FAIRPORT, NYCRD 289116Latest ADV February 26, 2026
Milestones Private Investment Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fairport, NY. Its latest Form ADV filing, dated February 26, 2026, reports $223M in regulatory assets under management, 3 employees, and 677 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.0% of total clients.
Top client categories% of clientsClients
1
Individuals
72.0%
183
2
HNWI
27.6%
70
3
Corporations
0.4%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$223Mas of February 26, 2026
Discretionary64.1%
$143M
64% of total RAUM64.1%
Non-discretionary35.9%
$80M
36% of total RAUM35.9%
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$223M
Total Accounts677
10Y AUM Change+$223M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee85:1
10Y Employee Change+1 (+50.0%)
* 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.