Miller Russell Associates Ranked In Forbes’ Top 100 Wealth Managers 2015

 

PHOENIX (June 10, 2015) – Arizona-based Miller Russell Associates was recently ranked in Forbes’ Top 100 Wealth Managers 2015 list. Miller Russell Associates is the only Arizona-based wealth management firm to make the list.

Miller Russell Associates is a registered investment adviser providing a full range of investment, wealth management, tax compliance, and consulting services. Forbes ranked each wealth management firm by assets under management for year-end 2014. Miller Russell Associates was ranked 80 with a reported $2.26 billion of assets under management.

“It is an honor to be the only Arizona-based wealth management firm ranked on Forbes’ Top 100 Wealth Managers list,” said Mark Feldman, CEO and managing partner of Miller Russell Associates. “We measure our success as a firm on many things, and assets under management is only one them. We pride ourselves on our dedication to client service, our commitment to develop new and innovative solutions and our continued efforts to recruit and maintain the highest caliber of wealth management professionals.”

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.

For more information about Miller Russell Associates, please visit www.miller-russell.com

About Miller Russell Associates

Miller Russell Associates is one of the Southwest’s largest wealth management and registered investment advisory firms (RIA), headquartered in Phoenix. Independent and partner-owned, Miller Russell Associates provides investment, wealth management and tax compliance and consulting services to individuals and families, corporate retirement plans, endowments and foundations, and sovereign nations throughout the Western United States. Miller Russell Associates currently has more than $2 billion in assets under management and employs nearly 40 professional and support staff. The firm has earned the prestigious CEFEX certification, an independent assessment that recognizes that the firm adheres to the industry’s best fiduciary practices. For more information, visit miller-russell.com. 

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.

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