Milestone Financial Associates, Llc
- Regulatory AUM
- $654M
- Discretionary
- $654M
- Clients
- 645
- Avg AUM / client
- $1.0M
- Accounts
- 1,988
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 433 | $175M | 26.8% |
| High net worth individuals | 185 | $459M | 70.1% |
| Pension and profit sharing plans | 18 | $7.3M | 1.12% |
| State or municipal government entities | Fewer than 5 clients | $2.4M | 0.36% |
| Other investment advisers | Fewer than 5 clients | $562K | 0.09% |
| Corporations and other businesses | 9 | $10.2M | 1.56% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Holly O Clarke | Registered representative | CFP | Aug 2025 (1y) | |
| Justin Russell Miller | Registered representative | CFA | Aug 2025 (1y) | |
| Jeffrey Alex Hegedus | Registered representative | CFP | Aug 2025 (1y) | |
| Mihir Shital Saudagar | Registered representative | Aug 2025 (1y) | ||
| David Samuel Coult | Registered representative | CFP Chartered Financial Consultant | Aug 2025 (1y) | |
| Jeff W Lanscek | Registered representative | CFP Chartered Financial Consultant | Aug 2025 (1y) | |
| Justin T Poccia | Registered representative | Chartered Financial Consultant | Mar 2026 (0y) | |
| Paul Anthony Juliano | Registered representative | CFP | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 938 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $629M (96% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