We are excited to announce that we have welcomed two new firms, Caplan Financial Group and Advisory Partners, into Miracle Mile Advisors, marking a significant milestone in our journey toward growth! Our CEO, Bruce Milam said, "We continue to attract high-performing advisors with sophisticated clientele who recognize our dynamic culture, best-in-class offerings, advisor-centric support..." Check out the full release below. https://lnkd.in/gDJtHA9q #wealthmanagement #financialadvisor #recruitment #acquisition #growth
Miracle Mile Advisors
Financial Services
Los Angeles, CA 9,004 followers
With you every mile.
About us
Miracle Mile Advisors is an independent, registered investment advisory firm founded by experienced, ex-Wall Street advisors who wanted to create something better. We are focused on providing best-in-class guidance, advice, and technology tailored to evolve with our clients over time. We integrate dynamic financial planning and expert investment management. It’s a model that’s used by multi-billion-dollar family offices—and us. We specialize in providing sophisticated advice using low-cost, custom investment strategies backed by a fiduciary standard. Our firm was created with the foundation of improving every aspect of our client’s financial life while offering a comprehensive support system for advisors. We have over 50 advisory rankings including Barron's and Forbes and have been consistently recognized for our amazing culture. We’re a fast-growing, award-winning firm that values culture with the same passion we have for results.
- Website
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http://MiracleMileAdvisors.com
External link for Miracle Mile Advisors
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Los Angeles, CA
- Type
- Privately Held
- Founded
- 2007
- Specialties
- High Net Worth, Asset Allocation, Comprehensive Planning, Portfolio Management, Personalized Service, Estate Planning, and Financial Planning
Locations
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Primary
11300 W Olympic Blvd
Suite 800
Los Angeles, CA 90064, US
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660 Newport Center Dr
Suite 700
Newport Beach, California 92660, US
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525 3rd St
Suite 102
Lake Oswego, Oregon 97034, US
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145 Marcus Blvd
Suite 1
Hauppauge, New York 11788, US
Employees at Miracle Mile Advisors
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Gerard V. Tamparong CFA, CFP®
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Peter Karp
Managing Principal at Miracle Mile Advisors, an Independent Wealth Management Firm | Automotive F&I/Reinsurance Expert | Helping Dealers and Business…
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Grant Johnstone
Johnstone Brokerage Services & DPL Financial Partners
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Duncan Rolph, CFP®
Top-Ranked Barrons Wealth Advisor for Founders and Owners | Miracle Mile Advisors
Updates
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Our very own Head of Wealth Management, Nate Angelo, and our Managing Director, Growth Initiatives, Antonia Burchman Recht, will attend DeVoe & Company’s M&A Succession Summit next week, from September 11 to 13, in San Francisco! We’re eager to connect with industry leaders and share our expertise while seeing some new and familiar faces there! Will you be there? DM Antonia Burchman Recht or Nate Angelo and connect with us at the RIA industry’s premier event for succession planning and M&A! #M&A #SuccessionPlanning #FinancialAdvisor #WealthManagement #SanFrancisco #Summit #RIA
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We are excited to share that our Managing Partner, Peter Karp, and Managing Director, Jeff Alpert will be representing the #reinsurance team at the 2024 Portfolio Agent Meeting in #Dallas, Texas from September 9-12th. As a leading independent wealth manager specializing in automotive reinsurance, the team is thrilled to connect with new agents and catch up with our valued partners! Thank you to the Portfolio team for the continued partnership and the opportunity to add value to our mutual clients. We are proud to be sponsors once again for this year’s meeting. Let Peter Karp or Jeff Alpert know if you'll be there! #Reinsurance #Texas #PortfolioAgentMeeting #FinancialAdvisor #WealthManagement #Agents #Portfolio
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We are so proud of our incredible #Oregon team for dedicating their time and energy to volunteering at Seaside Beach for a beach cleanup yesterday! We also had some special guests from our different offices show up to join the team in this effort. Bruce Milam, Marla Wooton, CRCP®, Matthew Granski, CFA®, Nicole Pavlovic, & Desiree! Thank you to our employees for embodying our commitment to community service and we are excited for more opportunities in the upcoming year! #Portland #BeachCleanUp #CommunityService #TeamWork #GivingBack #Volunteer #FinancialAdvisor #WealthManagement
