Miller Advisors, Inc.
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Miller Advisors, Inc. - overview
Established
1980
Location
Kirkland, WA, US
Primary Industry
Financial Services
About
Miller Advisors, Inc. specializes in providing financial advisory services, focusing on wealth management and comprehensive financial planning for individuals and families in the United States. Founded in 1980 and based in Kirkland, US, Miller Advisors, Inc. is a financial advisory firm that offers wealth management services.
In September 2021, the firm was acquired by Mercer Global Advisors Inc. , a portfolio company of Genstar Capital Partners and Oak Hill Capital Partners. The acquisition aimed to enhance Miller Advisors’ service offerings in divorce consulting and women's advocacy. Key personnel details regarding the founder are not available.
Miller Advisors offers a comprehensive suite of wealth management services, including financial planning, investment management, tax planning, estate planning, and insurance solutions. These services are tailored for high-net-worth clients and delivered by a team of over 370 specialized advisors, ensuring personalized financial strategies and white-glove service. Their clientele primarily comprises affluent individuals, business owners, and families across various markets in the United States and internationally. Revenue for Miller Advisors, Inc.
is derived from advisory fees and service charges associated with their wealth management services. The firm establishes long-term relationships with clients, with fees based on assets under management, structured as a percentage of total managed assets. Financial planning services may have flat fees or be based on client needs, while investment management employs a tiered pricing structure reflecting the service level required. The acquisition in September 2021 will support Miller Advisors, Inc.
in expanding its focus on divorce consulting and women's advocacy, along with providing career development opportunities. The firm is likely looking to enhance its service offerings in these areas to cater to a broader client base. Specific new products and geographic regions for expansion have not been disclosed.
Current Investors
Mercer Global Advisors Inc.
Primary Industry
Financial Services
Sub Industries
Investment Banking
Website
www.milleradvisors.com
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Miller Advisors, Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Miller Advisors, Inc. | - |
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