The Top 10 Consultants to Watch in 2021

At Dakota, we’ve been raising capital since 2006, and have raised over $30 billion dollars over the last fourteen years. In that time we’ve also established Dakota Marketplace, a database of accounts and contacts built by fundraisers for fundraisers.

Marketplace is a compilation of fourteen years of research, and finding the right people to call on for our business. We think it can help you, too, and it helped inform this list.

In this article, we’re sharing Dakota’s list of top North American Alternative Consultant firms to call on, and while the list is by no means exhaustive (or in every instance the largest allocator), it is a great starting point for anyone marketing an alternative strategy.

The top 10 consultants to watch in 2021

1. Albourne

San Francisco, CA

AUA: $550,000,000,000

2. Mercer

Denver, CO

: $15,000,000,000

3. Willis Towers Watson

New York, NY

AUA: $3,000,000,000,000

4. StepStone

Cleveland, OH

AUA: $296,000,000,000

5. Aon Hewitt/Townsend

Chicago, IL

AUA: $3,000,000,000,000

6. Callan Associates

San Francisco, CA

AUA: $2,000,000,000,000

7. Wilshire Associates

Los Angeles, CA

AUA: $996,000,000,000


Boston, MA

AUA: $1,000,000,000,000

9. Aksia

New York, NY

AUA: $150,000,000,000

10. Cliffwater

Los Angeles, CA

AUA: $75,000,000,000

What to do next

Now that you have a better idea what some of the top Consultants are, you and your team can start the process of doing outreach, setting meetings, and making calls to the right people.

And, this is not a full list; there are even more Consultants to connect with within Dakota Marketplace.

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Written By: Gui Costin, Founder, CEO

Gui Costin is the Founder and CEO of Dakota.


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