William Blair & Company
47yrs
Top advisor by experience in Illinois
14yrs
Ryan Tracy is a fiduciary financial advisor in Chicago, Illinois, with 14 years in the industry. After four years at Fiducient Advisors and four years at CG Advisory Services, Ryan joined Marquette Associates in 2026, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Ryan holds the CFP® designation.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 52% of advisors in Chicago
Office180 North Lasalle Street Suite 3500, Chicago, IL 60601
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$47.9 million
Advisors at the firm4
States licensed ?1 state
Services through Marquette Associates
Investment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jan 2026 – nowMarquette Associates, Inc.Current firm
- 2018 – 2022Fiducient Advisors LLCPreviously
- 2013 – 2017CG Advisory ServicesPreviously
Contact Ryan
(312) 527-5500Marquette Associates main office 180 North Lasalle Street Suite 3500Chicago, IL 60601Office · Get directions LinkedIn pageMarquette Associates
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Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ryan
How do I contact Ryan?
Call Marquette Associates at (312) 527-5500 and ask for Ryan Tracy. Ryan works from the Chicago, IL office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2013, about 14 years. More experience than 52% of advisors in Chicago.
What licenses does Ryan hold?
Series 65. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Marquette Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Ryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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