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We are thrilled to see our Managing Director, Jeff Alpert, featured in this article by RV Business Solutions on Dealership Succession Planning Vs. Dealership Sale. In the ever-evolving landscape of RV dealerships, strategic planning for the future is more important than ever. This is highlighted as Jeff has seen “dealers wait too long to make critical decisions, costing themselves time and money and, in some cases, jeopardizing buy-sell or internal sale transactions.” With the right insight and guidance, dealership owners are better equipped to make informed decisions that align with their future goals. Read the full article here: https://lnkd.in/gZ6ruBWA #WealthManagement #Wealth #Investment #FinancialAdvisor #BusinessSolutions #MiracleMileAdvisors #EstatePlanning #SuccessionPlanning #Insight
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We are thrilled to announce that Best Companies Group and COLOR Magazine have recognized our firm as one of the Most Inclusive Workplaces! This accolade honors organizations that excel in creating inclusive environments where every employee feels valued, heard, and engaged. It’s not about ranking but about celebrating those who go above and beyond in fostering a culture of belonging and psychological safety. We are proud to be featured in the Fall 2024 Top Inclusive Workplaces digital publication, coming in September! A huge thank you to our incredible team, whose dedication to inclusivity has set a new standard for our industry. Congratulations to all the other recognized companies as well! #WealthManagement #FinancialAdvisor #InclusiveWorkplace #DiversityAndInclusion #BestCompaniesGroup #CompanyCulture #WorkplaceExcellence
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Last week, we had an incredible time at our annual All-Staff Summer Event at the stunning Calamigos Ranch in Malibu, Los Angeles! Our teams from all offices nationwide gathered for an all-hands meeting where we discussed our progress in achieving this year's goals and shared exciting plans for the rest of the year. After the meeting, we mingled and enjoyed some friendly competition! A big congratulations to: Gino Valente and Emil Georgiev for winning our annual cornhole tournament! Simon Tuman, Dominic Salvatierra, Tiffanie B., and Gino Valente for winning our fun fact bingo! Shoutout to Matt Dmytryszyn, CFA, and Andrew Ark, CFP®, CIMA® for coming in a close second in the cornhole tournament! 💪 Thank you to everyone who joined and made this event memorable. Here's to many more moments of celebration together! #WealthManagement #LosAngeles #TeamEvent #SummerEvent #AllHands #Cornhole #CompanyCulture #TeamBuilding #SuccessTogether
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Join our Wealth & Estate Strategist Blake McKibbin, JD, ChFC®, CLU®, and our Head of Wealth Management Nate Angelo, next Thursday, August 7th, for an insightful webinar on the Connelly Supreme Court case ruling and its impact on businesses! Blake will cover: -What buy-sell agreements are and why they are essential -How buy-sell agreements may be structured -Funding mechanisms to carry out buy-sell agreements -The Connelly ruling and its direct impacts -Mechanisms to avoid the Connelly treatment If these topics are of interest or relevant to you or your business, don't miss out! Register here: https://lnkd.in/ggXaWp9W #Webinar #Connelly #SupremeCourt #WealthManagement #EstatePlanning #ConnellyRuling #BusinessStrategy
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We are thrilled to announce the expansion of our Wealth Strategy department with the addition of Brandon Beckner, CFP® as our new Director of Financial Planning! Based out of our Seattle office, Brandon will oversee the delivery of financial planning, author insightful content, and ensure that our firm delivers an industry-leading client planning experience. Welcome to the team, Brandon! We're excited to have you with us. Nate Angelo Bruce Milam https://lnkd.in/gMURaw84 #Director #FinancialPlanning #Seattle #LosAngeles #WealthStrategy #Planning #Content #Advisors #WealthManagement
Brandon Beckner
https://miraclemileadvisors.com
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Our Director, Dimitry Farberov, CFA®, CFP®, was recently featured in the Bill Gross podcast. In it, they discuss the challenges and responsibilities associated with sudden wealth, such as inheritances. They delve into the emotional and practical complexities faced by clients who come into substantial sums of money unexpectedly. They also touch on various investment strategies, including the role of psychology in financial decision-making and the benefits of a long-term, transparent approach to wealth management. Click below if you would like to listen to the full podcast! https://lnkd.in/gzs7Gac5 #WealthManagement #BillGross #Podcast #Wealth #Investment #Strategies #Inheritance #FinancialAdvisor
Wealth Management When Inheriting | with Dimitry Farberov of Miracle Mile Advisors
https://www.youtube.com/