# Bellwether Consulting

Bellwether Consulting is a RIA based in Millburn.

## Overview

- **Organization type:** RIA
- **Headquarters:** Millburn
- **Founded:** 2001
- **Assets under management:** $50B+
- **Website:** bellwetherconsulting.net
- **LinkedIn:** https://www.linkedin.com/company/bellwether-consulting

## Regulatory record

- **CRD number:** 111188
- **SEC file number:** 801-60078
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111188

## About

Bellwether Consulting is an investment consulting firm for institutional investors. It is an investment advisor with over $50 billion in assets under fiduciary advisement, specializing in investment advice to retirement plan sponsors and other institutional investors on the management and oversight of their investment programs. As an independent firm unaffiliated with investment managers or service providers, it does not accept product-related compensation such as sales commissions and acts solely as the client's advocate.

## Sectors

- Retirement Plan Sponsors
- Institutional Investors

## People

- Scott Cohen — Investment Consultant and co-founder
- Jacob Finkel — CFA, Investment Consultant
- Keith Hocter — CFA, Investment Consultant and co-founder
- Lynda Sandersen — Investment Consultant

## Related profiles

- [LaSalle Investment Management Securities](https://altss.com/profile/lasalle-investment-management-securities)
- [Royal American Financial Advisors](https://altss.com/profile/royal-american-financial-advisors-llc)

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Last updated: 2026-08-11T15:06:13.093Z

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