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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · Tiaa · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-11-2013
- Office Locations
- 1
Office Locations
About Milestone Investment Advisors, LLC
Milestone Investment Advisors, LLC is an independent boutique RIA based in Middleton (Madison), WI, providing highly personalized portfolio management and financial consulting for retail and institutional clients, including trust and retirement plan needs. The firm serves clients nationwide and builds portfolios using mutual funds and ETFs, supported by Tamarac and custody at Schwab.
Reported data analysis
What the numbers show
Between February 4, 2025 and May 12, 2026, reported AUM increased 6.5%, from $824.2M to $877.6M.
Across 5 reported observations, AUM increased 19.0% between March 20, 2022 and May 12, 2026, from $737.4M to $877.6M.
Of the latest reported AUM, 90.7% is discretionary and 9.3% is non-discretionary.
The firm reports 7 advisory representatives and 414 clients, or 59.1 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on May 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Milestone Investment Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT GARLAND ARMSTRONG
Financial Advisor, General Partner
- CRD
- #7368
- Ownership
- 25% but less than 50%
DANIEL PETER KAUPER
Investment Advisor
- CRD
- #1439147
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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MICHAEL EDMUND ARBET
Vice President
- CRD
- #1463240
Darrin Michael Sharp
--
- CRD
- #4084080
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $796,355,953 | $633,033 |
| Non-Discretionary | $81,248,592 | $13,541,432 |
| Total | $877,604,545 | $694,307 |
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Separately Managed Accounts
SMA allocation detail is available
Milestone Investment Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Milestone Investment Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.