WEST CONSHOHOCKEN, PACRD 108380Latest ADV March 31, 2026
Miller Investment Management, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in West Conshohocken, PA. Its latest Form ADV filing, dated March 31, 2026, reports $7.1B in regulatory assets under management, 18 employees, 1 office, and 308 accounts.
Assets Under Management
$7.1B
Employees
18
Offices
1 office
Total Clients
183
Primary office
WEST CONSHOHOCKEN, PA
ONE TOWER BRIDGE, STE 1400, WEST CONSHOHOCKEN, PA, United States
Top client segmentHNWI represent 69.4% of total clients.
Top client categories% of clientsClients
1
HNWI
69.4%
127
2
Individuals
15.3%
28
3
Pooled Investment Vehicles
9.8%
18
4
Charitable
5.5%
10
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.1Bas of March 31, 2026
Discretionary25.0%
$1.8B
25% of total RAUM25.0%
Non-discretionary75.0%
$5.3B
75% of total RAUM75.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$7.1B
Total Accounts308
10Y AUM Change+$4.0B (+128.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee10:1
10Y Employee Change-4 (-18.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.