Marco Lima, CFP®, CFO, Wealth Advisor at MRA Advisory Group has been named yet again to AdvisorHub’s RIA “Advisors to Watch” list.
AdvisorHub has created a list of 1,000 advisors with sophisticated practices, great growth, and a commitment to professionalism. These RIAs have assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.
AdvisorHub has published its fourth annual Advisors to Watch ranking. It’s been gratifying to see the list’s popularity grow year after year, particularly with independent advisors. This is validation of our original goal to identify high-quality advisors from across the country who are growing their businesses and delivering exceptional service to clients. To do this, they collect data from teams in three major categories:
Scale of the business, including assets under management, profitability, average account size, and the ratio of team members to client households.
Growth of the business, as measured by year-over-year increases in client households, assets, and profits.
Professionalism, which evaluates an advisor’s regulatory record, certifications, years of service, and community involvement.
These factors allow us to highlight a more dynamic mix of advisors—not just the largest or most established, but also those building innovative, forward-thinking practices. We also ask nominees to share something beyond the numbers about themselves or their teams.
While the ranking relies on practice data, what it ultimately measures is an advisor’s resilience and drive to succeed. We recognize advisors who are still winning business and growing, regardless of where they are in their career.
It’s effort and discipline in this business that matter most. It’s hard work and diligence that create the habits, that drive the results, and create success. Your Future Needs A Plan – and MRA Advisory Group can help!
Congratulations, Marco!
If you’d like to work with Marco, we offer complimentary 1st meetings with our advisors. Schedule a meeting below.
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