JOIN OUR TEAM.
*As of 6/30/2024
**As of 3/31/2024
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
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. 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. Today, having been with MMA for an extended period, my staff and I could not be happier.”
MEET THE GROWTH TEAM
WE’RE HERE TO HELP YOU GROW – LET’S GET INTRODUCED
CONNECT WITH THE TEAM
If you’re a business owner or advisor, our Growth Team looks forward to connecting with you and hearing about your goals.