Opportunities – Miracle Mile Advisors

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WHY MIRACLE MILE ADVISORS?

We provide a robust platform for growth-focused RIAs and advisors, all while maintaining our secret sauce: innovative and dynamic culture.

MIRACLE MILE: AT A GLANCE

$5.8B+ Assets Under Management*

Headquartered in Los Angeles with teams in San Francisco, Chicago, Seattle, Portland, San Diego, Baltimore, and Long Island

Dynamic team of 80+, including 40+ back-office staff supporting our 11 advisory teams

Average growth rate of +33% over the past 5 years*

*As of 3/31/2024

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A group of people standing in front of a building.

PARTNERSHIP OVERVIEW

Miracle Mile is uniquely positioned as an award-winning, boutique, national RIA platform with an industry-leading culture. Our partnerships are advisor-centric and accelerate enterprise value for all partners. They’re designed to meet you where you are and solve for what you’re looking for:

Succession planning
Accelerating organic growth
Expanded services for clients
Alleviating capacity constraints

HISTORY OF MIRACLE MILE PARTNERSHIPS

2020

AEQUITAS WEALTH MANAGEMENT

2021

CASTLE ASSET MANAGEMENT

JOHNSTONE FINANCIAL ADVISORS

2022

VINTAGE WEST

KARP CAPITAL MANAGEMENT

CORSAIR CAPITAL – Private Equity Partner

2023

ADVISORY PARTNERS

2024

CAPLAN FINANCIAL GROUP

HEAR FROM OUR PARTNERS

Our dedicated support teams are the final puzzle piece to help you and your team focus on what’s really important: taking care of your clients.

JOHN CAFFREY

CASTLE ASSET MANAGEMENT

“As our firm developed and the independent fiduciary planning business evolved, it was necessary to find a partner with similar goals and values. After a four-year search and one year of due diligence, I merged with Miracle Mile Advisors and since October 2021 it has been 1+1=5.”

MITCHELL CAPLAN

CAPLAN FINANCIAL GROUP

“In 2022, it became evident that Caplan Financial Group needed to expand its planners and resources to continue delivering highly personalized planning advice to our 150 families. After evaluating numerous potential partners, we selected Miracle Mile Advisors (MMA). The reason: Great people. From top to bottom, everyone I spoke with was smart, caring, and genuine. Yes, MMA has an exceptional platform of investment strategies, great tech and tremendous planning resources. But, in the end, what sealed the deal was the people. We simply felt right at home.”

WHAT MAKES OUR PARTNERSHIPS UNIQUE?

We offer much more than an opportunity to grow and some well-deserved liquidity. We view our partners as just that – true partners.

OUR GROWTH CYCLE POSITION

We are uniquely positioned in our industry and are early in our growth cycle. This translates to attractive multiple expansion for all partners.

EQUITY STAKE

All partners receive the same class of stock, whether you are a founding principal or our newest partner.

CULTURE

Our award-winning culture is based on respect, results, and fun. Come and see what we’re all about.

WEALTH STRATEGY TEAM

The advisor-client relationship is surrounded by this talented team of experts that includes an Estate Strategist (attorney) and a Director of Financial Planning to go along with our existing insurance experts.

DEEP M&A EXPERIENCE

We’ve completed 7 transactions to date and through those processes, have refined our integration and implementation playbook to provide a smooth transition for our partners.

TECHNOLOGY & INTEGRATIONS TEAM

We have diligently invested to improve our technology stack and integrations processes to be advisor-friendly and business development-oriented.

LET'S CONNECT

MEET THE GROWTH TEAM