Marquette Associates, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 26, 2026, reports $47.1B in regulatory assets under management, 147 employees, 8 offices, and 348 accounts.
Assets Under Management
$47.1B
Employees
147
Offices
8 offices
Total Clients
348
Primary office
CHICAGO, IL
180 NORTH LASALLE STREET, SUITE 3500, CHICAGO, IL, United States
Top client segmentCharitable represent 41.1% of total clients.
Top client categories% of clientsClients
1
Charitable
41.1%
143
2
HNWI
29.6%
103
3
Government
14.9%
52
4
Pension Plans
8.3%
29
5
TAFT-HARTLEY HEALTH & WELFARE SELF-INSURANCE
5.5%
19
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$47.1Bas of March 26, 2026
Discretionary62.7%
$29.5B
63% of total RAUM62.7%
Non-discretionary37.3%
$17.5B
37% of total RAUM37.3%
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.
Latest AUM$47.1B
Total Accounts348
10Y AUM Change$-84.8B (-64.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees147
Clients per Employee2:1
10Y Employee Change+77 (+110.0%)
* 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.