A complete list of active advisors currently associated with Miller Avenue Advisors LLC

Warmer can help you find a great advisor at Miller Avenue Advisors LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Miller Avenue Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.