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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

$4.5B+ Assets Under Management $4.5B+ Assets Under Management
Headquartered in Los Angeles with teams in San Francisco, Chicago, Portland, San Diego, and Long Island 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 Dynamic team of 65+, including 40+ back-office staff supporting our 10 advisory teams
Average growth rate of +30% over the past 5 years* Average growth rate of +30% over the past 5 years*
98% YoY client retention rate* 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

PARTNERSHIP SOLUTIONS

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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Operations and Compliancegjsdlfgdklshg

Our experienced team conducts every task throughout the prospect and client lifecycle, including all new account documentation, money movements, and client service requests.

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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.

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Marketing and Social Media

This team carries robust marketing efforts centered around personalized advisor marketing plans to generate leads and enhance business development efforts.

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Next-Generation Hiring

Our corporate development team 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.

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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.

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Advanced Planning Group

This dedicated team 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.

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Operations and Compliance

Our 18-person team conducts every task throughout the prospect and client lifecycle, including all new account documentation, money movements, and client service requests.

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Investment Strategy Group

Our consolidated investment team drives the firm investment strategy, asset allocations, and advisor education while also performing all trading, analysis, and diligence functions.

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Marketing and Social Media

This five-person team carries out our four-pronged marketing strategy centered around personalized advisor marketing plans to generate leads and enhance business development efforts.

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Next-Generation Hiring

Our in-house growth team leads hiring efforts across the firm, with extreme success coming in the form of young, scrappy, advisors who form the basis for legacy advisory teams’ succession plans.

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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, rather than worrying about IT.

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Advanced Planning Group

This 4-person team spearheads all planning functions and analysis across the firm, utilizing eMoney to build out advanced scenarios with the information then being synthesized into easily digestible, client-friendly deliverables.

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

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
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
EQUITY STAKE

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

CULTURE
CULTURE

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

HEAR FROM OUR PARTNERS

Explore our partnership testimonials and hear how the process went for them.

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

Chief Executive
Officer
Head of Wealth
Management
Head of Growth
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.

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