MG&A Wealth
MG&A Wealth is an independent, fee-based registered investment advisor founded in 1984 and headquartered in Plantation, Florida, managing over $1.0 billion in assets for high-net-worth and ultra-high-net-worth individuals, families, family offices, businesses, trusts, and foundations across 35+ U.S. states.
- Company typePrivate
- Founded1984
- HeadquartersPlantation, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What MG&A Wealth does
MG&A Wealth is an independent, fee-based registered investment advisor headquartered in Plantation, Florida, founded in 1984 by Meg Green as Meg Green & Associates. The firm serves successful individuals and families, business owners, family offices, trusts, and foundations, with a stated emphasis on ultra-high-net-worth and multi-generational households. As of the available data, MG&A Wealth manages over $1.0 billion in client assets for clients living and working in 35+ U.S. states, supported by a team with over 150 years of collective financial services experience and a 12-year average tenure together. The leadership transition in 2016, when Todd Battaglia assumed ownership from founder Meg Green, repositioned the firm under a fee-based fiduciary service model with deepened portfolio management, tax, and ultra-high-net-worth expertise.
The firm's core technology consists of a proprietary client portal branded MG&A View and the companion MG&A MView mobile app for iOS and Android, both underpinned by Envestnet for authentication and account aggregation. These tools deliver consolidated, multi-custodian performance reporting across multiple reporting dimensions (asset allocation, performance vs. benchmark, YTD income, realized G/L, contribution by asset class) and are customizable by account, group, or household. Securities are offered through a broker-dealer relationship with StoneX Securities Inc. (Member FINRA/SIPC), and tax services are delivered through the wholly owned affiliate MG&A Tax LLC — together producing a vertically integrated advisory, brokerage, and tax offering.
MG&A Wealth generates revenue primarily through recurring fee-based advisory charges on assets under management, supplemented by brokerage commissions on transactions routed through StoneX, and professional services fees from affiliated MG&A Tax LLC. Pricing is quote-based and tailored to each client rather than publicly disclosed, billing on an annual cadence. The go-to-market is relationship-driven and sales-led: a long-tenured advisory team acquires and retains clients through referrals, networking, and personal contact, supported by earned-media brand equity accumulated over four decades including repeated Barron's, Forbes, and Financial Times recognitions. The firm markets through its corporate website, social media (X), community/charitable partnerships, and the credibility of its industry rankings.
MG&A Wealth firmographics
Firmographics- Name
- MG&A Wealth
- Legal name
- Meg Green and Associates, Inc.
- Website
- https://mgawealth.com
- Company type
- Private
- Founded year
- 1984
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- MG&A Wealth is an independent, fee-based registered investment advisor founded in 1984 and headquartered in Plantation, Florida, managing over $1.0 billion in assets for high-net-worth and ultra-high-net-worth individuals, families, family offices, businesses, trusts, and foundations across 35+ U.S. states.
- Ownership category
- akta.pro rank
MG&A Wealth industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
- akta.pro secondary industries
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Tax-Focused Wealth Management RIAs (FSAAACAD)
Keywords
Where MG&A Wealth is headquartered
LocationHeadquarters
- HQ city
- Plantation
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
MG&A Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Fee-based advisory / asset management fees: MG&A Wealth operates under a fee-based fiduciary service model, charging fees for investment advisory and wealth management services on managed portfolios (assets under management).
- Brokerage commissions and fees: Brokerage accounts are held through StoneX Securities Inc.; securities offerings generate transactional / brokerage revenue separate from MG&A's advisory fees.
- Tax services: Tax services provided through affiliated MG&A Tax LLC, offered to clients as part of the integrated wealth management offering.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Customized fee-based advisory engagement |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
MG&A Wealth product offering
Product offeringCore offering
MG&A Wealth delivers fee-based fiduciary wealth management services, including integrated financial planning, portfolio management, and goal-setting advice for successful individuals, families, business owners, trusts, foundations, and ultra-high net worth clients. The firm manages over $1.0 billion in client assets, offers consolidated multi-custodian reporting through its proprietary MG&A View™ portal and mobile app, and coordinates brokerage execution via StoneX Securities Inc. and tax services through its affiliated MG&A Tax LLC.
Differentiator
Problem solved
Functional benefit
Brands
- MG&A View:
Products and services
- Wealth Management & Financial Planning
Quantifiable outcome
- Manages over $1.0 Billion in client assets
- +4 more outcomes
Companies that use MG&A Wealth
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles3 records
MG&A Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature4 records
MG&A Wealth partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and minor.
- StoneX Securities Inc.coreStoneX Securities Inc. (Member FINRA and SIPC) is the broker-dealer through which MG&A Wealth offers securities to clients. Managed and supervised assets at MG&A include both assets under management and brokerage accounts held through StoneX. The relationship is explicitly disclosed as advisory services offered through MG&A Wealth (a registered investment advisor not affiliated with StoneX Securities Inc.), with StoneX providing the broker-dealer / custodial infrastructure for securities transactions.
- MG&A Tax LLCcoreMG&A Tax LLC is the affiliated entity through which tax services are provided to MG&A Wealth clients. StoneX Securities Inc. does not offer tax advice; tax services are explicitly carved out to MG&A Tax LLC, indicating a closely affiliated service partner within the MG&A ecosystem.
