ML&R Wealth Management has recently been ranked #271 in FA’s 2021 Annual Registered Investment Adviser Ranking based on AUM. This is up from our 2020 ranking of #295.
Methodology: FA’s RIA survey is a ranking based on assets under management at year-end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA’s survey by our deadline. We do our best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. Firms must have at least $500million in assets under management as of December 31, 2020, to be included in the print edition of Financial Advisor magazine’s 2021 RIA survey. Firms with under $500 million will be included in the FA’s expanded online RIA survey, www.fa-mag.com.
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.