$4.5B+ Assets Under Management 
Headquartered in Los Angeles with teams in San Francisco, Chicago, Portland, San Diego, and Long Island 
Dynamic team of 65+, including 40+ back-office staff supporting our 10 advisory teams 
Average growth rate of +30% over the past 5 years* 
98% YoY client retention rate* *As of 3/31/2023
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
NEW
PARTNERSHIPS
Operations and Compliance
Conducts every task throughout the prospect and client lifecycle, including all new account documentation, money movements, and client service requests.
Investment Strategy Group
Our deep bench of investment professionals drives the firm investment strategy, asset allocations, and advisor education while also performing all trading, analysis, and diligence functions.
Marketing and Social Media
Carries out robust marketing efforts centered around personalized advisor marketing plans to generate leads and enhance business development efforts.
Next-Generation Recruitment
Leads the talent acquisition and integration efforts across the firm, with a proven track record of developing top-tier advisory talent who form the basis for legacy advisors’ succession plans.
Open Architecture Technology
Our robust, fully-digital, client-centric technology stack and in-house technology team to manage day-to-day functions allows us to streamline processes and free advisors’ time to be spent with their clients.
Advanced Planning Group
Spearheads all planning functions and analysis across the firm, utilizing eMoney to build out advanced scenarios with the information then synthesized into easily digestible, client-friendly deliverables.
Awards
We are uniquely positioned in our industry and are early in our growth cycle. This translates to attractive multiple expansion for all partners.
All partners receive the same class of stock, whether you are a founding principal or our newest partner.
Our award-winning culture is based on respect, results, and fun. Come and see what we’re all about.
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.”
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 just that.”
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.