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 9,409 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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In our latest Miracle Mile Advisors Investment Insights, our Director of Equity Research Russell Hoss, CFA, highlights the key structural challenges that have caused Chinese stocks to underperform over the last decade, lagging behind global markets like the S&P 500. Despite recent stimulus efforts, deeper issues such as high debt, an aging population, and deglobalization continue to limit long-term growth potential. While short-term relief may lift stocks, we remain cautious about China's ability to sustain the earnings growth needed for lasting stock price appreciation. You can check out the full piece on our website for more details or read below: https://lnkd.in/gfpxb2_i #MiracleMileAdvisors #GlobalEconomy #ChinaUpdate #InvestmentInsights #WealthManagement
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Congratulations to our Managing Partner, Duncan Rolph, CFP®, on being ranked #37 on Barron's 2024 Top 100 Independent Advisors list! This recognition reflects Duncan's dedication, expertise, and the exceptional service he provides to our clients. We're incredibly proud of Duncan Rolph, CFP®, and our entire team, and we're excited about the future ahead! Check out the full list here: https://lnkd.in/exbjYftf Barron's Advisor #Barrons #Rankings #TopAdvisors #WealthManagement #IndependentAdvisors #Teamwork #FinancialAdvisors
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We are excited to welcome Peter J. LaPlaca, CFP, ChFC, AEP® to the Miracle Mile Advisors' team as one of our newest team members joining as Managing Director, Wealth Advisor based in our #NewYork office! Pete has over 25 years of experience in the financial services industry and offers advanced wealth management and comprehensive financial planning to high-net-worth individuals. Welcome to the team, Pete! We couldn't be more excited to have you join us in Hauppauge, Long Island! Check out his full bio here: https://lnkd.in/dQtsBeau John Caffrey Timothy Shaw, CFP®Daniella Tagliavia #WealthAdvisor #FinancialPlanning #Growth #NewHire #Welcome #WealthManagement #ManagingDirector #FinancialServices
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Our Managing Director of Growth Initiatives, Antonia Burchman Recht, will attend RIA Edge West, hosted by WealthManagement.com, next week from Oct 7 to 9! This event is right in our backyard, in beautiful Marina del Rey at the Ritz-Carlton. If you’re attending, this is the perfect opportunity to connect with her and learn more about what we’re up to at Miracle Mile Advisors. Don’t miss the chance to connect with one of the best in the industry! We're excited to see some old and new faces, so message Antonia Burchman Recht if you'll be there! Check out the event details here: https://lnkd.in/gyAu2udM RIA Edge (Part of Wealth Management EDGE) Wealth Management EDGE #RIAEdgeWest #Networking #WealthManagement #MiracleMileAdvisors #RIA
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Market prices already reflect lower interest rates from the Federal Reserve, but what does that mean for the broader economy? Despite the Fed’s recent decision to cut interest rates by 0.5%, bond yields and fixed-rate borrowing costs saw little change. We're witnessing a divergence in expectations: Treasuries and commodities seem to be pricing in a greater economic deceleration, while stocks and high-yield bonds hint at the potential for a soft landing. Our Chief Investment Officer, Matt Dmytryszyn, CFA, just released his "From The CIO's Desk" Market Commentary, providing insights on the impact of lower interest rates and what may lie ahead for the U.S. economy. You can check out the full market commentary on our website for more details or read below: https://lnkd.in/gRHKzBvb #MarketUpdate #Commentary #FederalReserve #InvestmentStrategy #Economy #WealthManagement #CIO
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We are excited to have one of our Managing Directors be named #1 on the Forbes 2024 Top Next-Gen Wealth Advisors in Southern California and #9 on America's Top Next-Gen Wealth Advisors for another year! We are incredibly proud of her achievements and the dedication she brings to serving our clients! Check out the full lists below. Top Next-Gen Best-In-State: https://lnkd.in/gq5QNdAN America's Top Next-Gen: https://lnkd.in/d7kZHVxP Sara (Rajo-Miller) Wendt #WealthManagement #Forbes #TopAdvisors #FinancialAdvisor #TopNextGenWealthAdvisors
I'm honored to be ranked as the #1 Forbes Next-Gen Wealth Advisor in Southern California and #9 on America's Forbes Top Next-Gen Wealth Advisors for 2024! I am grateful for everything SHOOK Research does to highlight advisors in our industry. A huge thank you to our amazing clients for their trust and the opportunity to guide them through their financial journey. Of course, this recognition is a testament to the incredible team I work with every day to make this happen! Duncan Rolph, CFP® Brian Johnson Andrew Ark, CFP®, CIMA® Tiffanie B. Travis Atkins Mikayla Bucher Nate Angelo Bruce Milam Miracle Mile Advisors
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We're #Hiring! - M&A Analyst, Growth Initiatives Miracle Mile Advisors is hiring an M&A Analyst to join the Growth Initiatives team in Los Angeles or Seattle. This role will support organic and inorganic growth pillars spanning: M&A, Advisor Recruiting, Advisory Team support, Contractual CPA Partnerships, and other referral programs. Successful candidates for this position will have demonstrated track record of educational and professional achievement, strong people skills, and a passion for analysis/strategy. The ideal candidate would have a strong appetite for the M&A/investment banking space, with the drive to thrive in a fast-paced, high-stakes environment. If you or someone you know is interested, email your resume to [email protected]. Link to the job description here - https://lnkd.in/gTn_63uX Max Koep Antonia Burchman Recht #Hiring #MiracleMileAdvisors #Growth #Mergers #Acquisitions #Analyst #LosAngeles #Seattle #WealthManagement #FinancialServices
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Thank you to Financial Advisor Magazine for recognizing our firm as one of America’s Top RIAs of the Year for 2024! We will remain focused on providing the highest level of service and guidance to our clients. This could not have been possible without the dedication and hard work of our advisors and teams. Read more about the rankings and check out the full list here: https://lnkd.in/gYm9nVF4 #MiracleMileAdvisors #TopRIA #FinancialAdvisors #WealthManagement #FinancialAdvisorMagazine #TeamWork #FinancialSuccess #Proud
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We're #Hiring! - Research Analyst and Investment Analyst Miracle Mile Advisors is hiring for two exciting positions to join our investment team in Los Angeles, Sausalito, or Chicago. The Research Analyst will support our advisory teams, conducting in-depth research on individual stocks and ETFs, preparing financial models, and contributing to our Investment Strategy Group. Ideal candidates will have a strong background in finance, excellent communication skills, and a CFA or current CFA candidacy. The Investment Analyst will split their time between operations and private investment research, working alongside our Chief Investment Officer. Ideal candidates will have a degree in finance, accounting, or economics and are working towards the completion of their CFA or CAIA. If you or someone you know is interested, email your resume to [email protected]. Here is a link to the job descriptions: Research Analyst - https://lnkd.in/gJDnHKdA Investment Analyst - https://lnkd.in/gdi3NVer Matt Dmytryszyn, CFA #Hiring #MiracleMileAdvisors #ResearchAnalyst #InvestmentAnalyst #WealthManagement #Careers