FIDUCIENT ADVISORS LLC
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About the firm
As fiduciary investment consultants, Fiducient Advisors combines decades of experience, solid investment management and unbiased insight to deliver highly customized strategies and solutions. The firm serves institutions, individuals and families, striving for optimal results through a disciplined fiduciary investment approach developed and refined for 30 years.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fiduciary investment consulting, retirement plan advisory (401(k), 403(b), pension, cash balance, Taft-Hartley, pooled employer plans), financial wellness, endowment and foundation investment advisory, outsourced CIO (OCIO), implemented investment services, and private wealth management including investment and wealth management solutions tailored to individuals and families.
Who they serve
Retirement plan sponsors, endowments and foundations, private wealth clients (executives, business owners, multi-generational families, high-net-worth individuals), and financial institutions (growing firms, breakaway firms, planning firms, aggregator firms).
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 171 | $39M |
| High Net Worth Individuals | 518 | $33.1B |
| Charitable Organizations | 205 | $46.8B |
| State/Municipal Entities | 341 | — |
884 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
64 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FIDUCIENT ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.