Curcio Webb LLC

Curcio Webb provides institutional investment and employee‑benefit consulting to pension and profit‑sharing plans, endowments and foundations, charitable organizations, corporations and other institutional plan sponsors. Services center on employee benefit plan design and administration, investment manager and custodian/provider selection, performance evaluation, and participant education and communications.

The firm delivers advice primarily through discrete, project‑based engagements rather than ongoing investment oversight, and it provides recommendations without acting as an asset manager, custodian or discretionary trader. Curcio Webb reports $29.9 billion in assets under advisement for retainer clients and $262.5 billion for project clients (as of 12/31/25), and it also offers actuarial and retiree‑medical consulting and related implementation work.

Notable features include formal manager‑and‑provider searches and the ability to advise on relationships with other advisers, plus a fee‑only billing model that is typically hourly or fixed‑fee rather than percentage‑of‑assets‑under‑management. The firm states it accepts no commissions or indirect compensation from providers and emphasizes project‑based engagements and participant education as recurring parts of its institutional practice.