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MILESTONES PRIVATE INVESTMENT ADVISORS LLC
CRD 289116File 801-111043
APPROVED
Retail clients
Custody
Filing as of Feb 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$222.6M
Below cohort median (national)
Discretionary AUM
$142.6M
Non-discretionary $80.0M
Clients
254
677 accounts
Employees
3
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 24, 2017
- Principal office
- 375 WOODCLIFF DRIVE, FAIRPORT, NY, 14450
- Phone
- 585-203-1956
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $222.6M
- Discretionary AUM
- $142.6M
- Non-discretionary AUM
- $80.0M
- Discretionary accounts
- 369
- Non-discretionary accounts
- 308
- Total accounts
- 677
- AUM per client
- $876K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.2M |
| High net worth individuals | 70 | $175.8M |
| Individuals (other than high net worth individuals) | 183 | $44.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.