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RIA / WealthAdvisor13 years in industry

Matthew Joseph Miller

Advisor at APRIO WEALTH MANAGEMENT, LLC

ATLANTA, GA

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Search this name across graphsid dfx:ria:00e67fe1-902e-9073-7f3a-13dc9551f65b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 16, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: APRIO WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 15, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Aug 15, 2013
First registration: Aug 16, 2013
Dual registered: no
Other names: Matthew Joseph Miller|MATTHEW JOSEPH MILLER
IAPD individual key: 6221981

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
APRIO WEALTH MANAGEMENT, LLC	Independent wealth	Jan 25, 2024	n/a	yes	ATLANTA, GA	Current employment
INVESCO ADVISERS, INC.	Asset manager	Jun 25, 2020	Dec 18, 2023	no	ATLANTA, GA	Previous registration
ROLLINS FINANCIAL INC	Former SEC adviser	Dec 14, 2017	Jun 25, 2020	no	ATLANTA, GA	Previous registration
MERCER GLOBAL ADVISORS INC.	Independent wealth	Apr 27, 2015	May 25, 2017	no	ALPHARETTA, GA	Previous registration
EMPOWER ADVISORY GROUP, LLC	Bd affiliated wealth	Oct 10, 2013	Nov 14, 2014	no	GREENWOOD VILLAGE, CO\|ACWORTH, GA	Previous registration
NESTWISE LLC	Former SEC adviser	Aug 16, 2013	Sep 27, 2013	no	GREENWOOD VILLAGE, CO\|BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INVESCO ADVISERS, INC.	APRIO WEALTH MANAGEMENT, LLC	Dec 18, 2023	Jan 25, 2024	38	Firm change	Other
ROLLINS FINANCIAL INC	INVESCO ADVISERS, INC.	Jun 25, 2020	Jun 25, 2020	0	Firm change	Other
MERCER GLOBAL ADVISORS INC.	ROLLINS FINANCIAL INC	May 25, 2017	Dec 14, 2017	203	Firm change	Other
EMPOWER ADVISORY GROUP, LLC	MERCER GLOBAL ADVISORS INC.	Nov 14, 2014	Apr 27, 2015	164	Firm change	Other
NESTWISE LLC	EMPOWER ADVISORY GROUP, LLC	Sep 27, 2013	Oct 10, 2013	13	Firm change	Other

Relationships

Registered with (6)

→ APRIO WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 25, 2024 to presentfactForm ADV
→ INVESCO ADVISERS, INC.Registered adviserregistration: previous registration
Jun 25, 2020 to Dec 18, 2023factForm ADV
→ ROLLINS FINANCIAL INCRegistered adviserregistration: previous registration
Dec 14, 2017 to Jun 25, 2020factForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Apr 27, 2015 to May 25, 2017factForm ADV
→ EMPOWER ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Oct 10, 2013 to Nov 14, 2014factForm ADV
→ NESTWISE LLCRegistered adviserregistration: previous registration
Aug 16, 2013 to Sep 27, 2013factForm ADV

Dated events

Occurred
Dec 18, 2023
Advisor changed firm
Matthew Joseph Miller left Invesco Advisers, Inc. for Aprio Wealth Management, Llc (registered 2024-01-25)
Form ADVobserved 5 days ago