Phoenix Business Journal’s #1 Largest Phoenix-Area Investment Adviser


April 5, 2018

Phoenix Business Journal has named MRA Associates the #1 Largest Investment Adviser in the Phoenix Area. The surveyed list is ranked by assets under management locally. Firms provided the following information in order to be considered for their ranking:

● Discretionary assets
● Number of licensed investment advisers
● Number of clients
● Minimum investment size
● Top local executive
● Year founded locally

To preview the list of the top five rankings at Phoenix Business Journal’s website, please click here.

Rating/Ranking Disclosure

All awards and rankings 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.

MRA Associates assets under management includes assets under management and consultation.