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Marshall & Sullivan Logo
Marshall & Sullivan Growth Score
79
CB Rank
1099236
Heat Score
37
Marshall & Sullivan is an independent investment advisory company.
Acquired by
Badgley Phelps Logo
Badgley Phelps
Founded
obfuscation
Private Seattle, Washington, United States www.msinvest.com
Advice
Asset Management
Financial Services
Overview

Marshall & Sullivan
Growth Score
79
Heat Score
37

Growth Score79
-5 pts
in past quarter
Heat Score 37
0 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
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About Marshall & Sullivan

CB Rank
1099236
Marshall & Sullivan is an independent investment advisory company.
Acquired by
Badgley Phelps Logo
Badgley Phelps
Founded
obfuscation
Private Seattle, Washington, United States www.msinvest.com
Advice
Asset Management
Financial Services

Details

Legal Name Marshall & Sullivan, Inc.
Operating Status Active
Company Type For Profit
About the Company
Marshall & Sullivan is an independent investment advisory company.
Phone Number 800-735-7290
Contact Email greg@msinvest.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Advisory Services
Provides personalized financial advice and portfolio management to individuals and institutions to help meet their investment goals.

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Financials

M&A Details

Marshall & Sullivan was acquired by Badgley Phelps on
obfuscation
.
Transaction Name 
Marshall & Sullivan acquired by Badgley Phelps Logo
Marshall & Sullivan acquired by Badgley Phelps
Acquired by 
Badgley Phelps Logo
Badgley Phelps
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
News

News and Press

News•Dec 12, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$67.9KThis year, Marshall & Sullivan is projected to spend $67.9K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Reddit Logo
Reddit
83
Touch Monitor Logo
Touch Monitor
81
Touch Screen Monitor Logo
Touch Screen Monitor
81

Active Website Tech Count

9Marshall & Sullivan is actively using 9 technologies for its website, according to BuiltWith. These include Euro, SPF, and  IPv6.
Sub-Organizations
Frequently Asked Questions

Where is Marshall & Sullivan's headquarters? Marshall & Sullivan is located in Seattle, Washington, United States.Who are Marshall & Sullivan's competitors? Alternatives and possible competitors to Marshall & Sullivan may include HighTower Advisors, Mariner Wealth Advisors, and  Creative Planning.
Who We Are
What We Do
Helpful Links
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