MARQUETTE ASSOCIATES, INC. - Financial Advisor in Pennsylvania, West Chester

Tel: 610-719-0300 600 Willowbrook Lane Suite 610 West Chester, Pennsylvania 19382

About MARQUETTE ASSOCIATES, INC.

MARQUETTE ASSOCIATES, INC. is a West Chester, Pennsylvania based financial advisory firm with nearly $410,559,528 in assets under management and provides investment advisory services for 12 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

118655

Firm SEC#:

801-71334

Assets Under Management:

$410,559,528

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (INVESTMENT CONSULTING SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (RETAINER BASED FEE)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Pennsylvania?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Pennsylvania, West Chester

FirmCRD#:330755

SEC#:801-130496

No. of Advisors:12

No. of Clients:5

AUM:$9,803,013,288

FirmCRD#:305815

SEC#:801-121179

No. of Advisors:6

No. of Clients:2017

AUM:$2,370,836,249

FirmCRD#:116240

SEC#:801-107742

No. of Advisors:29

No. of Clients:4427

AUM:$2,166,191,568

FirmCRD#:155157

SEC#:801-81172

No. of Advisors:16

No. of Clients:2376

AUM:$589,151,971

FirmCRD#:170478

SEC#:801-81042

No. of Advisors:7

No. of Clients:717

AUM:$346,775,812

FirmCRD#:141039

SEC#:801-66958

No. of Advisors:3

No. of Clients:33

AUM:$300,990,891

FirmCRD#:304430

SEC#:801-117158

No. of Advisors:6

No. of Clients:1343

AUM:$247,372,928

FirmCRD#:306486

SEC#:801-117833

No. of Advisors:5

No. of Clients:772

AUM:$235,907,635

FirmCRD#:330300

SEC#:801-129749

No. of Advisors:13

No. of Clients:801

AUM:$160,589,922

FirmCRD#:298176

SEC#:801-113933

No. of Advisors:2

No. of Clients:6

AUM:$25,513,027

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

VENERABLE INVESTMENT ADVISERS, LLC

330755

801-130496

$9,803,013,288

WEDMONT PRIVATE CAPITAL

305815

801-121179

2017

$2,370,836,249

KEY FINANCIAL, INC.

116240

801-107742

4427

$2,166,191,568

MARKET STREET WEALTH MANAGEMENT

155157

801-81172

2376

$589,151,971

FINANCIAL COACH

170478

801-81042

717

$346,775,812

TRINITY INVESTMENT ADVISORS, LLC

141039

801-66958

$300,990,891

BALLAST FINANCIAL ADVISORS, LLC

304430

801-117158

1343

$247,372,928

STONECROP WEALTH ADVISORS, LLC

306486

801-117833

772

$235,907,635

WEALTHCARE CAPITAL PARTNERS, LLC

330300

801-129749

801

$160,589,922

GLOBAL BETA ADVISORS

298176

801-113933

$25,513,027

Explore More Financial Advisor Firms in West Chester, Pennsylvania >>