Miller Investment Management, LP

Miller Investment Management, LP (CRD# 108380) is a financial advisory firm headquartered in West Conshohocken, PA. They manage $3,112,155,872 in 236 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,112
    MILLION
  • Total Number of Accounts
    236
    ACCOUNTS
  • Average Account Value
    $13,187,101
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based 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, DE, FL, MA, NY, OH, PA, SC, TX

Financial Advisors at Miller Investment Management, LP
Showing 1 - 8 of 8 top financial advisors.
1
Elwyn Evans
CRD#: 5113001
One Tower Bridge, Ste 1500, West Conshohocken, PA 19428
96
Wealthminder
score

Elwyn Evans (CRD# 5113001) is an Investment Advisor Representative working at Miller Investment Management, LP in West Conshohocken, PA and has over 17 years of experience in the finance industry.

2
Ellen D. Harvey
CRD#: 1712045
One Tower Bridge, Ste 1500, West Conshohocken, PA 19428
96
Wealthminder
score

Ellen Harvey (CRD# 1712045) is an Investment Advisor Representative working at Miller Investment Management, LP in West Conshohocken, PA and has over 25 years of experience in the finance industry.

3
David J. Hill
CRD#: 5538814
One Tower Bridge, Ste 1500, West Conshohocken, PA 19428
96
Wealthminder
score

David Hill (CRD# 5538814) is an Investment Advisor Representative working at Miller Investment Management, LP in West Conshohocken, PA and has over 7 years of experience in the finance industry.

4
Henry S. Miller
CRD#: 832683
One Tower Bridge, Ste 1500, West Conshohocken, PA 19428
96
Wealthminder
score

Henry Miller (CRD# 832683) is an Investment Advisor Representative working at Miller Investment Management, LP in West Conshohocken, PA and has over 25 years of experience in the finance industry.

5
Christopher D. Duke
CRD#: 4419383
One Tower Bridge, Ste 1500, West Conshohocken, PA 19428
90
Wealthminder
score

Christopher Duke (CRD# 4419383) is an Investment Advisor Representative working at Miller Investment Management, LP in West Conshohocken, PA and has 1 year of experience in the finance industry.

6
Louis A. Merlini
CRD#: 6620580
One Tower Bridge, Ste 1500, West Conshohocken, PA 19428
88
Wealthminder
score

Louis Merlini (CRD# 6620580) is an Investment Advisor Representative working at Miller Investment Management, LP in West Conshohocken, PA and has 1 year of experience in the finance industry.

7
Henry S. Miller
CRD#: 6701182
One Tower Bridge, Ste 1500, West Conshohocken, PA 19428
88
Wealthminder
score

Henry Miller (CRD# 6701182) is an Investment Advisor Representative working at Miller Investment Management, LP in West Conshohocken, PA and has 1 year of experience in the finance industry.

8
Clayton P. Parrett
CRD#: 6617710
One Tower Bridge, Ste 1500, West Conshohocken, PA 19428
88
Wealthminder
score

Clayton Parrett (CRD# 6617710) is an Investment Advisor Representative working at Miller Investment Management, LP in West Conshohocken, PA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.