Data / Investment advisers / Pennsylvania / Marquette Associates, Inc.
Marquette Associates, Inc., West Chester, PA: $316 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Marquette Associates, Inc. is an SEC registered investment adviser with its main office in West Chester, Pennsylvania and reports $316 million in regulatory assets under management in its Form ADV filed May 15, 2026. Its clients include state and municipal governments and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Marquette Associates, Inc. (CRD number 118655): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 118655
- SEC file number
- 801-71334
- SEC status
- Approved, effective April 16, 2010
- Legal name
- Peirce Park Group Inc.
- Main office
- 600 Willowbrook Lane Suite 610, West Chester, PA 19382
- Phone
- (610) 719-0300
- Website
- peircepark.com
- Regulatory AUM
- $315,729,132 in the Form ADV filed May 15, 2026
- Discretionary AUM
- $312,698,113
- Non discretionary AUM
- $3,031,019
- Accounts
- 5
- Employees
- 6, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 4 | $312.7 million |
| High net worth individuals | 1 | $3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $315.7 million | March 26, 2026 |
| December 1, 2025 | $468 million | March 26, 2025 |
Other advisers in West Chester
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Market Street Wealth Management | West Chester | $837 million | Not listed | adviserinfo.sec.gov |
| Wealthcare Capital Partners, LLC | West Chester | $407.4 million | Not listed | adviserinfo.sec.gov |
| Financial Coach | West Chester | $397.3 million | Not listed | adviserinfo.sec.gov |
| Trinity Investment Advisors, LLC | West Chester | $388.2 million | Not listed | adviserinfo.sec.gov |
| Ballast Financial Advisors, LLC | West Chester | $342.6 million | Not listed | adviserinfo.sec.gov |
| Stonecrop Wealth Advisors, LLC | West Chester | $299.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West Chester, PA
- Investment advisers in Pennsylvania
- Advisers with $100 million to $500 million in AUM
- Advisers serving state and municipal governments
- Advisers serving high net worth individuals
- Marquette Associates, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.