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

Allison Dziak, Office Coordinator

Andrew Krcatovich, Investment Operations Specialist – Discretionary Practice

Curt Lawhorn, CPA, Research Director – Global Private Markets

William Parker, CIMA®, Associate Director of Wealth Consulting

Jason Smith, Manager of Information Technology

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

January Market Commentary

2019 Annual Financial Planning Guide Webcast

In Focus – Fed Ends Rate Hike Campaign

Upcoming Events

Research & Resources

January Market Commentary

2019 Annual Financial Planning Guide Webcast

In Focus – Fed Ends Rate Hike Campaign

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