CONSHOHOCKEN, PACRD 141470Latest ADV March 31, 2026
Mill Creek Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Conshohocken, PA. Its latest Form ADV filing, dated March 31, 2026, reports $10.5B in regulatory assets under management, 42 employees, 2 offices, and 2,507 accounts.
Assets Under Management
$10.5B
Employees
42
Offices
2 offices
Total Clients
462
Primary office
CONSHOHOCKEN, PA
161 WASHINGTON STREET, SUITE 1500, CONSHOHOCKEN, PA, United States
Top client segmentHNWI represent 79.0% of total clients.
Top client categories% of clientsClients
1
HNWI
79.0%
365
2
Charitable
10.4%
48
3
Corporations
6.1%
28
4
Pension Plans
3.7%
17
5
Pooled Investment Vehicles
0.9%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$10.5Bas of March 31, 2026
Discretionary99.7%
$10.4B
100% of total RAUM99.7%
Non-discretionary0.3%
$28M
0% of total RAUM0.3%
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$10.5B
Total Accounts2,507
10Y AUM Change+$5.5B (+110.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees42
Clients per Employee11:1
10Y Employee Change+15 (+55.6%)
* 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.