Miller Avenue Advisors LLC

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Client assets under management

$280,172,428

Clients

85% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$3,502,155

About

Miller Avenue Advisors serves individual and high‑net‑worth clients, small business owners, and qualified retirement plans, providing discretionary asset management, ongoing financial planning, and limited ERISA 3(21) fiduciary services. The firm also recommends and facilitates private placement investments for appropriately qualified clients.

Portfolios are managed on a discretionary basis and tailored to each client’s goals, risk tolerance and time horizon, with quarterly monitoring and periodic reviews and ongoing plan integration. For private funds, the firm documents manager due diligence, coordinates tax reporting with client advisors, and integrates private investment performance and valuation into consolidated client reporting.

The firm operates with a three‑advisor team while managing roughly $281 million in discretionary assets across about 80 clients, resulting in a relatively high AUM-per-advisor ratio and a compact client roster. Miller Avenue Advisors maintains custody of certain held‑away assets (subject to an independent surprise audit), typically does not aggregate trades across client accounts, and generally leaves proxy voting to clients unless assistance is requested.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $3,000,000: Flat fee of $8,000 – $30,000 annually (may be waived) $3,000,000+: 0.10% to 1.00% annually (negotiable)

Other

Account minimum: $3,000,000 Minimum fee: Annual flat fee of $8,000 – $30,000 for accounts with assets under $3,000,000; may be waived at advisor's discretion Fee-only: Ongoing Financial Planning and Consulting fees negotiated per client, generally $8,000 to $30,000 per year

Main office location

Miller Avenue Advisors LLC

129 Miller Avenue, Suite 622

Mill Valley CA 94941, United States

Number of offices

Most active in

California · Louisiana · New Hampshire

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 415-888-8472

Advisors at this firm

Eric S

CFP®, Series 63, Series 66

Mill Valley, CA

Miller Avenue Advisors LLC

Eric Strong is a Certified Financial Planner® with 22 years of industry experience. He has worked at Miller Avenue Advisors LLC since 2021 and previously spent 10 years at Brighton Jones, LLC. Miller Avenue Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, and plan sponsors. The firm also offers private placement investment services and limited-scope fiduciary services for workplace retirement plans, managing portfolios based on clients’ goals, time horizons, and risk tolerances.

Private / alternative investments Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Founder/Business Owner

Alexander B

CFP®, Series 65

Mill Valley, CA

Miller Avenue Advisors LLC

Alexander Boeri is a CFP® with six years of industry experience, currently serving as a financial advisor at Miller Avenue Advisors LLC. His prior experience includes roles at Fiduciary Financial Group and Brighton Jones LLC. Miller Avenue Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, and plan sponsors. The firm also offers private placement investment services and ERISA 3(21) limited-scope fiduciary services, managing portfolios according to clients’ goals, time horizons, and risk tolerances.

Private / alternative investments Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Founder/Business Owner

Benjamin S

CFP®, Series 65

Mill Valley, CA

Miller Avenue Advisors LLC

Benjamin Sampson is a CFP® with six years of industry experience, currently serving as a financial advisor at Miller Avenue Advisors LLC. He previously worked at Brighton Jones for five years and has held roles outside of finance, including positions with the Arizona Department of Education and the Chicago Cubs. Miller Avenue Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, and plan sponsors. The firm also offers private placement investment services and ERISA 3(21) limited-scope fiduciary services, managing portfolios according to clients’ goals, time horizons, and risk tolerances.

Private / alternative investments Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Founder/Business Owner

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