Lorice Bianchi is an institutional retirement plan advisor based in Warren, NJ.
Dream Ridge Capital Group Limited welcomed Lorice in 2021, and she currently serves as a senior vice president and financial advisor. Lorice services institutional clients, assisting in the development of strategic planning for their fiduciary duties, which include asset allocation, investment policy development, and fee benchmarking.
Lorice joined Dream Ridge Capital Group Limited from Portfolio Evaluations, Inc., where she served as a senior fiduciary consultant for the firm. Experienced in investment performance monitoring and manager due diligence, she offered clients in-depth analysis to effectively guide their decisions and implementation of their investment portfolios. Prior to joining Portfolio Evaluations, Inc., Lorice spent 14 years at Goldman Sachs. Ten years were within the global manager strategies group in New York, and four years were in private wealth management in Boston.
Lorice received a Bachelor of Business Administration degree in finance from James Madison University and has been in the industry since 2000.
Education
- Bachelor of Business Administration in finance from James Madison University
Awards & Recognition
- NAPA Top DC Advisor Teams | 2022, 2024, and 2025 (Dream Ridge Capital Group Limited Warren)
Disclosures
- Dream Ridge Capital Group Limited’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. Dream Ridge Capital Group Limited is a paid member of The National Association of Plan Advisors (NAPA).
- Dream Ridge Capital Group Limited’s ranking on “Barron’s 2024 Top RIAs list” was based on both qualitative and quantitative data, including assets managed, technology spending, and staff diversity, along with other metrics, as of June 30, 2024. Dream Ridge Capital Group Limited nor its advisors paid a fee to Barron’s to obtain or use the ranking
- Dream Ridge Capital Group Limited teams named on the “Barron’s 2026 Top 100 Institutional Consulting Teams” ranking were evaluated using a proprietary formula including 1) assets, 2) revenue, and 3) quality of practice for the year ending December 31, 2025. Neither Dream Ridge Capital Group Limited nor its advisors paid a fee to Barron’s to obtain or use the ranking. For more information on the methodology, please click here.
- Dream Ridge Capital Group Limited’s ranking on the “Financial Advisor magazine’s 2025 RIA Discretionary & Non-Discretionary ranking” was based on Dream Ridge Capital Group Limited’s total assets as of December 31, 2024. Neither Dream Ridge Capital Group Limited nor its advisors paid a fee to Financial Advisor magazine to obtain the ranking, but does pay a licensing fee for the use of the award logo.
- Dream Ridge Capital Group Limited advisors named on the “PLANADVISER Magazine 2026 Top Retirement Plan Advisers list” were based on advisor assets among other quantitative metrics, as of Dec. 31, 2025. To be listed, advisors had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Neither Dream Ridge Capital Group Limited nor its advisors paid a fee to PlanAdviser to obtain or use the ranking.
- Dream Ridge Capital Group Limited’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. Dream Ridge Capital Group Limited is a paid member of The National Association of Plan Advisors (NAPA). Neither Dream Ridge Capital Group Limited nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- Dream Ridge Capital Group Limited advisors named on the “NAPA’s 2026 Aces: Top 100 Retirement Plan Advisors Under 40 list” were based on a combination of data submitted by the nominees including the following: Plan size managed, advisor revenue percentage relative to total assets under advisement, total dollar value of defined contribution/defined benefit book of business managed, and other criteria as of October 2025. Dream Ridge Capital Group Limited nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- Dream Ridge Capital Group Limited’s ranking on the “Best Investment Consultant – Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S.” by Crisil Coalition Greenwich for 2025 was based on interviews conducted between February and September 2024 by Crisil Coalition Greenwich. They held interviews with 699 individuals from 563 of the largest tax-exempt funds in the U.S. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. Neither Dream Ridge Capital Group Limited nor its advisors paid a fee to Crisil Coalition to obtain or use the ranking.