Marshfield Associates
Washington, DC·SEC-registered · CRD #150614
Marshfield Associates is an SEC-registered investment advisory firm in Washington, DC managing $8.1B across 5.0k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$8.1B
Client accounts
5.0k
Advisory staff
13
Fee model
Fee-only
How Marshfield Associates is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Marshfield Associates
How much does Marshfield Associates manage?
Per its most recent SEC Form ADV filing (03/27/2026), Marshfield Associates reports $8.1B in regulatory assets under management across roughly 5.0k client accounts.
How does Marshfield Associates charge?
Marshfield Associates is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Marshfield Associates a fiduciary?
Yes. Marshfield Associates is registered with the U.S. Securities and Exchange Commission (CRD #150614), 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 Marshfield Associates 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 Marshfield Associates and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Marshfield Associates's public SEC Form ADV filing (CRD #150614, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Marshfield Associates. 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 Marshfield Associates? Claim this profile.