Data / Investment advisers / Pennsylvania / Milestone Asset Management, LLC
Milestone Asset Management, LLC, Pittsburgh, PA: $691 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Milestone Asset Management, LLC is an SEC registered investment adviser with its main office in Pittsburgh, Pennsylvania and reports $691 million in regulatory assets under management in its Form ADV filed February 20, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Milestone Asset Management, LLC (CRD number 310441): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 310441
- SEC file number
- 801-120519
- SEC status
- Approved, effective July 14, 2021
- Main office
- 8160 Perry Highway, Pittsburgh, PA 15237
- Phone
- (412) 643-3058
- Regulatory AUM
- $690,673,342 in the Form ADV filed February 20, 2026
- Discretionary AUM
- $690,673,342
- Accounts
- 3,229
- Employees
- 13, of which 13 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 335 | $425.2 million |
| High net worth individuals | 1,012 | $263.5 million |
| Corporations or other businesses | 10 | $1.7 million |
| Charitable organizations | 2 | $275,946 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $690.7 million | February 20, 2026 |
| December 1, 2025 | $546.3 million | May 27, 2025 |
Other advisers in Pittsburgh
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| D.B. Root & Company, LLC | Pittsburgh | $952.4 million | Not listed | adviserinfo.sec.gov |
| Absolute Capital Management, LLC | Pittsburgh | $812.1 million | Not listed | adviserinfo.sec.gov |
| Ewa, LLC | Pittsburgh | $750.7 million | Not listed | adviserinfo.sec.gov |
| Interchange Capital Partners | Pittsburgh | $743.6 million | Not listed | adviserinfo.sec.gov |
| Allegheny Investments | Pittsburgh | $742.1 million | Not listed | adviserinfo.sec.gov |
| Quattro Advisors L.L.C. | Pittsburgh | $661.7 million | 5 | adviserinfo.sec.gov |
| Hapanowicz Financial | Pittsburgh | $622.3 million | Not listed | adviserinfo.sec.gov |
| Mfa Wealth Advisors, LLC | Pittsburgh | $605.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pittsburgh, PA
- Investment advisers in Pennsylvania
- Advisers with $500 million to $1 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Milestone Asset Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.