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Private Wealth Daily
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The Lean 100 · 2026 edition
No.63
Milestone Asset Management Group logo

Milestone Asset Management Group

Avon, CT · Firm website

96%AUM growth, 2024 to 2026
$309MAUM in the 2026 filing
31%client growth
7people at the firm

AUM by filing

$114M2023
$158M2024
$223M2025
$309M2026

Clients by filing

1272023
1642024
1872025
2142026

Key people

  • Michael Mezheritskiy
    Michael MezheritskiyPresident & Financial PlannerOwner · 11 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth96%104%
  • Client growth31%43%
  • People77
  • AUM per person$44.1M$49.7M

Rank by measure

  • Official rankNo. 6396%
  • Client growthNo. 6431%
  • AUM added per personNo. 65$21.6M
  • AUM per personNo. 62$44.1M
← No. 62 Luminvest Wealth ManagementNo. 64 Prattes Wealth Partners →
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Milestone Asset Management Group: No. 63 on The Lean 100 (2026) — Private Wealth Daily