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Private Wealth Daily
FUNDS · LAST CLOSEIVV759.18 −1.78%SPY755.72 −1.77%VOO522.67 −0.95%QQQ690.49 −3.47%VTI281.03 −0.75%IEFA96.31 −0.92%VEA50.10 −5.13%VUG382.92 −0.26%GLD355.78 −3.47%IWF125.62 +0.18%
The Lean 100 · 2026 edition
No.32
Miller Avenue Advisors logo

Miller Avenue Advisors

Mill Valley, CA · Firm website

128%AUM growth, 2024 to 2026
$281MAUM in the 2026 filing
84%client growth
3people at the firm

AUM by filing

$89M2023
$123M2024
$186M2025
$281M2026

Clients by filing

382023
442024
632025
812026

Key people

  • Eric StrongSenior Wealth AdvisorOwner · 5 years at the firm
    in
  • Alex BoeriInvestment Advisor RepresentativeOwner · 5 years at the firm
    in
  • Ben SampsonSenior Wealth AdvisorOwner · 3 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth128%104%
  • Client growth84%43%
  • People37
  • AUM per person$93.7M$49.7M

Rank by measure

  • Official rankNo. 32128%
  • Client growthNo. 2284%
  • AUM added per personNo. 18$52.7M
  • AUM per personNo. 18$93.7M
← No. 31 Elevation Wealth ManagementNo. 33 Portfolio Design Labs →
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Miller Avenue Advisors: No. 32 on The Lean 100 (2026) — Private Wealth Daily