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MARQUETTE ASSOCIATES, INC.
CRD 21572File 801-54006
APPROVED
Retail clients
Custody
Filing as of May 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$47.06B
Top 10% of cohort (national)
Discretionary AUM
$29.52B
Non-discretionary $17.54B
Clients
329
348 accounts
Employees
147
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 25, 1997
- Principal office
- 180 NORTH LASALLE STREET, SUITE 3500, CHICAGO, IL, 60601
- Phone
- 312-527-5500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $47.06B
- Discretionary AUM
- $29.52B
- Non-discretionary AUM
- $17.54B
- Discretionary accounts
- 216
- Non-discretionary accounts
- 132
- Total accounts
- 348
- AUM per client
- $143.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $48.2M |
| Charitable organizations | 143 | $17.16B |
| High net worth individuals | 103 | $4.93B |
| Pension and profit sharing plans | 29 | $17.23B |
| State or municipal government entities | 52 | $5.34B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — RETAINER BASED FEE
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 348 | 329 | decreased by19 |
| Apr 1, 2026 | Employees | 140 | 147 | increased by7 |
| Apr 1, 2026 | Clients | 256 | 348 | increased by92 |
| Apr 1, 2026 | AUM | $35,573,596,704 | $47,058,531,850 | increased by$11,484,935,146 |
| Apr 1, 2026 | Accounts | 256 | 348 | increased by92 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 116 | 140 | increased by24 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 118 | 256 | increased by138 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $13,402,983,810 | $35,573,596,704 | increased by$22,170,612,894 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 118 | 256 | increased by138 |
| Apr 1, 2022 | Employees | 110 | 116 | increased by6 |
| Apr 1, 2022 | Clients | 89 | 118 | increased by29 |
| Apr 1, 2022 | AUM | $10,335,239,911 | $13,402,983,810 | increased by$3,067,743,899 |
| Apr 1, 2022 | Accounts | 89 | 118 | increased by29 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MARQUETTE ASSOCIATES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MARQUETTE ASSOCIATES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.