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Firm profile

Marquette Associates, Inc..

WEST CHESTER, PACRD 118655Latest ADV May 15, 2026

Marquette Associates, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in West Chester, PA. Its latest Form ADV filing, dated March 26, 2026, reports $316M in regulatory assets under management, 6 employees, 1 office, and 5 accounts.

Assets Under Management
$316M
Employees
6
Offices
1 office
Total Clients
5
Primary office
WEST CHESTER, PA
600 WILLOWBROOK LANE, SUITE 610, WEST CHESTER, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(610) 719-0300
WebsiteNot found
LinkedInNot found

Leadership

2 roles identified
CEOBrian M. Wrubel
CCOLinsey S. Payne

Advisory services offered

6 types reported
Educational seminars/workshops
Other advisory services
Pension consulting services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentGovernment represent 80.0% of total clients.
Top client categories% of clientsClients
1
Government
80.0%
4
2
HNWI
20.0%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$316Mas of May 15, 2026
Discretionary99.0%
$313M
99% of total RAUM99.0%
Non-discretionary1.0%
$3M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$316M
Total Accounts5
10Y AUM Change$-4.2B (-93.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee1:1
10Y Employee Change-4 (-40.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.