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MRA Associates is an independent investment and wealth management firm, now operating as a partner firm of Wealth Enhancement Group. Founded in 1991, MRA provides comprehensive financial planning, investment management, tax strategy, and family office services primarily to high-net-worth individuals, families, foundations, and endowments. The firm emphasizes a client-centric, fiduciary approach, dedicated to delivering tailored financial solutions and fostering long-term financial well-being for its clients across several offices in the United States.
Serves as the primary operational hub for MRA Associates, housing key leadership, client advisory teams, investment strategy development, and administrative functions. It coordinates activities across all MRA office locations under the Wealth Enhancement Group partnership.
Located in the prominent Camelback Corridor, a major business and financial district in Phoenix. The office likely features modern facilities designed for client consultations, private meetings, and collaborative teamwork.
MRA Associates fosters a client-focused, collaborative, and professional work environment. The culture emphasizes integrity, fiduciary responsibility, continuous learning, and delivering expert financial advice tailored to individual client needs.
The Phoenix headquarters is pivotal to MRA Associates' operations, anchoring its significant presence in the Southwestern U.S. wealth management market. It represents a center of financial expertise and client service, now contributing as a key regional office for Wealth Enhancement Group.
MRA Associates primarily operates and serves clients within the United States, with physical offices in Arizona, Nevada, Utah, and Minnesota. While their direct operational presence is U.S.-based, they may advise clients who have international assets or financial interests as part of their comprehensive wealth management services. The partnership with Wealth Enhancement Group, a national firm, further strengthens its U.S. footprint.
2375 E Camelback Rd, Suite 750
Phoenix
AZ
USA
Address: 3960 Howard Hughes Parkway, Suite 340, Las Vegas, NV 89169
To serve the dynamic and growing financial needs of the Las Vegas metropolitan area and broader Nevada community, offering localized expertise and MRA's personalized client service model.
Address: 201 South Main Street, Suite 1550, Salt Lake City, UT 84111
To support individuals, families, and institutions in Salt Lake City and the surrounding Utah region with dedicated financial guidance and sophisticated wealth management solutions.
Address: 100 Lake Street West, Suite 100, Wayzata, MN 55391
To provide accessible, high-quality financial advisory services to the affluent community in Minnesota and neighboring states, leveraging MRA's established expertise.
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As of April 2025, MRA Associates' leadership includes:
MRA Associates has been backed by several prominent investors over the years, including:
The most significant executive-level development for MRA Associates in the last 12 months was its strategic acquisition by Wealth Enhancement Group (WEG), announced in November 2023. This involved the existing MRA Associates leadership team and all staff transitioning to WEG, continuing to operate under the MRA Associates brand as a partner firm. No other distinct high-profile executive hires or departures at the MRA-specific top leadership level have been publicly announced outside of this major organizational transition.
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As MRA Associates is now a partner firm of Wealth Enhancement Group, email communications might eventually standardize under WEG protocols. However, for direct MRA Associates contacts, common professional email formats are often based on employee names. A widely used structure is the first initial followed by the last name.
[firstinitial][lastname]@mraassociates.com
Format
mfeldman@mraassociates.com
Example
70%
Success rate
Wealth Enhancement Group • November 1, 2023
Wealth Enhancement Group (WEG) announced its strategic partnership with MRA Associates, a Phoenix-based independent RIA managing over $4.07 billion in client assets. This acquisition significantly expands WEG's presence in the Southwest, with the MRA Associates team joining WEG....more
Citywire RIA • November 1, 2023
Wealth Enhancement Group has acquired MRA Associates, a registered investment advisor based in Phoenix with approximately $4bn in assets under management. The deal marks WEG's 16th acquisition of 2023 and adds a significant team of 69 professionals, including 33 advisors, from MRA Associates....more
MRA Associates Website (Barron's Ranking) • September 19, 2022
MRA Associates announced its inclusion in Barron’s 2022 list of “Top 100 RIA Firms” in the nation. This marked the seventh consecutive year the firm received this recognition, highlighting its consistent performance and client service in the wealth management industry prior to its acquisition by WEG....more
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