ML&R Wealth Management has recently been named to the 2020 Financial Times Top 300 Top Registered Investment Adviser List. The formula FT uses to compare advisers was based on six factors and considered AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility.
Click here to learn more about the methodology.
Disclaimer: Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client nor are they representative of any one client’s evaluation. Generally, rankings are based on information prepared and submitted by the adviser, or the amount of assets under management by the adviser. Please refer to the more thorough disclosure and additional information about the criteria used in making these rankings via the website of the publication and/or organization granting such recognition located HERE.
