Miller Financial Services, INC.: new SEC registration, $127M AUM, San Juan Capistrano, CA
Miller Financial Services, INC. (San Juan Capistrano, California): new SEC registration, $127M AUM, San Juan Capistrano, CA. Its amount of 127 is below the median of 134 (46th percentile). Dated 331 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 127 · 46th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Miller Financial Services, INC. |
| Legal name | Miller Financial Services, INC. |
| CRD | 339220 |
| Status | Approved |
| Registered with the SEC | 2025-12-08 |
| Latest Form ADV filing | 2026-09-28 |
| Location | San Juan Capistrano, CA, United States |
| Regulatory AUM | $127,000,000 |
| Accounts | 360 |
| Employees | 3 |
| Website | http://millerfinancialservicesinc.com |
| amount percentile | 46th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (148 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-12-08
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Miller Financial Services, INC. and 148 California peers
- California NewRiaPulse records like this one: 148
- Miller Financial Services, INC.'s amount: 46th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $127M under management.
- Website on file.
What is the NewRiaPulse record for Miller Financial Services, INC. in San Juan Capistrano, California?
Miller Financial Services, INC. received SEC registration as an investment adviser (2025-12-08) with $127,000,000 in regulatory assets under management, based in San Juan Capistrano, CA.
How does Miller Financial Services, INC. compare to other California NewRiaPulse records?
Its amount of 127 is below the median (46th percentile); smaller records often move faster and face less competition. It is 331 days old; check the official source for later updates before acting.
Miller Financial Services, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Miller Financial Services, INC. | San Juan Capistrano, CA | 127 | 46th | 2025-12-08 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.