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.

MRA Associates Work-From-Home Policy

3/18/2020 – MRA Associates cares about the health and safety of our clients, our MRA team members and their families, and the community. As we continue to navigate this pandemic and do our part to slow the spread of COVID-19, we have implemented a work-from-home policy.

Our firm is well prepared to continue to serve, support, and advise our clients. Team members have remote access to all systems and processes to ensure continued normal business operations. Please help us to do our part by using telephone and video conferencing for meetings with us until the threat of contagion is significantly reduced.

As your trusted financial partner, we are monitoring the current economic environment, discussing approaches to short-term challenges, and developing innovative solutions. Please know that we are available to you for all of your needs and concerns. Please do not hesitate to reach out to our team if you have any questions.

(800) 222.1232

MRA Associates