ML&R Wealth Management Ranked #295 in FA’s 2020 Annual Registered Investment Adviser Ranking

ML&R Wealth Management Ranked #295 in FA’s 2020 Annual Registered Investment Adviser Ranking

ML&R Wealth Management has recently been ranked #295 in FA’s 2020 Annual Registered Investment Adviser Ranking.

Methodology: To be eligible for our annual RIA rankings, firms must be registered investment advisors and provide financial planning and related services to individual clients. Firms with at least $500 million in assets under management will be included in our national ranking that will be published in the August 2020 issue of Financial Advisor magazine. Firms with less than $500 million in assets will be published in an online national ranking on FA’s Web site, 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.

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ML&R Wealth Management

1997, ML&R Wealth Management was established as a subsidiary of Maxwell Locke & Ritter, the largest locally owned and managed accounting firm in Central Texas. For over 20 years, our firm of wealth management advisors has helped individuals, families, businesses, and non-profits with their personal, unique financial needs.

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