- EnvestnetcoreEnvestnet provides the secure client login portal (https://portal.envestnet.com) through which MG&A Wealth clients access their accounts. Envestnet supplies the authentication and account aggregation infrastructure that underpins MG&A's client access experience.
- Women of TomorrowminorMG&A and team members support Women of Tomorrow as part of community involvement efforts. This is a charitable partnership rather than a commercial alliance, but is publicly displayed alongside the firm's brand on the team page.
- Children's HarborminorChildren's Harbor is one of several local and national charities supported by MG&A Wealth and its team members, displayed under the Community Involvement section of the team page.
- Jewish FederationminorMG&A Wealth supports the Jewish Federation as part of its community involvement; logo is shown on the team page alongside other charitable organizations.
- ADL (Anti-Defamation League)minorMG&A Wealth supports the Anti-Defamation League as part of its community involvement, displayed under the Community Involvement section of the team page.
- Wounded Warrior ProjectminorMG&A Wealth supports the Wounded Warrior Project as part of its community involvement efforts, with logo displayed on the team page.
Scale indicators7 records
Recent moves6 records
Expansion highlights5 records
MG&A Wealth competitors and assessment
Company assessmentBroad incumbents
- Creative Planning: Large independent RIA offering comprehensive financial planning, investment management, and tax services nationwide. Comparable independent, fee-based fiduciary model serving HNW households.
- Hightower Advisors: A large RIA partnership platform serving HNW and UHNW clients through partner firms with similar fee-based fiduciary models. Comparable in client focus and independence positioning, and a likely aggregator/competitor for advisor talent.
- Commonwealth Financial Network: Independent broker-dealer and RIA serving independent financial advisors, with many affiliated practices matching MG&A's size and HNW client focus. Similar in operating model and target advisor profile.
- Carson Group: Wealth management firm and RIA partner network providing holistic financial advice, technology, and back-office support to independent advisors. Competes for the same breakaway and independent advisor talent pool.
- Edelman Financial Engines: One of the largest independent RIAs in the U.S., providing wealth planning and investment management to HNW households. Represents the scale end of the fee-based fiduciary model that MG&A aspires to grow into.
- Merit Financial Advisors: Independent RIA platform serving HNW individuals, families, and institutions with comprehensive financial planning. Comparable boutique-to-mid-market RIA profile and fee-based fiduciary model.
- Mariner Wealth Advisors: Independent, fee-based RIA providing comprehensive wealth advisory, tax, and estate services to UHNW families and institutions. Direct overlap with MG&A's UHNW and family-office service model.
- Focus Financial Partners: A publicly traded RIA aggregator and partnership platform that partners with independent, fiduciary wealth management firms of similar size and client profile. Highly relevant as a strategic acquirer of firms like MG&A Wealth and a benchmark for what scaled independence looks like.
Direct peers
- Altfest Personal Wealth Management: Independent, fee-only RIA of similar size serving HNW individuals, families, and business owners with comprehensive financial planning. Closely comparable in scale, ownership structure, and personalized service approach.
- Beacon Pointe Advisors: Independent, fee-based RIA offering comprehensive wealth management to HNW and UHNW clients across multiple U.S. offices. Closely comparable boutique RIA model with similar UHNW and family-office focus.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
MG&A Wealth social profiles
Digital presenceMG&A Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
MG&A Wealth leadership team
Management profileNumber of profiles
Profiles12 records
MG&A Wealth subsidiaries and ownership
Company hierarchySubsidiaries1 record
MG&A Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
MG&A Wealth 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 MG&A Wealth
What does MG&A Wealth do?
MG&A Wealth delivers fee-based fiduciary wealth management services, including integrated financial planning, portfolio management, and goal-setting advice for successful individuals, families, business owners, trusts, foundations, and ultra-high net worth clients. The firm manages over $1.0 billion in client assets, offers consolidated multi-custodian reporting through its proprietary MG&A View™ portal and mobile app, and coordinates brokerage execution via StoneX Securities Inc. and tax services through its affiliated MG&A Tax LLC.
Is MG&A Wealth a public or private company?
MG&A Wealth is a private company. It is classified as management employee owned and is currently operating.
When was MG&A Wealth founded?
MG&A Wealth was founded in 1984. It employs 11 to 50 people.
Where is MG&A Wealth based?
MG&A Wealth is headquartered in Plantation, United States, in the North America region.
How does MG&A Wealth make money?
Three revenue lines are on record. Fee-based advisory / asset management fees are the primary driver. The others are brokerage commissions and fees and tax services.
Who are MG&A Wealth's main competitors?
Broad incumbents on record are Creative Planning, Hightower Advisors, Commonwealth Financial Network, Carson Group, Edelman Financial Engines, Merit Financial Advisors, Mariner Wealth Advisors and Focus Financial Partners. Direct peers are Altfest Personal Wealth Management and Beacon Pointe Advisors.
Does MG&A Wealth have an API?
No public API is recorded for MG&A Wealth.
What industry is MG&A Wealth in?
MG&A Wealth's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions), with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.