Awards/Rankings/Recognitions Disclosures
Fiducient Advisors was recognized by Forbes as one of America’s Top RIA Firms 2024. Ranking was announced on October 8, 2024. Ranking was developed by SHOOK Research which is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. As of October 2024, 46,212 nominations were received, based on SHOOK’s thresholds, and a total of 25,103 nominees were invited to complete the online survey. Additional information regarding the methodology for the ranking can be found here: Methodology: America’s Top RIA Firms 2024. Fiducient Advisors did not pay to participate in any of the above rankings. No direct or indirect compensation has been provided for the above ranking by Fiducient Advisors for participation. Ratings are not indicative of Fiducient Advisors’ future performance.
Fiducient Advisors was recognized by Pensions & Investments as a one of The Largest Investment Consultants, as ranked by worldwide institutional assets in 2023. Award given on November 20, 2023. Eligibility was based on investment consultants with institutional AUA as of June 30, 2023. Of the 202 firms sent the survey, 61 responded and were included in the results. Fiducient Advisors did not pay to participate in any of the above rankings. No direct or indirect compensation has been provided for any of the above rankings/awards by Fiducient Advisors for participation. Ratings are not indicative of Fiducient Advisors’ future performance.
Fiducient Advisors was listed in FA’s 2024 RIA Ranking by Financial Advisor Magazine in 2024. Awarded July 12, 2024. Results based on discretionary and non-discretionary assets under management as reported in the Form ADV of the 431 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 $1 billion in assets under management as of December 31, 2023, based on their ADV filing with the SEC. Fiducient Advisors did not pay to participate in any of the above rankings. No direct or indirect compensation has been provided for any of the above rankings/awards by Fiducient Advisors for participation. Ratings are not indicative of Fiducient Advisors’ future performance.
Fiducient Advisors was recognized by Pensions & Investments as one of The Largest Managers of Outsourced Assets with full or partial discretion in 2024. Award given on July 15, 2024. A firm must report at least $1 million in total and institutional assets under investment outsourcing as of March 31, 2024 to be eligible for inclusion in the P&I OCIO survey and main ranking. If March 31, 2024 data was unavailable, firms could report as of December 31, 2023. Fiducient Advisors did not pay to participate in any of the above rankings. No direct or indirect compensation has been provided for any of the above rankings/awards by Fiducient Advisors for participation. Ratings are not indicative of Fiducient Advisors’ future performance.
Pensions and Investments’ Influential Women in Institutional Investing – nominations accepted in 2024 and listing announced on September 9, 2024. Criteria for inclusion required nominees to be actively employed in the institutional investing field and have a minimum of seven years of industry experience. They were required to demonstrate a measurable effect and results within both their workplace and the industry. Ideal candidates were expected to exhibit a commitment to attracting, retaining, supporting and promoting women within the industry. Letters of recommendation supporting their application also were requested. Women from various roles across institutional investment industry were eligible for consideration. Self-nominations were allowed. Entries were grouped based on years of experience for equitable judging. Nominees were evaluated by members of the 2024 advisory board and additional panel comprised of industry experts along with members of P&I leadership and editorial team. Fiducient Advisors did not pay to participate in any of the above rankings. No direct or indirect compensation has been provided for any of the above rankings/awards by Fiducient Advisors for participation. Ratings are not indicative of Fiducient Advisors’ future performance.
Fiducient Advisors was recognized by The Dave Thomas Foundation for Adoption as a 2024 Best Adoption-Friendly Workplace. Award given on May 6, 2024 for benefits as of January 1, 2024. Scores were calculated according to the following criteria: financial reimbursement (45%), paid leave (45%) and employee eligibility (10%). 165 companies participated in the survey. Fiducient Advisors did not pay to participate in any of the above rankings. No direct or indirect compensation has been provided for any of the above rankings/awards by Fiducient Advisors for participation. Ratings are not indicative of Fiducient Advisors’ future performance.
