Milestone Financial Associates, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Macungie, PA. Its latest Form ADV filing, dated March 30, 2026, reports $654M in regulatory assets under management, 12 employees, 2 offices, and 1,988 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.1% of total clients.
Top client categories% of clientsClients
1
Individuals
67.1%
433
2
HNWI
28.7%
185
3
Pension Plans
2.8%
18
4
Corporations
1.4%
9
Categories with <5 clients
Other investment advisers<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$654Mas of March 30, 2026
Discretionary100.0%
$654M
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$654M
Total Accounts1,988
10Y AUM Change+$654M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee54:1
10Y Employee Change+11 (+1100.0%)
* 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.