This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade · Tiaa
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-09-2010
- Office Locations
- 3
Office Locations
About Miller Financial Services LLC
Miller Financial Services is an SEC-registered RIA providing comprehensive planning for individuals and businesses across retirement and investment advice, tax and estate planning, and insurance and employee benefits (including health insurance and company retirement plans). The firm also advises higher-education retirement plans as a 3(21) or 3(38) fiduciary, creating IPS and supporting plan design, enrollment, education, and individually managed participant accounts, with TIAA and Fidelity relationships.
Reported data analysis
What the numbers show
Between March 21, 2025 and September 15, 2026, reported AUM increased 12.6%, from $411.1M to $462.9M.
Across 5 reported observations, AUM increased 76.5% between March 21, 2022 and September 15, 2026, from $262.2M to $462.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 584 clients, or 194.7 clients per representative. That equates to $792.6K in reported AUM per client.
The profile lists 3 reported office locations and 16 years in operation. The source data was last updated on September 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Miller Financial Services LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Miller Financial Services LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSEPH PATRICK MILLER
Chief Compliance Officer, Investment Advisor, Managing Member, President
- CRD
- #2820751
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Isaac Lubbers
--
- CRD
- #7937914
Grant Tesnohlidek
--
- CRD
- #5477428
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $462,860,424 | $340,840 |
| Non-Discretionary | $0 | -- |
| Total | $462,860,424 | $340,840 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Miller Financial Services LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.