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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MILLER FINANCIAL SERVICES LLC

CRD 143788

MARSHALL, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e6581e71-d359-716e-8e59-7a951a4ee1f0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Feb 10, 2012 to Sep 15, 2026
19 observations

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

Firm class: independent wealth managerderivedprivate_client_share=0.64 fund_share=0.0 institutional_share=0.34 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $463MItem 5.F on the latest filing (2026-09-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $463M
Private client RAUM: $295MderivedItem 5.D individuals plus high net worth individuals
Private client share: 64%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $154Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,358
Individual clients: 508
High net worth clients: 66
Custody, client assets: $136M
SEC number: 801-110021
CRD: 143788
Filings on the tape: 19
First filed: Feb 10, 2012
Latest filed: Sep 15, 2026
Organised: Limited Liability Company, MI
Website: millerfinancialplanning.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSEPH PATRICK MILLER	n/a	MARSHALL, MI	16	29	n/a	no
Alex George White	Certified Financial Planner	MARSHALL, MI	8	13	n/a	no
Isaac Lubbers	n/a	MARSHALL, MI	2	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MILLER, JOSEPH, PATRICK	MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	05/1999	Feb 10, 2012	Oct 2, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 1, 2026	$463M	$463M	3	3	0	n/a	n/a
2024	Mar 21, 2025	$411M	$411M	3	3	0	n/a	n/a
2023	Feb 26, 2024	$328M	$328M	3	3	0	n/a	n/a
2022	Feb 7, 2023	$273M	$273M	3	3	0	n/a	n/a
2021	Mar 21, 2022	$262M	$239M	3	3	0	n/a	n/a
2020	Mar 8, 2021	$209M	$188M	3	3	0	n/a	n/a
2019	Mar 2, 2020	$167M	$150M	3	3	0	n/a	n/a
2018	Feb 7, 2019	$130M	$122M	3	3	0	n/a	n/a
2017	Mar 14, 2018	$121M	$119M	2	2	0	n/a	n/a
2011	Feb 10, 2012	$37.9M	$37.9M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$463M	$411M	12.6%	$273M	19.2%	3	3	0	0

Relationships

Registered with (4)

← Isaac LubbersAdvisorregistration: current employment
Jul 2, 2024 to presentfactForm ADV
← Alex George WhiteAdvisorregistration: current employment
Jun 29, 2018 to presentfactForm ADV
← JOSEPH PATRICK MILLERAdvisorregistration: current employment
Jul 9, 2010 to presentfactForm ADV
← AUSTIN ERWIN RINARDAdvisorregistration: previous registration
May 16, 2012 to Jan 23, 2025factForm ADV

Controls (1)

← MILLER, JOSEPH, PATRICKOwnerMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 10, 2012 to Oct 2, 2024factForm ADV

Dated events

Occurred
Jan 23, 2025
Advisor changed firm
Austin Erwin Rinard left Miller Financial Services Llc for Wealth Ease Wealth Management (registered 2025-01-21)
Form ADVobserved 4 days ago
Occurred
Feb 14, 2017
First Form ADV filing
Miller Financial Services Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e6581e71-d359-716e-8e59-7a951a4ee1f0
First observed: Feb 10, 2012
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MILLER FINANCIAL SERVICES LLC

CRD 143788

MARSHALL, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e6581e71-d359-716e-8e59-7a951a4ee1f0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:07 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSEPH PATRICK MILLER

n/a

MARSHALL, MI

n/a

Alex George White

Certified Financial Planner

MARSHALL, MI

n/a

Isaac Lubbers

n/a

MARSHALL, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MILLER, JOSEPH, PATRICK

MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

05/1999

Feb 10, 2012

Oct 2, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 1, 2026

$463M

n/a

2024

Mar 21, 2025

$411M

n/a

2023

Feb 26, 2024

$328M

n/a

2022

Feb 7, 2023

$273M

n/a

2021

Mar 21, 2022

$262M

$239M

n/a

2020

Mar 8, 2021

$209M

$188M

n/a

2019

Mar 2, 2020

$167M

$150M

n/a

2018

Feb 7, 2019

$130M

$122M

n/a

2017

Mar 14, 2018

$121M

$119M

n/a

2011

Feb 10, 2012

$37.9M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$463M

$411M

12.6%

$273M

19.2%