MRA Associates
MRA Associates is a Phoenix-based, privately held wealth management and investment advisory firm founded in 1991, serving high-net-worth individuals, corporate retirement plan sponsors, and nonprofit endowment and foundation leaders with holistic tax, retirement, and estate planning services.
- Company typePrivate
- Founded1991
- HeadquartersPhoenix, United States
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
What MRA Associates does
MRA Associates is a privately held wealth management and investment advisory firm headquartered in Phoenix, Arizona, founded in 1991 by current Chairman Dennis Miller. The firm provides integrated financial advisory services — spanning wealth planning, tax consulting, retirement plan advisory, and estate planning — to high-net-worth individuals, families, business owners, executives, and professional athletes, as well as investment advisory and co-fiduciary services to corporate retirement plan sponsors and nonprofit endowment and foundation leaders.
The firm operates an enterprise field-sales model with dedicated financial advisors and relationship managers engaging clients directly across the full financial and investment strategy stack, with documented specialization in holistic tax, retirement, and estate planning. Service lines include 3(21) and 3(38) fiduciary services, OCIO mandates, plan design optimization, financial wellness programs, committee education, and donor development for nonprofit clients. Distribution is national in scope through association with the CAPTRUST platform, with a primary Phoenix office at 2375 East Camelback Road and a 19-person local advisory team.
Revenue is generated on a recurring, fee-based model tied to advisory mandates and assets under management, with pricing not publicly disclosed and structured on a quote basis aligned to client asset levels and service scope. Marketing is executed through proprietary content (VESTED magazine, articles, podcasts, webinars), social channels, and a referral program; the firm supports thousands of employer organizations at the platform level and serves a vertically segmented client base spanning individuals, retirement plan sponsors, and nonprofit institutions.
MRA Associates firmographics
Firmographics- Name
- MRA Associates
- Legal name
- CAPTRUST
- Website
- https://mraassociates.com
- Company type
- Private
- Founded year
- 1991
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- MRA Associates is a Phoenix-based, privately held wealth management and investment advisory firm founded in 1991, serving high-net-worth individuals, corporate retirement plan sponsors, and nonprofit endowment and foundation leaders with holistic tax, retirement, and estate planning services.
- Ownership category
- akta.pro rank
MRA Associates industry classification
Industry- Product category
- Wealth Management & Investment Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Tax-Focused Wealth Management RIAs (FSAAACAD)
Keywords
Where MRA Associates is headquartered
LocationHeadquarters
- HQ city
- Phoenix
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
MRA Associates business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Wealth Management and Investment Advisory Services: Comprehensive wealth planning and investment advisory services provided to high-net-worth individuals, families, business owners, corporate retirement plans, and nonprofit endowments and foundations. Revenue generated through advisory fees for fiduciary services, investment management, and financial planning.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
MRA Associates product offering
Product offeringCore offering
MRA Associates provides investment advisory, wealth management, and tax consulting services to private clients and institutions through its Phoenix office. Core offerings include comprehensive wealth planning and portfolio management for high-net-worth individuals and families, fiduciary and co-fiduciary retirement plan advisory (3(21), 3(38), and OCIO services) for employer organizations, and investment, fiduciary, and risk management services for nonprofit endowments and foundations.
Product overview
No product or service information available in the provided source data. The source content describes CAPTRUST's financial advisory services (wealth management, retirement planning, endowment services) for their Phoenix, AZ location, but no technology products, modules, or named offerings were identified.
Differentiator
Problem solved
Functional benefit
Brands
- VESTED: A platform or magazine offering financial content, podcasts, and resources for clients.
Products and services
- Wealth Management for Individuals & Families
Companies that use MRA Associates
Customer profileSegments3 records
Ideal customer profiles3 records
MRA Associates technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
MRA Associates partnerships and signals
Strategic signalScale indicators3 records
Recent moves3 records
Expansion highlights3 records
MRA Associates competitors and assessment
Company assessmentDirect peers
- CAPTRUST: National RIA providing wealth management, retirement plan advisory, and endowment/foundation services. Directly comparable as MRA appears operationally affiliated with CAPTRUST's Phoenix office and shares identical client verticals and service model.
- Creative Planning: Large national RIA offering wealth management, tax planning, and estate services to HNW individuals and families. Comparable in providing integrated financial planning with strong tax and retirement focus, though at significantly larger scale.
- Mariner Wealth Advisors: National wealth advisory firm serving HNW individuals, families, and institutions with comprehensive financial planning. Directly comparable multi-vertical model spanning personal wealth, retirement plans, and institutional advisory.
- Mercer Advisors: National RIA providing wealth management, tax planning, estate planning, and investment advisory to HNW households. Similar holistic financial planning approach with PE-backed scale and multi-state footprint.
- Hightower Advisors: Wealth management firm serving HNW individuals, families, and institutions through a partnership model of advisor teams. Comparable in serving complex HNW clients with integrated planning and institutional retirement services.
- Carson Group: National wealth management firm offering financial planning, investment management, and tax services to individuals and retirement plan sponsors. Comparable multi-vertical model with emphasis on holistic planning for business owners and HNW families.
- Buckingham Strategic Wealth: National RIA providing evidence-based wealth management, tax planning, and retirement advisory. Comparable in HNW-focused planning model with emphasis on integrated investment and tax strategy.
- Truepoint Wealth Counsel: Mid-market RIA providing fee-only wealth management, tax, and estate planning to HNW families. Comparable in boutique-to-mid-market positioning with holistic planning emphasis.
Broad incumbents
- Focus Financial Partners: Leading partnership of independent wealth management firms, providing scale, M&A infrastructure, and operational support. Relevant as a potential acquirer/consolidator in the RIA roll-up space where MRA competes.
- Edelman Financial Engines: Large national wealth management and retirement plan advisory firm. Comparable in serving both individual investors and corporate retirement plan sponsors at significantly larger scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
MRA Associates social profiles
Digital presenceMRA Associates financial estimates
Financial estimateRevenue estimate
Valuation estimate
MRA Associates leadership team
Management profileNumber of profiles
Profiles18 records
MRA Associates funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
MRA Associates M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about MRA Associates
What does MRA Associates do?
MRA Associates provides investment advisory, wealth management, and tax consulting services to private clients and institutions through its Phoenix office. Core offerings include comprehensive wealth planning and portfolio management for high-net-worth individuals and families, fiduciary and co-fiduciary retirement plan advisory (3(21), 3(38), and OCIO services) for employer organizations, and investment, fiduciary, and risk management services for nonprofit endowments and foundations.
Is MRA Associates a public or private company?
MRA Associates is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was MRA Associates founded?
MRA Associates was founded in 1991. It employs 101 to 250 people.
Where is MRA Associates based?
MRA Associates is headquartered in Phoenix, United States, in the North America region.
How does MRA Associates make money?
One revenue line is on record: wealth Management and Investment Advisory Services.
Who are MRA Associates's main competitors?
Direct peers on record are CAPTRUST, Creative Planning, Mariner Wealth Advisors, Mercer Advisors, Hightower Advisors, Carson Group, Buckingham Strategic Wealth and Truepoint Wealth Counsel. Broad incumbents are Focus Financial Partners and Edelman Financial Engines.
Does MRA Associates have an API?
No public API is recorded for MRA Associates.
What industry is MRA Associates in?
MRA Associates's product category is Wealth Management & Investment Advisory Services. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.