Mill Creek Capital Advisors, LLC

Mill Creek Capital Advisors, LLC (CRD# 141470) is a financial advisory firm headquartered in Conshohocken, PA. They manage $4,706,118,721 in 307 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,706
    MILLION
  • Total Number of Accounts
    307
    ACCOUNTS
  • Average Account Value
    $15,329,377
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DE, FL, GA, MA, NJ, NY, OH, PA, VT

Financial Advisors at Mill Creek Capital Advisors, LLC
Showing 1 - 10 of 19 top financial advisors.
1
Robert M. Asklar
CRD#: 5660650
161 Washington Street, Suite 1500, Conshohocken, PA 19428
96
Wealthminder
score

Robert Asklar (CRD# 5660650) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 6 years of experience in the finance industry. Robert Asklar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Sean M. Bannon
CRD#: 2363812
4232 Brownsville Road, Suite 129, Pittsburgh, PA 15227
96
Wealthminder
score

Sean Bannon (CRD# 2363812) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Pittsburgh, PA and has over 19 years of experience in the finance industry.

3
Patrick J. Burke
CRD#: 2590258
161 Washington Street, Suite 1500, Conshohocken, PA 19428
96
Wealthminder
score

Patrick Burke (CRD# 2590258) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 21 years of experience in the finance industry. Patrick Burke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Thomas M. Chapin
CRD#: 1411830
161 Washington Street, Suite 1500, Conshohocken, PA 19428
96
Wealthminder
score

Thomas Chapin (CRD# 1411830) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 14 years of experience in the finance industry.

5
Kevin J. Keating
CRD#: 4451398
161 Washington Street, Suite 1500, Conshohocken, PA 19428
96
Wealthminder
score

Kevin Keating (CRD# 4451398) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 10 years of experience in the finance industry.

6
David J. Logan
CRD#: 3046639
161 Washington Street, Suite 1500, Conshohocken, PA 19428
96
Wealthminder
score

David Logan (CRD# 3046639) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 18 years of experience in the finance industry.

7
Richard M. Lunsford
CRD#: 3270507
161 Washington Street, Suite 1500, Conshohocken, PA 19428
96
Wealthminder
score

Richard Lunsford (CRD# 3270507) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 17 years of experience in the finance industry. Richard Lunsford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Brian A. Maxwell
CRD#: 1863994
301 Grant Street, Suite 4300, Pittsburgh, PA 15219
96
Wealthminder
score

Brian Maxwell (CRD# 1863994) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Pittsburgh, PA and has over 28 years of experience in the finance industry.

9
Katie J. Thomas
CRD#: 5196509
161 Washington Street, Suite 1500, Conshohocken, PA 19428
96
Wealthminder
score

Katie Thomas (CRD# 5196509) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 8 years of experience in the finance industry. Katie Thomas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Joshua S. Gross
CRD#: 4530225
161 Washington Street, Suite 1500, Conshohocken, PA 19428
93
Wealthminder
score

Joshua Gross (CRD# 4530225) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 6 years of experience in the finance industry.

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