Marshall & Sullivan
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.
- Company typePrivate
- Founded1981
- HeadquartersSeattle, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
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.
Marshall & Sullivan firmographics
Firmographics- 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
Marshall & Sullivan industry classification
Industry- 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
Where Marshall & Sullivan is headquartered
LocationHeadquarters
- HQ city
- Seattle
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Marshall & Sullivan business model
Business model- 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
Marshall & Sullivan product offering
Product offeringCore 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.
Companies that use Marshall & Sullivan
Customer profileSegments4 records
Ideal customer profiles4 records
Marshall & Sullivan technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Marshall & Sullivan partnerships and signals
Strategic signalScale indicators1 record
Recent moves3 records
Expansion highlights2 records
Marshall & Sullivan competitors and assessment
Company assessmentDirect 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
Marshall & Sullivan social profiles
Digital presenceMarshall & Sullivan financial estimates
Financial estimateRevenue estimate
Valuation estimate
Marshall & Sullivan leadership team
Management profileNumber of profiles
Profiles1 record
Marshall & Sullivan funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Marshall & Sullivan M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Marshall & Sullivan
What does Marshall & Sullivan do?
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.
Is Marshall & Sullivan a public or private company?
Marshall & Sullivan is a private company. It is classified as unknown and is currently operating.
When was Marshall & Sullivan founded?
Marshall & Sullivan was founded in 1981. It employs 1 to 10 people.
Where is Marshall & Sullivan based?
Marshall & Sullivan is headquartered in Seattle, United States, in the North America region.
Who are Marshall & Sullivan's main competitors?
Direct peers on record are Fisher Investments and Brighton Jones. Regional players are Russell Investments and Moss Adams Wealth Advisors. Broad incumbents are Hightower Advisors, Focus Financial Partners, Mariner Wealth Advisors, Creative Planning and Edelman Financial Engines. Truepoint Wealth Counsel is listed as an emerging player.
Does Marshall & Sullivan have an API?
No public API is recorded for Marshall & Sullivan.
What industry is Marshall & Sullivan in?
Marshall & Sullivan's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.