← Tributary

MARQUETTE ASSOCIATES, INC.

WEST CHESTER, PA · CRD 118655 · IAPD ↗ · peircepark.com · 610-719-0300

$315.7MRegulatory AUM
5Advisory reps
6Employees
3Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — MARQUETTE ASSOCIATES, INC. reported RAUM down 33% ($468.0M -> $315.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
48
April 2024 — MARQUETTE ASSOCIATES, INC. reported RAUM down 51% ($838.5M -> $410.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.