Marshall & Sullivan

What Marshall & Sullivan does

Marshall & Sullivan operates as a wealth management client portal brand under Badgley Phelps Wealth Managers, an independent investment advisory firm headquartered in Seattle, Washington. Badgley Phelps was founded in 1964 and is currently celebrating its 60th anniversary, indicating six decades of continuous operation in the Seattle market. The firm provides comprehensive wealth management and investment advisory services to four primary client segments: Individuals, Families, Corporations, and Foundations, with an explicit focus on balancing clients' complete financial lives rather than executing isolated transactions.

The firm's core product is the Marshall & Sullivan Client Portal, a web-based platform powered by Tamarac Inc. that enables clients to securely access their accounts, view financial information, and manage investment portfolios online. Badgley Phelps operates parallel portals (Badgley Client Portal and a ShareFile Portal) for secure document exchange, indicating a multi-portal digital infrastructure serving different sub-brands and use cases. The firm emphasizes trust-based, relationship-driven advisory work, with leadership (CEO Julie Parisio Roy, CFA®, CFP®) publicly framing client relationships as a privilege and a sanctified trust.

The business model follows the standard independent RIA fee-based advisory structure, though pricing is not publicly disclosed. Distribution is exclusively direct-to-client through dedicated advisory relationships and self-serve client portals, with no intermediary or marketplace channel. Marketing is conducted through organic social channels (LinkedIn, Facebook) and a content marketing blog with RSS and email subscription capabilities. The firm maintains a single Seattle office, operates no disclosed subsidiaries, and has no publicly disclosed funding rounds, acquisitions, partnerships, patents, or regulatory actions in the input data.

Name

Marshall & Sullivan

Website

https://msinvest.com

Company type

Private

Founded year

1981

Operating status

Operating

Headcount range

1–10 employees

Short description

Marshall & Sullivan is a wealth management client portal brand operated by Badgley Phelps Wealth Managers, a 60-year-old Seattle-based independent RIA serving individuals, families, corporations, and foundations with fee-based investment advisory services accessed through Tamarac-powered client portals.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Finance and Insurance (52)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Portfolio management
• Retirement planning

Headquarters

HQ city

Seattle

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Distribution channels3 records

Marketing channels3 records

Core offering

Marshall & Sullivan is an independent investment advisory company operating as a client portal brand under Badgley Phelps Wealth Managers. The firm provides wealth management, investment advisory, and financial planning services to individuals, families, corporations, and foundations. Clients access their accounts and portfolios through a dedicated web-based Marshall & Sullivan Client Portal powered by Tamarac Inc.

Product overview

Marshall & Sullivan operates as a wealth management client portal brand under Badgley Phelps Wealth Managers. The company provides client login access through a dedicated portal powered by Tamarac Inc. The primary product offering is the Marshall & Sullivan Client Portal, which enables clients to access their financial information and accounts online.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management & Investment Advisory Services Comprehensive wealth management and investment advisory services for individual clients seeking to balance their financial lives across planning, investment management, and wealth preservation.
• Family & Multi-Generational Wealth Planning Coordinated wealth management for family units across multiple generations, including estate planning, multi-generational planning, and unified investment strategies for family assets.
• Corporate Investment Management & Treasury Services Professional management of corporate finances and investment portfolios for corporate entities, including corporate treasury management, investment strategy for corporate assets, and employee benefit planning.
• Foundation & Endowment Investment Management Professional investment management services for foundations and endowments to sustain their philanthropic missions, including endowment management, investment policy development, and fiduciary oversight.
• Marshall & Sullivan Client Portal Web-based client portal powered by Tamarac Inc that enables Marshall & Sullivan clients to securely access their wealth management accounts, view financial information, and manage their investment portfolios online.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves3 records

Expansion highlights2 records

Direct peers

• Fisher Investments: Large independent investment advisory firm also headquartered in the Seattle-metro area (Camas, WA), serving individuals, families, corporations, and foundations with discretionary portfolio management — directly comparable in geography, service model, and target segments.
• Brighton Jones: Seattle-based independent wealth management firm offering comprehensive financial planning, investment management, and tax services to individuals, families, and institutions — closely overlapping in Pacific Northwest geography and full-service HNW positioning.

Regional players

• Russell Investments: Seattle-headquartered global investment solutions provider offering investment advisory, portfolio management, and wealth management services — overlapping in geography and target institutional/HNW segments, though operating at substantially larger scale.
• Moss Adams Wealth Advisors: Pacific Northwest-based wealth advisory affiliate of Moss Adams (top-15 U.S. accounting firm), serving HNW individuals, families, and business owners with integrated tax and wealth planning — overlapping in PNW geography and integrated planning positioning.

Broad incumbents

• Hightower Advisors: National RIA platform that acquires and partners with independent wealth management firms, serving individuals, families, and institutions with comprehensive advisory services — comparable in full-service positioning and a likely consolidation counterparty for an independent Seattle RIA.
• Focus Financial Partners: National partnership model supporting independent RIAs and wealth managers serving HNW individuals, families, and institutions — directly comparable service offering and a potential acquirer for independent advisory firms seeking scale and succession solutions.
• Mariner Wealth Advisors: Large national independent wealth advisory firm offering comprehensive planning, investment management, and family-office-style services to HNW individuals and families — closely aligned with Marshall & Sullivan's full-service, multi-generational value proposition.
• Creative Planning: Large independent wealth management firm providing comprehensive financial planning, investment management, and tax services to individuals, families, and institutions nationwide — comparable in full-service positioning and scale trajectory.
• Edelman Financial Engines: Large national wealth management and financial planning firm serving individuals and families across the full wealth spectrum — comparable comprehensive planning services and a leading consolidator in the independent RIA space.

Emerging players

• Truepoint Wealth Counsel: Mid-sized independent RIA providing comprehensive wealth management, investment advisory, and family-office services to HNW individuals and families — comparable in service breadth and target HNW/family segment, though operating in different geographies.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/badgleyphelps
• LinkedInlinkedin.com/company/badgley-phelps-wealth-managers

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Marshall & Sullivan