Seattle, WA

$4.6T as of 2023-06-30

Advisory + OCIO · Arlington, VA

$1.1T as of 2023-06-30

Advisory + OCIO · Santa Monica, CA