What Does MRA Associates Do?

Total employees70
HeadquartersPhoenix
Founded1991

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.

Where Is MRA Associates's Headquarters?

HQ Function

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.

Notable Features:

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.

Work Culture:

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.

HQ Significance:

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.

Values Reflected in HQ: The professional setting and strategic location of the headquarters reflect MRA Associates' commitment to excellence, client trust, financial expertise, and a sophisticated approach to wealth management, aligning with the standards of Wealth Enhancement Group.

Location:

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.

Street Address:

2375 E Camelback Rd, Suite 750

City:

Phoenix

State/Province:

AZ

Country:

USA

Where Else Does MRA Associates Operate Around the World?

Las Vegas, NV, 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.

Salt Lake City, UT, USA

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.

Wayzata, MN, USA

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.

Buying Intent Signals for MRA Associates

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading MRA Associates? Meet the Executive Team

As of April 2025, MRA Associates' leadership includes:

Mark Feldman - CEO & Managing Partner
Christina Burroughs - Managing Partner & Chief Operating Officer
Bradley Hardy, CFA, CFP® - Managing Partner
Mike Jones, CPA/PFS, CFP® - Managing Partner

Who's Investing in MRA Associates?

MRA Associates has been backed by several prominent investors over the years, including:

Wealth Enhancement Group (Acquiring Partner Firm)
TA Associates (via Wealth Enhancement Group)
Onex Corporation (via Wealth Enhancement Group)

What Leadership Changes Has MRA Associates Seen Recently?

Hire0
Exits0

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.

What Technology (Tech Stack) Is Used byMRA Associates?

Discover the tools MRA Associates uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

MRA Associates Email Formats and Examples

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

What's the Latest News About MRA Associates?

Wealth Enhancement GroupNovember 1, 2023

Wealth Enhancement Group Joins Forces with MRA Associates, an RIA with Over $4.07 Billion in Client Assets

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 RIANovember 1, 2023

Wealth Enhancement Group acquires $4bn Phoenix RIA (MRA Associates)

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 Named to Barron’s Top 100 RIA Firms for Seventh Consecutive Year

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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