Milestone Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Middleton, WI. Its latest Form ADV filing, dated March 11, 2026, reports $878M in regulatory assets under management, 7 employees, and 1,264 accounts.
Assets Under Management
$878M
Employees
7
Offices
--
Total Clients
414
Primary office
MIDDLETON, WI
6702 STONEFIELD ROAD, SUITE 201, MIDDLETON, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.7% of total clients.
Top client categories% of clientsClients
1
HNWI
52.7%
218
2
Individuals
45.9%
190
3
Pension Plans
1.4%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$878Mas of March 11, 2026
Discretionary90.7%
$796M
91% of total RAUM90.7%
Non-discretionary9.3%
$81M
9% of total RAUM9.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$878M
Total Accounts1,264
10Y AUM Change+$475M (+117.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee59:1
10Y Employee Change+3 (+75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.