Milestone Advisors

Company Details

Milestone Advisors, LLC ("Milestone") is the financial advisory division of Milestone Merchant Partners, LLC. Milestone is a FINRA licensed broker/dealer and is headquartered in Washington, DC, with additional offices in Newport Beach, CA, New York, NY and Miami, FL.

Milestone's core focus is providing investment banking services to institutions and companies within the financial services sector. Milestone's partners and professionals have particular expertise in working with:

  • Banks and Thrifts
  • Commercial, Consumer and Mortgage Finance Companies
  • Accounts Receivable Management and Business Process Outsourcing Firms
  • Insurance and Re-Insurance Companies
  • Asset Managers

The bank advises on:

  • Mergers and Acquisitions
  • corporate finance Solutions
  • Restructuring Services
  • Merchant Banking
  • Other Strategic Alternatives



17501 Biscayne Boulevard
Suite 470
Aventura, FL 33160
United States

9 W 57th Street
26th Floor
New York, NY 10019
United States

4675 MacArthur Court
Suite 1595
Newport Beach, CA 92660
United States

1775 I Street, NW
Suite 800
Washington, 20006
United States

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Milestone Advisors

Corporate Finance

Est Annual Revenue: