ML&R Wealth Management, based in Austin, TX, is ranked No. 19 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $2B
Years in Business:Â 26
Accounts Under Management: 3,278
Previous appearances on FA 100 List:Â 2 (No. 73 in 2022)
Principals:
Stuart Smith, Lead Wealth Management Partner
Steve Harvey, Partner
Contact:
401 Congress Avenue, Suite 1100, Austin, TX 78701
(512) 275-2700