Top 40 Worldwide Consulting Firms

- Pensions & Investments, November 2017
Ranked by institutional assets under advisement as of June 2017

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

2018 Second Quarter Considerations

Top 20 RIA Financial Advisor

- “RIA Survey & Ranking 2018,”
Financial Advisor, July 2018, Based on year-end 2017 total assets under management

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

Recent Hires

Taylor Furmanski, CFA, Consultant

Promotions

William Parker, CIMA®, Associate Director of Wealth Consulting

Michael Sustarsic, CFA, Senior Research Analyst – Global Private Markets

Ryan Tracy, CFP®, Senior Consultant, The Wealth Office™

Altan Wuliji, CFP®, Senior Consultant, The Wealth Office™

Dimeo Schneider Upcoming Events

Dimeo Schneider Research & Resources

Fourth Quarter 2018 Knowledge College

2018 Fourth Quarter Considerations

2019 Market Outlook

Upcoming Events

Research & Resources

Fourth Quarter 2018 Knowledge College

2018 Fourth Quarter Considerations

2019 Market Outlook

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 Thorough Advice
  • Practical Intellectual Capital

Get Started