CBIZ Investment Advisory Services Named #4 on Barron’s List of Top 100 Institutional Consulting Teams

Apr 28, 2022

The annual list highlights the top investment management providers that serve large organizations

CLEVELAND--(BUSINESS WIRE)--Apr. 28, 2022-- CBIZ, Inc. (NYSE: CBZ) today announced that CBIZ Investment Advisory Services, LLC (CBIZ IAS) has been ranked #4 by Barron's in the publication’s list of the Top 100 Institutional Consulting Teams nationwide. This marks the third consecutive year CBIZ IAS has made the list. Its 2022 ranking is seven positions higher than its placement in 2021.

The 2022 Top 100 Institutional Consulting Teams is an annual listing of the nation’s top investment management teams which specialize in providing services for large corporations, including pension funds and university endowments. These teams also serve individual investors, many of whom seek institutional-style oversight of their investments. CBIZ IAS is comprised of 65 consultants and 24 analysts who manage more than $68 billion dollars in institutional consulting assets and serve more than 1,500 clients.*

“Our institutional consulting team strives to provide superior service for our clients, and the recognition by Barron’s spotlights these efforts and collective work,” said Brian Dean, President, CBIZ Investment Advisory Services. “The CBIZ IAS staff has done outstanding work, especially through the past two years of the pandemic, in meeting its fiduciary responsibilities, aiming to exceed their clients' needs, and as a result, strengthening those relationships.”

*Please see the Form ADV for CBIZ Investment Advisory Services, LLC, a registered investment adviser, at www.adviserinfo.sec.gov.

About CBIZ

CBIZ, Inc. is a leading provider of financial, insurance and advisory services to businesses throughout the United States. Financial services include accounting, tax, government health care consulting, transaction advisory, risk advisory, investment advisory, and valuation services. Insurance services include employee benefits consulting, retirement plan consulting, property and casualty insurance, payroll, and human capital consulting. With more than 100 Company offices in 31 states, CBIZ is one of the largest accounting and insurance brokerage providers in the U.S. For more information, visit www.cbiz.com.

Holly Weaver
Marketing Manager, CBIZ Investment Advisory Services
(216) 525-1924

Source: CBIZ, Inc.

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