Top 50 Worldwide Consulting Firms

- Pensions & Investments, November 2016
Ranked by institutional assets under advisement as of June 2016

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 Fourth 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

DiMeo Schneider & Associates, L.L.C. Expands
Firm to Austin, TX

We are pleased to announce the opening of our new office in December 2016.

Recent Promotions & Hires

Jeffrey Barrow, CIMA®, Regional Director, Senior Consultant

Brad Long, CFA, Research Director

Anthony Novara,CFA, Research Director

Aimee O’Connor, Senior Consultant, The Wealth Office™

Kiaina Phillips, Senior Associate

Megan Keithley, Service Associate, Team Lead, The Wealth Office™

Michael Emerson, CFP®, Consultant, The Wealth Office™

Jocelyn Wang, Performance Analyst

Dimeo Schneider Upcoming Events

Dimeo Schneider Research & Resources

January 2017 Market Commentary

In Focus: Trade Policy and Market Impact

2016 Fourth Quarter Considerations Video

Upcoming Events

Research & Resources

January 2017 Market Commentary

In Focus: Trade Policy and Market Impact

2016 Fourth Quarter Considerations Video

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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