PITTSBURGH, PACRD 310441Latest ADV February 20, 2026
Milestone Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pittsburgh, PA. Its latest Form ADV filing, dated February 20, 2026, reports $691M in regulatory assets under management, 13 employees, 5 offices, and 3,229 accounts.
Top client segmentHNWI represent 74.5% of total clients.
Top client categories% of clientsClients
1
HNWI
74.5%
1,012
2
Individuals
24.7%
335
3
Corporations
0.7%
10
4
Charitable
0.1%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$691Mas of February 20, 2026
Discretionary100.0%
$691M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$691M
Total Accounts3,229
10Y AUM Change+$691M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee105:1
10Y Employee Change-6 (-31.6%)
* 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.