Top 40 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

2017 Second Quarter Considerations

Top 20 RIA Financial Advisor

- “RIA Survey & Ranking 2017,”
Financial Advisor, July 2017, Based on year-end 2016 total assets

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

DiMeo Schneider & Associates, L.L.C. Expands
Firm to Washington, DC

We are excited to announce the acquisition of ORION Investment Advisors.

Recent Promotions & Hires

Nicholas Breit, CFA, CFP®, The Wealth Office™ Financial Planning Practice Leader

Joseph Cortese, OCIO Practice Leader

Megan Keithley, Manager of Service Associates, The Wealth Office™

Aimee O’Connor, Co-Director of The Wealth Office™ Consulting

Dimeo Schneider Upcoming Events

Dimeo Schneider Research & Resources

2017 Second Quarter Considerations Video

June 2017 Market Commentary

In Focus: EU Elections – UK Election Watch

Research & Resources

2017 Second Quarter Considerations Video

June 2017 Market Commentary

In Focus: EU Elections – UK Election Watch

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