RIA Intel›Advisers›Illinois›MILESTONE ADVISORY GROUP, LLC

MILESTONE ADVISORY GROUP, LLC

Advisory

IL

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in IL

#1,405

of 1,719 advisers by AUM

Average account

$86K

across 263 accounts

AUM per adviser

$23M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$23M

Discretionary AUM$20M

Non-Discretionary AUM$3M

Discretionary %88.3%

Total Clients140

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

140 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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