MILL CREEK CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2006

Total AUM

$10.5B

Discretionary

$10.4B

100% of AUM

Avg account

$4.2M

Accounts

2,507

Employees

Advisory reps

Firm details

Headquarters: CONSHOHOCKEN, Pennsylvania
CRD number: 141470
Registered since: September 19, 2006
Website: millcreek.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI69.06%
Charitable Organizations20.38%
Pooled Investment Vehicles7.28%
Corporations / Businesses2.15%
Pension & Profit Sharing Plans1.13%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mill Creek Capital Advisors, LLC is an independent, SEC-registered RIA (registered in 2006) that acts as both a discretionary portfolio manager and a capital allocator. The firm serves high-net-worth individuals and families as well as institutional clients, charging a mix of percentage-of-AUM and fixed fees. Its advisory menu includes financial planning, portfolio management for individuals, businesses and pooled vehicles, pension consulting, and selection of third‑party advisers. Mill Creek also serves as sponsor/GP/managing member for pooled investment vehicles and runs a small slate of private funds. The firm has been recognized in industry lists, including FA Magazine (Top RIA Firms, 2020), investor.com (Top RIA Firms to Watch, 2020), Barron’s (Top 100 RIA Firms, 2021 and 2022) and Citywire (50 Growers Across America, 2023). Mill Creek does not identify as an active ESG investor.