MRP Advisors, LLC

RIASEC & State Registered
Total AUM
$96.1M
Discretionary
$96.1M
100% of AUM
Avg account
$367K
Accounts
262
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
340364
Registered since
February 12, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI84.42%
  • Individuals15.58%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

MRP Advisors, LLC is an independent, individual-owned Registered Investment Adviser that serves primarily individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fees combine a percent-of-assets model with hourly billing for certain services. MRP reports being an active ESG investor, which suggests environmental, social, and governance considerations are incorporated into at least some of its advice or product selection. The firm is organized as an LLC and operates as a non–multi-state adviser. It is not positioned as a capital allocator; alternative asset exposure is obtained through external managers. The adviser’s client focus and service mix point toward a traditional private wealth practice emphasizing ongoing planning and portfolio oversight for household- and small-business-sized relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 95%, Cash & Cash Equivalents 2%, Exchange Traded Equities 1%, State & Local Bonds 1%95%
  • Public Funds/Mutual Funds95%
  • Cash & Cash Equivalents2%
  • Exchange Traded Equities1%
  • State & Local Bonds1%

Contacts

1 of 1
  • Erin Martin

    OwnerCRD 2763669

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth