Insights

Expanding footprint MRA Advisory Group recently opened a new office in Parsippany-Troy Hills, NJ, signaling growth and a willingness to invest in regional presence. This presents an opportunity to engage local businesses and high-net-worth individuals in northern New Jersey who may seek fiduciary, subscription-based advisory services.

Sustainable growth potential With revenue in the 10-25 million range and a cadre of experienced advisers, MRA sits at a scale conducive to upselling enhanced wealth management, tax planning, and business services to existing clients as their needs evolve.

Tech-forward service The firm emphasizes the latest fintech tools and a systems-driven approach, suggesting receptivity to value-add solutions such as advanced financial planning platforms, data analytics for client reporting, and improved digital engagement strategies to attract tech-savvy clients.

Independent fiduciary stance As a fully independent RIA with a fiduciary mindset, MRA may be receptive to partnerships or white-label services, compliance support, and technology integrations that enhance trust and differentiation in a competitive advisory market.

Strategic growth drivers Led by seasoned professionals with substantial industry experience and a flexible subscription-based model, MRA is well-positioned to create bundled offerings (planning, wealth management, taxes, business services, insurance) for cross-sell opportunities to existing clients and target segments such as small-to-mid-market businesses and high-net-worth individuals.

MRA Advisory Group Tech Stack

MRA Advisory Group uses 8 technology products and services including gstatic.com, MySQL, Twemoji, and more. Explore MRA Advisory Group's tech stack below.

  • gstatic.com
    Content Delivery Network
  • MySQL
    Database
  • Twemoji
    Font Scripts
  • Goober
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • Google Analytics
    Web Analytics
  • OpenResty
    Web Servers

MRA Advisory Group's Email Address Formats

MRA Advisory Group uses at least 2 format(s):
MRA Advisory Group Email FormatsExamplePercentage
FLast@morrisretirement.comJDoe@morrisretirement.com
100%

Frequently Asked Questions

What is MRA Advisory Group's official website and social media links?

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MRA Advisory Group's official website is mraadvisory.com and has social profiles on LinkedIn.

How much revenue does MRA Advisory Group generate?

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As of August 2026, MRA Advisory Group's annual revenue is estimated to be $10M - $25M.

What is MRA Advisory Group's NAICS code?

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MRA Advisory Group's NAICS code is 52 - Finance and Insurance.

How many employees does MRA Advisory Group have currently?

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As of August 2026, MRA Advisory Group has approximately 9 employees across 2 continents, including North AmericaSouth America. Key team members include Managing Partner Private Wealth Advisor: J. R.Director Of Wealth And Tax Services: D. C.Operations And Account Manager: J. V.. Explore MRA Advisory Group's employee directory with LeadIQ.

What industry does MRA Advisory Group belong to?

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MRA Advisory Group operates in the Financial Services industry.

What technology does MRA Advisory Group use?

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MRA Advisory Group's tech stack includes gstatic.comMySQLTwemojiGooberjQuery MigrateCloudflare Bot ManagementGoogle AnalyticsOpenResty.

What is MRA Advisory Group's email format?

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MRA Advisory Group's email format typically follows the pattern of FLast@morrisretirement.com. Find more MRA Advisory Group email formats with LeadIQ.

When was MRA Advisory Group founded?

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MRA Advisory Group was founded in 2017.
MRA Advisory Group logo

MRA Advisory Group

Financial ServicesNew Jersey, United States2-10 Employees

MRA Advisory Group is a financial services firm organized as a registered investment advisory (RIA) practice that provides flexible, subscription-based advisory services across financial planning, wealth management, tax planning and preparation, business services, and insurance. Founded in 2012 and now based in Parsippany, New Jersey, the firm emphasizes a fiduciary approach and brings together experienced professionals who collectively offer extensive industry experience to clients at various stages of their financial journey. Since transitioning to a fully independent RIA in 2017, the team has prioritized delivering client-centric financial guidance and integrating technology to support service delivery.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    MRA Advisory Group's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    MRA Advisory Group's revenue is estimated to be in the range of $10M - $25M

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