Miller Avenue Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$280,172,428
Clients
80
Advisors
3
of 3 employees
About
Miller Avenue Advisors serves individual and high‑net‑worth clients, small business owners, and qualified retirement plans, providing discretionary asset management, ongoing financial planning, and limited ERISA 3(21) fiduciary services. The firm also recommends and facilitates private placement investments for appropriately qualified clients.
Portfolios are managed on a discretionary basis and tailored to each client’s goals, risk tolerance and time horizon, with quarterly monitoring and periodic reviews and ongoing plan integration. For private funds, the firm documents manager due diligence, coordinates tax reporting with client advisors, and integrates private investment performance and valuation into consolidated client reporting.
The firm operates with a three‑advisor team while managing roughly $281 million in discretionary assets across about 80 clients, resulting in a relatively high AUM-per-advisor ratio and a compact client roster. Miller Avenue Advisors maintains custody of certain held‑away assets (subject to an independent surprise audit), typically does not aggregate trades across client accounts, and generally leaves proxy voting to clients unless assistance is requested.
Client services
Expertise
Occupation focus
Fee options
$0 - $3,000,000: Flat fee of $8,000 – $30,000 annually (may be waived) $3,000,000+: 0.10% to 1.00% annually (negotiable)
Account minimum: $3,000,000 Minimum fee: Annual flat fee of $8,000 – $30,000 for accounts with assets under $3,000,000; may be waived at advisor's discretion Fee-only: Ongoing Financial Planning and Consulting fees negotiated per client, generally $8,000 to $30,000 per year
Main office
129 Miller Avenue, Suite 622
Mill Valley CA 94941
Advisors at this office
3
Most active in
California · Louisiana · New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Eric S
CFP®, Series 63, Series 66
Mill Valley, CA
Miller Avenue Advisors LLC
Eric Strong is a Certified Financial Planner® with 22 years of industry experience. He has worked at Miller Avenue Advisors LLC since 2021 and previously spent 10 years at Brighton Jones, LLC. Miller Avenue Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, and plan sponsors. The firm also offers private placement investment services and limited-scope fiduciary services for workplace retirement plans, managing portfolios based on clients’ goals, time horizons, and risk tolerances.
Alexander B
CFP®, Series 65
Mill Valley, CA
Miller Avenue Advisors LLC
Alexander Boeri is a CFP®-certified financial advisor with seven years of industry experience. He currently works at Miller Avenue Advisors LLC, where he has been since 2021. Prior to that, he held roles at Fiduciary Financial Group and Brighton Jones LLC. Miller Avenue Advisors serves individual and high-net-worth clients, small business owners, and qualified retirement plans, offering discretionary asset management, ongoing financial planning, and limited ERISA 3(21) fiduciary services. The firm also facilitates private placement investments for qualified clients and manages portfolios tailored to client goals with quarterly monitoring and integrated reporting.
Benjamin S
CFP®, Series 65
Mill Valley, CA
Miller Avenue Advisors LLC
Benjamin Sampson is a CFP® with six years of industry experience, currently serving as a financial advisor at Miller Avenue Advisors LLC. He previously worked at Brighton Jones for five years and has held roles outside of finance, including positions with the Arizona Department of Education and the Chicago Cubs. Miller Avenue Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, and plan sponsors. The firm also offers private placement investment services and ERISA 3(21) limited-scope fiduciary services, managing portfolios according to clients’ goals, time horizons, and risk tolerances.
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