A complete list of active advisors currently associated with Miyashita and Associates, P.C.

Warmer can help you find a great advisor at Miyashita and Associates, P.C. or one who fits your needs even better.

Miyashita and Associates provides investment advisory services by referring clients to independent third-party investment advisory firms and also delivers accounting, tax, and business advisory services. Its client mix includes individual investors as well as less-common client types for a small independent adviser, such as insurance companies, accounting firms, charitable organizations, and corporate or business clients. The firm does not directly manage client assets or take custody; instead it assesses clients’ objectives and risk tolerance, recommends third-party managers, and acts as a communication conduit between clients and those managers. It does not exercise trading discretion over client accounts and is available to consult about holdings and administrative matters managed by the third parties. Noteworthy aspects include the firm’s affiliation with an accounting practice and the adviser’s active role in soliciting accounting clients to third-party managers, a combination that is uncommon among independent advisers. The firm’s model—serving institutional and professional clients alongside individuals while not providing direct portfolio management or charging AUM-based advisory fees—sets it apart from many peers.

To learn more about the advisors currently working at Miyashita and Associates, P.C., 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.