SEGAL MARCO ADVISORS
SEC RegisteredInvestment Consulting Tailored for the Institutional Investor
About the firm
Segal Marco Advisors is one of the largest U.S.-based investment consulting firms, with combined discretionary and advisory assets exceeding $600 billion. An independent, employee-owned firm, it has been advising organizations on investment strategy for more than 55 years. Its senior professionals average more than 25 years of experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment consulting, investment research, discretionary investment management (OCIO), proxy voting, and corporate governance services.
Who they serve
Institutional investors including Taft-Hartley plans, non-profits, Fortune 500 companies, public sector entities, corporate plans, financial intermediaries, and multiemployer plans.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 4 | $2.5B |
| Charitable Organizations | 74 | $43.4B |
| State/Municipal Entities | 4 | — |
654 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SEGAL MARCO ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.