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MILLENNIAL ADVISERS, LLC.

NEW YORK, NY · CRD 170847 · IAPD ↗ · 646-532-2400

$339.4MRegulatory AUM
12Advisory reps
14Employees
0Clients
n/aPlanning clients
20Private funds
52States
6Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2026 — MILLENNIAL ADVISERS, LLC. reported RAUM up 478% ($58.7M -> $339.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
February 2026 — MILLENNIAL ADVISERS, LLC. added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2025 — MILLENNIAL ADVISERS, LLC.'s Item 11 disclosure-reporting entries rose by 2 (6 -> 8).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
50
April 2025 — MILLENNIAL ADVISERS, LLC. added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2025 — MILLENNIAL ADVISERS, LLC. reported RAUM up 48% ($39.5M -> $58.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
July 2024 — MILLENNIAL ADVISERS, LLC. added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
62
April 2024 — MILLENNIAL ADVISERS, LLC. reported RAUM up 37% ($28.8M -> $39.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.