Pensions & Investments Magazine’s Best Places to Work in Money Management list

Rating/Ranking Disclosure

The Pensions & Investments Magazine’s Best Places to Work in Money Management ranking may not be representative of any one client’s experience because the ranking reflects a quantitative and/or qualitative analysis of factors that may or may not include a sample of the experience of MRA’s clients.  The rating is not indicative of future performance. MRA did not pay a fee to participate.

According to Best Places to Work in Money Management: The list of Best Places to Work in Money Management is compiled based on data collected and analyzed by Best Companies Group, an independent research firm and P&I’s partner on the survey. Firms had to have at least 20 U.S. employees to participate. An anonymous employee survey, which aimed to evaluate employee engagement and satisfaction, accounted for 75% of a firm’s score; an employer survey, which evaluated each company’s workplace policies, practices, benefits and demographics, made up the remaining 25%.

Years Awarded

  • 2016

Phoenix Magazine’s Five Star Wealth Managers 2016 list

Rating/Ranking Disclosure

The PHOENIX Magazine’s Five Star Wealth Managers ranking may not be representative of any one client’s experience because the ranking reflects a quantitative and/or qualitative analysis of factors that may or may not include a sample of the experience of MRA’s clients.  The rating is not indicative of future performance.  MRA did not pay a fee to participate.

According to Five Star Wealth Managers: Wealth manager award candidates are identified through firm nomination, peer nomination and industry qualifications. Each candidate is then evaluated on 10 objective eligibility and evaluation criteria including client retention rates, client assets administered, firm review and a favorable regulatory and compliant history.

Years Awarded

  • 2016
  • 2015
  • 2014
  • 2013

Arizona Republic’s Who’s Who in Business Ranking — Top 10 Investment Advisory Firms in Phoenix list

Rating/Ranking Disclosure

The Arizona Republic Who’s Who in Business 2016 may not be representative of any one client’s experience because the ranking reflects a quantitative and/or qualitative analysis of factors that may or may not include a sample of the experience of MRA’s clients. The rating is not indicative of future performance. MRA did not pay a fee to participate.

According to Arizona Republic Media: Each firm in the ranking was based on their assets under management (AUM).

Years Awarded:

  • 2016 – No. 5
  • 2015 – No. 4

Financial Times’ 300 Top Registered Investment Advisers list

Rating/Ranking Disclosure

The Financial Times 300 Top Registered Investment Advisers may not be representative of any one client’s experience because the ranking reflects a quantitative and/or qualitative analysis of factors that may or may not include a sample of the experience of MRA’s clients.  The rating is not indicative of future performance.  MRA did not pay a fee to participate.

According to Financial Times: More than 1,500 pre-screened RIA firms were invited to apply for consideration, based on their assets under management (AUM). Applicants that applied were then graded on six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials of the firm’s advisors; online accessibility; and compliance records. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

Years Awarded:

  • 2016
  • 2015

Phoenix Business Journal’s Top 25 Independent Investment Advisers list

Rating/Ranking Disclosure

Phoenix Business Journal’s Independent Investment Advisers ranking may not be representative of any one client’s experience because the ranking reflects a quantitative and/or qualitative analysis of factors that may or may not include a sample of the experience of MRA’s clients.  The rating is not indicative of future performance.  MRA did not pay a fee to participate.

According to Phoenix Business Journal: The Top Independent Investment Advisers list was ranked by assets under management locally.

Years Awarded:

  • 2017 – No. 2
  • 2016 – No. 3
  • 2015 – No. 3
  • 2014 – No. 1
  • 2013 – No. 3

Barron’s Top 100 Wealth Investment Advisors list

Rating/Ranking Disclosure

The List of Top Independent Wealth Advisors by BARRON’S may not be representative of any one client’s experience because the ranking  reflects a quantitative and/or qualitative analysis of factors that may or may not include a sample of the experience of MRA’s clients.  The rating is not indicative of future performance.  MRA did not pay a fee to participate.

According to Barron’s: The Independent Wealth Advisors ranked on the list were identified by Barron’s as the top 100 financial advisors in America. Each was ranked by the volume of assets overseen by the advisors and their teams, revenue generated by the firms, and the quality of the advisors’ practices.

Years Awarded:

  • 2016 – No. 10
  • 2015 – No. 16

Forbes’Top 100 Wealth Managers 2015 list

Rating/Ranking Disclosure

The Forbes’ Top 100 Wealth Managers may not be representative of any one client’s experience because the ranking  reflects a quantitative and/or qualitative analysis of factors that may or may not include a sample of the experience of MRA’s clients.  The rating is not indicative of future performance.  MRA did not pay a fee to participate.

According to Forbes: The data for the Forbes’ Top Wealth Managers list is compiled by the RIA Database. Candidate firms qualify based on both quantitative and qualitative criteria such as each firm must manage at least 50 percent of its assets on behalf of retail clients, cannot be affiliated with a broker-dealer and must be performing wealth management services. In compiling its Wealth Managers list, Forbes looks beyond exclusively fee-only advisors because the RIA industry is evolving to incorporate more hybrid models as more firms break way from broker-dealers.

Years Awarded:

  • 2015 – No. 80

2014’s top 100 women financial advisers in Financial Times

Rating/Ranking Disclosure

The Financial Times Top 100 Women Financial Advisors may not be representative of any one client’s experience because the ranking reflects a quantitative and/or qualitative analysis of factors that may or may not include a sample of the experience of MRA’s clients.  The rating is not indicative of future performance.  MRA did not pay a fee to participate.

According to Financial Times: The Top 100 Women Financial Advisers list assesses the advisers from the perspective of current and prospective investors, and present the Financial Times’ 100 as an elite group, not a competitive ranking of 1 to 100.

Years Awarded:

  • 2014

Financial Advisor Magazine’s 50 fastest growing firms in the U.S.

Rating/Ranking Disclosure

The ranking for Fastest Growing Firm may not be representative of any one client’s experience because the ranking  reflects a quantitative and/or qualitative analysis of factors that may or may not include a sample of the experience of MRA’s clients.  The rating is not indicative of future performance.  MRA did not pay a fee to participate.

According to Financial Advisor Magazine: The formula Financial Advisor Magazine uses to rank firms are based on percentage growth in assets from 2011-2012.

Years Awarded:

  • 2013 – No. 25

Financial Planning Magazine’s 50 fastest growing, fee-only RIA firms List

Rating/Ranking Disclosure

The Top 50 Fastest Growing, Fee-Only RIA Firms in the Nation may not be representative of any one client’s experience because the ranking  reflects a quantitative and/or qualitative analysis of factors that may or may not include a sample of the experience of MRA’s clients.  The rating is not indicative of future performance.  MRA did not pay a fee to participate.

According to Financial Planning Magazine: The formula Financial Planning Magazine uses to rank firms are based on growth in assets under management from 2006 to 2012.

Years Awarded:

  • 2013