Information intended as representative illustrations of combined capabilities of DiMeo Schneider & Associates, L.L.C. and Fiduciary Investment Advisors, LLC. As of April 1, 2020, FIA became a subsidiary of DiMeo Schneider and anticipates fully merging by the end of 2020.
Barron’s Institutional Consulting Teams ranking is based on quantitative and qualitative factors including team’s assets, revenue, size and character of the team itself. Barron’s invites firms that, in their opinion, are competitive given size and sophistication.
P&I’s Consultant Ranking is a proprietary survey produced by Pension & Investment. Results are based on questionnaire responses sent to approximately 200 consultants determined by P&I that self-reported institutional assets under advisement as of June 30, 2019. Consultants with multiple subsidiaries are asked to provide information on a consolidated basis. No fee is associated with ranking participation. The ranking is not indicative of any future performance of the individual or combined firms.
FA’s RIA Ranking is an independent listing produced by Financial Advisor magazine based on assets under management of the 683 eligible firms. To be eligible, firms must provide financial planning and related services to individual clients, be independently registered investment advisors, file an ADV statement with the SEC and have at least $100 million in assets under management as of December 31, 2018 based their ADV filing with the SEC. No fee is associated with participation. The ranking is not indicative of any future performance of the individual or combined firms.
All material and information is intended for DiMeo Schneider & Associates, L.L.C. business only. Any use or public dissemination outside firm business is prohibited. Information is obtained from a variety of sources which are believed though not guaranteed to be accurate. This presentation does not represent a specific investment recommendation. Past performance does not indicate future performance. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. DiMeo Schneider & Associates, L.L.C. does not provide tax or legal advice.
