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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

$5.1B+ Assets Under Management*$5.1B+ Assets Under Management*
Headquartered in Los Angeles with teams in San Francisco, Chicago, Seattle, Portland, San Diego, and Long IslandHeadquartered in Los Angeles with teams in San Francisco, Chicago, Seattle, Portland, San Diego, and Long Island
Dynamic team of 70+, including 40+ back-office staff supporting our 11 advisory teamsDynamic team of 70+, including 40+ back-office staff supporting our 11 advisory teams
Average growth rate of +33% over the past 5 years*Average growth rate of +33% over the past 5 years*
98% YoY client retention rate*98% YoY client retention rate*

*As of 12/31/2023

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Summer All Staff Event 2023
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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.

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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.”

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PETER KARP
KARP CAPITAL MANAGEMENT

“After building my firm over almost two decades, deciding to merge and partner with another RIA was daunting. I experienced tremendous growth, and I knew I needed a partner to support this expansion and shared similar values for providing opportunities for advancement for our team. Miracle Mile did that.”

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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.

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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.

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MEET THE GROWTH TEAM

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BRUCE MILAM
Chief Executive
Officer
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NATE ANGELO
Head of Wealth
Management
Jeff Alpert
JEFF ALPERT
Head of Growth
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ANTONIA BURCHMAN
Senior Director of
Corporate Development
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.

Miracle Mile Advisors is an independent, registered investment advisory firm. We are fiduciaries focused on providing best-in-class guidance, advice, and technology tailored to evolve with you over time. We are dedicated to improving your return on life.

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