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July 17, 2024

Top 15 Consultants to Watch in 2024

As the investment industry landscape continues to evolve, the role of consultants remains pivotal in guiding institutional investors, pension funds, and endowments through complex markets. With the increasing volatility and complexity in global markets, institutional investors rely heavily on the expertise and insights of top consultants to navigate challenges, identify opportunities, and implement effective investment strategies. These consultants provide not only strategic advice but also deep research, risk management, and tailored solutions that align with the unique objectives of their clients.

Consultants play a crucial role in ensuring that investment portfolios are well-diversified and optimized to meet long-term financial goals. They help institutions manage risks, comply with regulatory requirements, and adapt to changing economic conditions. By leveraging their global presence and vast industry knowledge, these consultants are able to offer innovative solutions that drive performance and create value.

In this article, we’re sharing our list of top Consultants to watch for the rest of 2024, and while the list is by no means exhaustive, it is a great starting point for anyone marketing an alternative strategy. By the end of this, you'll have a better understanding of consultants to look into, all found in Dakota Marketplace.

1. AON

AUM: $4,100,000,000,000

Headquarters: London, England 

US Headquarters: Chicago, IL 

2. State Street 

AUM: $3,800,000,000,000

Headquarters: Boston, MA

3. Willis Towers Watson

AUM: $3,600,000,000,000

Headquarters: London, England 

US Headquarters: Arlington, VA

4. Callan Associates

AUM: $3,000,000,000,000

Headquarters: San Francisco, CA

5. RVK

AUM: $2,000,000,000,000

Headquarters: Portland, OR

6. Meketa Investment Group

AUM: $1,900,000,000,000

Headquarters: Westwood, MA

7. NEPC

AUM: $1,600,000,000,000

Headquarters: Boston, MA

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8. Wilshire Associates

AUM: $1,300,000,000,000

Headquarters: Santa Monica, CA

9. Russell Investments

AUM: $1,030,000,000,000

Headquarters: Seattle, WA

10. Verus

AUM: $1,000,000,000,000

Headquarters: Princeton, NJ

11. Hamilton Lane

AUM: $903,100,000,000

Headquarters: Conshohocken, PA

12. JANA Investment Advisers

AUM: $850,000,000,000

Headquarters: Sydney, Australia 

13. Albourne

AUM: $700,000,000,000

Headquarters: London, England

US Headquarters: San Francisco, CA

14. Rocaton Investment Advisors 

AUM: $600,000,000,000

Headquarters: Stamford, Connecticut

15. Graystone 

AUM: $515,700,000,000

Headquarters: New York, New York

For more information on these Consultants and to look at reviews, book a demo of Dakota Marketplace!

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Morgan Holycross, Marketing Manager

Written By: Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.
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The Database For Cold Outreach to Reach Institutional and RIA Investors

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