MILESTONE INVESTMENT ADVISORS, LLC is a Middleton, Wisconsin based financial advisory firm with nearly $737,353,714 in assets under management and provides investment advisory services for 1179 clients. There are currently 5 financial advisors at the firm.
General Information |
| Firm CRD#: | 168429 | |
| SEC#: | 801-78337 | |
| Assets under Management: | $737,353,714 | |
| No. of Clients: | 1179 | |
| No. of Advisors: | 5 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Pension Consulting Services | |
| Fee Structure: | A percentage of AUM, Hourly charges |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| MBE WEALTH MANAGEMENT, LLC | 165516 | 801-110772 | 3859 | 13 | $471,139,499 |
| N.E.W. ADVISORY SERVICES, LLC | 290405 | 801-112037 | 2626 | 16 | $778,921,672 |
| PEGASUS PARTNERS | 175206 | 801-81049 | 2586 | 20 | $2,289,431,155 |
| MCGLONE SUTTNER WEALTH MANAGEMENT, INC. | 149830 | 801-112692 | 1674 | 11 | $540,828,299 |
| AEGIS FINANCIAL | 305030 | 801-117229 | 1575 | 17 | $353,730,159 |
| FREEDOM WEALTH ALLIANCE | 170456 | 801-79331 | 1542 | 13 | $320,123,585 |
| BUSKA WEALTH MANAGEMENT, LLC | 170627 | 801-122395 | 1354 | 5 | $150,407,360 |
| MENDOTA FINANCIAL GROUP, LLC | 136294 | 801-67644 | 1132 | 6 | $339,124,911 |
| CWP PRIVATE WEALTH MANAGEMENT | 281520 | 801-120760 | 925 | 3 | $214,845,596 |
| UNCOMMON CENTS INVESTING | 290105 | 801-111907 | 858 | 4 | $319,282,348 |
| THE INVICTUS COLLECTIVE, LLC | 310744 | 801-121217 | 187 | 5 | $292,228,044 |
| ETF MODEL SOLUTIONS, LLC | 168410 | 801-80785 | 174 | 10 | $13,960,720 |
| ISECTORS, LLC | 147589 | 801-69601 | 104 | 3 | $22,165,985 |
| CAPITAL INNOVATIONS, LLC | 145329 | 801-72322 | 39 | 7 | $200,621,368 |
| SKYLANDS CAPITAL, LLC | 131183 | 801-71522 | 16 | 9 | $888,743,417 |
| FRANCIS INVESTMENT COUNSEL LLC | 130687 | 801-62841 | 2 | 18 | $176,791,312 |