About Miller/Russell & Associates LLC

Miller/Russell is one of the Southwest’s largest registered investment advisory firms managing or consulting on over $1 billion, with offices in Arizona, California, and Nevada. Headquartered in Phoenix, the firm employs 19 investment and support professionals. Since 1991, Miller/Russell has been providing investment services to wealthy families, corporate retirement plans, endowments, and foundations throughout the Western United States.

The firm is organized into two disciplines. Private Wealth Management provides a full array of investment and financial planning services to high net worth individuals and families. Institutional Wealth Management offers investment, consulting and educational services to endowments, foundations, and corporate retirement plans.

All services are offered on a fee-only basis. Miller/Russell does not sell proprietary products or accept commissions. The fee-only structure allows a non-conflicted approach to investment and vendor selection and recommendations.

Investments are chosen on an open architecture basis and may include institutional mutual funds, money management firms, passive/index funds, and alternative investments. Selection of “best-of-breed” managers, wherever they may exist within the investment spectrum, can lead to higher returns and lower cost.

Miller/Russell is a strategic partner with Western Alliance Bancorporation, a publicly-traded bank holding company that owns banks and other financial entities in Arizona, California, and Nevada.