Marquette Associates, INC.
Chicago, IL·SEC-registered · CRD #21572
Marquette Associates, INC. is an SEC-registered investment advisory firm in Chicago, IL managing $47B across 480 client accounts, with 64 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$47B
Client accounts
480
Advisory staff
64
Fee model
Fee-based
How Marquette Associates, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Marquette Associates, INC.
How much does Marquette Associates, INC. manage?
Per its most recent SEC Form ADV filing (05/15/2026), Marquette Associates, INC. reports $47B in regulatory assets under management across roughly 480 client accounts.
How does Marquette Associates, INC. charge?
Marquette Associates, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Marquette Associates, INC. a fiduciary?
Yes. Marquette Associates, INC. is registered with the U.S. Securities and Exchange Commission (CRD #21572), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Marquette Associates, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Marquette Associates, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Marquette Associates, INC.'s public SEC Form ADV filing (CRD #21572, filed 05/15/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Marquette Associates, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Marquette Associates, INC.? Claim this profile.