Top 50 Worldwide Consulting Firms

- Pensions & Investments, November 2015
Ranked by institutional assets under advisement as of June 2015

Solutions for Retirement PlansSolutions for Private ClientsSolutions for NonprofitsSolutions for Financial Institutions

Top 10 Consultants

- PLANSPONSOR®, September 2010
Ranked by number of reported endowment and
foundation consulting clients as of March 2010

Solutions for Retirement PlansSolutions for Private ClientsSolutions for NonprofitsSolutions for Financial Institutions

DiMeo Schneider & Associates, L.L.C.Helping Clients Prosper

By placing their interests first while
providing straightforward advice
built on practical intellectual capital

Solutions for Retirement PlansSolutions for Private ClientsSolutions for NonprofitsSolutions for Financial Institutions

2016 Second Quarter Considerations

Top 25 RIA Financial Advisor

- “RIA Survey & Ranking 2016,”
Financial Advisor, July 2016, Based on year-end 2015 total assets

Solutions for Retirement PlansSolutions for Private ClientsSolutions for NonprofitsSolutions for Financial Institutions

In a Shifting Rate Environment, Advisors Question Bonds

Read Managing Director, Bob DiMeo’s comments on the current rate environment in Financial Planning’s In

Loss of DC Assets Deals Another Blow to Active Managers

Principal and Director of Institutional Consulting, Doug Balsam, discusses active vs. passive management in Defined

Recent Promotions & Hires

Louis Kleist, Senior Private Markets Research Analyst

Dimeo Schneider Research & Resources

Compare the Candidates: Clinton vs. Trump

August 2016 Market Commentary

July 2016 Market Commentary

DiMeo Schneider News

In a Shifting Rate Environment, Advisors Question Bonds

Read Managing Director, Bob DiMeo’s comments on the current rate environment in Financial Planning’s In

Loss of DC Assets Deals Another Blow to Active Managers

Principal and Director of Institutional Consulting, Doug Balsam, discusses active vs. passive management in Defined

Upcoming Events

Research & Resources

Compare the Candidates: Clinton vs. Trump

August 2016 Market Commentary

July 2016 Market Commentary

DiMeo Schneider & Associates, L.L.C. opened its doors on May 1, 1995 to provide unparalleled investment consulting services. Our clients include retirement plan sponsors, private institutions, nonprofit organizations and affluent families. The hallmarks of our firm are simple:

  • Help Clients Prosper
  • Place Clients’ Interests First
  • Provide Straightforward Advice
  • Practical Intellectual Capital

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