MILESTONES PRIVATE INVESTMENT ADVISORS LLC
SEC RegisteredWealth managed to a FIDUCIARY STANDARD
About the firm
Milestones Private Investment Advisors is an independent, nationwide, SEC Registered Investment Adviser (RIA) firm led by an experienced team of investment professionals committed to preserving and growing the assets of clients through a prudent and disciplined long-term investment approach. The firm offers a comprehensive fee-only approach built around the coupling of investment management and financial planning. Milestones does not sell products or receive commissions or finder's fees.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial planning, and wealth planning services provided on a fee-only basis, with a focus on identifying, monitoring, and investing in assets suitable to the client and the economic environment.
Who they serve
Individuals, families, investors, and professionals across the United States.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 183 | $45M |
| High Net Worth Individuals | 70 | $176M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MILESTONES PRIVATE INVESTMENT ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.