Miller Advisors

Miller Advisors is a US wealth management firm delivering integrated family office services — financial planning, investment management, tax, estate, insurance, and trustee services — to high-net-worth individuals and families through a national network of 430+ advisors.

Company typePrivate
Founded2000
HeadquartersKirkland, United States
Headcount1–10
GTM typeB2C
OfferingServices

What Miller Advisors does

Miller Advisors provides comprehensive wealth management services delivered through an integrated family office structure, serving high-net-worth individuals and families in the United States. The firm's core offering unifies financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and trustee services into a single advisory relationship, supported by a 100+ person investment team that manages institutional-grade portfolios. It is organized as a multi-affiliate platform spanning an SEC-registered investment adviser (Mercer Global Advisors, Inc.), a tax services firm, a FINRA broker/dealer (Heim, Young and Associates), and an insurance agency, enabling regulated cross-sell under one fiduciary umbrella. The go-to-market is white-glove and relationship-driven, with a 7-step intake and advisor-matching process targeting clients with investable assets from under $500K to $25M+, and segment-specific service lines for corporate executives, business owners, multi-generational families, tech founders, physicians, professional athletes, federal employees, and others. The firm operates a national footprint with full-service offices across the Northeast, Midwest, Southeast, Southwest, and West regions, and a 20+ year legacy presence in Bellevue/Seattle's East Side. Revenue is generated primarily through asset-based advisory fees, with publicly disclosed pricing tiers but no specific fee percentages.

Miller Advisors firmographics

Firmographics

Name: Miller Advisors
Legal name: Mercer Global Advisors, Inc.
Website: https://milleradvisors.com
Company type: Private
Founded year: 2000
Operating status: Operating
Headcount range: 1–10 employees
Short description: Miller Advisors is a US wealth management firm delivering integrated family office services — financial planning, investment management, tax, estate, insurance, and trustee services — to high-net-worth individuals and families through a national network of 430+ advisors.
Ownership category
akta.pro rank

Miller Advisors industry classification

Industry

Product category: Wealth Management
NAICS: Portfolio Management and Investment Advice (523940), Management Consulting Services (54161)
SIC: Investment Advice (6282), Services-Engineering, Accounting, Research, Management (8700)
akta.pro primary industry: Financial Planning–Led RIAs (FSAAACAB)
akta.pro secondary industries: Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Family Business & Succession Advisory (FSAAADAL), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

Wealth management services
Financial planning advisory
Retirement planning services
Investment management advisory
Estate planning services

Where Miller Advisors is headquartered

Location

Headquarters

HQ city: Kirkland
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Miller Advisors business model

Business model

GTM type: B2C
Offering type: Services

Revenue model

Wealth Management & Financial Advisory Services: Comprehensive wealth management services delivered through a family office structure, integrating financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and trustee services. Revenue is generated through advisory fees, likely asset-under-management (AUM) based given the investment focus.

Pricing tiers

Model	Billing	Price
Subscription	Annual	Mass Affluent to High Net Worth clients

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Miller Advisors product offering

Product offering

Core offering

Miller Advisors provides complete solutions of retirement strategies, investment management, business, legacy and financial planning services. Through a family office structure, the firm unifies financial planning, investment management, tax planning, estate planning, insurance solutions, and trustee services for high-net-worth individuals, families, business owners, and corporate executives.

Product overview

Mercer Advisors operates as a unified wealth management platform offering comprehensive financial services through an integrated family office structure. The company provides a cohesive suite of services including Financial Planning, Investment Management, Tax Planning & Preparation, Estate Planning, Insurance Solutions, and Trustee Services, all unified under one advisory relationship. The platform also offers specialized services for retirement planning, endowments and foundations, and business retirement plans, serving clients across various wealth stages and professional segments.

Differentiator

Problem solved

Functional benefit

Products and services

Family Office Services Comprehensive wealth management offering that unifies financial planning, investment management, tax, estate, insurance, and trustee services into one integrated structure designed for high-net-worth individuals and families.
Financial Planning Strategic financial planning services that help clients define and achieve their financial goals through comprehensive analysis and personalized recommendations.
Tax Planning & Preparation

Companies that use Miller Advisors

Customer profile

Segments6 records

Miller Advisors technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Miller Advisors partnerships and signals

Strategic signal

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Miller Advisors competitors and assessment

Company assessment

Market position

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Miller Advisors financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Miller Advisors leadership team

Management profile

Number of profiles

Miller Advisors subsidiaries and ownership

Company hierarchy

Subsidiaries4 records

Miller Advisors funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Miller Advisors M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Miller Advisors

What does Miller Advisors do?

Is Miller Advisors a public or private company?

Miller Advisors is a private company. It is currently operating.

When was Miller Advisors founded?

Miller Advisors was founded in 2000. It employs 1 to 10 people.

Where is Miller Advisors based?

Miller Advisors is headquartered in Kirkland, United States, in the North America region.

How does Miller Advisors make money?

One revenue line is on record: wealth Management & Financial Advisory Services.

Does Miller Advisors have an API?

No public API is recorded for Miller Advisors.

What industry is Miller Advisors in?

Miller Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.