Fiducient Advisors

Fiducient Advisors provides investment consulting services to retirement plans, endowments and foundations, family offices and private clients. Headquartered in downtown Chicago with six additional offices, the firm currently advises more than 900 institutional clients nationwide with total assets under advisement of approximately $280 billion as of June 30, 2023. Our mission is to help clients prosper Read More

PKF O’Connor Davies

Founded in 1891, PKF O’Connor Davies has evolved from a regional accounting firm to an emerging national leader with more than 1,500 professionals and 18 offices in the U.S. Our team of top-notch professionals delivers a complete range of audit, tax, and advisory services to a diverse and growing global client base. By bringing together Read More

Citrin Cooperman

Citrin Cooperman has a dedicated Not-For-Profit Practice, which consists of professionals with the expertise and knowledge to meet the needs of not-for-profit organizations in the areas of accounting, audit, tax, and consulting. When you need a highly-specialized service, you can count on our team to develop innovative solutions and strategies to help your organization succeed. Read More

Modern Capital

Protect Your Human Capital Investment, Correlate to Organization Goals, & Sustain Financial Stability Independent Schools play an extremely important role in their respective communities, to their constituents, as well as their employees & leadership. It our job is to understand that role, and help you achieve your mission both now and into the future. Our Read More


Expertise. Innovation. Independence. The qualities that have driven us for more than four decades are the ones we continue to bring to every client engagement―every day. A member of the Top 100 accounting firms, and northern New England’s largest, we are a full-service accounting, assurance, and consulting firm, working with clients coast to coast in Read More

CLA (CliftonLarsonAllen)

We believe that by getting to know you well, we’ll be in a better position to help you. We start with a conversation, ask questions that matter, and listen. You’ll find innovative advice that is clear and actionable, driven by industry-specialized teams. We call it the CLA seamless experience, and it’s expressed in the values Read More