Insights

Successful Acquisition Segal Marco Advisors recently expanded its market presence through the acquisition of Marco Consulting Group, positioning itself as a larger and more comprehensive investment consulting firm, which offers opportunities to approach newly integrated clients seeking seamless advisory services.

Industry Recognition Receiving the 2024 Greenwich Quality Leader award underscores the firm’s reputation for excellence in U.S. investment consulting within the large firm segment, making it an attractive partner for high-value prospects and organizations prioritizing quality service.

Client Base & Assets Serving over 400 clients with advisory assets exceeding $500 billion highlights a robust client base and substantial assets under management, suggesting potential sales into large plan sponsors seeking expert investment advice.

Focused Expertise With senior professionals averaging 25 years of experience and advanced research and technology tools, Segal Marco presents itself as a trusted advisor for clients looking for sophisticated, tech-enabled investment consulting solutions.

Growth Opportunities The firm’s recent news, strategic partnerships, and recognition, combined with a focus on complex markets and sound investment strategies, create opportunities to engage organizations aiming to enhance their retirement plans and investment programs with innovative advisory services.

Segal Marco Advisors Tech Stack

Segal Marco Advisors uses 8 technology products and services including Bloomberg, Umbraco, Microsoft Dynamics, and more. Explore Segal Marco Advisors's tech stack below.

  • Bloomberg
    Accounting And Finance
  • Umbraco
    Content Management System
  • Microsoft Dynamics
    Enterprise Resource Planning
  • jQuery
    Javascript Libraries
  • Azure Edge Network
    Miscellaneous
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management
  • X-Content-Type-Options
    Web & Portal Technology

Segal Marco Advisors's Email Address Formats

Segal Marco Advisors uses at least 2 format(s):
Segal Marco Advisors Email FormatsExamplePercentage
FLast@segalrc.comJDoe@segalrc.com
96%
Last@segalrc.comDoe@segalrc.com
3%
First.Last@segalrc.comJohn.Doe@segalrc.com
1%
FLast@segalmarco.comJDoe@segalmarco.com
92%
Last@segalmarco.comDoe@segalmarco.com
5%
First.Last@segalmarco.comJohn.Doe@segalmarco.com
2%
FMLast@segalmarco.comJMDoe@segalmarco.com
1%

Frequently Asked Questions

Where is Segal Marco Advisors's headquarters located?

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Segal Marco Advisors's main headquarters is located at 333 West 34th Street New York, New York 10001 United States. The company has employees across 2 continents, including North AmericaSouth America.

What is Segal Marco Advisors's phone number?

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You can contact Segal Marco Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Segal Marco Advisors's official website and social media links?

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Segal Marco Advisors's official website is segalmarco.com and has social profiles on LinkedIn.

How much revenue does Segal Marco Advisors generate?

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As of March 2026, Segal Marco Advisors's annual revenue is estimated to be $153M.

What is Segal Marco Advisors's SIC code NAICS code?

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Segal Marco Advisors's SIC code is 6799 - Investors, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Segal Marco Advisors have currently?

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As of March 2026, Segal Marco Advisors has approximately 42 employees across 2 continents, including North AmericaSouth America. Key team members include Senior Vice President: F. P.Senior Vice President, Investment Research: J. R.Senior Vice President And Principal - Advisor Solutions Practice Leader: D. S.. Explore Segal Marco Advisors's employee directory with LeadIQ.

What industry does Segal Marco Advisors belong to?

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Segal Marco Advisors operates in the Financial Services industry.

What technology does Segal Marco Advisors use?

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Segal Marco Advisors's tech stack includes BloombergUmbracoMicrosoft DynamicsjQueryAzure Edge NetworkreCAPTCHAGoogle Tag ManagerX-Content-Type-Options.

What is Segal Marco Advisors's email format?

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Segal Marco Advisors's email format typically follows the pattern of FLast@segalrc.com. Find more Segal Marco Advisors email formats with LeadIQ.

When was Segal Marco Advisors founded?

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Segal Marco Advisors was founded in 1969.

Segal Marco Advisors

Financial ServicesNew York, United States11-50 Employees

We are pleased to announce that on January 3, Segal Rogerscasey completed the acquisition of Marco Consulting Group. The combined firm is now operating as Segal Marco Advisors.

The global investment landscape grows more and more complex every day. Plan sponsors need the guidance of an experienced consultant with proprietary research and cutting-edge tools to produce optimal results.

Segal Marco is one of the largest U.S.-based investment consultancies, serving over 400 clients with combined advisory assets exceeding $500 billion. Our expertise, research and technology help clients build a sound investment program that will give their plan participants dignity and comfort in retirement. Our senior professionals average 25 years of experience, and our teams are skilled in assuming new accounts efficiently to ease the transition for plan sponsors.

The firm is registered with the Securities & Exchange Commission as an investment adviser under the Investment Advisors Act of 1940.

Section iconCompany Overview

Headquarters
333 West 34th Street New York, New York 10001 United States
Phone number
SIC Code
6799 - Investors, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1969
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Segal Marco Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Segal Marco Advisors's revenue is estimated to be in the range of $10M$25M

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