Mill Creek Capital Advisors, LLC

Mill Creek Capital Advisors, LLC (CRD# 141470) is a financial advisory firm headquartered in Conshohocken, PA. They manage $8,050,914,709 in 355 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,051
    MILLION
  • Total Number of Accounts
    355
    ACCOUNTS
  • Average Account Value
    $22,678,633
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, DC, DE, FL, GA, MA, NJ, NY, OH, PA, VT

Financial Advisors at Mill Creek Capital Advisors, LLC
Showing 1 - 10 of 22 top financial advisors.
1
Robert M. Asklar
CRD#: 5660650
161 Washington Street, Suite 1500, Conshohocken, PA 19428

Robert Asklar (CRD# 5660650) 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. 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

Sean Bannon (CRD# 2363812) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Pittsburgh, PA and has over 24 years of experience in the finance industry.

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

Patrick Burke (CRD# 2590258) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 26 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
Ryan M. Campbell
CRD#: 5392235
161 Washington Street, Suite 1500, Conshohocken, PA 19428

Ryan Campbell (CRD# 5392235) 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. Ryan Campbell 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.

5
Thomas M. Chapin
CRD#: 1411830
161 Washington Street, Suite 1500, Conshohocken, PA 19428

Thomas Chapin (CRD# 1411830) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 19 years of experience in the finance industry.

6
Michael W. Crook
CRD#: 4917503
161 Washington Street, Suite 1500, Conshohocken, PA 19428

Michael Crook (CRD# 4917503) 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.

7
Joshua S. Gross
CRD#: 4530225
161 Washington Street, Suite 1500, Conshohocken, PA 19428

Joshua Gross (CRD# 4530225) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 11 years of experience in the finance industry.

8
Walter C. Harris
CRD#: 4660182
Gates Mills, OH

Walter Harris (CRD# 4660182) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Gates Mills, OH and has over 10 years of experience in the finance industry.

9
Adam Heller
CRD#: 6990963
161 Washington Street, Suite 1500, Conshohocken, PA 19428

Adam Heller (CRD# 6990963) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 3 years of experience in the finance industry.

10
Jill T. Jokelson
CRD#: 4033910
161 Washington Street, Suite 1500, Conshohocken, PA 19428

Jill Jokelson (CRD# 4033910) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 7 years of experience in the finance industry.

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